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Side-by-side financial comparison of AMERISAFE INC (AMSF) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($142.2M vs $80.1M, roughly 1.8× AMERISAFE INC). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 10.2%, a 15.1% gap on every dollar of revenue. On growth, AMERISAFE INC posted the faster year-over-year revenue change (10.3% vs -14.5%). Over the past eight quarters, AMERISAFE INC's revenue compounded faster (2.8% CAGR vs -5.3%).
AMERISAFE Inc. is a specialty insurance provider that focuses exclusively on workers' compensation coverage for small and mid-sized businesses in high-hazard industries including construction, logging, trucking, and manufacturing. It operates across 49 U.S. states, offering tailored insurance policies paired with targeted risk management support for clients.
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
AMSF vs OLED — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $142.2M |
| Net Profit | $8.1M | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | — | 30.1% |
| Net Margin | 10.2% | 25.2% |
| Revenue YoY | 10.3% | -14.5% |
| Net Profit YoY | -9.0% | -44.3% |
| EPS (diluted) | $0.43 | $0.76 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $80.1M | $142.2M | ||
| Q4 25 | $81.6M | $172.9M | ||
| Q3 25 | $82.0M | $139.6M | ||
| Q2 25 | $81.1M | $171.8M | ||
| Q1 25 | $72.6M | $166.3M | ||
| Q4 24 | $74.0M | $162.3M | ||
| Q3 24 | $78.7M | $161.6M | ||
| Q2 24 | $75.8M | $158.5M |
| Q1 26 | $8.1M | $35.9M | ||
| Q4 25 | $10.4M | $66.3M | ||
| Q3 25 | $13.8M | $44.0M | ||
| Q2 25 | $14.0M | $67.3M | ||
| Q1 25 | $8.9M | $64.4M | ||
| Q4 24 | $13.2M | $46.0M | ||
| Q3 24 | $14.3M | $66.9M | ||
| Q2 24 | $11.0M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 15.6% | 38.9% | ||
| Q3 25 | 21.3% | 30.9% | ||
| Q2 25 | 21.5% | 39.9% | ||
| Q1 25 | 15.5% | 41.9% | ||
| Q4 24 | 22.7% | 32.3% | ||
| Q3 24 | 22.6% | 41.5% | ||
| Q2 24 | 18.1% | 35.6% |
| Q1 26 | 10.2% | 25.2% | ||
| Q4 25 | 12.8% | 38.4% | ||
| Q3 25 | 16.9% | 31.5% | ||
| Q2 25 | 17.2% | 39.2% | ||
| Q1 25 | 12.3% | 38.8% | ||
| Q4 24 | 17.8% | 28.4% | ||
| Q3 24 | 18.2% | 41.4% | ||
| Q2 24 | 14.5% | 33.0% |
| Q1 26 | $0.43 | $0.76 | ||
| Q4 25 | $0.55 | $1.40 | ||
| Q3 25 | $0.72 | $0.92 | ||
| Q2 25 | $0.73 | $1.41 | ||
| Q1 25 | $0.47 | $1.35 | ||
| Q4 24 | $0.69 | $0.96 | ||
| Q3 24 | $0.75 | $1.40 | ||
| Q2 24 | $0.57 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.2M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | — |
| Total Assets | — | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | $516.4M | ||
| Q4 25 | $61.9M | $602.4M | ||
| Q3 25 | $54.7M | $603.0M | ||
| Q2 25 | $48.5M | $525.2M | ||
| Q1 25 | $44.8M | $571.3M | ||
| Q4 24 | $44.1M | $492.7M | ||
| Q3 24 | $63.7M | $551.6M | ||
| Q2 24 | $30.6M | $530.5M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $1.8B | ||
| Q3 25 | $274.8M | $1.7B | ||
| Q2 25 | $265.6M | $1.7B | ||
| Q1 25 | $260.8M | $1.7B | ||
| Q4 24 | $257.3M | $1.6B | ||
| Q3 24 | $314.4M | $1.6B | ||
| Q2 24 | $301.0M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.2B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $108.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $11.1M | $31.1M | ||
| Q3 25 | $10.7M | $97.2M | ||
| Q2 25 | $-8.4M | $51.9M | ||
| Q1 25 | $-1.8M | $30.6M | ||
| Q4 24 | $24.2M | $34.7M | ||
| Q3 24 | $8.4M | $79.9M | ||
| Q2 24 | $-2.6M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $15.1M | ||
| Q3 25 | $9.8M | $84.3M | ||
| Q2 25 | $-9.5M | $37.5M | ||
| Q1 25 | $-1.8M | $17.5M | ||
| Q4 24 | $23.4M | $22.0M | ||
| Q3 24 | $8.4M | $66.2M | ||
| Q2 24 | $-2.6M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 8.7% | ||
| Q3 25 | 11.9% | 60.4% | ||
| Q2 25 | -11.7% | 21.8% | ||
| Q1 25 | -2.5% | 10.5% | ||
| Q4 24 | 31.5% | 13.6% | ||
| Q3 24 | 10.7% | 41.0% | ||
| Q2 24 | -3.5% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 9.3% | ||
| Q3 25 | 1.1% | 9.2% | ||
| Q2 25 | 1.3% | 8.4% | ||
| Q1 25 | 0.0% | 7.9% | ||
| Q4 24 | 1.1% | 7.8% | ||
| Q3 24 | 0.0% | 8.4% | ||
| Q2 24 | 0.1% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 1.06× | 0.47× | ||
| Q3 25 | 0.77× | 2.21× | ||
| Q2 25 | -0.61× | 0.77× | ||
| Q1 25 | -0.20× | 0.47× | ||
| Q4 24 | 1.83× | 0.75× | ||
| Q3 24 | 0.59× | 1.19× | ||
| Q2 24 | -0.24× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSF
Segment breakdown not available.
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
