LG Display (LPL) AI Stock Analysis

• Market Cap: $4.66B
• Dividend Yield: N/A
• Average Volume (3M): 636.55K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.90
• Revenue Growth: 3.97%
• EPS Growth: 72.99%
• Country: US
• Employees: 27,352
• Sector: Technology
• Sector Strength: 88
• Industry: Consumer Electronics
• EPS (TTM): 0.83
• Shares Outstanding: 1,000,000,000
• 10 Day Avg. Volume: 664,124
• 30 Day Avg. Volume: 636,548
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 2.80
• Enterprise Value/Revenue: <0.01
• Enterprise Value/Gross Profit: <0.01
• Enterprise Value/Ebitda: <0.01
• 1Y Price Target: $5.00
• Price Target Upside: 4.17% Upside
• Rating Consensus: Moderate Sell
• Number of Analyst Covering: 1

• Rating: 55 Neutral
• Price Target: $5.00 ▲(4.17% Upside)

The overall stock score of 55 reflects significant financial challenges, including declining revenues and high leverage, which weigh heavily on the company's outlook. Technical analysis shows bullish momentum, but overbought conditions suggest caution. Valuation remains unattractive due to negative earnings. The earnings call provides some optimism with improvements in OLED and automotive segments, but overall risks remain substantial.

LG Display Business Overview & Revenue Model

Company Description

LG Display Co., Ltd. engages in the design, manufacture, and sale of thin-film transistor liquid crystal display (TFT-LCD) and organic light emitting diode (OLED) technology-based display panels. Its TFT-LCD and OLED technology-based display panels are primarily used in televisions, notebook computers, desktop monitors, tablet computers, mobile devices, and automotive displays. The company also provides display panels for industrial and other applications, including entertainment systems, portable navigation devices, and medical diagnostic equipment. It operates in South Korea, China, rest of Asia, the United States, Poland, and other European countries. 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.

How the Company Makes Money

LG Display generates revenue primarily through the sale of its display panels to major electronics manufacturers, including companies that produce televisions, smartphones, and computer monitors. The company has established significant partnerships with leading brands in the consumer electronics industry, which are crucial for its sales. Key revenue streams include the production and sale of OLED panels, which are in high demand due to their superior picture quality and energy efficiency compared to traditional LCDs. Additionally, LG Display earns revenue from licensing its technologies and providing display solutions tailored to specific customer needs. Market factors such as the increasing demand for larger and higher-resolution displays, as well as the growth of the gaming and mobile sectors, further contribute to its earnings.

LG Display Financial Statement Overview

Summary

LG Display is facing financial challenges with declining revenues, negative profitability, high leverage, and cash flow issues. The company needs to improve operational efficiency, reduce debt, and enhance cash flow to strengthen its financial position.

Income Statement

LG Display's income statement shows a challenging financial position with declining revenue growth and negative net profit margins over the TTM period. The gross profit margin has decreased, indicating pressure on profitability. Despite a positive EBITDA margin, the EBIT margin remains negative, reflecting operational inefficiencies. The company needs to address these issues to improve its financial health.

Balance Sheet

The balance sheet reveals a high debt-to-equity ratio, indicating significant leverage, which poses a risk in volatile markets. The return on equity is negative, reflecting losses and inefficiencies in generating shareholder value. The equity ratio is low, suggesting a heavy reliance on debt financing. Improving equity and reducing debt could stabilize the financial structure.

Cash Flow

Cash flow analysis shows a significant decline in free cash flow growth, with negative free cash flow to net income ratios. Operating cash flow is positive but insufficient to cover net income losses, indicating cash flow challenges. The company must enhance its cash generation capabilities to support operations and reduce financial strain.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	26.31T	26.62T	21.33T	26.15T	29.88T	24.23T
Gross Profit	2.99T	2.58T	345.18B	1.12T	5.31T	2.64T
EBITDA	6.06T	3.84T	1.60T	638.00M	6.34T	3.90T
Net Income	-669.84B	-2.56T	-2.73T	-3.20T	1.19T	-70.64B
Balance Sheet
Total Assets	27.98T	32.86T	35.76T	35.69T	38.15T	35.07T
Cash, Cash Equivalents and Short-Term Investments	1.68T	2.03T	2.40T	2.10T	3.57T	4.23T
Total Debt	13.50T	14.61T	16.60T	15.06T	12.75T	14.15T
Total Liabilities	20.39T	24.79T	26.99T	24.37T	23.39T	22.33T
Stockholders Equity	6.48T	6.54T	7.23T	9.88T	13.12T	11.40T
Cash Flow
Free Cash Flow	164.61B	282.03B	-2.45T	-2.90T	1.98T	-669.91B
Operating Cash Flow	2.32T	2.41T	1.68T	3.01T	5.75T	2.29T
Investing Cash Flow	-695.89B	-1.36T	-2.59T	-6.70T	-4.26T	-2.32T
Financing Cash Flow	-1.93T	-1.33T	1.35T	1.95T	-2.47T	931.83B

LG Display Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 4.80
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LPL, the sentiment is Positive. The current price of 4.8 is above the 20-day moving average (MA) of 4.42, above the 50-day MA of 4.07, and above the 200-day MA of 3.41, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 65.79 is Neutral, neither overbought nor oversold. The STOCH value of 89.38 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LPL.

LG Display Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
AAPL	80 Outperform	3.55T	36.20	150.81%	0.43%	5.97%	0.15%
SONY	78 Outperform	177.31B	22.70	13.83%	0.41%	-4.41%	18.04%
LPL	55 Neutral	$4.66B	―	-9.31%	―	3.97%	72.99%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

LG Display Corporate Events

LG Display to Present at UBS Korea Summit 2025

On August 25, 2025, LG Display Co., Ltd. will participate in the UBS Korea Summit 2025, held in Seoul. The event targets domestic and international institutional investors, where the company will discuss its Q2 2025 financial results through one-on-one and group meetings. This participation is expected to enhance LG Display’s investor relations and provide insights into its financial performance, potentially impacting stakeholders’ investment decisions.

LG Display Releases Semi-Annual Report for H1 2025

LG Display Co., Ltd. released its semi-annual report for the period from January 1, 2025, to June 30, 2025. The report, originally prepared in Korean and translated for international stakeholders, outlines the company’s financial performance and strategic initiatives. The report highlights LG Display’s continued focus on customer-oriented marketing activities and investment in research and development to maintain its competitive edge in the display industry. The company’s credit ratings for domestic corporate bonds were noted, reflecting a strong capacity for timely repayment, albeit with some vulnerability to adverse economic conditions.

LG Display Hosts Q2 2025 Non-Deal Roadshow in Seoul

LG Display Co., Ltd. announced a domestic non-deal roadshow scheduled from July 30 to August 1, 2025, in Seoul. Sponsored by SK Securities, the event will focus on presenting the company’s Q2 2025 financial results to domestic institutional investors through one-on-one meetings. This initiative aims to enhance investor relations and provide insights into the company’s financial performance, potentially impacting stakeholder perceptions and market positioning.

LG Display Reports Q2 2025 Earnings with Positive Net Profit

On July 24, 2025, LG Display reported its unaudited earnings for the second quarter of 2025, revealing a decrease in revenues by 8% to KRW 5.587 trillion and an operating loss of KRW 116 billion. Despite the challenges, the company turned a net profit of KRW 891 billion, attributed to foreign exchange gains and the sale of a stake in its Guangzhou LCD plant. LG Display is focusing on enhancing its OLED-centered business structure and operational efficiency, with OLED products accounting for 56% of total revenues. The company anticipates a rebound in earnings in the second half of the year, driven by advancements in its OLED technology and cost innovations.

LG Display to Announce Q2 2025 Earnings on July 24

LG Display announced that it will disclose its earnings for the second quarter of 2025 on July 24, 2025. This announcement is significant for stakeholders as it provides insights into the company’s financial performance and strategic direction for the period from April 1 to June 30, 2025. The earnings release materials will be available on the company’s website, and the disclosure date may change depending on the company’s situation.

LG Display Schedules Q2 2025 Earnings Call for July 24

On July 3, 2025, LG Display announced an upcoming earnings release conference call scheduled for July 24, 2025, to discuss its Q2 2025 financial results. The call will be accessible to domestic and international investors, analysts, and media, with materials available on the company’s IR website. This initiative aims to enhance communication with shareholders and provide insights into the company’s financial performance, potentially impacting investor relations and market perceptions.

LG Display Announces KRW 1.26 Trillion Investment in OLED Facilities

On June 17, 2025, LG Display’s Board of Directors approved a significant investment of KRW 1.26 trillion in OLED production facilities. This strategic move aims to enhance the company’s ability to meet market demand and maintain its competitive edge in OLED technology. The investment period is set from June 17, 2025, to June 30, 2027, with flexibility depending on market conditions and progress. This development underscores LG Display’s commitment to securing future technology competitiveness and adapting to new OLED advancements.