Universal Display
OLED · Semiconductors
$86.98
0.5%Silicon Labs
SLAB · Semiconductors
$221.27
0.1%The short version
- Silicon Labs is the larger business, with $785M of revenue in fiscal 2025 against $651M for Universal Display.
- Silicon Labs grew revenue faster (34.3%, against 0.5%).
- Universal Display kept more of each dollar of sales as operating profit (38.2% operating margin, against −9.0% operating margin).
- Universal Display turned more of its sales into free cash flow (23.7% FCF margin, against 8.4% FCF margin).
- Universal Display earned a higher return on the capital invested in it (17.9%, against −7.0%).
| Latest fiscal year | OLED · FY25 | SLAB · FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.1B | $7.3B |
| Revenue | $651M | $785M |
| Free cash flow | $154M | $65.8M |
| Net income | $242M | −$64.9M |
| Growth | ||
| Revenue growth | 0.5% | 34.3% |
| 5-year growth | 8.7% | 9.0% |
| Share count change | 0.0% | 1.7% |
| Profitability | ||
| Gross margin | 76.3% | 58.2% |
| Operating margin | 38.2% | −9.0% |
| Net margin | 37.2% | −8.3% |
| FCF margin | 23.7% | 8.4% |
| Return on capital | 17.9% | −7.0% |
| Return on equity | 14.3% | −6.0% |
| Balance sheet | ||
| Net debt | −$602M | −$291M |
| Net debt / EBITDA | −2.0x | — |
| Dividends and buybacks | $118M | $0.0M |
| Valuation & quality | ||
| P/E | 21.0x | — |
| Piotroski F-score | 3 | 5 |
FY16
OLED $199M
SLAB $698M
FY17
OLED $336M
SLAB $769M
FY18
OLED $247M
SLAB $868M
FY19
OLED $405M
SLAB $474M
FY20
OLED $429M
SLAB $511M
FY21
OLED $554M
SLAB $721M
FY22
OLED $617M
SLAB $1.0B
FY23
OLED $576M
SLAB $782M
FY24
OLED $648M
SLAB $584M
FY25
OLED $651M
SLAB $785M
OLED
SLAB
FY16
OLED 34.4%
SLAB 9.5%
FY17
OLED 43.6%
SLAB 11.1%
FY18
OLED 22.9%
SLAB 9.8%
FY19
OLED 39.1%
SLAB −18.7%
FY20
OLED 36.7%
SLAB −21.0%
FY21
OLED 41.1%
SLAB −4.6%
FY22
OLED 43.3%
SLAB 11.7%
FY23
OLED 37.7%
SLAB −3.1%
FY24
OLED 36.9%
SLAB −28.3%
FY25
OLED 38.2%
SLAB −9.0%
OLED
SLAB
FY16
OLED $73.0M
SLAB $118M
FY17
OLED $104M
SLAB $177M
FY18
OLED $96.4M
SLAB $149M
FY19
OLED $164M
SLAB $151M
FY20
OLED $121M
SLAB $118M
FY21
OLED $148M
SLAB $62.6M
FY22
OLED $84.3M
SLAB $115M
FY23
OLED $95.0M
SLAB −$52.6M
FY24
OLED $211M
SLAB −$25.7M
FY25
OLED $154M
SLAB $65.8M
OLED
SLAB
FY16
OLED 35.3%
SLAB 10.5%
FY17
OLED 46.3%
SLAB 9.2%
FY18
OLED 25.1%
SLAB 12.7%
FY19
OLED 75.7%
SLAB −9.0%
FY20
OLED 73.8%
SLAB −9.4%
FY21
OLED 59.3%
SLAB −3.1%
FY22
OLED 36.9%
SLAB 12.3%
FY23
OLED 22.1%
SLAB −2.4%
FY24
OLED 19.0%
SLAB −15.9%
FY25
OLED 17.9%
SLAB −7.0%
OLED
SLAB
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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.