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LG Display Co (034220) Fair Value & Analysis

Technology · KR · Market cap 5.5T KRW

LD LG Display Co 034220 · KO
Price9,770 KRW
Fair Value9,052 KRW
Upside-7.3%
Quality42/100
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Weak Growth
Loss-making · -0.3% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (5/10)
Narrow moat 22/100
Evidence: Medium Range 6,789 KRW – 9,618 KRW Share as image

Fair value as of: Jul 13, 2026

From 14 valuation models · updated 28 days ago

Share price −13.1% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 6,789 KRW (bear) to 9,618 KRW (bull), base 9,052 KRW. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 42/100 (below-average quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

23,280 KRW 7,620 KRW Fair Value 9,052 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range 7,620 KRW – 23,280 KRW · fair‑value band 6,789 KRW – 9,618 KRW · the 9,770 KRW price screens above the 9,052 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

LG Display Co (034220) currently trades at 9,770 KRW, while our model-based Fair Value estimate is 9,052 KRW, implying the stock looks roughly 7.3% fairly valued today. The Quality Score stands at 42/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, LG Display Co generated revenue of 25.3T KRW at a net margin of -0.3%. Revenue declined 8.8% year over year. It earns a return on equity of -0.5%. Net debt stands at 11.1T KRW. Fundamentals as of Jul 13, 2026

Our scenario range runs from 6,789 KRW (bear case) to 9,618 KRW (bull case); at 9,770 KRW, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 46% below its 52-week high and 14% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -16% fair-value upside, at -7%, 034220 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income 9,837 KRW 9,683 KRW 8,579 KRW 76
Growth-Adj P/E 4,803 KRW 6,862 KRW 8,920 KRW 68
P/E Multiple 6,789 KRW 9,052 KRW 11,316 KRW 63
All 14 models by family
DCF Models
Owner Earnings 36,918 KRW 57,327 KRW 98,557 KRW 31
5Y Revenue Exit 2,686 KRW 39
5Y EBITDA Exit 38,957 KRW 75,842 KRW 125,554 KRW 41
10Y EBITDA Exit 20,710 KRW 46,758 KRW 76,527 KRW 37
Earnings-Based
Graham-Dodd 3,078 KRW 4,496 KRW 5,306 KRW 54
Multiples
P/E Multiple 6,789 KRW 9,052 KRW 11,316 KRW 63
P/S Multiple 5,771 KRW 7,695 KRW 9,618 KRW 58
P/B Multiple 5,771 KRW 7,695 KRW 9,618 KRW 55
EV/EBIT 3,943 KRW 8,596 KRW 53
EV/EBITDA 80,319 KRW 111,981 KRW 143,643 KRW 54
EV/Revenue 2,805 KRW 43
Asset-Based
NCAV (Graham) 6,604 KRW 8,850 KRW 13,208 KRW 50
Economic Profit
Residual Income 9,837 KRW 9,683 KRW 8,579 KRW 76
Growth Earnings
Growth-Adj P/E 4,803 KRW 6,862 KRW 8,920 KRW 68

Widest divergence: DCF Models (57,327 KRW) versus Earnings-Based (4,496 KRW). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 25.3T KRW
Revenue growth (YoY) -8.8%
Net margin -0.3%
Return on equity -0.5%
Free cash flow 245B KRW FY2025
Operating margin 2.7%
More key figures
EPS growth (YoY) -76.3%
Net debt 11.1T KRW FY2025

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 42/100

Of which business quality 40 · Market factors (momentum, volatility) 23

Profitability 31
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 40
Earnings quality: real cash, not paper profit
Fin. Strength 11
Balance sheet, leverage, solvency risk
Investment 89
Disciplined investing over empire-building
Low Volatility 20
Calm price path (market factor)
Momentum 25
Price trend over the last 3–12 months (market factor)
52W Momentum 24
Distance to the 52-week high (market factor)
Net Issuance 40
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

LG Display Co., Ltd., together with its subsidiaries, engages in the research, development, manufacture, and sale of organic light-emitting diode (OLED) and thin-film transistor liquid crystal display (TFT-LCD) panels in South Korea, China, the rest of Asia, North America, and Europe.

Full company description

LG Display Co., Ltd., together with its subsidiaries, engages in the research, development, manufacture, and sale of organic light-emitting diode (OLED) and thin-film transistor liquid crystal display (TFT-LCD) panels in South Korea, China, the rest of Asia, North America, and Europe. The company offers display panels for televisions; monitors; IT products comprising notebook computers, desktop monitors, and tablet computers; laptops; smartphones and smartwatches; mobile phones and watches; automobiles; and other products with display devices. It also engages in the operation and management of welfare facilities; management of intellectual properties; production and sale of LCD modules and monitor sets; and investment in venture businesses and technologies. The company exports its products. The company was formerly known as LG.Philips LCD CO., Ltd. and changed its name to LG Display Co., Ltd. in March 2008. LG Display Co., Ltd. was incorporated in 1985 and is headquartered in Seoul, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

LG Display Co reported revenue of 25.8T KRW in FY2025 versus 29.9T KRW in FY2021, a compound −3.6%/yr. Reported net income was 226B KRW in FY2025, compounding −33.9%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
25.8T KRW
Latest YoY
−3.0%
Avg. growth/yr (3Y)
−0.4%
Avg. growth/yr (5Y)
+1.3%
Avg. growth/yr (21Y)
+5.5%
Revenue −3.6%/yr
FY21 29.9T KRW
FY22 26.2T KRW
FY23 21.3T KRW
FY24 26.6T KRW
FY25 25.8T KRW
Net income −33.9%/yr
FY21 1.2T KRW
FY22 −3.1T KRW
FY23 −2.7T KRW
FY24 −2.6T KRW
FY25 226B KRW

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Cite: Fair Value Calculator (2026). "LG Display Co Fair Value". https://www.fairvalue-calculator.com/stock/034220

Peer Group

Consumer Electronics · 129 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 42 · Bottom 25%
Fair Value upside −7% · Above median
Return on assets 1% · Above median
Net margin (TTM) -0% · Below median
Operating margin (TTM) 3% · Above median
Revenue growth -9% · Below median
Debt / equity 1.35× · Higher than 75% of peers

Valuation Multiples vs Consumer Electronics median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 1.8× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 24 · sector 8
FUTURE 0 · sector 13
PAST 0 · sector 10
HEALTH 33 · sector 97
DIVIDEND 0 · sector 29

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Consumer Electronics stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Apple Inc AAPL $313.33 $122.91 -61%
Samsung Electronics Co 005930 255,000 KRW 138,019 KRW -46%
Sony Group SONYN 366.00 MXN 468.94 MXN +28%
Xiaomi Corporation 1810 HK$26.88 HK$39.84 +48%
LG Electronics Inc 066570 179,000 KRW 101,531 KRW -43%
Sharetronic Data Technology Co 300857 ¥277.96 ¥35.89 -87%
Huaqin Co 603296 ¥78.20 ¥65.69 -16%
Goertek Inc 002241 ¥22.25 ¥18.86 -15%
LG Corp 003550 102,400 KRW 93,881 KRW -8%
Anker Innovations Limited 300866 ¥105.92 ¥78.52 -26%

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Frequently asked questions

Is LG Display Co (034220) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 9,052 KRW versus a price of 9,770 KRW, about −7% (fairly valued).
What is the fair value of 034220?
Our model-based fair value for LG Display Co is 9,052 KRW (as of Jul 13, 2026), built from audited fundamentals. The current price is 9,770 KRW.
What is the quality score of 034220?
LG Display Co has a Quality Score of 42/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of LG Display Co (034220)?
LG Display Co reported trailing-twelve-month revenue of about 25.3T KRW (latest available figure, as of Jul 13, 2026).
What is the net profit margin of 034220?
The net profit margin of LG Display Co is about -0.3%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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