COMPARE · Reviewed August 3, 2026
OLED vs P
Verdict: Side-by-side breakdown using the Bull Rankings model. OLED scored 67.9, P scored 67.1 — OLED leads.
Compare another set
OLED
Universal Display Corporation
67.9
$79.78 · $3.7B
fundamentals as of
Score gap
0.8
OLED leads
P
Everpure, Inc.
67.1
$80.14 · $26.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
OLED
stronger →← stronger
P
82
Qualityreturns · margins · balance sheet
55
50
Growthrevenue & earnings expansion
97
77
Valuevaluation vs sector peers
56
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OLED
P
$220mC
FCF
$516mC+
-8.3%D
Rev
+21.0%A-
0.01A
D/E
1.27C
19.3xA-
P/E
121.4xD
1.00B+
PEG
1.64C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OLED
P
27% above
Price vs fair valuelower is cheaper
203% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~45%/yr
-32%
1-yr DCF upside
-74%
-21%
5-yr DCF upside
-67%
-4%
10-yr DCF upside
-53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OLED
Why this score
- Buying back stock
- Raising its dividend
- Revenue shrinking
P
No notable signals flagged.
The companies
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.
PEverpure, Inc.
Why now
Computer Hardware · market cap $26.6b. Down 20% from 52-week high of $100.59 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 19 sell-side analysts publish a mean 1-yr target of $93.89 (implying +17% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 121.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.41 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.