COMPARE · Reviewed August 1, 2026
OLED vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. OLED scored 67.1, WDC scored 66.6 — OLED leads.
Compare another set
OLED
Universal Display Corporation
67.1
$80.16 · $3.7B
fundamentals as of
Score gap
0.5
OLED leads
WDC
Western Digital Corporation
66.6
$544.84 · $187.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
OLED
stronger →← stronger
WDC
79
Qualityreturns · margins · balance sheet
83
50
Growthrevenue & earnings expansion
74
76
Valuevaluation vs sector peers
49
WDC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OLED
WDC
$220mC
FCF
$2.9bB
-8.3%D
Rev
+32.0%A
—
D/E
0.18B+
19.4xB+
P/E
32.6xB
1.00B+
PEG
0.44A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OLED
WDC
13% below
Price vs fair valuelower is cheaper
380% above
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-2%
1-yr DCF upside
-84%
+15%
5-yr DCF upside
-79%
+45%
10-yr DCF upside
-71%
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
WDC
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 $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.
WDCWestern Digital Corporation
Why now
Computer Hardware · market cap $187.8b. Down 32% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.44 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $655.50 (implying +20% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 67% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $187.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.17 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.