LG Display Co Ltd (LPL)vsTTM Technologies Inc (TTMI)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
TTMI
TTM Technologies Inc
$137.50
-0.07%
TECHNOLOGY · Cap: $14.28B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 869679% more annual revenue ($25.28T vs $2.91B). TTMI leads profitability with a 6.1% profit margin vs -0.3%. TTMI appears more attractively valued with a PEG of 0.36. TTMI earns a higher WallStSmart Score of 61/100 (C+).
LPL
Hold36
out of 100
Grade: F
TTMI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+29.1%
Fair Value
$129.58
Current Price
$137.50
$7.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Growing faster than its price suggests
Earnings expanding 828.0% YoY
19.0% revenue growth
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Trading at 8.1x book value
6.1% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, EPS Growth, Revenue Growth. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 81.8x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while TTMI is a growth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 1.76 — expect wider price swings.
TTMI is growing revenue faster at 19.0% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
TTMI scores higher overall (61/100 vs 36/100) and 19.0% revenue growth. 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.
TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
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