LG Display Co Ltd (LPL)vsSilicon Motion Technology (SIMO)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
SIMO
Silicon Motion Technology
$258.70
-12.21%
TECHNOLOGY · Cap: $9.51B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2381905% more annual revenue ($25.28T vs $1.06B). SIMO leads profitability with a 16.0% profit margin vs -0.3%. SIMO appears more attractively valued with a PEG of 0.70. SIMO earns a higher WallStSmart Score of 71/100 (B).
LPL
Avoid32
out of 100
Grade: F
SIMO
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-59.2%
Fair Value
$87.91
Current Price
$258.70
$170.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 105.5% year-over-year
Earnings expanding 238.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Trading at 9.6x book value
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SIMO
The strongest argument for SIMO centers on Revenue Growth, EPS Growth, Altman Z-Score. Profitability is solid with margins at 16.0% and operating margin at 15.3%. Revenue growth of 105.5% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Bear Case : SIMO
The primary concerns for SIMO are Price/Book, P/E Ratio, Free Cash Flow. A P/E of 55.5x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SIMO is a growth play — different risk/reward profiles.
SIMO carries more volatility with a beta of 1.73 — expect wider price swings.
SIMO is growing revenue faster at 105.5% — sustainability is the question.
SIMO generates stronger free cash flow (-49M), providing more financial flexibility.
Bottom Line
SIMO scores higher overall (71/100 vs 32/100), backed by strong 16.0% margins and 105.5% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LG Display Co Ltd
TECHNOLOGY · CONSUMER ELECTRONICS · USA
LG Display Co., Ltd. is dedicated to the design, manufacture and sale of thin film transistor liquid crystal displays (TFT-LCD) and display panels based on organic light emitting diode (OLED) technology. The company is headquartered in Seoul, South Korea.
Silicon Motion Technology
TECHNOLOGY · SEMICONDUCTORS · USA
Silicon Motion Technology Corporation designs, develops and markets NAND flash controllers for solid state storage devices. The company is headquartered in Kowloon, Hong Kong.
Visit Website →Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?