COMPARE · Reviewed August 1, 2026
OLED vs SMCI
Verdict: Side-by-side breakdown using the Bull Rankings model. OLED scored 67.1, SMCI scored 70.5 — SMCI leads.
Compare another set
Different reporting periods. OLED's fundamentals are as of June 2026, but SMCI'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.
OLED
Universal Display Corporation
67.1
$80.16 · $3.7B
fundamentals as of
Score gap
3.4
SMCI leads
SMCI
Super Micro Computer, Inc.
70.5
$28.40 · $18.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
OLED
stronger →← stronger
SMCI
79
Qualityreturns · margins · balance sheet
53
50
Growthrevenue & earnings expansion
100
76
Valuevaluation vs sector peers
66
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OLED
SMCI
$220mC
FCF
-$6.8bF
-8.3%D
Rev
+56.2%A
—
D/E
1.21C
19.4xB+
P/E
—
1.00B+
PEG
0.91B+
—
P/S
0.5xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OLED
SMCI
13% below
Price vs fair valuelower is cheaper
—
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-2%
1-yr DCF upside
—
+15%
5-yr DCF upside
—
+45%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OLED
Why this score
- Raising its dividend
- Revenue shrinking
SMCI
Why this score
- Durable high returns
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 $125.89 (implying +57% 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.
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $18.4b. Down 52% from 52-week high of $59.40 — deep drawdown territory. Revenue growing +56% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $37.81 (implying +33% 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.
Risk
Free cash flow is negative (-$6.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.94 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.