LG Display Co Ltd (LPL)vsSkyworks Solutions Inc (SWKS)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
SWKS
Skyworks Solutions Inc
$73.57
-7.96%
TECHNOLOGY · Cap: $11.13B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 624947% more annual revenue ($25.28T vs $4.04B). SWKS leads profitability with a 8.9% profit margin vs -0.3%. SWKS appears more attractively valued with a PEG of 1.60. SWKS earns a higher WallStSmart Score of 47/100 (D+).
LPL
Avoid32
out of 100
Grade: F
SWKS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+8.0%
Fair Value
$69.21
Current Price
$73.57
$4.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
Premium valuation, high expectations priced in
ROE of 6.3% — below average capital efficiency
Revenue declined 1.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SWKS
The strongest argument for SWKS centers on Altman Z-Score, Debt/Equity, Price/Book.
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 : SWKS
The primary concerns for SWKS are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SWKS is a value play — different risk/reward profiles.
SWKS carries more volatility with a beta of 1.48 — expect wider price swings.
SWKS is growing revenue faster at -1.0% — sustainability is the question.
SWKS generates stronger free cash flow (-32M), providing more financial flexibility.
Bottom Line
SWKS scores higher overall (47/100 vs 32/100). 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.
Skyworks Solutions Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Irvine, California, United States. Skyworks manufactures semiconductors for use in Radio Frequency (RF) and mobile communications systems.
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