LG Display Co Ltd (LPL)vsTower Semiconductor Ltd (TSEM)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
TSEM
Tower Semiconductor Ltd
$235.48
+9.11%
TECHNOLOGY · Cap: $32.69B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1558813% more annual revenue ($25.28T vs $1.62B). TSEM leads profitability with a 15.1% profit margin vs -0.3%. LPL appears more attractively valued with a PEG of 6.56. TSEM earns a higher WallStSmart Score of 53/100 (C-).
LPL
Avoid32
out of 100
Grade: F
TSEM
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 62.9% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
15.5% revenue growth
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%
Trading at 9.1x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : TSEM
The strongest argument for TSEM centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 15.1% and operating margin at 15.6%. Revenue growth of 15.5% demonstrates continued momentum.
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 : TSEM
The primary concerns for TSEM are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 126.6x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while TSEM is a growth play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.24 — expect wider price swings.
TSEM is growing revenue faster at 15.5% — sustainability is the question.
TSEM generates stronger free cash flow (354M), providing more financial flexibility.
Bottom Line
TSEM scores higher overall (53/100 vs 32/100), backed by strong 15.1% margins and 15.5% revenue growth. 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.
Tower Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Tower Semiconductor Ltd., an independent semiconductor foundry, manufactures and markets mixed-signal intensive analog semiconductor devices in the United States, Japan, Asia and Europe. The company is headquartered in Migdal Haemek, Israel.
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