LG Display Co Ltd (LPL)vsSensata Technologies Holding NV (ST)
LPL
LG Display Co Ltd
$3.23
+5.21%
TECHNOLOGY · Cap: $3.00B
ST
Sensata Technologies Holding NV
$48.66
+3.93%
TECHNOLOGY · Cap: $6.74B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 670149% more annual revenue ($25.30T vs $3.78B). ST leads profitability with a 2.4% profit margin vs -5.4%. ST appears more attractively valued with a PEG of 0.27. ST earns a higher WallStSmart Score of 63/100 (C+).
LPL
Hold36
out of 100
Grade: F
ST
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+19.6%
Fair Value
$46.28
Current Price
$48.66
$2.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 70.7% YoY
Reasonable price relative to book value
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
2.4% margin — thin
Premium valuation, high expectations priced in
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, EPS Growth, Price/Book. PEG of 0.27 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Bear Case : ST
The primary concerns for ST are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 74.7x leaves little room for execution misses. Thin 2.4% 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.
LPL carries more volatility with a beta of 1.27 — expect wider price swings.
ST is growing revenue faster at 5.0% — sustainability is the question.
ST generates stronger free cash flow (105M), providing more financial flexibility.
Bottom Line
ST scores higher overall (63/100 vs 36/100). Both earn "Buy" and "Hold" 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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