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.

Compare

Total return — FOUR vs OLED

growth of $100 · dividends reinvested · last 6y
FOUR +12.0% (+1.9%/yr)OLED -42.7% (-8.9%/yr)FOUR compounded faster over this window
100200300Start $100202120222023202420252026$112$57
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

MetricFOUROLED
P/E ratioN/A19.29
Forward P/E6.0619.03
PEG ratioN/A1.52
P/S ratio0.736.03
P/B ratio5.722.17
EV / EBITDA8.3813.82
FCF yieldN/A4.64%

Profitability

MetricFOUROLED
Gross margin35.91%75.33%
Operating margin8.11%34.07%
Net margin1.88%32.24%
ROE5.57%11.62%
ROIC4.44%9.60%

Dividends

MetricFOUROLED
Dividend yieldN/A2.43%
Payout ratioN/A47.22%

Growth (annualized)

MetricFOUROLED
Revenue CAGR (5Y)36.32%3.05%
EPS CAGR (5Y)N/A12.70%
FCF CAGR (5Y)N/A4.17%
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.

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.