COMPARE · Reviewed August 3, 2026
CTS vs OLED
Verdict: Side-by-side breakdown using the Bull Rankings model. CTS scored 59.8, OLED scored 67.9 — OLED leads.
Compare another set
Different reporting periods. OLED's fundamentals are as of June 2026, but CTS's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CTS
CTS Corporation
59.8
$65.23 · $1.9B
fundamentals as of
Score gap
8.1
OLED leads
OLED
Universal Display Corporation
67.9
$79.78 · $3.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
CTS
stronger →← stronger
OLED
73
Qualityreturns · margins · balance sheet
82
70
Growthrevenue & earnings expansion
50
42
Valuevaluation vs sector peers
77
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CTS
OLED
$88mC-
FCF
$220mC
+7.8%B
Rev
-8.3%D
0.16B+
D/E
0.01A
27.3xB+
P/E
19.3xA-
1.65C+
PEG
1.00B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CTS
OLED
30% above
Price vs fair valuelower is cheaper
27% above
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-29%
1-yr DCF upside
-32%
-23%
5-yr DCF upside
-21%
-13%
10-yr DCF upside
-4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CTS
Why this score
- Buying back stock
OLED
Why this score
- Buying back stock
- Raising its dividend
- Revenue shrinking
The companies
CTSCTS Corporation
Why now
Electronic Components · market cap $1.9b. 6% off the 52-week high of $69.55.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
OLEDUniversal Display Corporation
Why now
Electronic Components · market cap $3.7b. Down 48% from 52-week high of $153.38 — deep drawdown territory. Revenue -8% — in contraction; any catalyst that reverses this triggers re-rating. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $115.37 (implying +45% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -8% — the operational turn is not yet visible in the top line. Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.56 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.