Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. It offers phosphorescent organic light-emitting diode (PHOLED) technologies and materials for displays and lighting products under the UniversalPHOLED brand. The company also offers FOLED that are flexible OLEDs for the fabrication of OLEDs …
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Competitive advantage assessment
Key strengths
Margins Consistently Above PeersGross margin at 76.3% (top 4%) and operating margin at 38.2% (top 6%) indicate strong pricing power.
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.71), demonstrating pricing resilience across cycles.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Universal Display Corporation ranks #1 of 52
scored companies in Electronic Components by moat score — the top 2%.
That makes it the widest moat in the group.
Moat scores for companies ranked near OLED in Electronic Components
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 83
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 88
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 78
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 84
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 71
· 15% of the moat score
Scale matters only when it converts into economics.
What is Universal Display Corporation's moat score?
Universal Display Corporation (OLED) scores 82 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #1 of 52 scored companies in Electronic Components, the top 2%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 51 companies in Electronic Components. Its strongest defense is Customer Stickiness (88/100) and its weakest is Scale & Market Position (71/100).
How does Universal Display Corporation compare with other Electronic Components companies?
Universal Display Corporation ranks #1 of 52 scored companies in Electronic Components by moat score. That is the widest moat in Electronic Components. The companies ranked closest are Amphenol Corporation (APH) at 77 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 51 companies in Electronic Components. The defenses are then weighted to produce the overall score out of 100.
Why is Universal Display Corporation scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Universal Display Corporation?
The Corporate Default template measures 6 defenses, and OLED scores: Pricing Power (86), Cost Advantage (83), Customer Stickiness (88), Capital Efficiency (78), Resilience (84), Scale & Market Position (71). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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