LG Display Co Ltd (LPL)vsSensata Technologies Holding NV (ST)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
ST
Sensata Technologies Holding NV
$49.84
-5.32%
TECHNOLOGY · Cap: $7.33B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 677979% more annual revenue ($25.28T vs $3.73B). ST leads profitability with a 1.3% profit margin vs -0.3%. ST appears more attractively valued with a PEG of 0.30. ST earns a higher WallStSmart Score of 59/100 (C).
LPL
Avoid32
out of 100
Grade: F
ST
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+18.8%
Fair Value
$45.81
Current Price
$49.84
$4.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 25.5% 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%
2.6% revenue growth
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
1.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.30 suggests the stock is reasonably priced for its growth.
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 : ST
The primary concerns for ST are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 152.7x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while ST is a value play — different risk/reward profiles.
ST carries more volatility with a beta of 1.26 — expect wider price swings.
ST is growing revenue faster at 2.6% — sustainability is the question.
ST generates stronger free cash flow (105M), providing more financial flexibility.
Bottom Line
ST scores higher overall (59/100 vs 32/100). Both earn "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.
Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
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