COMPARE · Reviewed August 1, 2026
OLED vs VNT
Verdict: Side-by-side breakdown using the Bull Rankings model. OLED scored 67.1, VNT scored 69.8 — VNT leads.
Compare another set
OLED
Universal Display Corporation
67.1
$80.16 · $3.7B
fundamentals as of
Score gap
2.7
VNT leads
VNT
Vontier Corporation
69.8
$32.13 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
OLED
stronger →← stronger
VNT
79
Qualityreturns · margins · balance sheet
76
50
Growthrevenue & earnings expansion
61
76
Valuevaluation vs sector peers
74
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OLED
VNT
$220mC
FCF
$373mC
-8.3%D
Rev
+4.1%C+
—
D/E
1.53C
19.4xB+
P/E
11.4xA
1.00B+
PEG
0.96B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OLED
VNT
13% below
Price vs fair valuelower is cheaper
18% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-2%
1-yr DCF upside
+14%
+15%
5-yr DCF upside
+23%
+45%
10-yr DCF upside
+36%
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
VNT
Why this score
- Buying back stock
- 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.
VNTVontier Corporation
Why now
Scientific & Technical Instruments · market cap $4.5b. Down 33% from 52-week high of $48.20 — deep drawdown territory. PEG 0.96 — paying under fair value for the growth rate. 10 sell-side analysts publish a mean 1-yr target of $39.70 (implying +24% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.