LG Display Co., Ltd.

KOSE:A034220 株式レポート

時価総額:₩4.9t

LG Display バランスシートの健全性

財務の健全性 基準チェック /16

LG Displayの総株主資本は₩7,773.1B 、総負債は₩13,735.1Bで、負債比率は176.7%となります。総資産と総負債はそれぞれ₩27,295.7Bと₩19,522.5Bです。 LG Displayの EBIT は₩638.5Bで、利息カバレッジ比率1.4です。現金および短期投資は₩1,530.6Bです。

主要情報

176.70%

負債資本比率

₩13.74t

負債

インタレスト・カバレッジ・レシオ1.4x
現金₩1.53t
エクイティ₩7.77t
負債合計₩19.52t
総資産₩27.30t

財務の健全性に関する最新情報

Recent updates

ナラティブ更新 Aug 05

A034220: Gaming OLED Roadshow Will Support Stronger Long-Term Prospects

Analysts have revised their price target for LG Display from ₩14,840 to ₩13,510, reflecting updated assumptions for the company’s revenue growth, profit margin and future P/E ratio. What’s in the News for LG Display LG Display plans a Taipei roadshow from June 4 to 10 to showcase its latest Gaming OLED products to around 20 global gaming monitor manufacturers, highlighting its OLED technology and future roadmap.
ナラティブ更新 Jul 22

A034220: Gaming OLED Momentum Will Likely Fail To Sustain Rich Multiple

Analysts have trimmed their price target for LG Display to around ₩8,407 from about ₩8,908, citing updated assumptions that include a smaller projected revenue decline, a higher expected profit margin, and a lower future P/E multiple. What’s in the News for LG Display LG Display plans to unveil its latest Gaming OLED products at a Taipei roadshow from June 4 to 10, presenting what it describes as world first and best in class gaming monitor technologies to around 20 global gaming monitor manufacturers.
ナラティブ更新 Jun 22

A034220: Gaming OLED Roadshow And Stable Outlook Will Shape Measured Prospects

Analysts have raised the fair value estimate for LG Display from ₩14,540 to ₩14,840, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What’s in the News for LG Display LG Display plans to unveil its latest Gaming OLED products at a Taipei roadshow from June 4 to 10, hosting around 20 global gaming monitor manufacturers and presenting a roadmap for future Gaming OLED development.
ナラティブ更新 Jun 06

A034220: Gaming Display Roadshow And Oxide 1Hz Rollout Will Shape Balanced Outlook

Analysts are keeping their ₩14,540 price target for LG Display unchanged, making only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which leaves their overall valuation view effectively intact. What's in the News LG Display is showcasing its latest Gaming OLED products at a Taipei roadshow from June 4 to 10.
ナラティブ更新 May 14

A034220: Power Savings And Governance Changes Will Likely Fail To Support Rich Multiple

Analysts have trimmed their fair value estimate for LG Display from ₩9,084.61 to ₩8,908.16, as they now expect lower revenue growth, a thinner profit margin of 3.39% versus 4.47%, and a higher future P/E of 7.69 instead of 5.48. What's in the News LG Display is beginning what it calls the world's first mass production of an LCD laptop panel using its Oxide 1Hz technology, which adjusts refresh rates between 1Hz and 120Hz based on on screen activity to reduce power use (Key Developments).
ナラティブ更新 Apr 29

A034220: Oxide 1Hz Panel Rollout At CES 2026 Will Support Upside Potential

Analysts have nudged their price target for LG Display from ₩14,415 to ₩14,540, citing updated assumptions that combine more measured revenue growth with slightly higher profit margins and a modestly lower future P/E multiple. What's in the News LG Display began what it describes as the world's first mass production of a laptop LCD panel using its Oxide 1Hz technology, which can shift between 1Hz for static images and up to 120Hz for on screen activity to manage power use (Key Developments).
ナラティブ更新 Apr 14

A034220: Oxide 1Hz Power Savings Will Likely Fail To Lift Depressed Multiple

LG Display's updated analyst price target has shifted only slightly, moving from about ₩9,175 to roughly ₩9,085, as analysts now factor in more modest revenue growth and profit margin assumptions, along with a higher forward P/E multiple in their models. What's in the News LG Display began what it describes as the world's first mass production of an LCD laptop panel using Oxide 1Hz technology.
ナラティブ更新 Mar 31

A034220: Power Saving Display Push Will Likely Fail To Support Depressed Multiple

Analysts have modestly adjusted their price expectations for LG Display, reflecting small changes in revenue growth assumptions to about 2.4%, profit margin assumptions to about 6.1%, and a slightly lower future P/E multiple of about 3.9x. Together, these factors inform an updated ₩9,174 fair value estimate.
ナラティブ更新 Mar 17

A034220: OLED Technology Advancements At CES 2026 Will Support Upside Potential

Analysts are maintaining their ₩14,415 price target for LG Display, reflecting slightly lower modeled revenue growth of 4.57%, a modestly higher expected profit margin of 5.31%, and an unchanged forward P/E assumption of 6.60x in their updated view. What's in the News A planned amendment to the Articles of Incorporation is set to be put to a vote at the AGM scheduled for March 19, 2026, signaling potential changes in corporate governance or business scope (Key Developments).
ナラティブ更新 Mar 03

A034220: CES OLED Hype Will Likely Fail To Support Depressed Earnings Multiple

Analysts have reduced their price target for LG Display from ₩9,290 to ₩9,175, citing revised expectations for slower revenue growth, slightly higher profit margins and a modestly lower assumed future P/E multiple. What's in the News LG Display plans to seek shareholder approval at its AGM on March 19, 2026, for an amendment to its Articles of Incorporation related to company bylaws and rules (Key Developments).
ナラティブ更新 Feb 17

A034220: Future Display Lineup And Governance Changes Will Support Upside Potential

Analysts have trimmed their price target on LG Display from ₩15,280 to ₩14,415, reflecting updated assumptions around revenue growth, profit margins and a slightly revised P/E multiple. What's in the News Planned amendment to LG Display's Articles of Incorporation is set to be put to a vote at the AGM scheduled for March 19, 2026, signaling potential changes in corporate governance or business scope (company AGM announcement).
ナラティブ更新 Feb 02

A034220: CES OLED Showcase Will Likely Fail To Offset Compressed Earnings Multiple

Analysts have lifted their fair value estimate for LG Display from ₩8,991.73 to ₩9,290.04, citing updated assumptions for revenue growth of 6.82%, a profit margin of 5.07%, and a future P/E of 4.19x as key factors behind the new price target. What's in the News LG Display plans to showcase a full lineup of OLED products at CES 2026, including large TV and gaming panels and automotive displays, under the theme "Display for AI, Technology for All" (Key Developments).
分析記事 Jan 27

LG Display Co., Ltd.'s (KRX:034220) Shares Lagging The Industry But So Is The Business

LG Display Co., Ltd.'s ( KRX:034220 ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now...
ナラティブ更新 Jan 18

A034220: Future OLED Showcase May Not Offset Compressed Earnings Multiple Risk

Analysts have slightly increased their price target for LG Display to reflect modest adjustments in projected revenue trends, a small improvement in the expected profit margin to 4.13%, and a lower assumed future P/E of 6.63x. What's in the News LG Display plans to showcase a full lineup of OLED products at CES 2026 in Las Vegas, including a large-sized OLED booth at the Conrad Hotel and an automotive display booth in the West Hall of the LVCC, with the theme "Display for AI, Technology for All" (Key Developments).
ナラティブ更新 Jan 04

A034220 May Face Future Downside Despite Upcoming High Refresh Rate OLED Launch

Analysts have raised their fair value estimate for LG Display from approximately ₩6,600 to about ₩9,000 per share, citing expectations for moderately improving revenue trends, a meaningful recovery in profit margins, and a lower projected future P/E multiple that together enhance the stock's risk reward profile. What's in the News LG Display will showcase a 27 inch Gaming OLED panel at CES 2026 with a world leading 720Hz refresh rate and ultra fast 0.02ms response time, virtually eliminating after images and motion blur for competitive gaming (Key Developments).
分析記事 Dec 29

Does LG Display (KRX:034220) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 Dec 15

A034220: Stable Margins And Earnings Multiple Are Expected To Drive Upside

Analysts left their price target for LG Display unchanged at ₩15,280, as steady assumptions for revenue growth, profit margins, and future valuation multiples reinforced their view that the current fair value remains appropriate. Valuation Changes Fair Value: Unchanged at ₩15,280, indicating no adjustment to the central valuation estimate.
ナラティブ更新 Dec 01

A034220: Revenue Improvements Will Support Strong Profit Momentum Going Forward

Analysts have raised LG Display's fair value estimate from ₩15,045 to ₩15,280, citing improved revenue growth projections and stable profit margins as key factors behind this upward revision. Valuation Changes Fair Value Estimate has risen slightly from ₩15,045 to ₩15,280.
ナラティブ更新 Nov 17

A034220: Significant Revenue Upside Will Drive Future Share Gains

Analysts have raised their price target for LG Display from ₩14,563 to ₩15,045. They cite expectations for significantly higher revenue growth, although there is a slight dip in projected profit margins.
ナラティブ更新 Nov 02

A034220: Display Technology Advances Will Support Margins And Steady Future Prospects

Analysts have raised their price target for LG Display to ₩14,563 from ₩13,595, citing improved revenue growth forecasts and strengthened profit margins as key factors driving this upward revision. What's in the News LG Display announced participation in K-Display 2025 at COEX in Seoul, showcasing innovations across the entire OLED product lineup, including large, medium, small, and automotive displays (Key Developments).
ナラティブ更新 Oct 19

OLED Shift Will Redefine Global Display Markets

Analysts have raised their price target for LG Display from ₩13,221 to ₩13,595, citing modest improvements in revenue growth projections. This increase comes despite only minor adjustments to profit margin and valuation assumptions.
分析記事 Oct 10

Subdued Growth No Barrier To LG Display Co., Ltd. (KRX:034220) With Shares Advancing 34%

LG Display Co., Ltd. ( KRX:034220 ) shares have continued their recent momentum with a 34% gain in the last month...
ナラティブ更新 Oct 05

OLED Shift Will Redefine Global Display Markets

Analysts have raised their price target for LG Display from ₩12,195 to ₩13,221, citing slightly improved revenue and profit outlooks as reflected in the latest company forecasts. What's in the News LG Display will participate in K-Display 2025 at COEX in Seoul for three days starting August 7, 2025.
ナラティブ更新 Sep 20

OLED Shift Will Redefine Global Display Markets

Improved consensus forecasts for both revenue growth and net profit margins have driven a modest increase in LG Display's analyst price target, which has risen from ₩11,853 to ₩12,195. What's in the News LG Display is showcasing its latest OLED innovations at K-Display 2025, including large, medium, and small OLED panels and automotive displays.
分析記事 Sep 15

LG Display (KRX:034220) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 Sep 05

OLED Shift Will Redefine Global Display Markets

Despite a notable downgrade in consensus revenue growth forecasts, LG Display's analyst price target increased only marginally from ₩11,800 to ₩11,853. What's in the News LG Display showcased advanced OLED technologies at K-Display 2025, including the world's first OLED monitor panel with up to 720Hz refresh rate, ultra-large 83-inch panels with fourth-generation OLED technology, and automotive display innovations like a 57-inch Pillar-to-Pillar LCD and thin, low-power tandem OLED panels.
分析記事 Jul 10

LG Display Co., Ltd. (KRX:034220) Looks Inexpensive But Perhaps Not Attractive Enough

When you see that almost half of the companies in the Electronic industry in Korea have price-to-sales ratios (or...
分析記事 Apr 01

Does LG Display (KRX:034220) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Mar 05

Investors Don't See Light At End Of LG Display Co., Ltd.'s (KRX:034220) Tunnel

When you see that almost half of the companies in the Electronic industry in Korea have price-to-sales ratios (or...
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新しいナラティブ Dec 23

OLED Transition And Expansion Into Smartphone Panels Will Boost Revenue And Margins

Transition to OLED-focused business and cost optimization strategies are expected to improve net margins and boost future revenue.
分析記事 Dec 13

Is LG Display (KRX:034220) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 04

LG Display Co., Ltd.'s (KRX:034220) Share Price Could Signal Some Risk

There wouldn't be many who think LG Display Co., Ltd.'s ( KRX:034220 ) price-to-sales (or "P/S") ratio of 0.2x is worth...
分析記事 Jul 12

Even With A 28% Surge, Cautious Investors Are Not Rewarding LG Display Co., Ltd.'s (KRX:034220) Performance Completely

LG Display Co., Ltd. ( KRX:034220 ) shareholders have had their patience rewarded with a 28% share price jump in the...
分析記事 Jul 04

LG Display Co., Ltd. (KRX:034220) Shares Could Be 43% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, LG Display fair value estimate is ₩21,459 Current share price...
分析記事 Jun 11

Is LG Display (KRX:034220) Using Debt In A Risky Way?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Feb 27

Why Investors Shouldn't Be Surprised By LG Display Co., Ltd.'s (KRX:034220) Low P/S

LG Display Co., Ltd.'s ( KRX:034220 ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing...

財務状況分析

短期負債: A034220の 短期資産 ( ₩7,133.3B ) は 短期負債 ( ₩9,715.2B ) をカバーしていません。

長期負債: A034220の短期資産 ( ₩7,133.3B ) は 長期負債 ( ₩9,807.3B ) をカバーしていません。


デット・ツー・エクイティの歴史と分析

負債レベル: A034220の 純負債対資本比率 ( 157% ) は 高い と見なされます。

負債の削減: A034220の負債対資本比率は、過去 5 年間で108.5%から176.7%に増加しました。


貸借対照表


キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: A034220は、現在の フリーキャッシュフロー に基づき、1 年以上にわたって十分な キャッシュランウェイ を有しています。

キャッシュランウェイの予測: A034220の フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。


健全な企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/07 15:08
終値2026/08/07 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LG Display Co., Ltd. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP
Seung-Chul BaeBarclays