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LPL vs OLED
Revenue, margins, valuation, and 5-year total return — side by side.
Semiconductors
LPL vs OLED — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Consumer Electronics | Semiconductors |
| Market Cap | $4.54B | $4.43B |
| Revenue (TTM) | $25.81T | $627M |
| Net Income (TTM) | $226.31B | $214M |
| Gross Margin | 13.1% | 73.5% |
| Operating Margin | 2.0% | 35.6% |
| Forward P/E | 0.0x | 19.7x |
| Total Debt | $12.73T | $43M |
| Cash & Equiv. | $1.57T | $138M |
LPL vs OLED — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| LG Display Co., Ltd. (LPL) | 100 | 107.1 | +7.1% |
| Universal Display C… (OLED) | 100 | 64.1 | -35.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LPL vs OLED
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LPL is the clearest fit if your priority is value and momentum.
- Lower P/E (0.0x vs 19.7x)
- +48.4% vs OLED's -31.8%
OLED carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 9 yrs, beta 1.39, yield 1.9%
- Rev growth 0.5%, EPS growth 9.2%, 3Y rev CAGR 1.8%
- 83.9% 10Y total return vs LPL's -45.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.5% revenue growth vs LPL's -3.0% | |
| Value | Lower P/E (0.0x vs 19.7x) | |
| Quality / Margins | 34.1% margin vs LPL's 0.9% | |
| Stability / Safety | Beta 1.39 vs LPL's 1.48, lower leverage | |
| Dividends | 1.9% yield; 9-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +48.4% vs OLED's -31.8% | |
| Efficiency (ROA) | 11.0% ROA vs LPL's 0.8%, ROIC 11.7% vs 2.0% |
LPL vs OLED — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
LPL vs OLED — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
OLED leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LPL is the larger business by revenue, generating $25.81T annually — 41194.3x OLED's $627M. OLED is the more profitable business, keeping 34.1% of every revenue dollar as net income compared to LPL's 0.9%. On growth, LPL holds the edge at -8.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $25.81T | $627M |
| EBITDAEarnings before interest/tax | $4.87T | $259M |
| Net IncomeAfter-tax profit | $226.3B | $214M |
| Free Cash FlowCash after capex | $1.04T | $237M |
| Gross MarginGross profit ÷ Revenue | +13.1% | +73.5% |
| Operating MarginEBIT ÷ Revenue | +2.0% | +35.6% |
| Net MarginNet income ÷ Revenue | +0.9% | +34.1% |
| FCF MarginFCF ÷ Revenue | +4.0% | +37.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.1% | -14.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +61.2% | -43.7% |
Valuation Metrics
LPL leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 18.5x trailing earnings, OLED trades at a 37% valuation discount to LPL's 29.2x P/E. On an enterprise value basis, LPL's 3.6x EV/EBITDA is more attractive than OLED's 14.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.5B | $4.4B |
| Enterprise ValueMkt cap + debt − cash | $12.2B | $4.3B |
| Trailing P/EPrice ÷ TTM EPS | 29.17x | 18.50x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.01x | 19.69x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.46x |
| EV / EBITDAEnterprise value multiple | 3.56x | 14.56x |
| Price / SalesMarket cap ÷ Revenue | 0.26x | 6.80x |
| Price / BookPrice ÷ Book value/share | 0.84x | 2.54x |
| Price / FCFMarket cap ÷ FCF | 6.58x | 28.68x |
Profitability & Efficiency
OLED leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
OLED delivers a 12.3% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $3 for LPL. OLED carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to LPL's 1.62x. On the Piotroski fundamental quality scale (0–9), LPL scores 7/9 vs OLED's 4/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +2.9% | +12.3% |
| ROA (TTM)Return on assets | +0.8% | +11.0% |
| ROICReturn on invested capital | +2.0% | +11.7% |
| ROCEReturn on capital employed | +3.0% | +14.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 4 |
| Debt / EquityFinancial leverage | 1.62x | 0.02x |
| Net DebtTotal debt minus cash | $11.16T | -$95M |
| Cash & Equiv.Liquid assets | $1.57T | $138M |
| Total DebtShort + long-term debt | $12.73T | $43M |
| Interest CoverageEBIT ÷ Interest expense | 2.96x | — |
Total Returns (Dividends Reinvested)
LPL leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OLED five years ago would be worth $4,632 today (with dividends reinvested), compared to $4,614 for LPL. Over the past 12 months, LPL leads with a +48.4% total return vs OLED's -31.8%. The 3-year compound annual growth rate (CAGR) favors LPL at -7.7% vs OLED's -10.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +6.8% | -22.5% |
| 1-Year ReturnPast 12 months | +48.4% | -31.8% |
| 3-Year ReturnCumulative with dividends | -21.5% | -29.0% |
| 5-Year ReturnCumulative with dividends | -53.9% | -53.7% |
| 10-Year ReturnCumulative with dividends | -45.1% | +83.9% |
| CAGR (3Y)Annualised 3-year return | -7.7% | -10.8% |
Risk & Volatility
Evenly matched — LPL and OLED each lead in 1 of 2 comparable metrics.
Risk & Volatility
OLED is the less volatile stock with a 1.39 beta — it tends to amplify market swings less than LPL's 1.48 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LPL currently trades 80.1% from its 52-week high vs OLED's 57.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.48x | 1.39x |
| 52-Week HighHighest price in past year | $5.67 | $163.21 |
| 52-Week LowLowest price in past year | $2.97 | $83.64 |
| % of 52W HighCurrent price vs 52-week peak | +80.1% | +57.6% |
| RSI (14)Momentum oscillator 0–100 | 51.7 | 54.1 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 814K |
Analyst Outlook
OLED leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates LPL as "Hold" and OLED as "Buy". OLED is the only dividend payer here at 1.91% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | — | $141.00 |
| # AnalystsCovering analysts | 14 | 19 |
| Dividend YieldAnnual dividend ÷ price | — | +1.9% |
| Dividend StreakConsecutive years of raises | 1 | 9 |
| Dividend / ShareAnnual DPS | — | $1.80 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.7% |
OLED leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LPL leads in 2 (Valuation Metrics, Total Returns). 1 tied.
LPL vs OLED: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LPL or OLED a better buy right now?
For growth investors, Universal Display Corporation (OLED) is the stronger pick with 0.
5% revenue growth year-over-year, versus -3. 0% for LG Display Co. , Ltd. (LPL). Universal Display Corporation (OLED) offers the better valuation at 18. 5x trailing P/E (19. 7x forward), making it the more compelling value choice. Analysts rate Universal Display Corporation (OLED) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — LPL or OLED?
On trailing P/E, Universal Display Corporation (OLED) is the cheapest at 18.
5x versus LG Display Co. , Ltd. at 29. 2x. On forward P/E, LG Display Co. , Ltd. is actually cheaper at 0. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — LPL or OLED?
Over the past 5 years, Universal Display Corporation (OLED) delivered a total return of -53.
7%, compared to -53. 9% for LG Display Co. , Ltd. (LPL). Over 10 years, the gap is even starker: OLED returned +83. 9% versus LPL's -45. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LPL or OLED?
By beta (market sensitivity over 5 years), Universal Display Corporation (OLED) is the lower-risk stock at 1.
39β versus LG Display Co. , Ltd. 's 1. 48β — meaning LPL is approximately 7% more volatile than OLED relative to the S&P 500. On balance sheet safety, Universal Display Corporation (OLED) carries a lower debt/equity ratio of 2% versus 162% for LG Display Co. , Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — LPL or OLED?
By revenue growth (latest reported year), Universal Display Corporation (OLED) is pulling ahead at 0.
5% versus -3. 0% for LG Display Co. , Ltd. (LPL). On earnings-per-share growth, the picture is similar: LG Display Co. , Ltd. grew EPS 108. 3% year-over-year, compared to 9. 2% for Universal Display Corporation. Over a 3-year CAGR, OLED leads at 1. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — LPL or OLED?
Universal Display Corporation (OLED) is the more profitable company, earning 37.
2% net margin versus 0. 9% for LG Display Co. , Ltd. — meaning it keeps 37. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OLED leads at 38. 5% versus 2. 0% for LPL. At the gross margin level — before operating expenses — OLED leads at 73. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is LPL or OLED more undervalued right now?
On forward earnings alone, LG Display Co.
, Ltd. (LPL) trades at 0. 0x forward P/E versus 19. 7x for Universal Display Corporation — 19. 7x cheaper on a one-year earnings basis.
08Which pays a better dividend — LPL or OLED?
In this comparison, OLED (1.
9% yield) pays a dividend. LPL does not pay a meaningful dividend and should not be held primarily for income.
09Is LPL or OLED better for a retirement portfolio?
For long-horizon retirement investors, Universal Display Corporation (OLED) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1.
9% yield). Both have compounded well over 10 years (OLED: +83. 9%, LPL: -45. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between LPL and OLED?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
OLED pays a dividend while LPL does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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