COMPARE · Reviewed August 3, 2026
LPL vs SONY
Verdict: Side-by-side breakdown using the Bull Rankings model. LPL scored 24.9, SONY scored 51.7 — SONY leads.
Compare another set
Different reporting periods. SONY's fundamentals are as of March 2021, but LPL's are as of December 2009 — a 137-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
LPL
LG Display Co., Ltd.
24.9
$3.07 · $3.1B
fundamentals as of
Score gap
26.8
SONY leads
SONY
Sony Group Corporation
51.7
$22.63 · $132.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
LPL
stronger →← stronger
SONY
43
Qualityreturns · margins · balance sheet
73
98
Growthrevenue & earnings expansion
55
3
Valuevaluation vs sector peers
40
SONY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LPL
SONY
-$372mF
FCF
$10.1bA-
+23.1%A-
Rev
+9.0%B
—
D/E
0.21B
0.2xA
P/S
—
6.56D
PEG
2.15C
—
P/E
19.9xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LPL
SONY
—
Price vs fair valuelower is cheaper
37% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
—
1-yr DCF upside
+46%
—
5-yr DCF upside
+58%
—
10-yr DCF upside
+77%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LPL
Why this score
- Short track record
- Foreign reporter (KRW)
SONY
Why this score
- Raising its dividend
- Foreign reporter (JPY)
The companies
LPLLG Display Co., Ltd.
Why now
Consumer Electronics · market cap $3.1b. Down 47% from 52-week high of $5.83 — deep drawdown territory. Revenue growing +23%, comfortably above the S&P median.
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Free cash flow is negative (-$372m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
SONYSony Group Corporation
Why now
Consumer Electronics · market cap $132.9b. Down 25% from 52-week high of $30.34 — deep drawdown territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $29.63 (implying +31% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 143% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.