Universal Display Corporation (OLED) vs Rogers Corporation (ROG)

Universal Display Corporation and Rogers Corporation are both Electronic Components companies. Universal Display Corporation is the larger, with a market value of $3.4B against $2.7B — 1.3× the size. Universal Display Corporation trades at the lower P/E: 18.1× against 84.2×. Rogers Corporation grew revenue faster over the last twelve months: 4.90% against −8.32%. Universal Display Corporation has the higher net margin (32.2% vs 3.75%) and the higher return on invested capital (10.7% vs 3.37%). Across the 21 metrics below, Universal Display Corporation leads on 17 and Rogers Corporation on 4.

Valuation

Metric OLED ROG Electronic Components median
P/E 18.06 84.23 38.16
P/S 5.76 3.16 3.21
P/B 2.08 2.19 3.56
Price to free cash flow 20.57 31.56 27.56
EV/EBITDA 11.75 22.81 19.42
EV/Sales 4.99 2.95 3.44
Earnings yield 5.54% 1.19% 1.31%
Free cash flow yield 4.86% 3.17% 0.42%

Profitability

Metric OLED ROG Electronic Components median
Gross margin 75.33% 32.44% 33.21%
Operating margin 34.07% 6.41% 3.53%
Net margin 32.22% 3.75% 2.79%
Free cash flow margin 28.01% 10.01% 0.20%
Return on equity 11.51% 2.60% 2.60%
Return on assets 10.24% 2.16% 2.50%
Return on invested capital 10.66% 3.37% 2.28%

Growth

Metric OLED ROG Electronic Components median
Revenue growth (TTM) (8.32%) 4.90% 12.01%
EPS growth (last fiscal year) 9.25% (342.86%) 42.31%
Revenue growth, 5-year CAGR 8.69% 0.20% 7.19%
Net income growth, 5-year CAGR 12.82% 0.00% 0.00%

Health

Metric OLED ROG Electronic Components median
Debt to equity 0.00 0.00 0.13
Current ratio 8.50 3.99 2.41
Net debt to EBITDA (2.04) (21.18) 0.34

Dividend

Metric OLED ROG Electronic Components median
Dividend yield 2.60% — 0.78%
Payout ratio 0.47 — 0.29

Size

Metric OLED ROG Electronic Components median
Market cap 3.35b 2.65b 761.62m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack