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Side-by-side financial comparison of Hippo Holdings Inc. (HIPO) 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 $120.4M, roughly 1.2× Hippo Holdings Inc.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 5.0%, a 20.3% gap on every dollar of revenue. On growth, Hippo Holdings Inc. posted the faster year-over-year revenue change (18.2% vs -14.5%). Over the past eight quarters, Hippo Holdings Inc.'s revenue compounded faster (18.9% CAGR vs -5.3%).
Hippo Valley Estate is a sugar estate found near the town of Chiredzi in Chiredzi District of southeastern Zimbabwe, on the Runde River near the border with Mozambique.
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.
HIPO vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $120.4M | $142.2M |
| Net Profit | $6.0M | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | 5.6% | 30.1% |
| Net Margin | 5.0% | 25.2% |
| Revenue YoY | 18.2% | -14.5% |
| Net Profit YoY | -86.4% | -44.3% |
| EPS (diluted) | $0.31 | $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 | $120.4M | $172.9M | ||
| Q3 25 | $120.6M | $139.6M | ||
| Q2 25 | $117.3M | $171.8M | ||
| Q1 25 | $110.3M | $166.3M | ||
| Q4 24 | $101.9M | $162.3M | ||
| Q3 24 | $95.5M | $161.6M | ||
| Q2 24 | $89.6M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $6.0M | $66.3M | ||
| Q3 25 | $98.1M | $44.0M | ||
| Q2 25 | $1.3M | $67.3M | ||
| Q1 25 | $-47.7M | $64.4M | ||
| Q4 24 | $44.2M | $46.0M | ||
| Q3 24 | $-8.5M | $66.9M | ||
| Q2 24 | $-40.5M | $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 | 5.6% | 38.9% | ||
| Q3 25 | 81.3% | 30.9% | ||
| Q2 25 | 3.4% | 39.9% | ||
| Q1 25 | -41.3% | 41.9% | ||
| Q4 24 | 46.3% | 32.3% | ||
| Q3 24 | -5.4% | 41.5% | ||
| Q2 24 | -40.7% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 5.0% | 38.4% | ||
| Q3 25 | 81.3% | 31.5% | ||
| Q2 25 | 1.1% | 39.2% | ||
| Q1 25 | -43.2% | 38.8% | ||
| Q4 24 | 43.4% | 28.4% | ||
| Q3 24 | -8.9% | 41.4% | ||
| Q2 24 | -45.2% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.31 | $1.40 | ||
| Q3 25 | $3.77 | $0.92 | ||
| Q2 25 | $0.05 | $1.41 | ||
| Q1 25 | $-1.91 | $1.35 | ||
| Q4 24 | $1.81 | $0.96 | ||
| Q3 24 | $-0.34 | $1.40 | ||
| Q2 24 | $-1.64 | $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 | $218.3M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $436.1M | — |
| Total Assets | $1.9B | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $218.3M | $602.4M | ||
| Q3 25 | $247.7M | $603.0M | ||
| Q2 25 | $198.9M | $525.2M | ||
| Q1 25 | $140.9M | $571.3M | ||
| Q4 24 | $197.6M | $492.7M | ||
| Q3 24 | $191.2M | $551.6M | ||
| Q2 24 | $175.9M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $436.1M | $1.8B | ||
| Q3 25 | $421.5M | $1.7B | ||
| Q2 25 | $332.5M | $1.7B | ||
| Q1 25 | $322.8M | $1.7B | ||
| Q4 24 | $362.1M | $1.6B | ||
| Q3 24 | $326.4M | $1.6B | ||
| Q2 24 | $322.6M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $1.9B | $1.9B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.5B | $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 | $9.2M | $108.9M |
| Free Cash FlowOCF − Capex | $9.1M | — |
| FCF MarginFCF / Revenue | 7.6% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | 1.53× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $14.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $9.2M | $31.1M | ||
| Q3 25 | $16.9M | $97.2M | ||
| Q2 25 | $24.7M | $51.9M | ||
| Q1 25 | $-35.6M | $30.6M | ||
| Q4 24 | $47.5M | $34.7M | ||
| Q3 24 | $46.8M | $79.9M | ||
| Q2 24 | $-10.6M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | $15.1M | ||
| Q3 25 | $16.8M | $84.3M | ||
| Q2 25 | $24.6M | $37.5M | ||
| Q1 25 | $-35.7M | $17.5M | ||
| Q4 24 | $47.2M | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | $-10.7M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 8.7% | ||
| Q3 25 | 13.9% | 60.4% | ||
| Q2 25 | 21.0% | 21.8% | ||
| Q1 25 | -32.4% | 10.5% | ||
| Q4 24 | 46.3% | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | -11.9% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 9.3% | ||
| Q3 25 | 0.1% | 9.2% | ||
| Q2 25 | 0.1% | 8.4% | ||
| Q1 25 | 0.1% | 7.9% | ||
| Q4 24 | 0.3% | 7.8% | ||
| Q3 24 | 0.0% | 8.4% | ||
| Q2 24 | 0.1% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 1.53× | 0.47× | ||
| Q3 25 | 0.17× | 2.21× | ||
| Q2 25 | 19.00× | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | 1.07× | 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
HIPO
Segment breakdown not available.
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
