LG Display Co Ltd ADR (LPL) is overvalued and Sonos Inc (SONO) is overvalued.
Both trade above our estimate of their intrinsic value. LPL is the closer of the two: -62%, against -5440% for SONO.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.1% values the shares at $1.87; the price of $3.04 is 62% above that value, and 82% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
Its liquidation floor, current assets minus every liability, values the shares at $0.30; the price of $16.85 is 5440% above that value.
Leak Score 43/100 on 8 of 12 signals
| Metric | LPL | SONO |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $3.04 | $16.85 |
| Intrinsic value | $1.87 | $0.30 |
| Margin of safety | -62% | -5440% |
| Leak Score | 0/100 (2/12) | 43/100 (8/12) |
| Market cap | $3.0B | $2.0B |
| Revenue growth, 5 years | -2.5% | 1.7% |
| Operating margin | 2.6% | 6.3% |
| Net margin | -5.3% | 3.8% |
| Return on equity | -20.7% | 14.2% |
| Debt to equity | 2.13 | 0.14 |
| P/E | — | 37.9x |
| Forward P/E | 6.3x | 64.8x |
| P/B | 0.8x | 5.1x |