vs
Side-by-side financial comparison of INFINITY NATURAL RESOURCES, INC. (INR) 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 ($172.9M vs $115.5M, roughly 1.5× INFINITY NATURAL RESOURCES, INC.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 38.4% vs 17.3%, a 21.0% gap on every dollar of revenue.
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.
INR vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $115.5M | $172.9M |
| Net Profit | $20.0M | $66.3M |
| Gross Margin | — | 76.1% |
| Operating Margin | 47.0% | 38.9% |
| Net Margin | 17.3% | 38.4% |
| Revenue YoY | — | 6.6% |
| Net Profit YoY | — | 44.2% |
| EPS (diluted) | $1.33 | $1.40 |
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.
| Q4 25 | $115.5M | $172.9M | ||
| Q3 25 | $78.3M | $139.6M | ||
| Q2 25 | $72.5M | $171.8M | ||
| Q1 25 | $84.2M | $166.3M | ||
| Q4 24 | — | $162.3M | ||
| Q3 24 | — | $161.6M | ||
| Q2 24 | — | $158.5M | ||
| Q1 24 | — | $165.3M |
| Q4 25 | $20.0M | $66.3M | ||
| Q3 25 | $10.4M | $44.0M | ||
| Q2 25 | $18.0M | $67.3M | ||
| Q1 25 | $-34.6M | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | — | $66.9M | ||
| Q2 24 | — | $52.3M | ||
| Q1 24 | — | $56.9M |
| 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 24 | — | 77.6% |
| Q4 25 | 47.0% | 38.9% | ||
| Q3 25 | 30.5% | 30.9% | ||
| Q2 25 | 29.9% | 39.9% | ||
| Q1 25 | -104.5% | 41.9% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 41.5% | ||
| Q2 24 | — | 35.6% | ||
| Q1 24 | — | 38.0% |
| Q4 25 | 17.3% | 38.4% | ||
| Q3 25 | 13.3% | 31.5% | ||
| Q2 25 | 24.8% | 39.2% | ||
| Q1 25 | -41.1% | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | — | 41.4% | ||
| Q2 24 | — | 33.0% | ||
| Q1 24 | — | 34.4% |
| Q4 25 | $1.33 | $1.40 | ||
| Q3 25 | $0.65 | $0.92 | ||
| Q2 25 | $1.18 | $1.41 | ||
| Q1 25 | $-2.27 | $1.35 | ||
| Q4 24 | — | $0.96 | ||
| Q3 24 | — | $1.40 | ||
| Q2 24 | — | $1.10 | ||
| Q1 24 | — | $1.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.8M | $602.4M |
| Total DebtLower is stronger | $55.0K | — |
| Stockholders' EquityBook value | $307.1M | $1.8B |
| Total Assets | $1.2B | $2.0B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8M | $602.4M | ||
| Q3 25 | $4.6M | $603.0M | ||
| Q2 25 | $6.3M | $525.2M | ||
| Q1 25 | $4.9M | $571.3M | ||
| Q4 24 | — | $492.7M | ||
| Q3 24 | — | $551.6M | ||
| Q2 24 | — | $530.5M | ||
| Q1 24 | — | $539.3M |
| Q4 25 | $55.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $123.0K | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $307.1M | $1.8B | ||
| Q3 25 | $288.6M | $1.7B | ||
| Q2 25 | $10.1M | $1.7B | ||
| Q1 25 | $-52.2M | $1.7B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $953.9M | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.7B |
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $75.1M | $31.1M |
| Free Cash FlowOCF − Capex | — | $15.1M |
| FCF MarginFCF / Revenue | — | 8.7% |
| Capex IntensityCapex / Revenue | — | 9.3% |
| Cash ConversionOCF / Net Profit | 3.75× | 0.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | $154.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.1M | $31.1M | ||
| Q3 25 | $42.1M | $97.2M | ||
| Q2 25 | $70.4M | $51.9M | ||
| Q1 25 | $74.2M | $30.6M | ||
| Q4 24 | — | $34.7M | ||
| Q3 24 | — | $79.9M | ||
| Q2 24 | — | $67.0M | ||
| Q1 24 | — | $72.2M |
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | — | $57.9M | ||
| Q1 24 | — | $65.0M |
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 39.3% |
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.4% |
| Q4 25 | 3.75× | 0.47× | ||
| Q3 25 | 4.04× | 2.21× | ||
| Q2 25 | 3.91× | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
INR
| Oil Reserves | $54.0M | 47% |
| Natural Gas Reserves | $46.8M | 41% |
| Natural Gas Liquids Reserves | $14.7M | 13% |
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
