LG Display Co (LPL) Fair Value & Analysis
Technology · US · Market cap $4.6B
LG Display Co
LPL · US
Fair value as of: Jul 17, 2026
From 10 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from $3.17 to $2.69 (−15.1%) since Jun 24, 2026. Share price −13.6% over the past month.
Below-average quality, and screening another 18% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($3.12). The favourable scenario is already priced in.
- Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $2.56 – $10.18 · fair‑value band $2.02 – $3.12 · the $3.30 price screens above the $2.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
LG Display Co (LPL) currently trades at $3.30, while our model-based Fair Value estimate is $2.69, implying the stock looks roughly 18.5% overvalued today. The Quality Score stands at 36/100 (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 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 $11.2T. Fundamentals as of Jul 17, 2026
Our scenario range runs from $2.02 (bear case) to $3.12 (bull case); at $3.30, 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 43% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -16% fair-value upside, at -18%, LPL screens richer 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.
All 10 models by family
Widest divergence: Economic Profit ($3.24) versus Earnings-Based ($1.90). Highest evidence: Growth-Adj P/E (68).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 34 · Market factors (momentum, volatility) 18
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 in FY2025 versus $29.9T in FY2021, a compound −3.6%/yr. Reported net income was $226B in FY2025, compounding −33.9%/yr from FY2021.
LPL screens 18% overvalued. Compare with Apple Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- LG Display Co Ltd (LPL) Q2 2026 Earnings Call Highlights: Navigating Challenges with OLED ...
- LG Display Q2 Operating Loss Narrows, Turns To Profit In H1; Stock Gains
- LG Display presents vision of lifestyle transformation at K-Display 2026
- With Good Life Deal, LPL Again Takes Advantage of 'Sticky' Business
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.
Valuation Multiples vs Consumer Electronics median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
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 17, 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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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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