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Universal Display NasdaqGS:OLED Stock Report

Last Price

US$149.53

Market Cap

US$7.1b

7D

-8.2%

1Y

-21.1%

Updated

22 Dec, 2024

Data

Company Financials +

Universal Display Corporation

NasdaqGS:OLED Stock Report

Market Cap: US$7.1b

OLED Stock Overview

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. More details

OLED fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance5/6
Financial Health6/6
Dividends2/6

Rewards

Trading at 17.7% below our estimate of its fair value

Earnings are forecast to grow 14.32% per year

Earnings grew by 15.7% over the past year

Analysts in good agreement that stock price will rise by 44.2%

Risk Analysis

OLED passed our risk checks.

My Notes

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Community Narratives

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WA
Analyst Price Target
Consensus Narrative from 11 Analysts

Phosphorescent Blue Materials And Expanding OLED Adoption Will Shape Future Markets

Key Takeaways Growth in OLED markets through increased device adoption and expanded production is expected to drive future revenue. Innovations in phosphorescent blue materials and strategic R&D initiatives aim to enhance revenue and improve product margins.
View narrative
US$215.66
FV
30.7% undervalued intrinsic discount
15.24%
Revenue growth p.a.
0users have liked this narrative
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3users have followed this narrative
3 days ago author updated this narrative

Universal Display Corporation Competitors

Lattice Semiconductor

NasdaqGS:LSCC

US$8.0b

Cirrus Logic

NasdaqGS:CRUS

US$5.3b

MACOM Technology Solutions Holdings

NasdaqGS:MTSI

US$9.8b

Tower Semiconductor

NasdaqGS:TSEM

US$5.7b

Price History & Performance

Summary of share price highs, lows and changes for Universal Display
Historical stock prices
Current Share PriceUS$149.53
52 Week HighUS$237.00
52 Week LowUS$148.09
Beta1.39
1 Month Change-11.21%
3 Month Change-29.78%
1 Year Change-21.10%
3 Year Change-6.21%
5 Year Change-29.70%
Change since IPO2,817.66%

Recent News & Updates

Recent updates

Universal Display Corporation's (NASDAQ:OLED) Popularity With Investors Is Clear

Oct 27
Universal Display Corporation's (NASDAQ:OLED) Popularity With Investors Is Clear

When Should You Buy Universal Display Corporation (NASDAQ:OLED)?

Sep 29
When Should You Buy Universal Display Corporation (NASDAQ:OLED)?

With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case

Sep 15
With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case

Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Sep 02
Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Is It Time To Consider Buying Universal Display Corporation (NASDAQ:OLED)?

Jun 20
Is It Time To Consider Buying Universal Display Corporation (NASDAQ:OLED)?

Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors

Jun 05
Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors

With Universal Display Corporation (NASDAQ:OLED) It Looks Like You'll Get What You Pay For

May 21
With Universal Display Corporation (NASDAQ:OLED) It Looks Like You'll Get What You Pay For

Returns On Capital Are Showing Encouraging Signs At Universal Display (NASDAQ:OLED)

May 01
Returns On Capital Are Showing Encouraging Signs At Universal Display (NASDAQ:OLED)

A Look At The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Apr 17
A Look At The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Universal Display Corporation: Growth Is Set To Return, But Risks Should Be Considered

Apr 01

At US$162, Is Universal Display Corporation (NASDAQ:OLED) Worth Looking At Closely?

Mar 21
At US$162, Is Universal Display Corporation (NASDAQ:OLED) Worth Looking At Closely?

Universal Display (NASDAQ:OLED) Is Paying Out A Larger Dividend Than Last Year

Mar 08
Universal Display (NASDAQ:OLED) Is Paying Out A Larger Dividend Than Last Year

Universal Display Corporation (NASDAQ:OLED) Investors Are Less Pessimistic Than Expected

Feb 05
Universal Display Corporation (NASDAQ:OLED) Investors Are Less Pessimistic Than Expected

Does Universal Display (NASDAQ:OLED) Deserve A Spot On Your Watchlist?

Jan 08
Does Universal Display (NASDAQ:OLED) Deserve A Spot On Your Watchlist?

Shareholder Returns

OLEDUS SemiconductorUS Market
7D-8.2%-1.8%-2.4%
1Y-21.1%70.5%23.3%

Return vs Industry: OLED underperformed the US Semiconductor industry which returned 70.5% over the past year.

Return vs Market: OLED underperformed the US Market which returned 23.3% over the past year.

Price Volatility

Is OLED's price volatile compared to industry and market?
OLED volatility
OLED Average Weekly Movement5.2%
Semiconductor Industry Average Movement7.5%
Market Average Movement6.3%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stable Share Price: OLED has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: OLED's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1985456Steve Abramsonoled.com

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand. It is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; and OVJP, an organic vapor jet printing technology.

Universal Display Corporation Fundamentals Summary

How do Universal Display's earnings and revenue compare to its market cap?
OLED fundamental statistics
Market capUS$7.10b
Earnings (TTM)US$237.30m
Revenue (TTM)US$643.71m

29.9x

P/E Ratio

11.0x

P/S Ratio

Is OLED overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OLED income statement (TTM)
RevenueUS$643.71m
Cost of RevenueUS$158.32m
Gross ProfitUS$485.39m
Other ExpensesUS$248.09m
EarningsUS$237.30m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)5.00
Gross Margin75.40%
Net Profit Margin36.86%
Debt/Equity Ratio0%

How did OLED perform over the long term?

See historical performance and comparison

Dividends

1.1%

Current Dividend Yield

31%

Payout Ratio

Does OLED pay a reliable dividends?

See OLED dividend history and benchmarks
When do you need to buy OLED by to receive an upcoming dividend?
Universal Display dividend dates
Ex Dividend DateDec 17 2024
Dividend Pay DateDec 31 2024
Days until Ex dividend5 days
Days until Dividend pay date9 days

Does OLED pay a reliable dividends?

See OLED dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:18
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Universal Display Corporation is covered by 28 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nam Hyung KimArete Research Services LLP
John BrightAvondale Partners
Ishan MajumdarBaptista Research