COMPARE · Data as of August 24, 2026
OLED vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. OLED scored 63.4, TEL scored 70.9 — TEL leads.
Compare another set
OLED
Universal Display Corporation
63.4
$85.75 · $3.9B
fundamentals as of
Score gap
7.5
TEL leads
TEL
TE Connectivity plc
70.9
$202.41 · $58.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTEL19.9x
- Fastest growthTEL+16.5%
- Strongest balance sheetOLED0.01
- Highest qualityOLED82 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
OLED
stronger →← stronger
TEL
82
Qualityreturns · margins · balance sheet
81
41
Growthrevenue & earnings expansion
82
76
Valuevaluation vs sector peers
54
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OLED
TEL
$220mC
FCF
$3.3bB
-8.3%D
Rev
+16.5%B+
0.01A
D/E
0.43B
20.7xB+
P/E
19.9xB+
1.00B+
PEG
0.88B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
OLED
TEL
40% above
Price vs fair valuelower is cheaper
10% above
~18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-37%
1-yr DCF upside
-19%
-29%
5-yr DCF upside
-9%
-15%
10-yr DCF upside
+8%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
TEL
Why this score
- Buying back stock
- Raising its dividend
The companies
OLEDUniversal Display Corporation
Why now
Electronic Components · market cap $3.9b. Down 44% 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 +35% 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 44% 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.
TELTE Connectivity plc
Why now
Electronic Components · market cap $58.6b. 20% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.88 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $246.79 (implying +22% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
TEL leads OLED by 3.4 points (70.6 to 67.2), its sharpest advantage coming in Rev (grade B+). A contrarian could still prefer OLED for its stronger D/E (grade A). Note they play different roles — OLED screens as growth, TEL screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where OLED and TEL diverge
On the headline score the gap is 7.5 points in favor of TEL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthOLED 41.0 · TEL 82.1TEL +41.1
- ValueOLED 76.2 · TEL 53.6OLED +22.6
- QualityOLED 81.7 · TEL 81.1level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.