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Side-by-side financial comparison of National Storage Affiliates Trust (NSA) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
National Storage Affiliates Trust is the larger business by last-quarter revenue ($187.0M vs $142.2M, roughly 1.3× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 12.2%, a 13.0% gap on every dollar of revenue. On growth, National Storage Affiliates Trust posted the faster year-over-year revenue change (-1.6% vs -14.5%). Over the past eight quarters, National Storage Affiliates Trust's revenue compounded faster (-2.4% CAGR vs -5.3%).
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
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.
NSA vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $187.0M | $142.2M |
| Net Profit | $22.9M | $35.9M |
| Gross Margin | 72.5% | 74.6% |
| Operating Margin | 20.2% | 30.1% |
| Net Margin | 12.2% | 25.2% |
| Revenue YoY | -1.6% | -14.5% |
| Net Profit YoY | 36.8% | -44.3% |
| EPS (diluted) | $0.23 | $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 | $187.0M | $172.9M | ||
| Q3 25 | $188.7M | $139.6M | ||
| Q2 25 | $188.8M | $171.8M | ||
| Q1 25 | $188.4M | $166.3M | ||
| Q4 24 | $190.1M | $162.3M | ||
| Q3 24 | $193.6M | $161.6M | ||
| Q2 24 | $190.4M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $22.9M | $66.3M | ||
| Q3 25 | $18.4M | $44.0M | ||
| Q2 25 | $19.5M | $67.3M | ||
| Q1 25 | $13.0M | $64.4M | ||
| Q4 24 | $16.7M | $46.0M | ||
| Q3 24 | $18.7M | $66.9M | ||
| Q2 24 | $17.1M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 72.5% | 76.1% | ||
| Q3 25 | 70.7% | 74.6% | ||
| Q2 25 | 70.5% | 77.2% | ||
| Q1 25 | 70.7% | 77.1% | ||
| Q4 24 | 72.5% | 77.0% | ||
| Q3 24 | 72.8% | 77.8% | ||
| Q2 24 | 72.6% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 20.2% | 38.9% | ||
| Q3 25 | 15.8% | 30.9% | ||
| Q2 25 | 16.5% | 39.9% | ||
| Q1 25 | 11.0% | 41.9% | ||
| Q4 24 | 14.5% | 32.3% | ||
| Q3 24 | 15.8% | 41.5% | ||
| Q2 24 | 17.2% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 12.2% | 38.4% | ||
| Q3 25 | 9.8% | 31.5% | ||
| Q2 25 | 10.3% | 39.2% | ||
| Q1 25 | 6.9% | 38.8% | ||
| Q4 24 | 8.8% | 28.4% | ||
| Q3 24 | 9.7% | 41.4% | ||
| Q2 24 | 9.0% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.23 | $1.40 | ||
| Q3 25 | $0.17 | $0.92 | ||
| Q2 25 | $0.19 | $1.41 | ||
| Q1 25 | $0.10 | $1.35 | ||
| Q4 24 | $0.19 | $0.96 | ||
| Q3 24 | $0.18 | $1.40 | ||
| Q2 24 | $0.16 | $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 | $23.3M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $946.0M | — |
| Total Assets | $5.1B | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $23.3M | $602.4M | ||
| Q3 25 | $26.3M | $603.0M | ||
| Q2 25 | $26.1M | $525.2M | ||
| Q1 25 | $19.3M | $571.3M | ||
| Q4 24 | $50.4M | $492.7M | ||
| Q3 24 | $69.9M | $551.6M | ||
| Q2 24 | $59.0M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $946.0M | $1.8B | ||
| Q3 25 | $973.1M | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $986.9M | $1.6B | ||
| Q2 24 | $1.2B | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $5.1B | $2.0B | ||
| Q3 25 | $5.1B | $1.9B | ||
| Q2 25 | $5.2B | $1.9B | ||
| Q1 25 | $5.3B | $1.9B | ||
| Q4 24 | $5.4B | $1.8B | ||
| Q3 24 | $5.4B | $1.8B | ||
| Q2 24 | $5.3B | $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 | $338.5M | $108.9M |
| Free Cash FlowOCF − Capex | $299.8M | — |
| FCF MarginFCF / Revenue | 160.3% | — |
| Capex IntensityCapex / Revenue | 20.7% | — |
| Cash ConversionOCF / Net Profit | 14.79× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $541.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $338.5M | $31.1M | ||
| Q3 25 | $100.2M | $97.2M | ||
| Q2 25 | $79.9M | $51.9M | ||
| Q1 25 | $85.6M | $30.6M | ||
| Q4 24 | $363.1M | $34.7M | ||
| Q3 24 | $105.7M | $79.9M | ||
| Q2 24 | $83.2M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $299.8M | $15.1M | ||
| Q3 25 | $88.0M | $84.3M | ||
| Q2 25 | $73.8M | $37.5M | ||
| Q1 25 | $79.9M | $17.5M | ||
| Q4 24 | $344.4M | $22.0M | ||
| Q3 24 | $101.8M | $66.2M | ||
| Q2 24 | $79.5M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 160.3% | 8.7% | ||
| Q3 25 | 46.6% | 60.4% | ||
| Q2 25 | 39.1% | 21.8% | ||
| Q1 25 | 42.4% | 10.5% | ||
| Q4 24 | 181.2% | 13.6% | ||
| Q3 24 | 52.6% | 41.0% | ||
| Q2 24 | 41.7% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 9.3% | ||
| Q3 25 | 6.5% | 9.2% | ||
| Q2 25 | 3.2% | 8.4% | ||
| Q1 25 | 3.0% | 7.9% | ||
| Q4 24 | 9.8% | 7.8% | ||
| Q3 24 | 2.0% | 8.4% | ||
| Q2 24 | 1.9% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 14.79× | 0.47× | ||
| Q3 25 | 5.44× | 2.21× | ||
| Q2 25 | 4.10× | 0.77× | ||
| Q1 25 | 6.59× | 0.47× | ||
| Q4 24 | 21.70× | 0.75× | ||
| Q3 24 | 5.65× | 1.19× | ||
| Q2 24 | 4.88× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NSA
Segment breakdown not available.
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
