Shift4 Payments, Inc. (FOUR) vs Universal Display Corporation (OLED)
A side-by-side comparison of Shift4 Payments, Inc. and Universal Display Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
FOUR
Shift4 Payments, Inc.
$38.50TechnologyDelayed quote: Oct 6, 2026, 4:00 PM EDT
OLED
Universal Display Corporation
$79.66TechnologyDelayed quote: Oct 6, 2026, 4:00 PM EDT
Total return — FOUR vs OLED
growth of $100 · dividends reinvested · last 6yFOUR +12.0% (+1.9%/yr)OLED -42.7% (-8.9%/yr)FOUR compounded faster over this window
FOUR OLED
FOUR vs OLED: by the numbers
- •OLED is the larger company ($3.66B vs $3.51B market cap).
- •OLED converts more revenue to profit (32.24% vs 1.88% net margin).
- •FOUR grew revenue faster over the past five years (36.32% vs 3.05% CAGR).
- •OLED pays a dividend (2.43% yield), while FOUR has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | FOUR | OLED |
|---|---|---|
| P/E ratio | N/A | 19.29 |
| Forward P/E | 6.06 | 19.03 |
| PEG ratio | N/A | 1.52 |
| P/S ratio | 0.73 | 6.03 |
| P/B ratio | 5.72 | 2.17 |
| EV / EBITDA | 8.38 | 13.82 |
| FCF yield | N/A | 4.64% |
Profitability
| Metric | FOUR | OLED |
|---|---|---|
| Gross margin | 35.91% | 75.33% |
| Operating margin | 8.11% | 34.07% |
| Net margin | 1.88% | 32.24% |
| ROE | 5.57% | 11.62% |
| ROIC | 4.44% | 9.60% |
Dividends
| Metric | FOUR | OLED |
|---|---|---|
| Dividend yield | N/A | 2.43% |
| Payout ratio | N/A | 47.22% |
Growth (annualized)
| Metric | FOUR | OLED |
|---|---|---|
| Revenue CAGR (5Y) | 36.32% | 3.05% |
| EPS CAGR (5Y) | N/A | 12.70% |
| FCF CAGR (5Y) | N/A | 4.17% |
| Total return CAGR (5Y) | -13.99% | -12.79% |
Frequently asked
- Which has grown faster, FOUR or OLED?
- Over the past five years, FOUR grew revenue faster — FOUR at a 36.32% CAGR versus OLED at 3.05%.
- Does FOUR or OLED pay a bigger dividend?
- OLED pays a dividend (2.43% yield), while FOUR has no payments in the available dividend history.
- Is FOUR or OLED more profitable?
- OLED runs the higher net margin — FOUR at 1.88% versus OLED at 32.24%.
- How have FOUR and OLED total returns compared?
- Over the past 5 years, FOUR delivered -13.99% and OLED delivered -12.79% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Universal Display P/E ratioUniversal Display dividend yieldShift4 Payments ROEUniversal Display ROEShift4 Payments operating marginUniversal Display operating marginShift4 Payments revenue growthUniversal Display revenue growthShift4 Payments free cash flowUniversal Display free cash flow
Shift4 Payments & Universal Display appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.