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Technology - Semiconductors - NASDAQ - US
$ 112.84
-0.511 %
$ 5.36 B
Market Cap
24.27
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one OLED stock under the worst case scenario is HIDDEN Compared to the current market price of 113 USD, Universal Display Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one OLED stock under the base case scenario is HIDDEN Compared to the current market price of 113 USD, Universal Display Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one OLED stock under the best case scenario is HIDDEN Compared to the current market price of 113 USD, Universal Display Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart OLED

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$220.0$220.0$210.0$210.0$200.0$200.0$190.0$190.0$180.0$180.0$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
648 M REVENUE
12.36%
239 M OPERATING INCOME
9.95%
222 M NET INCOME
9.39%
254 M OPERATING CASH FLOW
63.94%
-164 M INVESTING CASH FLOW
-97.39%
-82.3 M FINANCING CASH FLOW
-12.90%
162 M REVENUE
0.41%
52.5 M OPERATING INCOME
-21.66%
46 M NET INCOME
-31.18%
34.7 M OPERATING CASH FLOW
-56.53%
2.73 M INVESTING CASH FLOW
103.71%
-18 M FINANCING CASH FLOW
7.50%
Balance Sheet Universal Display Corporation
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Current Assets 900 M
Cash & Short-Term Investments 493 M
Receivables 114 M
Other Current Assets 294 M
Non-Current Assets 933 M
Long-Term Investments 458 M
PP&E 195 M
Other Non-Current Assets 280 M
26.89 %6.20 %16.02 %24.97 %10.66 %15.26 %Total Assets$1.8b
Current Liabilities 125 M
Accounts Payable 36.6 M
Short-Term Debt 0
Other Current Liabilities 88.8 M
Non-Current Liabilities 90.4 M
Long-Term Debt 19.1 M
Other Non-Current Liabilities 71.3 M
16.95 %41.16 %8.87 %33.02 %Total Liabilities$215.8m
EFFICIENCY
Earnings Waterfall Universal Display Corporation
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Revenue 648 M
Cost Of Revenue 148 M
Gross Profit 499 M
Operating Expenses 260 M
Operating Income 239 M
Other Expenses 16.7 M
Net Income 222 M
700m700m600m600m500m500m400m400m300m300m200m200m100m100m00648m(148m)499m(260m)239m(17m)222mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
77.08% GROSS MARGIN
77.08%
36.87% OPERATING MARGIN
36.87%
34.29% NET MARGIN
34.29%
13.74% ROE
13.74%
12.12% ROA
12.12%
11.42% ROIC
11.42%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Universal Display Corporation
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250m250m200m200m150m150m100m100m50m50m00(50m)(50m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 222 M
Depreciation & Amortization 44.1 M
Capital Expenditures -42.6 M
Stock-Based Compensation 30 M
Change in Working Capital -25.3 M
Others -52.8 M
Free Cash Flow 211 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Universal Display Corporation
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Wall Street analysts predict an average 1-year price target for OLED of $214 , with forecasts ranging from a low of $172 to a high of $250 .
OLED Lowest Price Target Wall Street Target
172 USD 52.43%
OLED Average Price Target Wall Street Target
214 USD 89.78%
OLED Highest Price Target Wall Street Target
250 USD 121.55%
Price
Max Price Target
Min Price Target
Average Price Target
260260240240220220200200180180160160140140120120100100May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.26% DIVIDEND YIELD
0.45 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.801.801.601.601.401.401.201.201.001.000.800.800.600.600.400.400.200.200.000.000.060.10.150.20.30.350.40.450.060.10.150.20.30.350.40.060.10.150.20.30.350.40.120.060.240.10.400.150.600.20.800.31.200.351.400.41.600.45201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 12
6. Ownership
Insider Ownership Universal Display Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
975 K USD 1
9-12 MONTHS
3.26 M USD 2
Bought
0 USD 0
0-3 MONTHS
134 K USD 1
3-6 MONTHS
188 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
17 Upcoming Dividend Increases I present a list of 17 companies with upcoming dividend increases, highlighting those with over 10% increases and an average streak length of 11 years. My investment strategy focuses on buying, holding, and expanding stakes in companies that consistently increase dividends and outperform relevant benchmarks. I utilize data from the "U.S. Dividend Champions" spreadsheet and NASDAQ to identify companies with at least five years of dividend growth. seekingalpha.com - 1 month ago
Why Universal Display (OLED) International Revenue Trends Deserve Your Attention Examine the evolution of Universal Display's (OLED) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects. zacks.com - 1 month ago
Universal Display Corporation Announces Participation at Upcoming Conferences EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced participation in the BofA Securities Asia, SIG, and ROTH investor conferences and LOPEC, PMI and OLED & XR Korea industry conferences. businesswire.com - 1 month ago
Universal Display Q4 Earnings Beat on Higher Material Sales OLED reports top-line growth year over year, driven by growing traction in the IT, automotive, smartphone and TV end markets. zacks.com - 1 month ago
OLED Hikes Quarterly Dividend Payout: Reason to Stay Invested? A steady dividend payout with periodic increases is part of Universal Display's long-term strategy to provide attractive risk-adjusted returns to its stockholders. zacks.com - 1 month ago
Universal Display (OLED) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Universal Display (OLED) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 month ago
Universal Display Corporation (OLED) Q4 2024 Earnings Call Transcript Universal Display Corporation (NASDAQ:OLED ) Q4 2024 Earnings Conference Call February 20, 2025 5:00 PM ET Company Participants Darice Liu - Senior Director of Investor Relations Steve Abramson - President and Chief Executive Officer Brian Millard - Vice President, Chief Financial Officer and Treasurer Conference Call Participants Brian Lee - Goldman Sachs Scott Searle - ROTH Capital Partners Mehdi Hosseini - SIG James Ricchiuti - Needham and Company Steven Chin - TD Cowen Martin Yang - Oppenheimer and Company Atif Malik - Citi Operator Good day, ladies and gentlemen, and welcome to Universal Display Corporation's Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Sherry and I will be your conference moderator for today's call. seekingalpha.com - 1 month ago
Universal Display Corp. (OLED) Beats Q4 Earnings and Revenue Estimates Universal Display Corp. (OLED) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.29 per share a year ago. zacks.com - 1 month ago
Universal Display Corporation Increases Quarterly Cash Dividend to $0.45 per Share EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC increases its first quarter 2025 cash dividend to $0.45 per common share, up from the prior quarter's $0.40 per share. businesswire.com - 1 month ago
Universal Display Corporation Announces Fourth Quarter and Full Year 2024 Financial Results EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation (Nasdaq: OLED) today reported financial results for the fourth quarter and full year ended December 31, 2024. businesswire.com - 1 month ago
Investors Who Lost Money on Universal Display Corporation Should Contact Levi & Korsinsky about an Ongoing Investigation - OLED NEW YORK, NY / ACCESS Newswire / February 19, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Universal Display Corporation ("Universal Display Corporation") (NASDAQ:OLED) concerning possible violations of federal securities laws. On August 1, 2024, Universal reported solid 2Q 2024 results and raised the bottom-end of its full year revenue outlook. accessnewswire.com - 2 months ago
Universal Display Corporation Being Investigated on Behalf of Universal Display Corporation Investors. Contact Levi & Korsinsky For Details NEW YORK, NY / ACCESS Newswire / February 18, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Universal Display Corporation ("Universal Display Corporation") (NASDAQ:OLED) concerning possible violations of federal securities laws. On August 1, 2024, Universal reported solid 2Q 2024 results and raised the bottom-end of its full year revenue outlook. accessnewswire.com - 2 months ago
8. Profile Summary

Universal Display Corporation OLED

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COUNTRY US
INDUSTRY Semiconductors
MARKET CAP $ 5.36 B
Dividend Yield 0.26%
Description 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 owns, exclusively licenses, or has sole rights to sublicense approximately 5,500 issued and pending patents worldwide. The company supplies its proprietary UniversalPHOLED materials to display and lighting manufacturers, and others. 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; OVJP, an organic vapor jet printing technology; thin-film encapsulation technology for the packaging of flexible OLEDs and other thin-film devices, as well as for use as a barrier film for plastic substrates; and UniversalP2OLED, which are printable phosphorescent OLEDs. In addition, the company provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products. Further, it provides contract research services in the areas of chemical materials synthesis research, development, and commercialization for non-OLED applications. Universal Display Corporation was founded in 1985 and is headquartered in Ewing, New Jersey.
Contact 250 Phillips Boulevard, Ewing, NJ, 08618 https://oled.com
IPO Date April 11, 1996
Employees 468
Officers Dr. Julia J. Brown Ph.D. Executive Vice President & Chief Technical Officer Ms. Darice Liu Senior Director of Investor Relations & Corporate Communications Mr. Chandran Ramesh Nair Chief Executive Officer of OVJP Operations Mr. Steven V. Abramson President, Chief Executive Officer & Director Mr. Brian Millard CPA Vice President, Chief Financial Officer & Treasurer Mr. Mauro Premutico J.D. Senior Vice President of Planning, Chief Legal Officer & Secretary Ms. Janice K. Mahon Senior Vice President of Technology Commercialization & GM of Commercial Sales Business