Universal Display (OLED) Stock Insights
OLED$90.30-0.06 -0.07%
$4.15B
Market Cap
21.32
P/E
21.57
Forward P/E
62
Score
Universal Display (OLED) Stock Insights
OLED price $90.30 -0.06 -0.07%
- Ticker
- OLED
- Price
- $90.30
- Change
- -0.06 -0.07%
- Market cap ?
- $4.15B
- P/E ?
- 21.32
- Forward P/E ?
- 21.57
- Dividend yield ?
- 2.20%
- Beta ?
- 1.53
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- Stocklytics score
- 62
- Value
- 66
- Quality
- 79
- Growth
- 42
Stocklytics score rationale: value 66, quality 79, growth 42.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 198886000 | 335629000 | 247414000 | 405177000 | 428867000 | 553525000 | 616619000 | 576429000 | 647684000 | 650611000 |
Universal Display Corporation is dedicated to the investigation, advancement, and market deployment of organic light-emitting diode (OLED) innovations and their constituent materials, primarily for use in display and solid-state illumination applications. The company safeguards its intellectual property with a vast global portfolio of roughly 5,500 patents, encompassing both granted and pending applications, which…
Fair value
OLED fair value $112.71. Price $90.30. Price is 20% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 81% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 170.02M. Growth 14.16%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.5). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 45.97M. Net debt -119.14M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-28 | — | 1.13 | — | 162.72M |
| 2026-07-30 | 1.06 | 1.03 | 152.16M | 157.55M |
| 2026-04-30 | 0.76 | 1.13 | 142.21M | 161.23M |
| 2026-02-19 | 1.39 | 1.28 | 172.93M | 173.23M |
| 2025-11-06 | 0.92 | 1.18 | 139.61M | 165.56M |
| 2025-07-31 | 1.41 | 1.16 | 171.79M | 166.94M |
| 2025-05-01 | 1.35 | 1.09 | 166.28M | 156.08M |
| 2025-02-20 | 1.22 | 1.08 | 162.29M | 152.75M |
| 2024-10-30 | 1.40 | 1.19 | 161.63M | 153.88M |
| 2024-08-01 | 1.10 | 1.14 | 158.50M | 159.46M |
| 2024-05-02 | 1.19 | 1.09 | 165.26M | 150.75M |
| 2024-02-22 | 1.29 | 1.15 | 158.32M | 161.22M |
| 2023-11-02 | 1.08 | 1.01 | 141.08M | 150.78M |
| 2023-08-03 | 1.04 | 0.75 | 146.56M | 128.60M |
| 2023-05-03 | 0.83 | 0.82 | 130.47M | 135.90M |
| 2023-02-23 | 1.36 | 0.94 | 169.03M | 148.97M |
| 2022-11-03 | 1.12 | 0.98 | 160.56M | 147.97M |
| 2022-08-04 | 0.87 | 1.03 | 136.56M | 148.52M |
| 2022-05-05 | 1.05 | 0.98 | 150.47M | 144.54M |
| 2022-02-23 | 0.96 | 1.01 | 146.25M | 144.60M |
| 2021-11-04 | 0.97 | 1.07 | 143.62M | 145.83M |
| 2021-08-05 | 0.85 | 0.88 | 129.66M | 129.66M |
| 2021-05-06 | 1.08 | 0.79 | 134.00M | 119.65M |
| 2021-02-18 | 1.13 | 0.64 | 141.54M | 123.16M |
| 2020-10-29 | 0.85 | 0.45 | 117.08M | 108.66M |
| 2020-08-06 | 0.02 | 0.30 | 57.97M | 869.52M |
| 2020-05-07 | 0.80 | 0.64 | 112.28M | 89.82M |
| 2020-02-20 | 0.56 | 0.74 | 101.73M | 134.43M |
| 2019-10-30 | 0.78 | 0.58 | 97.52M | 72.51M |
| 2019-08-01 | 0.92 | 0.46 | 118.17M | 59.08M |
| 2019-05-02 | 0.66 | 0.29 | 87.77M | 59.92M |
| 2019-02-21 | 0.40 | 0.29 | 70.14M | 50.85M |
| 2018-11-01 | 0.48 | 0.66 | 77.55M | 106.63M |
| 2018-08-09 | 0.23 | 0.15 | 56.15M | 36.59M |
| 2018-05-03 | 0.13 | 0.13 | 43.57M | 43.60M |
| 2018-02-22 | 0.93 | 0.82 | 115.87M | 105.93M |
| 2017-11-02 | 0.28 | 0.12 | 61.68M | 50.89M |
| 2017-08-03 | 0.99 | 0.72 | 102.51M | 74.55M |
| 2017-05-04 | 0.22 | 0.00 | 55.57M | — |
| 2017-02-23 | 0.63 | 0.42 | 74.58M | 49.73M |
Dividends
Yield 2.16%. Payout ratio 45.67%. Frequency Quarterly.
Safety score 88/100 · Safe. Payout ratio is 46% of earnings. Dividends use a moderate share of free cash flow. Dividends were paid in 10 separate years. Yield is 2.2%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-16 | $0.50 | 2026-09-16 | 2026-09-30 | Quarterly |
| 2026-06-16 | $0.50 | 2026-06-16 | 2026-06-30 | Quarterly |
| 2026-03-17 | $0.50 | 2026-03-17 | 2026-03-31 | Quarterly |
| 2025-12-17 | $0.45 | 2025-12-17 | 2025-12-31 | Quarterly |
| 2025-09-16 | $0.45 | 2025-09-16 | 2025-09-30 | Quarterly |
| 2025-06-16 | $0.45 | 2025-06-16 | 2025-06-30 | Quarterly |
| 2025-03-17 | $0.45 | 2025-03-17 | 2025-03-31 | Quarterly |
| 2024-12-17 | $0.40 | 2024-12-17 | 2024-12-31 | Quarterly |
| 2024-09-16 | $0.40 | 2024-09-16 | 2024-09-30 | Quarterly |
| 2024-06-14 | $0.40 | 2024-06-14 | 2024-06-28 | Quarterly |
| 2024-03-14 | $0.40 | 2024-03-15 | 2024-03-29 | Quarterly |
| 2023-12-14 | $0.35 | 2023-12-15 | 2023-12-29 | Quarterly |
| 2023-09-14 | $0.35 | 2023-09-15 | 2023-09-29 | Quarterly |
| 2023-06-15 | $0.35 | 2023-06-16 | 2023-06-30 | Quarterly |
| 2023-03-16 | $0.35 | 2023-03-17 | 2023-03-31 | Quarterly |
| 2022-12-15 | $0.30 | 2022-12-16 | 2022-12-30 | Quarterly |
| 2022-09-15 | $0.30 | 2022-09-16 | 2022-09-30 | Quarterly |
| 2022-06-15 | $0.30 | 2022-06-16 | 2022-06-30 | Quarterly |
| 2022-03-16 | $0.30 | 2022-03-17 | 2022-03-31 | Quarterly |
| 2021-12-15 | $0.20 | 2021-12-16 | 2021-12-30 | Quarterly |
| 2021-09-15 | $0.20 | 2021-09-16 | 2021-09-30 | Quarterly |
| 2021-06-14 | $0.20 | 2021-06-15 | 2021-06-30 | Quarterly |
| 2021-03-15 | $0.20 | 2021-03-16 | 2021-03-31 | Quarterly |
| 2020-12-14 | $0.15 | 2020-12-15 | 2020-12-31 | Quarterly |
| 2020-09-15 | $0.15 | 2020-09-16 | 2020-09-30 | Quarterly |
| 2020-06-12 | $0.15 | 2020-06-15 | 2020-06-30 | Quarterly |
| 2020-03-16 | $0.15 | 2020-03-17 | 2020-03-31 | Quarterly |
| 2019-12-12 | $0.10 | 2019-12-13 | 2019-12-31 | Quarterly |
| 2019-09-13 | $0.10 | 2019-09-16 | 2019-09-30 | Quarterly |
| 2019-06-13 | $0.10 | 2019-06-14 | 2019-06-28 | Quarterly |
| 2019-03-14 | $0.10 | 2019-03-15 | 2019-03-29 | Quarterly |
| 2018-12-13 | $0.06 | 2018-12-14 | 2018-12-28 | Quarterly |
| 2018-09-13 | $0.06 | 2018-09-15 | 2018-09-28 | Quarterly |
| 2018-06-14 | $0.06 | 2018-06-15 | 2018-06-29 | Quarterly |
| 2018-03-14 | $0.06 | 2018-03-15 | 2018-03-30 | Quarterly |
| 2017-12-14 | $0.03 | 2017-12-15 | 2017-12-29 | Quarterly |
| 2017-09-14 | $0.03 | 2017-09-15 | 2017-09-30 | Quarterly |
| 2017-06-13 | $0.03 | 2017-06-15 | 2017-06-30 | Quarterly |
| 2017-03-13 | $0.03 | 2017-03-15 | 2017-03-31 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-07 | ELIAS RICHARD C | Buy | 455 | — | — |
| 2026-10-07 | ELIAS RICHARD C | Sell | 455 | — | — |
| 2026-09-30 | Comparin Cynthia Jane | Buy | 455 | — | — |
| 2026-09-30 | Brown Nigel | Buy | 455 | — | — |
| 2026-09-30 | Lau Joan | Buy | 455 | — | — |
| 2026-09-30 | GEMMILL ELIZABETH H | Buy | 455 | — | — |
| 2026-09-30 | Joseph Celia M | Buy | 455 | — | — |
| 2026-09-30 | Walker April | Buy | 455 | — | — |
| 2026-09-30 | HARTLEY C KEITH | Buy | 455 | — | — |
| 2026-09-30 | ROSENBLATT SIDNEY D | Buy | 455 | — | — |
| 2026-09-30 | LACERTE LAWRENCE | Buy | 455 | — | — |
| 2026-09-30 | ELIAS RICHARD C | Buy | 455 | — | — |
| 2026-08-18 | LACERTE LAWRENCE | Sell | 4.65K | $84.94 | 395.23K |
| 2026-08-18 | LACERTE LAWRENCE | Sell | 314 | $85.56 | 26.87K |
| 2026-07-10 | ELIAS RICHARD C | Buy | 455 | — | — |
| 2026-07-10 | ELIAS RICHARD C | Sell | 455 | — | — |
| 2026-06-30 | GEMMILL ELIZABETH H | Buy | 455 | — | — |
| 2026-06-30 | Brown Nigel | Buy | 455 | — | — |
| 2026-06-30 | LACERTE LAWRENCE | Buy | 455 | — | — |
| 2026-06-30 | Comparin Cynthia Jane | Buy | 455 | — | — |
| 2026-06-30 | ROSENBLATT SIDNEY D | Buy | 455 | — | — |
| 2026-06-30 | Walker April | Buy | 455 | — | — |
| 2026-06-30 | Joseph Celia M | Buy | 455 | — | — |
| 2026-06-30 | Lau Joan | Buy | 455 | — | — |
| 2026-06-30 | ELIAS RICHARD C | Buy | 455 | — | — |
| 2026-06-30 | HARTLEY C KEITH | Buy | 455 | — | — |
| 2026-05-11 | ELIAS RICHARD C | Buy | 456 | — | — |
| 2026-05-11 | ELIAS RICHARD C | Buy | 1.00K | $92.84 | 92.84K |
| 2026-05-11 | ELIAS RICHARD C | Sell | 456 | — | — |
| 2026-05-07 | Premutico Mauro | Buy | 800 | $94.40 | 75.52K |
| 2026-05-07 | Premutico Mauro | Buy | 1.44K | $93.75 | 135.38K |
| 2026-05-07 | Premutico Mauro | Buy | 1.45K | $92.51 | 134.14K |
| 2026-05-07 | ABRAMSON STEVEN V | Buy | 2.80K | $94.40 | 264.32K |
| 2026-05-07 | ABRAMSON STEVEN V | Buy | 4.55K | $93.62 | 425.97K |
| 2026-05-07 | ABRAMSON STEVEN V | Buy | 3.65K | $92.46 | 337.48K |
| 2026-03-31 | ROSENBLATT SIDNEY D | Buy | 456 | — | — |
| 2026-03-31 | ELIAS RICHARD C | Buy | 456 | — | — |
| 2026-03-31 | Comparin Cynthia Jane | Buy | 456 | — | — |
| 2026-03-31 | Lau Joan | Buy | 456 | — | — |
| 2026-03-31 | Walker April | Buy | 456 | — | — |
| 2026-03-31 | LACERTE LAWRENCE | Buy | 456 | — | — |
| 2026-03-31 | Joseph Celia M | Buy | 456 | — | — |
| 2026-03-31 | Brown Nigel | Buy | 456 | — | — |
| 2026-03-31 | GEMMILL ELIZABETH H | Buy | 456 | — | — |
| 2026-03-31 | HARTLEY C KEITH | Buy | 456 | — | — |
| 2026-03-07 | Premutico Mauro | Buy | 10.67K | — | — |
| 2026-03-07 | Premutico Mauro | Buy | 3.45K | — | — |
| 2026-03-07 | Premutico Mauro | Sell | 1.91K | $97.03 | 185.04K |
| 2026-03-07 | Premutico Mauro | Sell | 1.44K | $97.03 | 139.34K |
| 2026-03-07 | Premutico Mauro | Sell | 5.91K | $97.03 | 572.96K |
| 2026-03-07 | Premutico Mauro | Buy | 3.23K | — | — |
| 2026-03-07 | Premutico Mauro | Sell | 1.79K | $97.03 | 173.59K |
| 2026-03-07 | Mahon Janice K | Buy | 8.60K | — | — |
| 2026-03-07 | Mahon Janice K | Buy | 2.78K | — | — |
| 2026-03-07 | Mahon Janice K | Sell | 1.42K | $97.03 | 137.78K |
| 2026-03-07 | Mahon Janice K | Sell | 1.07K | $97.03 | 103.73K |
| 2026-03-07 | Mahon Janice K | Sell | 4.11K | $97.03 | 399.08K |
| 2026-03-07 | Mahon Janice K | Buy | 2.60K | — | — |
| 2026-03-07 | Mahon Janice K | Sell | 941 | $97.03 | 91.31K |
| 2026-03-07 | ABRAMSON STEVEN V | Buy | 19.76K | — | — |
| 2026-03-07 | ABRAMSON STEVEN V | Buy | 6.38K | — | — |
| 2026-03-07 | ABRAMSON STEVEN V | Sell | 2.71K | $97.03 | 262.66K |
| 2026-03-07 | ABRAMSON STEVEN V | Sell | 2.04K | $97.03 | 197.84K |
| 2026-03-07 | ABRAMSON STEVEN V | Sell | 8.38K | $97.03 | 813.40K |
| 2026-03-07 | ABRAMSON STEVEN V | Buy | 5.99K | — | — |
| 2026-03-07 | ABRAMSON STEVEN V | Sell | 2.54K | $97.03 | 246.36K |
| 2026-03-07 | BROWN JULIA J | Buy | 13.87K | — | — |
| 2026-03-07 | BROWN JULIA J | Buy | 4.48K | — | — |
| 2026-03-07 | BROWN JULIA J | Sell | 1.90K | $97.03 | 184.36K |
| 2026-03-07 | BROWN JULIA J | Sell | 1.43K | $97.03 | 138.85K |
| 2026-03-07 | BROWN JULIA J | Sell | 5.88K | $97.03 | 570.92K |
| 2026-03-07 | BROWN JULIA J | Buy | 4.20K | — | — |
| 2026-03-07 | BROWN JULIA J | Sell | 1.54K | $97.03 | 149.81K |
| 2026-03-07 | Millard Brian | Buy | 4.94K | — | — |
| 2026-03-07 | Millard Brian | Buy | 1.60K | — | — |
| 2026-03-07 | Millard Brian | Sell | 677 | $97.03 | 65.69K |
| 2026-03-07 | Millard Brian | Sell | 509 | $97.03 | 49.39K |
| 2026-03-07 | Millard Brian | Sell | 2.10K | $97.03 | 203.37K |
| 2026-03-07 | Millard Brian | Buy | 1.50K | — | — |
| 2026-03-07 | Millard Brian | Sell | 635 | $97.03 | 61.61K |
| 2026-03-04 | Millard Brian | Sell | 544 | $101.52 | 55.23K |
| 2026-03-04 | Mahon Janice K | Sell | 605 | $101.52 | 61.42K |
| 2026-03-04 | BROWN JULIA J | Sell | 741 | $101.52 | 75.23K |
| 2026-03-04 | ABRAMSON STEVEN V | Sell | 1.63K | $101.52 | 165.88K |
| 2026-03-04 | Premutico Mauro | Sell | 1.15K | $101.52 | 116.85K |
| 2026-02-18 | Mahon Janice K | Sell | 770 | $119.92 | 92.34K |
| 2026-02-18 | Premutico Mauro | Sell | 1.41K | $119.92 | 169.33K |
| 2026-02-18 | BROWN JULIA J | Sell | 914 | $119.92 | 109.61K |
| 2026-02-18 | Millard Brian | Sell | 700 | $119.92 | 83.94K |
| 2026-02-18 | ABRAMSON STEVEN V | Sell | 1.96K | $119.92 | 235.40K |
| 2026-02-17 | Mahon Janice K | Buy | 7.30K | — | — |
| 2026-02-17 | Premutico Mauro | Buy | 9.06K | — | — |
| 2026-02-17 | BROWN JULIA J | Buy | 11.78K | — | — |
| 2026-02-17 | Millard Brian | Buy | 6.15K | — | — |
| 2026-02-17 | ABRAMSON STEVEN V | Buy | 16.78K | — | — |
| 2026-01-30 | ELIAS RICHARD C | Buy | 341 | — | — |
| 2026-01-30 | ELIAS RICHARD C | Sell | 341 | — | — |
| 2025-12-31 | ELIAS RICHARD C | Buy | 341 | — | — |
| 2025-12-31 | LACERTE LAWRENCE | Buy | 341 | — | — |
| 2025-12-31 | ROSENBLATT SIDNEY D | Buy | 341 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 461, holders -17 vs prior quarter. Ownership 94.83%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 4.32M | 28.51K | +0.66% | 373.93M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.97M | 48.95K | +1.68% | 257.26M |
| STATE STREET CORP | 2.20M | 382.85K | +21.10% | 190.25M |
| PRIMECAP MANAGEMENT CO/CA/ | 2.20M | 8.39K | +0.38% | 190.14M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.17M | -1.05M | -32.67% | 187.58M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.99M | 8.16K | +0.41% | 172.05M |
| FIRST TRUST ADVISORS LP | 1.47M | 495.47K | +50.74% | 127.45M |
| MARSHALL WACE, LLP | 1.34M | 674.23K | +101.25% | 116.04M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.29M | 43.77K | +3.50% | 111.96M |
| ALLIANCEBERNSTEIN L.P. | 1.17M | 101.22K | +9.45% | 107.51M |
| JPMORGAN CHASE & CO | 864.99K | -838.95K | -49.24% | 74.79M |
| DIMENSIONAL FUND ADVISORS LP | 854.70K | 97.53K | +12.88% | 74.01M |
| FRANKLIN TEMPLETON INC | 821.15K | 821.15K | New | 71.10M |
| XXEC, INC. | 703.52K | 316.58K | +81.82% | 63.72M |
| AQR CAPITAL MANAGEMENT LLC | 728.13K | 604.24K | +487.74% | 63.05M |
| SORA INVESTORS LLC | 701.16K | 636.16K | +978.71% | 60.71M |
| BROWN ADVISORY INC | 693.62K | 45.36K | +7.00% | 60.06M |
| MORGAN STANLEY | 669.92K | 258.07K | +62.66% | 58.01M |
| NORGES BANK | 581.55K | 581.55K | New | 50.36M |
| COPELAND CAPITAL MANAGEMENT, LLC | 553.90K | -27.88K | -4.79% | 47.96M |
| WELLS FARGO & COMPANY/MN | 466.25K | -132.02K | -22.07% | 40.37M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 459.63K | 269.50K | +141.75% | 39.80M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 452.54K | 35.59K | +8.54% | 39.19M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 452.54K | 452.54K | New | 39.19M |
| AMUNDI | 441.00K | -18.32K | -3.99% | 38.20M |
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