WallStSmart

LG Display Co Ltd (LPL)vsSilvaco Group, Inc. Common Stock (SVCO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LG Display Co Ltd generates 40084235% more annual revenue ($25.28T vs $63.06M). LPL leads profitability with a -0.3% profit margin vs -65.3%. LPL earns a higher WallStSmart Score of 36/100 (F).

LPL

Hold

36

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 4.3Quality: 3.8
Piotroski: 5/9Altman Z: 0.82

SVCO

Avoid

21

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LPL.

SVCOUndervalued (+60.4%)

Margin of Safety

+60.4%

Fair Value

$9.29

Current Price

$10.21

$0.92 discount

UndervaluedFair: $9.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LPL2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.18T10/10

Generating 1.2T in free cash flow

SVCO0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

LPL4 concerns · Avg: 3.0/10
P/E RatioValuation
27.5x4/10

Moderate valuation

Return on EquityProfitability
3.8%3/10

ROE of 3.8% — below average capital efficiency

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

PEG RatioValuation
6.562/10

Expensive relative to growth rate

SVCO4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$314.41M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-47.1%2/10

ROE of -47.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : LPL

The strongest argument for LPL centers on Price/Book, Free Cash Flow.

Bull Case : SVCO

SVCO has a balanced fundamental profile.

Bear Case : LPL

The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.

Bear Case : SVCO

The primary concerns for SVCO are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

SVCO is growing revenue faster at 2.2% — sustainability is the question.

LPL generates stronger free cash flow (1.2T), providing more financial flexibility.

Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LPL scores higher overall (36/100 vs 21/100). SVCO offers better value entry with a 60.4% margin of safety. 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.

Silvaco Group, Inc. Common Stock

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Silvaco Group, Inc. (SVCO) is a prominent player in the Electronic Design Automation (EDA) industry, specializing in advanced software solutions that facilitate the design and optimization of semiconductor devices and integrated circuits. With a comprehensive suite of tools tailored to enhance productivity and precision, Silvaco serves a diverse array of clients across the semiconductor sector. As the complexity of electronic designs continues to escalate with technological advancements, the company is strategically positioned for sustained growth, underpinned by its unwavering commitment to innovation. This focus on cutting-edge solutions not only strengthens its competitive edge but also drives significant value creation for stakeholders, marking SVCO as a compelling investment opportunity in the evolving tech landscape.

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