WallStSmart

Universal Display (OLED)vsTE Connectivity Ltd (TEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TE Connectivity Ltd generates 3084% more annual revenue ($19.32B vs $606.91M). OLED leads profitability with a 32.2% profit margin vs 15.6%. TEL appears more attractively valued with a PEG of 0.88. TEL earns a higher WallStSmart Score of 74/100 (B).

OLED

Buy

58

out of 100

Grade: C

Growth: 2.7Profit: 8.0Value: 7.3Quality: 8.5
Piotroski: 3/9Altman Z: 7.34

TEL

Strong Buy

74

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 6.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OLEDUndervalued (+60.5%)

Margin of Safety

+60.5%

Fair Value

$334.53

Current Price

$83.56

$250.97 discount

UndervaluedFair: $334.53Overvalued

Intrinsic value data unavailable for TEL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OLED5 strengths · Avg: 9.6/10
Profit MarginProfitability
32.2%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
7.3410/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

TEL5 strengths · Avg: 8.4/10
Market CapQuality
$61.37B9/10

Large-cap with strong market position

Return on EquityProfitability
22.8%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Operating MarginProfitability
20.8%8/10

Strong operational efficiency at 20.8%

Free Cash FlowQuality
$1.20B8/10

Generating 1.2B in free cash flow

Areas to Watch

OLED3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.4%2/10

Revenue declined 11.4%

EPS GrowthGrowth
-24.9%2/10

Earnings declined 24.9%

TEL1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : OLED

The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.2% and operating margin at 35.3%. PEG of 1.23 suggests the stock is reasonably priced for its growth.

Bull Case : TEL

The strongest argument for TEL centers on Market Cap, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at 20.8%. Revenue growth of 13.8% 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 1.56 — expect wider price swings.

TEL is growing revenue faster at 13.8% — sustainability is the question.

TEL generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

TEL scores higher overall (74/100 vs 58/100), backed by strong 15.6% margins and 13.8% revenue growth. OLED offers better value entry with a 60.5% 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.

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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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