WallStSmart

LG Display Co Ltd (LPL)vsVaronis Systems (VRNS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LG Display Co Ltd generates 4054028% more annual revenue ($25.28T vs $623.53M). LPL leads profitability with a -0.3% profit margin vs -20.7%. LPL appears more attractively valued with a PEG of 6.56. 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

VRNS

Avoid

28

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.7Quality: 4.3
Piotroski: 3/9Altman Z: 0.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LPL.

VRNSUndervalued (+60.5%)

Margin of Safety

+60.5%

Fair Value

$66.55

Current Price

$26.50

$40.05 discount

UndervaluedFair: $66.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LPL2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.18T10/10

Generating 1.2T in free cash flow

VRNS0 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

VRNS4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
7.382/10

Expensive relative to growth rate

Return on EquityProfitability
-24.5%2/10

ROE of -24.5% — 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 : VRNS

VRNS has a balanced fundamental profile.

Bear Case : LPL

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

Bear Case : VRNS

The primary concerns for VRNS are EPS Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

LPL carries more volatility with a beta of 1.15 — expect wider price swings.

VRNS is growing revenue faster at 9.4% — 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 28/100). VRNS offers better value entry with a 60.5% 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.

Varonis Systems

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Varonis Systems (VRNS) is a prominent leader in the cybersecurity sector, offering sophisticated data security and analytics solutions that safeguard sensitive information across both on-premises and cloud infrastructures. With a strong emphasis on machine learning and behavioral analytics, Varonis enables organizations to proactively detect and mitigate potential data risks while ensuring compliance with evolving regulatory requirements. Catering to a wide array of industries, the company has established itself as an essential partner for enterprises navigating the complexities of data protection in an increasingly hostile cyber environment. As demand for comprehensive data security solutions continues to surge, Varonis stands poised for robust growth in a rapidly expanding market.

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