Universal Display Corporation (OLED) vs OSI Systems, Inc. (OSIS)

Universal Display Corporation and OSI Systems, Inc. are both Electronic Components companies. Universal Display Corporation and OSI Systems, Inc. are of similar size ($3.4B and $3.2B). Universal Display Corporation trades at the lower P/E: 18.6× against 21.9×. OSI Systems, Inc. grew revenue faster over the last twelve months: 4.25% against −8.32%. Universal Display Corporation has the higher net margin (32.2% vs 8.66%) and the higher return on invested capital (10.7% vs 9.28%). Across the 22 metrics below, Universal Display Corporation leads on 14 and OSI Systems, Inc. on 8.

Valuation

Metric OLED OSIS Electronic Components median
P/E 18.65 21.92 39.06
P/S 5.95 1.83 3.22
P/B 2.14 3.93 3.30
Price to free cash flow 21.24 13.99 26.65
EV/EBITDA 12.19 14.77 19.69
EV/Sales 5.17 2.19 3.53
Earnings yield 5.36% 4.56% 1.34%
Free cash flow yield 4.71% 7.15% 0.40%

Profitability

Metric OLED OSIS Electronic Components median
Gross margin 75.33% 33.21% 33.21%
Operating margin 34.07% 12.26% 3.53%
Net margin 32.22% 8.66% 2.57%
Free cash flow margin 28.01% 13.09% 0.20%
Return on equity 11.51% 17.34% 2.60%
Return on assets 10.24% 6.52% 2.50%
Return on invested capital 10.66% 9.28% 2.28%

Growth

Metric OLED OSIS Electronic Components median
Revenue growth (TTM) (8.32%) 4.25% 12.01%
EPS growth (last fiscal year) 9.25% 2.76% —
Revenue growth, 5-year CAGR 8.69% 9.26% 7.19%
Net income growth, 5-year CAGR 12.82% 15.88% 0.00%

Health

Metric OLED OSIS Electronic Components median
Debt to equity 0.00 1.20 0.16
Current ratio 8.50 3.15 2.41
Net debt to EBITDA (2.04) 2.42 0.32

Dividend

Metric OLED OSIS Electronic Components median
Dividend yield 0.75% — 1.18%
Payout ratio 0.30 0.00 0.00

Size

Metric OLED OSIS Electronic Components median
Market cap 3.38b 3.21b 780.25m

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