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OLED

OLED

Technology · Electronic Components

$90.26-2.92%
Mkt Cap: $4.22BDY: 2.15%

Performance

OLED (OLED) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

OLED (OLED) operates in the Electronic Components space within the Technology sector. With a market cap of $4.2B, it qualifies as a small-cap company. Revenue has been contracting year-over-year, a headwind that investors will watch closely in upcoming earnings.

Bull Case5
  • Forward P/E (18.2×) is lower than trailing P/E (20.1×) — analysts expect earnings to improve
  • Exceptional profit margin of 34.1% — the business retains a large share of each dollar earned
  • Current ratio of 9.5× — ample short-term liquidity
  • Dividend yield of 2.15% provides consistent income on top of price appreciation
  • Price is near its 52-week low — potential entry point with asymmetric upside
Bear Case3
  • Revenue declined 14% YoY — warning sign for business momentum
  • Earnings fell 44% YoY — profitability is under pressure
  • High beta of 1.54 — this stock is significantly more volatile than the broader market

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

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Revenue & Results

Dividends

Current DY

2.15%

5Y Avg Annual

$1.3000

Last Payment

$0.5000

Ex-Date

03/17/2026

Annual dividends paid per share

2017
2022
2026
Ex-DatePaymentAmountEst. DY
Latest03/17/2026
03/31/2026$0.50002.22%
12/17/2025
12/31/2025$0.45001.99%
09/16/2025
09/30/2025$0.45001.99%
06/16/2025
06/30/2025$0.45001.99%
03/17/2025
03/31/2025$0.45001.99%
12/17/2024
12/31/2024$0.40001.77%
09/16/2024
09/30/2024$0.40001.77%
06/14/2024
06/28/2024$0.40001.77%

Magic Number

Shares needed to self-fund your next purchase

$90.26

Price

÷

$0.5000

Last div. (quarterly)

=

181

shares

Own 181 OLED shares ($16,337.06) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$16,337.06

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 30, 2026

44

days

EPS (TTM)

$4.49

P/E (TTM)

20.1

Fwd P/E

18.2

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$4.22B
P/E Ratio20.10
Forward P/E18.21
P/B Ratio
PEG Ratio1.00
EPS (TTM)$4.49

Trading

Open
Day High
Day Low
52W High$162.36
52W Low$83.64
Volume
Avg Volume (3M)848,212
Beta1.54

Dividends

Dividend Yield2.15%
Annual Rate$2.00
Ex-Div Date2026-06-16
Payout Ratio41.20%

Profitability

Profit Margin34.08%
Operating Margin30.06%
ROE12.70%
ROA7.37%
Revenue Growth-14.50%
Earnings Growth-43.70%

Balance Sheet

Total Revenue$626.55M
Total Debt$22.11M
Debt / Equity1.30
Current Ratio9.54
Free Cash Flow$129.27M

Fair Value Estimates

Current price: $90.26

Graham Number

√(22.5 × EPS × Book Value)

$60.68

-32.8% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$22.67

-74.9% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

8/10

80% score

Pays dividends

9Y hist.

9+ years of dividend history

Dividend consistency (5Y+)

9 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

12.7%

Return on equity — measures how efficiently capital is used

Positive profit margin

34.1%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

-14.5%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-43.7%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

1.30×

Low financial leverage reduces risk of distress

Current ratio above 1

9.54×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$77M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

2.15%

Stock must distribute income to shareholders

Related Assets

Technology

About OLED

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. It offers phosphorescent organic light-emitting diode (PHOLED) technologies and materials for displays and lighting products under the UniversalPHOLED brand. The company also offers FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; and OVJP, an organic vapor jet printing technology. In addition, it provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products; and contract research services in the areas of chemical synthesis research, development, and commercialization for non-OLED applications, as well as engages in the intellectual property and technology licensing activities. The company has operations in South Korea, China, Japan, the United States, and internationally. Universal Display Corporation was incorporated in 1985 and is headquartered in Ewing, New Jersey.

Sector

Technology

Industry

Electronic Components

Location

Ewing, United States

Employees

469