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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and CPI Card Group Inc. (PMTS). Click either name above to swap in a different company.
CPI Card Group Inc. is the larger business by last-quarter revenue ($153.1M vs $142.2M, roughly 1.1× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 4.8%, a 20.4% gap on every dollar of revenue. On growth, CPI Card Group Inc. posted the faster year-over-year revenue change (22.3% vs -14.5%). Over the past eight quarters, CPI Card Group Inc.'s revenue compounded faster (16.9% CAGR vs -5.3%).
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.
CPI Card Group Inc. is a leading provider of payment card production and associated solutions, including contactless and contact credit/debit cards, prepaid cards, and card personalization services. It primarily serves financial institutions, fintech firms, and retail brands across its core North American market.
OLED vs PMTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $153.1M |
| Net Profit | $35.9M | $7.3M |
| Gross Margin | 74.6% | 31.5% |
| Operating Margin | 30.1% | 12.0% |
| Net Margin | 25.2% | 4.8% |
| Revenue YoY | -14.5% | 22.3% |
| Net Profit YoY | -44.3% | 8.5% |
| EPS (diluted) | $0.76 | $0.62 |
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 | $153.1M | ||
| Q3 25 | $139.6M | $138.0M | ||
| Q2 25 | $171.8M | $129.8M | ||
| Q1 25 | $166.3M | $122.8M | ||
| Q4 24 | $162.3M | $125.1M | ||
| Q3 24 | $161.6M | $124.8M | ||
| Q2 24 | $158.5M | $118.8M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $7.3M | ||
| Q3 25 | $44.0M | $2.3M | ||
| Q2 25 | $67.3M | $518.0K | ||
| Q1 25 | $64.4M | $4.8M | ||
| Q4 24 | $46.0M | $6.8M | ||
| Q3 24 | $66.9M | $1.3M | ||
| Q2 24 | $52.3M | $6.0M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 31.5% | ||
| Q3 25 | 74.6% | 29.7% | ||
| Q2 25 | 77.2% | 30.9% | ||
| Q1 25 | 77.1% | 33.2% | ||
| Q4 24 | 77.0% | 34.1% | ||
| Q3 24 | 77.8% | 35.8% | ||
| Q2 24 | 75.8% | 35.7% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 12.0% | ||
| Q3 25 | 30.9% | 9.4% | ||
| Q2 25 | 39.9% | 7.3% | ||
| Q1 25 | 41.9% | 11.5% | ||
| Q4 24 | 32.3% | 12.7% | ||
| Q3 24 | 41.5% | 14.3% | ||
| Q2 24 | 35.6% | 12.5% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 4.8% | ||
| Q3 25 | 31.5% | 1.7% | ||
| Q2 25 | 39.2% | 0.4% | ||
| Q1 25 | 38.8% | 3.9% | ||
| Q4 24 | 28.4% | 5.4% | ||
| Q3 24 | 41.4% | 1.0% | ||
| Q2 24 | 33.0% | 5.1% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.62 | ||
| Q3 25 | $0.92 | $0.19 | ||
| Q2 25 | $1.41 | $0.04 | ||
| Q1 25 | $1.35 | $0.40 | ||
| Q4 24 | $0.96 | $0.56 | ||
| Q3 24 | $1.40 | $0.11 | ||
| Q2 24 | $1.10 | $0.51 |
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 | $21.7M |
| Total DebtLower is stronger | — | $286.7M |
| Stockholders' EquityBook value | — | $-17.3M |
| Total Assets | $1.9B | $403.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $21.7M | ||
| Q3 25 | $603.0M | $16.0M | ||
| Q2 25 | $525.2M | $17.1M | ||
| Q1 25 | $571.3M | $31.5M | ||
| Q4 24 | $492.7M | $33.5M | ||
| Q3 24 | $551.6M | $14.7M | ||
| Q2 24 | $530.5M | $7.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $286.7M | ||
| Q3 25 | — | $308.4M | ||
| Q2 25 | — | $310.9M | ||
| Q1 25 | — | $280.7M | ||
| Q4 24 | — | $280.4M | ||
| Q3 24 | — | $280.2M | ||
| Q2 24 | — | $269.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $-17.3M | ||
| Q3 25 | $1.7B | $-25.7M | ||
| Q2 25 | $1.7B | $-29.0M | ||
| Q1 25 | $1.7B | $-29.7M | ||
| Q4 24 | $1.6B | $-35.6M | ||
| Q3 24 | $1.6B | $-42.8M | ||
| Q2 24 | $1.5B | $-44.6M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $403.2M | ||
| Q3 25 | $1.9B | $407.1M | ||
| Q2 25 | $1.9B | $399.8M | ||
| Q1 25 | $1.9B | $351.9M | ||
| Q4 24 | $1.8B | $349.7M | ||
| Q3 24 | $1.8B | $342.3M | ||
| Q2 24 | $1.8B | $321.4M |
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 | $39.6M |
| Free Cash FlowOCF − Capex | — | $35.2M |
| FCF MarginFCF / Revenue | — | 23.0% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | 3.03× | 5.39× |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $39.6M | ||
| Q3 25 | $97.2M | $10.0M | ||
| Q2 25 | $51.9M | $4.3M | ||
| Q1 25 | $30.6M | $5.6M | ||
| Q4 24 | $34.7M | $26.7M | ||
| Q3 24 | $79.9M | $12.5M | ||
| Q2 24 | $67.0M | $-4.8M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $35.2M | ||
| Q3 25 | $84.3M | $5.3M | ||
| Q2 25 | $37.5M | $533.0K | ||
| Q1 25 | $17.5M | $292.0K | ||
| Q4 24 | $22.0M | $21.6M | ||
| Q3 24 | $66.2M | $11.1M | ||
| Q2 24 | $57.9M | $-6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 23.0% | ||
| Q3 25 | 60.4% | 3.8% | ||
| Q2 25 | 21.8% | 0.4% | ||
| Q1 25 | 10.5% | 0.2% | ||
| Q4 24 | 13.6% | 17.3% | ||
| Q3 24 | 41.0% | 8.9% | ||
| Q2 24 | 36.5% | -5.0% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 2.9% | ||
| Q3 25 | 9.2% | 3.4% | ||
| Q2 25 | 8.4% | 2.9% | ||
| Q1 25 | 7.9% | 4.3% | ||
| Q4 24 | 7.8% | 4.0% | ||
| Q3 24 | 8.4% | 1.2% | ||
| Q2 24 | 5.8% | 1.0% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 5.39× | ||
| Q3 25 | 2.21× | 4.32× | ||
| Q2 25 | 0.77× | 8.39× | ||
| Q1 25 | 0.47× | 1.17× | ||
| Q4 24 | 0.75× | 3.94× | ||
| Q3 24 | 1.19× | 9.70× | ||
| Q2 24 | 1.28× | -0.79× |
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% |
PMTS
| US Debit And Credit | $128.9M | 84% |
| US Prepaid Debit | $24.4M | 16% |
