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Side-by-side financial comparison of GoPro, Inc. (GPRO) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
GoPro, Inc. is the larger business by last-quarter revenue ($201.7M vs $142.2M, roughly 1.4× UNIVERSAL DISPLAY CORP \PA\). On growth, GoPro, Inc. posted the faster year-over-year revenue change (0.4% vs -14.5%). Over the past eight quarters, GoPro, Inc.'s revenue compounded faster (13.9% CAGR vs -5.3%).
GoPro, Inc. is an American technology company founded in 2002 by Nick Woodman. It manufactures action cameras and develops its own mobile apps and video-editing software. Founded as Woodman Labs, Inc, the company is based in San Mateo, California.
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.
GPRO vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $201.7M | $142.2M |
| Net Profit | — | $35.9M |
| Gross Margin | 31.8% | 74.6% |
| Operating Margin | -4.1% | 30.1% |
| Net Margin | — | 25.2% |
| Revenue YoY | 0.4% | -14.5% |
| Net Profit YoY | — | -44.3% |
| EPS (diluted) | $-0.06 | $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 | — | $142.2M | ||
| Q4 25 | $201.7M | $172.9M | ||
| Q3 25 | $162.9M | $139.6M | ||
| Q2 25 | $152.6M | $171.8M | ||
| Q1 25 | $134.3M | $166.3M | ||
| Q4 24 | $200.9M | $162.3M | ||
| Q3 24 | $258.9M | $161.6M | ||
| Q2 24 | $186.2M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | — | $66.3M | ||
| Q3 25 | $-21.3M | $44.0M | ||
| Q2 25 | $-16.4M | $67.3M | ||
| Q1 25 | $-46.7M | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | $-8.2M | $66.9M | ||
| Q2 24 | $-47.8M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 31.8% | 76.1% | ||
| Q3 25 | 35.1% | 74.6% | ||
| Q2 25 | 35.8% | 77.2% | ||
| Q1 25 | 32.1% | 77.1% | ||
| Q4 24 | 34.7% | 77.0% | ||
| Q3 24 | 35.5% | 77.8% | ||
| Q2 24 | 30.5% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -4.1% | 38.9% | ||
| Q3 25 | -9.8% | 30.9% | ||
| Q2 25 | -9.2% | 39.9% | ||
| Q1 25 | -33.7% | 41.9% | ||
| Q4 24 | -19.5% | 32.3% | ||
| Q3 24 | -3.1% | 41.5% | ||
| Q2 24 | -25.0% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | — | 38.4% | ||
| Q3 25 | -13.0% | 31.5% | ||
| Q2 25 | -10.8% | 39.2% | ||
| Q1 25 | -34.8% | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | -3.2% | 41.4% | ||
| Q2 24 | -25.7% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.06 | $1.40 | ||
| Q3 25 | $-0.13 | $0.92 | ||
| Q2 25 | $-0.10 | $1.41 | ||
| Q1 25 | $-0.30 | $1.35 | ||
| Q4 24 | $-0.22 | $0.96 | ||
| Q3 24 | $-0.05 | $1.40 | ||
| Q2 24 | $-0.31 | $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 | $49.7M | $516.4M |
| Total DebtLower is stronger | $44.3M | — |
| Stockholders' EquityBook value | $76.5M | — |
| Total Assets | $428.0M | $1.9B |
| Debt / EquityLower = less leverage | 0.58× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $49.7M | $602.4M | ||
| Q3 25 | $152.8M | $603.0M | ||
| Q2 25 | $58.6M | $525.2M | ||
| Q1 25 | $69.6M | $571.3M | ||
| Q4 24 | $102.8M | $492.7M | ||
| Q3 24 | $130.2M | $551.6M | ||
| Q2 24 | $133.0M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $44.3M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $93.1M | — | ||
| Q2 24 | $92.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | $76.5M | $1.8B | ||
| Q3 25 | $80.5M | $1.7B | ||
| Q2 25 | $97.9M | $1.7B | ||
| Q1 25 | $110.0M | $1.7B | ||
| Q4 24 | $151.7M | $1.6B | ||
| Q3 24 | $183.9M | $1.6B | ||
| Q2 24 | $184.7M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $428.0M | $2.0B | ||
| Q3 25 | $538.6M | $1.9B | ||
| Q2 25 | $439.0M | $1.9B | ||
| Q1 25 | $462.5M | $1.9B | ||
| Q4 24 | $543.7M | $1.8B | ||
| Q3 24 | $661.6M | $1.8B | ||
| Q2 24 | $556.8M | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.50× | — |
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 | $15.6M | $108.9M |
| Free Cash FlowOCF − Capex | $15.0M | — |
| FCF MarginFCF / Revenue | 7.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $-24.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $15.6M | $31.1M | ||
| Q3 25 | $12.2M | $97.2M | ||
| Q2 25 | $8.8M | $51.9M | ||
| Q1 25 | $-57.2M | $30.6M | ||
| Q4 24 | $-25.1M | $34.7M | ||
| Q3 24 | $-2.2M | $79.9M | ||
| Q2 24 | $605.0K | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $15.0M | $15.1M | ||
| Q3 25 | $11.2M | $84.3M | ||
| Q2 25 | $8.3M | $37.5M | ||
| Q1 25 | $-58.5M | $17.5M | ||
| Q4 24 | $-25.5M | $22.0M | ||
| Q3 24 | $-4.2M | $66.2M | ||
| Q2 24 | $-111.0K | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 8.7% | ||
| Q3 25 | 6.9% | 60.4% | ||
| Q2 25 | 5.4% | 21.8% | ||
| Q1 25 | -43.5% | 10.5% | ||
| Q4 24 | -12.7% | 13.6% | ||
| Q3 24 | -1.6% | 41.0% | ||
| Q2 24 | -0.1% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 9.3% | ||
| Q3 25 | 0.6% | 9.2% | ||
| Q2 25 | 0.3% | 8.4% | ||
| Q1 25 | 1.0% | 7.9% | ||
| Q4 24 | 0.2% | 7.8% | ||
| Q3 24 | 0.8% | 8.4% | ||
| Q2 24 | 0.4% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
