Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, organic light-emitting diode manufacturer Universal Display (NASDAQ: PANL ) has earned a respected four-star ranking.
With that in mind, let's take a closer look at Universal Display and see what CAPS investors are saying about the stock right now.
Universal Display facts
| Headquarters (founded) | Ewing, N.J. (1985) |
| Market Cap | $1.4 billion |
| Industry | Electronic components |
| Trailing-12-Month Revenue | $83.2 million |
| Management | CEO Steven Abramson (since 2008) CFO Sidney Rosenblatt (since 1995) |
| Return on Equity (average, past 3 years) | (9.9%) |
| Cash/Debt | $243.9 million / $0 |
| Competitors | BASF Eastman Kodak Sumitomo Chemical |
Sources: S&P Capital IQ and Motley Fool CAPS.
On CAPS, 95% of the 1,295 members who have rated Universal Display believe the stock will outperform the S&P 500 going forward.
Just yesterday, fellow Fool Simon Erickson (TMFInnovator) summed up the Universal Display bull case for our community:
Over 1000 issued and pending patents on OLED technology. They have the know-how in this fast-growing industry. OLEDs shine brighter and are more energy efficient than current lighting technology. They're a better mousetrap.
- HUGE opportunity if OLED's catch on in televisions. DisplaySearch research estimates the OLED TV market to reach $16 billion of revenue by 2020.
- Extremely high profit margins, and revenues have doubled in each of the past two years.
Smartphone displays for Samsung have given them a good foothold and reputation in the industry. Adoption of OLED TV's will no-doubt be the long-term driver of growth. And the wildcard is if Apple adopts OLEDs for the iPod. ... That development would blow the roof off.
Many are impatient with the long-term story, as OLEDs always seem to be "around the corner". But I like the risk/reward trade-off.
If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong four-star rating, Universal Display may not be your top choice.
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