LG Display Co Ltd (LPL)vsSPS Commerce Inc (SPSC)
LPL
LG Display Co Ltd
$2.59
-4.43%
TECHNOLOGY · Cap: $2.79B
SPSC
SPS Commerce Inc
$82.99
-3.25%
TECHNOLOGY · Cap: $3.08B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3187499% more annual revenue ($24.62T vs $772.49M). SPSC leads profitability with a 10.1% profit margin vs -2.3%. SPSC appears more attractively valued with a PEG of 4.71. SPSC earns a higher WallStSmart Score of 46/100 (D+).
LPL
Avoid35
out of 100
Grade: F
SPSC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+70.8%
Fair Value
$235.04
Current Price
$82.99
$152.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 691.0B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 63.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : SPSC
The primary concerns for SPSC are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 41.8x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SPSC is a value play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
SPSC is growing revenue faster at 5.6% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
SPSC scores higher overall (46/100 vs 35/100). 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.
SPS Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SPS Commerce, Inc. provides cloud-based supply chain management solutions globally. The company is headquartered in Minneapolis, Minnesota.
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