Universal Display 对比 SiTime
可添加、更换或移除公司，最多四家。
简而言之
- Universal Display 规模更大:2025 财年营收 $651M，SiTime 为 $327M，约为后者的 2.0 倍。
- SiTime 营收增长更快(61.2%，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 −20.5%)。
- Universal Display 将更多销售额转化为自由现金流(自由现金流利润率 23.7%，对方为 10.8%)。
- Universal Display 的投入资本回报更高(17.9%，对方为 −16.8%)。
| 最近财年 | OLED · FY25 | SITM · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $4.1B | $12.7B |
| 营收 | $651M | $327M |
| 自由现金流 | $154M | $35.1M |
| 净利润 | $242M | −$42.9M |
| 增长 | ||
| 营收增长 | 0.5% | 61.2% |
| 5年增长率 | 8.7% | 23.0% |
| 股数变化 | 0.0% | 8.0% |
| 盈利能力 | ||
| 毛利率 | 76.3% | 53.6% |
| 营业利润率 | 38.2% | −20.5% |
| 净利率 | 37.2% | −13.1% |
| 自由现金流利润率 | 23.7% | 10.8% |
| 资本回报率 | 17.9% | −16.8% |
| 股本回报率 | 14.3% | −4.6% |
| 资产负债表 | ||
| 净债务 | −$602M | −$808M |
| 净债务 / EBITDA | −2.0x | — |
| 股息与回购 | $118M | $0.0M |
| 估值与质量 | ||
| 市盈率 | 21.0x | — |
| Piotroski F 分数 | 3 | 6 |
FY16
OLED $199M
SITM —
FY17
OLED $336M
SITM —
FY18
OLED $247M
SITM $85.2M
FY19
OLED $405M
SITM $84.1M
FY20
OLED $429M
SITM $116M
FY21
OLED $554M
SITM $219M
FY22
OLED $617M
SITM $284M
FY23
OLED $576M
SITM $144M
FY24
OLED $648M
SITM $203M
FY25
OLED $651M
SITM $327M
OLED
SITM
FY16
OLED 34.4%
SITM —
FY17
OLED 43.6%
SITM —
FY18
OLED 22.9%
SITM −9.1%
FY19
OLED 39.1%
SITM −5.8%
FY20
OLED 36.7%
SITM −7.4%
FY21
OLED 41.1%
SITM 15.0%
FY22
OLED 43.3%
SITM 5.7%
FY23
OLED 37.7%
SITM −74.5%
FY24
OLED 36.9%
SITM −56.9%
FY25
OLED 38.2%
SITM −20.5%
OLED
SITM
FY16
OLED $73.0M
SITM —
FY17
OLED $104M
SITM —
FY18
OLED $96.4M
SITM −$3.4M
FY19
OLED $164M
SITM $6.0M
FY20
OLED $121M
SITM $10.5M
FY21
OLED $148M
SITM $28.2M
FY22
OLED $84.3M
SITM $8.0M
FY23
OLED $95.0M
SITM −$0.9M
FY24
OLED $211M
SITM −$13.0M
FY25
OLED $154M
SITM $35.1M
OLED
SITM
FY16
OLED 35.3%
SITM —
FY17
OLED 46.3%
SITM —
FY18
OLED 25.1%
SITM —
FY19
OLED 75.7%
SITM −8.7%
FY20
OLED 73.8%
SITM −17.9%
FY21
OLED 59.3%
SITM 59.9%
FY22
OLED 36.9%
SITM 14.8%
FY23
OLED 22.1%
SITM −52.2%
FY24
OLED 19.0%
SITM −39.5%
FY25
OLED 17.9%
SITM −16.8%
OLED
SITM
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。