LG Display makes large-area OLED and LCD panels, supplying the TV and IT display makers that buy them, and its OLED panels for smartphones and automotive cockpits are the part of the business where it still has a technology lead over Chinese LCD rivals. The core problem is that the panel cycle has turned against it: revenue growth is roughly flat at 0.4%, gross margin sits at 14.4%, and operating margin is slightly negative at -1.9%, so the business is not yet earning its way through a weak pricing environment. The stock looks cheap on forward earnings at 3.1 times, but ROE of -17.6% and a score of 29/100 mean the discount reflects losses rather than an obvious mispricing. The thesis therefore rests on a recovery in OLED panel pricing and on a return to positive operating margins, neither of which the current numbers show yet. It is worth a deeper look only if you have a view on the timing of the panel cycle; without that, the metrics alone do not make the case.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 11 Oct 2026, 00:00 CEST | ACCE price target | $3.20 | first publication | $2.89 |
Answered from LG Display Co Ltd AMERICAN DEPOSITORY SHARES fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| LPL LG Display Co Ltd AMERICAN DEPOSITORY SHARES | $2.59 | - | - | - | -17.6% | 17 | 29 |
| 6753.T Sharp Corporation | ¥591.90 | - | - | 16.7x | 9.6% | 29 | 37 |
| SONO Sonos Inc. Common Stock | $17.54 | $23 | 23% below | 39.0x | 14.2% | 65 | 68 |
| 6952.T Casio Computer Co.,Ltd. | ¥2347.50 | - | - | 28.7x | 10.5% | 71 | 75 |
| DIXON.NS Dixon Technologies (India) Limited | ₹11191.00 | - | - | 33.9x | - | 44 | 49 |
| BSL.DE Basler Aktiengesellschaft | €20.45 | €8 | 144% above | 21.8x | 20.3% | 73 | 71 |
| TBCH Turtle Beach Corporation Common Stock | $16.46 | - | - | - | -3.2% | 35 | 47 |
Where LPL ranks against its sector peers on each metric.