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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and Phreesia, Inc. (PHR). 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 $120.3M, roughly 1.2× Phreesia, Inc.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 3.5%, a 21.7% gap on every dollar of revenue. On growth, Phreesia, Inc. posted the faster year-over-year revenue change (12.7% vs -14.5%).
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.
Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.
OLED vs PHR — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $120.3M |
| Net Profit | $35.9M | $4.3M |
| Gross Margin | 74.6% | — |
| Operating Margin | 30.1% | 3.1% |
| Net Margin | 25.2% | 3.5% |
| Revenue YoY | -14.5% | 12.7% |
| Net Profit YoY | -44.3% | 129.7% |
| EPS (diluted) | $0.76 | $0.07 |
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 | $172.9M | $120.3M | ||
| Q3 25 | $139.6M | $117.3M | ||
| Q2 25 | $171.8M | $115.9M | ||
| Q1 25 | $166.3M | — | ||
| Q4 24 | $162.3M | — | ||
| Q3 24 | $161.6M | — | ||
| Q2 24 | $158.5M | — |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $4.3M | ||
| Q3 25 | $44.0M | $654.0K | ||
| Q2 25 | $67.3M | $-3.9M | ||
| Q1 25 | $64.4M | — | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | — | ||
| Q2 24 | $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 | 38.9% | 3.1% | ||
| Q3 25 | 30.9% | -1.3% | ||
| Q2 25 | 39.9% | -2.8% | ||
| Q1 25 | 41.9% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 35.6% | — |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 3.5% | ||
| Q3 25 | 31.5% | 0.6% | ||
| Q2 25 | 39.2% | -3.4% | ||
| Q1 25 | 38.8% | — | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | — | ||
| Q2 24 | 33.0% | — |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.07 | ||
| Q3 25 | $0.92 | $0.01 | ||
| Q2 25 | $1.41 | $-0.07 | ||
| Q1 25 | $1.35 | — | ||
| Q4 24 | $0.96 | — | ||
| Q3 24 | $1.40 | — | ||
| Q2 24 | $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 | $516.4M | $106.4M |
| Total DebtLower is stronger | — | $3.4M |
| Stockholders' EquityBook value | — | $320.3M |
| Total Assets | $1.9B | $423.5M |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $106.4M | ||
| Q3 25 | $603.0M | $98.3M | ||
| Q2 25 | $525.2M | $90.9M | ||
| Q1 25 | $571.3M | — | ||
| Q4 24 | $492.7M | — | ||
| Q3 24 | $551.6M | — | ||
| Q2 24 | $530.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.4M | ||
| Q3 25 | — | $4.6M | ||
| Q2 25 | — | $6.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $320.3M | ||
| Q3 25 | $1.7B | $298.0M | ||
| Q2 25 | $1.7B | $282.2M | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $423.5M | ||
| Q3 25 | $1.9B | $408.6M | ||
| Q2 25 | $1.9B | $400.4M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $108.9M | $15.5M |
| Free Cash FlowOCF − Capex | — | $12.2M |
| FCF MarginFCF / Revenue | — | 10.1% |
| Capex IntensityCapex / Revenue | — | 2.7% |
| Cash ConversionOCF / Net Profit | 3.03× | 3.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $15.5M | ||
| Q3 25 | $97.2M | $14.8M | ||
| Q2 25 | $51.9M | $14.8M | ||
| Q1 25 | $30.6M | — | ||
| Q4 24 | $34.7M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $67.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $12.2M | ||
| Q3 25 | $84.3M | $13.1M | ||
| Q2 25 | $37.5M | $11.3M | ||
| Q1 25 | $17.5M | — | ||
| Q4 24 | $22.0M | — | ||
| Q3 24 | $66.2M | — | ||
| Q2 24 | $57.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 10.1% | ||
| Q3 25 | 60.4% | 11.1% | ||
| Q2 25 | 21.8% | 9.8% | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 41.0% | — | ||
| Q2 24 | 36.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 2.7% | ||
| Q3 25 | 9.2% | 1.5% | ||
| Q2 25 | 8.4% | 3.0% | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 5.8% | — |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 3.62× | ||
| Q3 25 | 2.21× | 22.68× | ||
| 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
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
PHR
| Subscription And Services | $55.5M | 46% |
| Network Solutions | $37.4M | 31% |
| Payment Processing Fees | $27.4M | 23% |
