Applied MaterialsvsUniversal Display

AMAT and OLED stock compared: price, dividend, valuation and results, from SEC filings.

AMAT

Applied Materials, Inc.

$370.50

Value $294B

-2.74%
AMAT's page

OLED

Universal Display Corporation

$89.29

Value $4.2B

-0.67%
OLED's page

Applied Materials (AMAT) has a market value of $294B and Universal Display (OLED) $4.2B. Over the last year, with dividends, AMAT moved +61.5% and OLED -24.6%. The P/E is 31.7 for AMAT and 18.2 for OLED. Dividend yield: AMAT 0.53%, OLED 2.18%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    AMAT$294B

    OLED$4.2B

    AMAT is 70 times OLED

  • Revenue, 12 months

    AMAT$30.8B

    OLED$628M

    AMAT is 49 times OLED

  • Net income, 12 months

    AMAT$9.3B

    OLED$231M

    AMAT is 40 times OLED

  • Operating margin

    AMAT29.6%

    OLED34.6%

    5.0 points apart

  • ROIC

    AMAT27.5%

    OLED10.4%

    17.1 points apart

  • P/E

    AMAT31.7

    OLED18.2

    AMAT is 1.7 times OLED

  • Dividend yield

    AMAT0.5%

    OLED2.2%

    1.7 points apart

  • 5-year return

    AMAT+146.3%

    OLED-45.1%

    191.4 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

AMAT+146.3%

OLED-45.1%

20040020222023202420252026
Returns by period
PeriodAMATWith dividendsOLEDWith dividends
1 year since November 12, 2025+61.5%Price +60.6%-24.6%Price -26.2%
3 years since November 13, 2023+153.3%+36.3% a yearPrice +147.4%-39.5%-15.4% a yearPrice -41.9%
5 years since November 12, 2021+146.3%+19.8% a yearPrice +136.3%-45.1%-11.3% a yearPrice -48.3%
10 years since November 15, 2016+1,292.1%+30.1% a yearPrice +1,151.3%+58.4%+4.7% a yearPrice +47.5%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

AMATApplied MaterialsOLEDUniversal Display

Valuation

AMATOLED
Valuation
Price$370.50$89.29
Market value$294B$4.2B
Enterprise value (EV)$291B$3.8B
P/E31.718.2
P/E, 5-year median21.431.4
P/B11.52.5
EV/EBIT31.917.4
Free cash flow yield1.9%5.5%

Results and growth

AMATOLED
Results and growth
Revenue, 12 months$30.8B$628M
Net income, 12 months$9.3B$231M
Free cash flow, 12 months$5.6B$232M
Earnings per share, 12 months$11.59$4.94
Revenue growth, year on year4.4%0.4%
Revenue growth a year, past+10.5%over 5 years+8.7%over 5 years
EPS growth a year, past+17.2%over 5 years+12.7%over 5 years

Margins and returns on capital

AMATOLED
Margins and returns on capital
Gross margin49.4%74.9%
Operating margin29.6%34.6%
Net margin30.0%36.7%
ROIC27.5%10.4%
ROE41.7%13.5%

Balance sheet

AMATOLED
Balance sheet
Cash$9.2B$433M
Total debt$7.3B$38M
Net debt / EBITDA-0.3-1.7
Interest cover33.0×–

Dividends and buybacks

AMATOLED
Dividends and buybacks
Dividend yield0.5%2.2%
Dividend per share, 12 months$1.98$1.95
Dividend growth a year, past+15.4%over 5 years–
Buyback yield1.7%0.8%
Shareholder yield2.2%3.0%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: AMAT or OLED

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Which is bigger, Applied Materials or Universal Display?

By market value, Applied Materials ($294B) is about 69.9 times Universal Display ($4.2B), at today's prices.

How did AMAT and OLED stock do over the last 10 years?

Since November 15, 2016, AMAT's price moved +1,151.3% and OLED's +47.5%. With dividends: AMAT +1,292.1% (+30.1% a year), OLED +58.4% (+4.7% a year). Past returns do not predict future ones.

Which pays the higher dividend, AMAT or OLED?

The dividend yield at today's price is 0.53% for Applied Materials and 2.18% for Universal Display. Over the last twelve months they paid $1.98 and $1.95 per share.

What is the P/E of AMAT and OLED?

At today's price, the P/E is 31.7 for AMAT and 18.2 for OLED. The median of the last five years was 21.4 and 31.4, which shows where each stands against its own past.

Which has the higher profit margins, Applied Materials or Universal Display?

Over the last twelve months, the net margin was 30.0% for Applied Materials and 36.7% for Universal Display, and the operating margin 29.6% and 34.6%. Revenue was $30.8B and $628M.

Which is the better investment, Applied Materials or Universal Display?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.