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OLED

Universal Display Corporation

Technology · $3.5B market cap

Verdict

Share price

$80.37

close of Oct 3, 2026

Fair value

$56.05

Sticker Price

Payback Price

$22.42

buy price

Overpriced

OLED is Overpriced: at $80.37 it trades 43% above its fair value of $56.05. Its buy price (Payback Price) is $22.42, 72% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth13.3% a year✓
Equity per share growth13.2% a year✓
Sales growth16.6% a year✓
Free cash flow growth11.0% a year✓
Return on invested capital11.3%✓

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Insider activity

Since Jun 30, 2026: no open-market purchases, 2 sales worth $422K and 11 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

LACERTE LAWRENCE

director · 2026-08-18

Sold

$27K

LACERTE LAWRENCE

director · 2026-08-18

Sold

$395K

Other filings

ELIAS RICHARD C

director · 2026-07-10

G-Gift

455 shares

HARTLEY C KEITH

director · 2026-06-30

Award

455 shares

ELIAS RICHARD C

director · 2026-06-30

Award

455 shares

Lau Joan

director · 2026-06-30

Award

455 shares

Joseph Celia M

director · 2026-06-30

Award

455 shares

Show all 11 other filings

Walker April

director · 2026-06-30

Award

455 shares

ROSENBLATT SIDNEY D

director · 2026-06-30

Award

455 shares

Comparin Cynthia Jane

director · 2026-06-30

Award

455 shares

LACERTE LAWRENCE

director · 2026-06-30

Award

455 shares

Brown Nigel

director · 2026-06-30

Award

455 shares

GEMMILL ELIZABETH H

director · 2026-06-30

Award

455 shares

About Universal Display Corporation

Universal Display Corporation is dedicated to the investigation, advancement, and market deployment of organic light-emitting diode (OLED) innovations and their constituent materials, primarily for use in display and solid-state illumination applications. The company safeguards its intellectual property with a vast global portfolio of roughly 5,500 patents, encompassing both granted and pending applications, which…

Hardware, Equipment & Parts

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works