LG Display Co Ltd ADR (LPL) is overvalued and Sony Group Corp ADR (SONY) is fairly valued.
Against our estimates of intrinsic value, SONY trades at the wider discount: a margin of safety of +3%, against -62% for LPL.
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
Discounting its cash flows at 9.5% (average of 2 methods) values the shares at $24.13; the price of $23.42 is 3% below that value, and 73% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
| Metric | LPL | SONY |
|---|---|---|
| Verdict | Overvalued | Fairly valued |
| Price | $3.04 | $23.42 |
| Intrinsic value | $1.87 | $24.13 |
| Margin of safety | -62% | +3% |
| Leak Score | 0/100 (2/12) | 0/100 (2/12) |
| Market cap | $3.0B | $137.5B |
| Revenue growth, 5 years | -2.5% | -0.5% |
| Operating margin | 2.6% | 13.3% |
| Net margin | -5.3% | -1.7% |
| Return on equity | -20.7% | 13.3% |
| Debt to equity | 2.13 | 0.22 |
| Forward P/E | 6.3x | 16.1x |
| P/B | 0.8x | 2.7x |
| Dividend yield | — | 0.9% |