Universal Display Corporation (OLED) Q4 2025 Earnings Call Transcript
Universal Display Corporation (OLED) Q4 2025 Earnings Call Transcript
Fiscal Year: January - December
Universal Display Corporation (OLED), listed on the NASDAQ, has a market capitalization of $. As of Feb 22, 2026, the stock is trading at $104.07 per share, offering investors a clear view of its current market value. Universal Display Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 20.49, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Universal Display Corporation also offers a dividend yield of 1.92%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Universal Display Corporation (OLED) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Universal Display Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Universal Display Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Universal Display Corporation is 31.75, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Universal Display Corporation (OLED) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Universal Display Corporation (OLED) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Universal Display Corporation (OLED) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Universal Display Corporation. To access the full SS Score, consider upgrading your subscription.
Universal Display Corporation is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 20.49. Investors should compare these metrics with industry peers to gauge whether Universal Display Corporation is outperforming or underperforming within its sector.
Universal Display Corporation (OLED) Q4 2025 Earnings Call Transcript
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC increases its first quarter 2026 cash dividend to $0.50 per common share, up from the prior quarter's $0.45 per share.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation (Nasdaq: OLED) today reported financial results for the fourth quarter and full year ended December 31, 2025.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation will report 4Q25/FY25 results on Feb. 19, 2026, and host a 5:00 p.m. ET earnings conference call.
Universal Display Corporation (OLED) Presents at 28th Annual Needham Growth Conference Transcript
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC has announced its participation in the upcoming Needham investor conference and SID-LA Symposium industry conference.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced the signing of long-term OLED agreements with Tianma.
I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, ener...
Universal Display Corporation (OLED) Presents at 53rd Annual Nasdaq Investor Conference Transcript
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation was named to Newsweek's list of America's Most Responsible Companies 2026.
Universal Display remains a compelling long-term investment, despite a recent share price decline and near-term revenue softness. OLED is poised for multi-year growth driven by Gen 8.6 fab ramps, IT d...
Universal Display Corporation ( OLED) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Darice Liu - Senior Director of Investor Relations & Corporate Communications Steven V. A...
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC today announced that it has entered into a definitive agreement to acquire OLED patent assets from Merck KGaA, Darmstadt, Germany.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced a 4Q25 cash dividend of $0.45 per share and that it is payable on December 31, 2025, to shareholders of record on December 17, 2025.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation (Nasdaq: OLED) today reported financial results for the third quarter ended September 30, 2025.
SINGAPORE--(BUSINESS WIRE)---- $OLED #OLED--Universal Vapor Jet Corporation (UVJC), a wholly-owned subsidiary of UDC, announced the launch of its headquarters and R&D center in Singapore.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation today announced the recipient of the inaugural Sherwin I. Seligsohn Innovation Award.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation will report 3Q25 results on November 6, 2025, and host a 5:00 p.m. ET earnings conference call.
Universal Display Corporation (NASDAQ:OLED) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 1:30 PM EDT Company Participants Brian Millard - VP, CFO & Treasur...
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced its sponsorship, invited presentation, and conferral of its annual innovation and technology awards at IMID 2025.
Universal Display is poised for significant growth beyond 2025, driven by new OLED fabs, IT/auto adoption, and the long-awaited phosphorescent blue emitter. The company's asset-light, licensing-heavy ...
Universal Display Corporation (NASDAQ:OLED) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Brian Millard - VP, CFO & Treasurer Darice Liu - Senior Director of Investor...
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation (Nasdaq: OLED) today reported financial results for the second quarter ended June 30, 2025.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation will report 2Q25 results on July 31, 2025, and host a 5:00 p.m. ET earnings conference call.
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation to hold virtual 2025 Annual Meeting of Shareholders on June 18, 2025 at 10:00 AM ET.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 213.25M | Analyst x2 | |
| 2027 | 188.75M | -11.49% | Analyst x3 |
| 2028 | 179.80M | -4.74% | Analyst x1 |
| 2029 | 205.34M | 14.20% | Analyst x1 |
| 2030 | 205.12M | -0.11% | Est @-0.1% |
| 2031 | 206.56M | 0.70% | Est @0.7% |
| 2032 | 209.14M | 1.25% | Est @1.3% |
| 2033 | 212.58M | 1.64% | Est @1.6% |
| 2034 | 216.39M | 1.79% | Est @1.8% |
| 2035 | 220.64M | 1.97% | Est @2.0% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 211.10M | 1.00 | 211.10M |
| 2025A | 154.36M | 1.00 | 154.36M |
| 2026E | 213.25M | 1.10 | 193.86M |
| 2027E | 188.75M | 1.21 | 155.98M |
| 2028E | 179.80M | 1.33 | 135.07M |
| 2029E | 205.34M | 1.46 | 140.23M |
| 2030E | 205.12M | 1.61 | 127.34M |
| 2031E | 206.56M | 1.77 | 116.56M |
| 2032E | 209.14M | 1.95 | 107.29M |
| 2033E | 212.58M | 2.14 | 99.13M |
| 2034E | 216.39M | 2.36 | 91.73M |
| 2035E | 220.64M | 2.59 | 85.03M |
| Terminal | 3.01B | 2.59 | 1.16B |
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