Saturday 10 October 2026 Export all OLED data to Excel Powerpack

Universal Display Corporation

OLED Technology Electronic Components

Universal Display Corporation’s revenue for fiscal 2025 (year ended December 2025) was $650.6 million, roughly unchanged from fiscal 2024. In the quarter to June 2026, revenue fell 11.4%, EPS fell 24.8% and free cash flow fell 45.7%, each against the same quarter a year earlier. Dividend growth for ten consecutive years; insiders bought in the last twelve months.

74.96 2.06 +2.83%
Market cap
$3.4B
P/E
18.1×
Fwd P/E
20.1×
Dividend yield
2.60%
F-score
6/9
Altman Z
18.56
Beneish M
−2.35
Dividend safety
86/100

Insider Decisions trades per month

Total buys 1.47
Total sells 0.42
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — 3 — — — — —
Sell — — — — — — — — — 1 — —
Insider Ownership 9.59%

Capital & Financial Ratios $m

Market Cap 3,350.00
Revenue 606.91
Net Income 195.68
Free Cash Flow 170.02
Net Debt (471.31)
Current Ratio 8.50 (at or above 1.5: strong)
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 18.06
Fwd P/E 20.10
P/S ratio 5.76
P/B ratio 2.08
Past 5Y EPS Growth 12.65%
This Y EPS Growth (17.59%) (below 0%: weak)
Next Y EPS Growth 11.51%
Next Y revenue growth (3.09%) (below 0%: weak)
Next 5Y EPS Growth 4.22%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 0.18%
10-year low 10-year high
P/S against its own 10 years 0.11%
10-year low 10-year high
P/B against its own 10 years 0.11%
10-year low 10-year high
EV/Sales against its own 10 years 0.11%
10-year low 10-year high
EV/FCF against its own 10 years 1.64%
10-year low 10-year high

Dividends

Payout Ratio 0.47
Annual Dividend Rate 1.95
Annual Dividend Yield 2.60%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 2.03
0.50
0.50
0.50
2025 1.80
0.45
0.45
0.45
0.45
2024 1.60
0.40
0.40
0.40
0.40
2023 1.40
0.35
0.35
0.35
0.35
2022 1.20
0.30
0.30
0.30
0.30
2021 0.80
0.20
0.20
0.20
0.20
2020 0.60
0.15
0.15
0.15
0.15
2019 0.40
0.10
0.10
0.10
0.10
2018 0.24
0.06
0.06
0.06
0.06
2017 0.12
0.03
0.03
0.03
0.03
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 514 493 602 471
Receivables 140 114 120 126
Inventory 176 183 241 250
Other 87 111 124 95
917 900 1,087 942
2023 2024 2025 Q'26
Payables 11 37 23 19
ST’ Debt — — — —
Other 8 10 11 12
119 125 108 111

Compound Annual Growth %

10y 5y 3y
Sales 13.04% 8.69% 1.80%
Cash Flow 6.38% 7.22% 18.46%
Earnings 32.47% 12.82% 5.02%
Book Value 14.20% 14.05% 11.35%

Revenue $m

Mar Jun Sep Dec Year
’26 142 152 — — —
’25 166 172 140 173 651
’24 165 159 162 162 648
’23 130 147 141 158 576
’22 150 137 161 169 617
’21 134 130 144 146 554
’20 112 58 117 142 429
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 109 25 — — —
’25 31 52 97 31 211
’24 72 67 80 35 254
’23 48 10 60 37 155
’22 53 34 38 3 127
’21 29 30 75 57 191
’20 6 26 44 73 149
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 60 20 — — —
’25 18 37 84 5 144
’24 65 58 66 22 211
’23 38 (74) 35 29 28
’22 42 23 24 (9) 80
’21 19 19 66 43 148
’20 1 19 36 64 121
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.76 1.06 — — —
’25 1.35 1.41 0.92 1.39 5.08
’24 1.19 1.10 1.40 0.96 4.65
’23 0.83 1.04 1.08 1.29 4.24
’22 1.05 0.87 1.12 1.36 4.40
’21 1.08 0.85 0.97 0.96 3.87
’20 0.80 0.02 0.85 1.13 2.80
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 40.44 56.15 78.75 78.78 105.11 139.83 89.41 105.73 145.26 103.70

Analyst estimates 2026–2028

Powerpack
High 74.39 192.75 209.00 230.32 246.98 262.77 178.75 194.84 237.00 164.29
People
People Employees 203 224 267 311 350 409 445 456 468 469
Revenue/emp, $m 0.98 1.50 0.93 1.30 1.23 1.35 1.39 1.26 1.38 1.39
Income, $m
Income, $m Revenue 199 336 247 405 429 554 617 576 648 651
Gross margin, % 86.78 83.70 78.36 81.40 80.07 79.23 79.26 76.51 77.08 76.31
EBT 69 150 64 170 164 228 268 245 272 295
EBT margin, % 34.49 44.55 25.99 41.93 38.13 41.24 43.50 42.53 42.02 45.31
Net income 48 104 59 138 133 184 210 203 222 242
Depreciation 12 13 (44) (108) 32 42 36 43 44 47
Per share, $
Per share, $ Revenue 4.29 7.18 5.28 8.63 9.09 11.70 13.01 12.12 13.62 13.68
Earnings 1.02 2.19 1.24 2.92 2.80 3.87 4.41 4.25 4.66 5.09
Cash flow 1.73 2.85 2.60 4.13 3.15 4.04 2.68 3.25 5.34 4.43
Capex (2.23) (0.64) (0.54) (0.65) (0.59) (0.92) (1.00) (2.66) (0.90) (1.40)
Free cash flow (0.49) 2.22 2.06 3.48 2.56 3.12 1.68 0.60 4.44 3.04
Book value 11.39 14.11 14.74 17.28 19.34 23.26 26.91 30.43 34.00 37.04
Shares, m 46 47 47 47 47 47 47 48 48 48
Valuation, ×
Valuation, × P/E 56.23 79.34 75.46 70.57 82.07 42.64 24.14 43.90 31.37 22.94
P/S 13.38 24.19 17.72 23.88 25.29 14.10 8.20 15.39 10.73 8.53
P/B 5.04 12.32 6.35 11.93 11.88 7.10 3.96 6.13 4.30 3.15
EV/Sales 11.73 22.94 15.64 22.29 23.59 12.90 7.26 14.50 9.97 7.61
EV/FCF (101.67) 1,016.53 9,299.06 55.25 83.79 48.40 56.26 294.13 44.69 63.59
Cash, $m
Cash, $m Operating cash flow 80 133 122 194 149 191 127 155 254 211
Capex (103) (30) (25) (30) (28) (44) (47) (126) (43) (66)
Free cash flow (23) 104 96 163 121 148 80 28 211 144
Balance, $m
Balance, $m Working capital 345 455 502 631 760 738 764 798 774 979
Total debt — — — 9 9 30 33 — — —
Net debt (328) (420) (515) (646) (730) (663) (578) (514) (493) (602)
Shareholders’ equity 528 659 691 811 913 1,100 1,275 1,447 1,617 1,761
Returns, %
Returns, % ROA 7.98 14.53 6.79 13.36 11.08 13.47 13.92 12.62 12.66 12.75
ROIC 21.33 38.28 20.24 59.85 53.89 32.58 23.93 14.55 13.28 13.41
ROE 9.51 17.22 8.62 18.27 15.35 18.31 17.58 14.84 14.46 14.33
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Universal Display Corporation vs peers in Electronic Components (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
BELFA Bel Fuse Inc. $3.4B 49.8× 32.7× +25.18% (above 0%: growing) −11.33% (below 0%: shrinking) −27.35% (below 0%: shrinking) 39.85% 18.24% Compare
BELFB Bel Fuse Inc. $3.4B 59.1× 32.7× +25.18% (above 0%: growing) −11.68% (below 0%: shrinking) −27.35% (below 0%: shrinking) 39.85% 18.24% Compare
OLED Universal Display Corporation $3.4B 18.1× 20.1× −11.43% (below 0%: shrinking) −24.82% (below 0%: shrinking) −45.68% (below 0%: shrinking) 75.82% 35.26%
KN Knowles Corporation $3.2B 47.5× 46.6× +14.32% (above 0%: growing) +155.56% (above 0%: growing) −30.67% (below 0%: shrinking) 44.72% 14.81% Compare
OSIS OSI Systems, Inc. $3.1B 21.6× 18.5× −4.14% (below 0%: shrinking) +7.92% (above 0%: growing) +1,853.69% (above 0%: growing) 34.70% 15.26% Compare
BHE Benchmark Electronics, Inc. $2.9B 55.0× 41.3× +17.69% (above 0%: growing) +1,733.33% (above 0%: growing) +244.06% (above 0%: growing) 10.37% 4.00% Compare
OUST Ouster, Inc. $2.9B — (loss-making) — (loss-making) +55.86% (above 0%: growing) n/m −600.91% (below 0%: shrinking) 48.85% (36.69%) Compare
ROG Rogers Corporation $2.7B 84.2× 42.6× +6.90% (above 0%: growing) n/m +226.79% (above 0%: growing) 32.47% 9.23% Compare
ALNT Allient Inc. $1.9B 64.3× 47.2× +10.17% (above 0%: growing) +82.35% (above 0%: growing) −59.55% (below 0%: shrinking) 34.85% 10.15% Compare
Median of peers $3.0B 55.0× 41.3× +16.01% +45.14% −27.35% 37.35% 12.48%

All 49 Electronic Components stocks →

Universal Display Corporation (OLED) key facts

  • Strength: Net income was $242.1 million, or $5.09 per share (basic), a net margin of 37.2%.
  • Universal Display Corporation (OLED) is an Electronic Components company in the Technology sector, listed on Nasdaq.
  • Universal Display Corporation’s revenue for fiscal 2025 (year ended December 2025) was $650.6 million, roughly unchanged from fiscal 2024.
  • As of October 9, 2026, OLED traded at $74.96, a market capitalization of $3.4 billion.
  • At that price the stock trades at 18.1× trailing-twelve-month earnings and 5.8× sales; its P/E is higher than 0% of its own readings over the past ten years.
  • Universal Display Corporation pays an annual dividend of $1.95 per share, a yield of 2.60%, with a payout ratio of 47.2%.
  • Return on equity was 14.3% and debt-to-equity 0.00.
  • Its Piotroski F-score is 6 out of 9 and its Altman Z-score is 18.56 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Universal Display Corporation (OLED) Latest News

16 Sep

stockrow.com/OLED · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com