LG Display Co Ltd (LPL)vsSemtech Corporation (SMTC)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
SMTC
Semtech Corporation
$169.35
+5.35%
TECHNOLOGY · Cap: $15.53B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2319197% more annual revenue ($25.28T vs $1.09B). LPL leads profitability with a -0.3% profit margin vs -3.0%. SMTC appears more attractively valued with a PEG of 3.39. SMTC earns a higher WallStSmart Score of 37/100 (F).
LPL
Avoid32
out of 100
Grade: F
SMTC
Hold37
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.9% revenue growth
Earnings expanding 22.7% YoY
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%
Expensive relative to growth rate
Trading at 27.5x book value
ROE of -5.8% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SMTC
The strongest argument for SMTC centers on Revenue Growth, EPS Growth. Revenue growth of 15.9% 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 : SMTC
The primary concerns for SMTC are PEG Ratio, Price/Book, Return on Equity.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SMTC is a growth play — different risk/reward profiles.
SMTC carries more volatility with a beta of 2.32 — expect wider price swings.
SMTC is growing revenue faster at 15.9% — sustainability is the question.
SMTC generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
SMTC scores higher overall (37/100 vs 32/100) and 15.9% revenue growth. Both earn "Hold" 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.
Semtech Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Semtech Corporation designs, develops, manufactures, and markets mixed-signal and analog semiconductor products and advanced algorithms. The company is headquartered in Camarillo, California.
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