LG Display Co Ltd (LPL)vsUltra Clean Holdings Inc (UCTT)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
UCTT
Ultra Clean Holdings Inc
$78.15
+8.53%
TECHNOLOGY · Cap: $3.23B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1230610% more annual revenue ($25.28T vs $2.05B). LPL leads profitability with a -0.3% profit margin vs -8.8%. UCTT appears more attractively valued with a PEG of 1.17. UCTT earns a higher WallStSmart Score of 37/100 (F).
LPL
Hold36
out of 100
Grade: F
UCTT
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+22.6%
Fair Value
$72.22
Current Price
$78.15
$5.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
No standout strengths identified
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Operating margin of 2.1%
Weak financial health signals
ROE of -20.0% — below average capital efficiency
Revenue declined 10.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : UCTT
PEG of 1.17 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 : UCTT
The primary concerns for UCTT are Operating Margin, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
UCTT carries more volatility with a beta of 1.81 — expect wider price swings.
LPL is growing revenue faster at -8.8% — 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
UCTT scores higher overall (37/100 vs 36/100). Both earn "Hold" 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.
Ultra Clean Holdings Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ultra Clean Holdings, Inc. designs, designs and manufactures production tools, modules and subsystems for the semiconductor and display capital equipment markets in the United States and internationally. The company is headquartered in Hayward, California.
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