Allegro MicroSystems
ALGM · Semiconductors
$31.48
0.7%Universal Display
OLED · Semiconductors
$86.98
0.5%The short version
- Allegro MicroSystems is the larger business, with $890M of revenue in fiscal 2026 against $651M for Universal Display.
- Allegro MicroSystems grew revenue faster (22.8%, against 0.5%).
- Universal Display kept more of each dollar of sales as operating profit (38.2% operating margin, against 2.1% operating margin).
- Universal Display turned more of its sales into free cash flow (23.7% FCF margin, against 14.0% FCF margin).
- Universal Display earned a higher return on the capital invested in it (17.9%, against 1.3%).
| Latest fiscal year | ALGM · FY26 | OLED · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.9B | $4.1B |
| Revenue | $890M | $651M |
| Free cash flow | $125M | $154M |
| Net income | −$14.9M | $242M |
| Growth | ||
| Revenue growth | 22.8% | 0.5% |
| 5-year growth | 8.5% | 8.7% |
| Share count change | −1.4% | 0.0% |
| Profitability | ||
| Gross margin | 46.3% | 76.3% |
| Operating margin | 2.1% | 38.2% |
| Net margin | −1.7% | 37.2% |
| FCF margin | 14.0% | 23.7% |
| Return on capital | 1.3% | 17.9% |
| Return on equity | −1.6% | 14.3% |
| Balance sheet | ||
| Net debt | $119M | −$602M |
| Net debt / EBITDA | 1.4x | −2.0x |
| Dividends and buybacks | $0.0M | $118M |
| Valuation & quality | ||
| P/E | — | 21.0x |
| Piotroski F-score | 7 | 3 |
FY17
ALGM —
OLED $336M
FY18
ALGM —
OLED $247M
FY19
ALGM —
OLED $405M
FY20
ALGM $650M
OLED $429M
FY21
ALGM $591M
OLED $554M
FY22
ALGM $769M
OLED $617M
FY23
ALGM $974M
OLED $576M
FY24
ALGM $1.0B
OLED $648M
FY25
ALGM $725M
OLED $651M
FY26
ALGM $890M
OLED —
ALGM
OLED
FY17
ALGM —
OLED 43.6%
FY18
ALGM —
OLED 22.9%
FY19
ALGM —
OLED 39.1%
FY20
ALGM 8.1%
OLED 36.7%
FY21
ALGM 2.1%
OLED 41.1%
FY22
ALGM 17.8%
OLED 43.3%
FY23
ALGM 20.9%
OLED 37.7%
FY24
ALGM 18.7%
OLED 36.9%
FY25
ALGM −2.7%
OLED 38.2%
FY26
ALGM 2.1%
OLED —
ALGM
OLED
FY17
ALGM —
OLED $104M
FY18
ALGM —
OLED $96.4M
FY19
ALGM —
OLED $164M
FY20
ALGM $35.8M
OLED $121M
FY21
ALGM $79.9M
OLED $148M
FY22
ALGM $86.2M
OLED $84.3M
FY23
ALGM $113M
OLED $95.0M
FY24
ALGM $56.9M
OLED $211M
FY25
ALGM $22.0M
OLED $154M
FY26
ALGM $125M
OLED —
ALGM
OLED
FY17
ALGM —
OLED 46.3%
FY18
ALGM —
OLED 25.1%
FY19
ALGM —
OLED 75.7%
FY20
ALGM —
OLED 73.8%
FY21
ALGM 2.2%
OLED 59.3%
FY22
ALGM 26.0%
OLED 36.9%
FY23
ALGM 32.3%
OLED 22.1%
FY24
ALGM 17.0%
OLED 19.0%
FY25
ALGM −1.3%
OLED 17.9%
FY26
ALGM 1.3%
OLED —
ALGM
OLED
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.