Both in Semiconductors
Universal Display vs Applied Optoelectronics
Over the past year OLED returned −37.0% and AAOI returned +100.9%; their daily moves had a correlation of 0.32.
OLED −37.0% AAOI +100.9%Growth of $1, one year, split-adjusted
| Metric | OLED | AAOI |
|---|---|---|
| Price | $89.57 | $59.27 |
| Market cap | $4.03B | $5.03B |
| Today | +0.19% | −7.35% |
| 1 month | +12.4% | −54.5% |
| 6 months | −4.7% | −66.8% |
| Year to date | −23.3% | +70.0% |
| 1 year | −38.6% | +79.4% |
| Revenue growth (YoY) | +14.9% | +86.4% |
| Gross margin | 73.1% | 27.7% |
| Net margin | 49.2% | −11.9% |
| P/E (TTM) | 17.5× | — |
| Price / sales | 6.4× | 8.4× |
| Net cash | $433.5M | $311.7M |
| Dividend yield | 2.23% | — |
| Volatility (60d) | 44.3% | 104.9% |
| Short % of float | 10.5% | 20.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).