InterDigital vs Universal Display
IDCC and OLED side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How IDCC and OLED compare
InterDigital is the larger company, worth 1.9 times as much as Universal Display ($7.7B against $4.1B).
On earnings, Universal Display is cheaper: it trades at 18.4× trailing earnings, against 33.1× for InterDigital.
Universal Display grew revenue faster over the last twelve months (−1.9% versus −12.0% for InterDigital).
InterDigital keeps more of each dollar of sales as profit, with a net margin of 38.5% compared with 36.7% at Universal Display.
Both pay dividends: InterDigital yields 0.95% and Universal Display 2.2%.
Universal Display scores higher on the StockData Score (21 against 18 for InterDigital), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | IDCC | OLED |
|---|---|---|
| Size and price | ||
| Market cap | $7.7B | $4.1B |
| Share price | $300.72 | $90.54 |
| Change, 1 year | −17.6% | −24.3% |
| Change, 5 years | 319% | −41.2% |
| Beta (5Y) | 0.90 | 1.32 |
| Employees | 460 | 469 |
| StockData Score | ||
| Total score | 18 | 21 (better) |
| Valuation score | 0 | 6 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 6 (better) | 5 |
| Health score | 6 | 6 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 33.1× | 18.4× (better) |
| P/S | 9.5× | 6.5× (better) |
| P/B | 6.2× | 2.4× (better) |
| EV/EBITDA | 15.5× (better) | 16.8× |
| P/FCF | 25.1× | 17.6× (better) |
| PEG | 0.58 (better) | 3.74 |
| FCF yield | 4.0% | 5.7% (better) |
| Fair value | $192.63 | $145.72 |
| Margin of safety | −56.1% | 37.9% (better) |
| Growth | ||
| Revenue growth (TTM) | −12.0% | −1.9% (better) |
| Revenue growth, 5Y average | 18.4% (better) | 8.7% |
| Net income growth (TTM) | −36.6% | 4.0% (better) |
| EPS growth (TTM) | −38.7% | 6.3% (better) |
| EPS growth, 5Y average | 52.3% (better) | 12.7% |
| Profitability | ||
| Gross margin | – | 74.9% |
| Operating margin | 45.1% (better) | 34.6% |
| Net margin | 38.5% (better) | 36.7% |
| FCF margin | 37.8% (better) | 36.9% |
| Return on equity | 26.8% (better) | 13.5% |
| Return on invested capital | 83.8% (better) | 15.0% |
| Financial health | ||
| Debt / equity | 0.25 (better) | 0.00 |
| Net debt / EBITDA | −1.82 | – |
| Interest coverage | 9.9× | – |
| Current ratio | 1.90 | 7.56 (better) |
| Altman Z-score | 7.91 | 13.59 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.95% | 2.2% (better) |
| Payout ratio | 22.9% | 39.3% |
| Years of dividend growth | 3 | 8 (better) |
| Dividend growth, 5Y average | 13.2% | 24.6% (better) |
| Buyback yield | 1.1% | 5.5% (better) |
| Shareholder yield | 2.1% | 7.6% (better) |
| Ownership | ||
| Held by institutions | 106% | 97.4% |
| Held by insiders | 2.1% | 2.3% |
| Insider net buying, 12 months | −$26.2M | $1.0M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 10.6% | 10.9% |
Go deeper
- IDCC stock overview
- IDCC income statement
- IDCC valuation and score
- OLED stock overview
- OLED income statement
- OLED valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.