Obermatt

Universal Display

NSQ:OLED · US91347P1057
Semiconductors & Semiconductor EquipmentMedium

360

84
EV / EBIT86
Price / Owner Earnings58
Owner Earnings Yield91
Dividend Yield97
Price/Sales67
EV / Gross Profit81
Price/Book87
Return on Capital79
Cash Return on Capital67
Return on Equity67
EBIT Margin98
Gross Profitability61
Cash Conversion35
Accruals42
Owner Earnings Margin97
Sales growth14
Profit Growth53
Long-Term EPS Growth40
Owner Earnings Growth39
Reinvestment8
Price momentum3
Debt load87
Refinancing91
Debt Payback100
Liquidity1
Analyst ratings36
Opinion Changes81
Price Target Upside94
Market mood71
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Universal Display clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded1985
Employees204
Websiteoled.com
ISINUS91347P1057
Last UpdateApr 2, 2026
Themes
Detectors, Sensors and MemsLightingManufacturingMarket ResearchProduct Search

Description

Universal Display Corporation operates in the research, development, and commercialization of organic light-emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. The company’s primary business str…

Analysis

Hidden champion

Universal Display Corporation fits the profile of a hidden champion, yet the market has not awarded it the premium its quality earns.

On valuation, the picture is fair. The owner-earnings multiple stands at 19.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 6% a year, against analyst forecasts of 7%. The price, in other words, assumes less than the experts do.

Growth is tepid; the safety picture is sturdy. The company scores 10/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
53
2023202420252026

All-time high

77

Jan 2024

All-time low

53

Mar 2026

Average rank

64

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
67
14
7
17
Price/Earnings
61
50
20
34
Price/Book
87
43
19
38
Dividend Yield
97
88
85
87
Value (overall)
98
61
31
53

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Universal Display with its peers
Kopin
NAQ:KOPN
40
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeSmall
Full Stock Analysis →
Penguin Solutions
NSQ:PENG
95
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
Full Stock Analysis →
Skyworks
NSQ:SWKS
58
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeLarge
Full Stock Analysis →
Lattice Semiconductor
NSQ:LSCC
53
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
Full Stock Analysis →
Pixelworks
NAQ:PXLW
73
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeSmall
Full Stock Analysis →
Qualcomm
NSQ:QCOM
65
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeXX-Large
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →