Universal Display Corporation (OLED) Stock

Universal Display Corporation (OLED) is a Technology stock trading at $86.51 (as of 2026-08-20), with a market capitalization of $3.98B and a trailing P/E of 20.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. It owns, exclusively licenses, or has sole rights to sublicense approximately 5,500 issued and pending patents worldwide. The company supplies its proprietary UniversalPHOLED materials to display and lighting manufacturers, and others. It is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; OVJP, an organic vapor jet printing technology; thin-film encapsulation technology for the packaging of flexible OLEDs and other thin-film devices, as well as for use as a barrier film for plastic substrates; and UniversalP2OLED, which are printable phosphorescent OLEDs. In addition, the company provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products. Further, it provides contract research services in the areas of chemical materials synthesis research, development, and commercialization for non-OLED applications. Universal Display Corporation was founded in 1985 and is headquartered in Ewing, New Jersey.

Understand Universal Display Corporation: how it makes money

Universal Display Corporation develops and commercializes OLED (organic light emitting diode) technologies and materials, supplying its proprietary UniversalPHOLED materials to display and lighting manufacturers and earning revenue from material sales and OLED technology licensing.

The profit engine is tied to licensing and commercialization of proprietary OLED emitter and material technology, where revenue comes from selling UniversalPHOLED materials and from royalty and license fees linked to OLED manufacturing adoption.

Revenue by segment (latest quarter)
Green$0.1B
Red$0.0B
Catch-Up Adj.$0.0B
ADESAS$0.0B

Business quality (Solid): Clear product and monetization path (OLED materials plus IP licensing), with high reported profitability, but reported results may be sensitive to customer adoption timing across specific emitter and catch-up categories, and parts of the product and services revenue stream can be zero in a given quarter.

Valuation: At 19× earnings, OLED trades 62% below the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Proprietary materials and broad IP position: The company supplies its proprietary UniversalPHOLED materials and owns, exclusively licenses, or has sole rights to sublicense approximately 5,500 issued and pending patents worldwide.
  • Material sales and licensing are central to monetization: It commercializes OLED technologies by selling UniversalPHOLED materials and also earns revenue from royalty and license fees.
  • Strong reported profitability in the latest quarter: For the quarter ended 2026-03-31, gross margin was 74.6% and operating margin was 30.1% (both per provided financials).

Bear case

  • Potential quarter to quarter variability in revenue categories: Some revenue categories in the provided candidates are shown as 0.0 in the latest quarter, which suggests certain business lines may not contribute consistently each period.
  • Concentration across specific emitter categories: The provided category values highlight meaningful shares from green emitter and red emitter sales, so changes in those specific categories could impact total results.
  • Licensing revenue can depend on outside manufacturing and adoption: Royalty and license fees depend on how OLED manufacturers use and license the company’s technologies, which can shift with market and customer behavior.
Valuation — source: SEC EDGAR (first-party)
Price$86.51
Market Cap$3.98B
P/E Ratio20.3
EV / EBITDA16.3
Price / Book2.36
Price / Sales6.55
FCF Yield4.6%
DCF Value (model)$55.75
DCF Upside vs Price-35.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$650.61M
Net Margin37.2%
Revenue Growth (YoY)-11.4%
EPS Growth (YoY)-24.8%
FCF Growth (YoY)2.0%
Financial Health — source: SEC EDGAR
Altman Z-Score14.18 (safe)
Valuation vs Sector & Industry
Stock P/E20.3
Sector P/E (Technology)33.9
Industry P/E (Electronic Equipment)39.4
vs Sector-40.1%
vs Industry-48.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($589.46M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryElectronic Equipment
CEOSteven V. Abramson
Employees468
CountryUS
IPO Date1996-04-11

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OLED earnings history · OLED institutional & insider holders · OLED KPIs & operating metrics · OLED financials · OLED investor presentations & press releases · OLED SEC filings · OLED peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.