Universal Display (OLED)vsTE Connectivity Ltd (TEL)
OLED
Universal Display
$80.16
-2.59%
TECHNOLOGY · Cap: $3.81B
TEL
TE Connectivity Ltd
$206.49
-0.22%
TECHNOLOGY · Cap: $58.46B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 2884% more annual revenue ($18.70B vs $626.54M). OLED leads profitability with a 34.1% profit margin vs 15.5%. TEL appears more attractively valued with a PEG of 0.96. TEL earns a higher WallStSmart Score of 78/100 (B+).
OLED
Buy58
out of 100
Grade: C
TEL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.5%
Fair Value
$343.56
Current Price
$80.16
$263.40 discount
Intrinsic value data unavailable for TEL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 30.1%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.3%
Areas to Watch
Weak financial health signals
Revenue declined 14.5%
Earnings declined 43.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.1% and operating margin at 30.1%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
OLED profiles as a declining stock while TEL is a mature play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.54 — expect wider price swings.
TEL is growing revenue faster at 14.5% — sustainability is the question.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (78/100 vs 58/100), backed by strong 15.5% margins and 14.5% revenue growth. OLED offers better value entry with a 61.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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