Universal Display 对比 Rambus
可添加、更换或移除公司，最多四家。
简而言之
- Rambus 规模更大:2025 财年营收 $708M，Universal Display 为 $651M。
- Rambus 营收增长更快(27.1%，对方为 0.5%)。
- Universal Display 每一美元销售额中留下的营业利润更多(营业利润率 38.2%，对方为 36.8%)。
- Rambus 将更多销售额转化为自由现金流(自由现金流利润率 47.1%，对方为 23.7%)。
- Rambus 的投入资本回报更高(34.3%，对方为 17.9%)。
- 投资者愿为 Rambus 每一美元的盈利支付更高价格：市盈率 40.8x，而 Universal Display 为 21.0x。
| 最近财年 | OLED · FY25 | RMBS · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $4.1B | $9.4B |
| 营收 | $651M | $708M |
| 自由现金流 | $154M | $333M |
| 净利润 | $242M | $231M |
| 增长 | ||
| 营收增长 | 0.5% | 27.1% |
| 5年增长率 | 8.7% | 23.5% |
| 股数变化 | 0.0% | 0.2% |
| 盈利能力 | ||
| 毛利率 | 76.3% | 79.6% |
| 营业利润率 | 38.2% | 36.8% |
| 净利率 | 37.2% | 32.6% |
| 自由现金流利润率 | 23.7% | 47.1% |
| 资本回报率 | 17.9% | 34.3% |
| 股本回报率 | 14.3% | 18.6% |
| 资产负债表 | ||
| 净债务 | −$602M | −$762M |
| 净债务 / EBITDA | −2.0x | — |
| 股息与回购 | $118M | $7.1M |
| 估值与质量 | ||
| 市盈率 | 21.0x | 40.8x |
| Piotroski F 分数 | 3 | 5 |
FY16
OLED $199M
RMBS $337M
FY17
OLED $336M
RMBS $393M
FY18
OLED $247M
RMBS $231M
FY19
OLED $405M
RMBS $228M
FY20
OLED $429M
RMBS $246M
FY21
OLED $554M
RMBS $328M
FY22
OLED $617M
RMBS $455M
FY23
OLED $576M
RMBS $461M
FY24
OLED $648M
RMBS $557M
FY25
OLED $651M
RMBS $708M
OLED
RMBS
FY16
OLED 34.4%
RMBS 10.0%
FY17
OLED 43.6%
RMBS 13.8%
FY18
OLED 22.9%
RMBS −37.6%
FY19
OLED 39.1%
RMBS −44.0%
FY20
OLED 36.7%
RMBS −17.9%
FY21
OLED 41.1%
RMBS 7.4%
FY22
OLED 43.3%
RMBS 16.9%
FY23
OLED 37.7%
RMBS 33.3%
FY24
OLED 36.9%
RMBS 32.9%
FY25
OLED 38.2%
RMBS 36.8%
OLED
RMBS
FY16
OLED $73.0M
RMBS $87.1M
FY17
OLED $104M
RMBS $108M
FY18
OLED $96.4M
RMBS $75.5M
FY19
OLED $164M
RMBS $122M
FY20
OLED $121M
RMBS $156M
FY21
OLED $148M
RMBS $195M
FY22
OLED $84.3M
RMBS $213M
FY23
OLED $95.0M
RMBS $173M
FY24
OLED $211M
RMBS $200M
FY25
OLED $154M
RMBS $333M
OLED
RMBS
FY16
OLED 35.3%
RMBS 3.2%
FY17
OLED 46.3%
RMBS 5.3%
FY18
OLED 25.1%
RMBS −9.0%
FY19
OLED 75.7%
RMBS −7.7%
FY20
OLED 73.8%
RMBS −4.4%
FY21
OLED 59.3%
RMBS 4.1%
FY22
OLED 36.9%
RMBS 14.4%
FY23
OLED 22.1%
RMBS 28.5%
FY24
OLED 19.0%
RMBS 26.3%
FY25
OLED 17.9%
RMBS 34.3%
OLED
RMBS
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。