Itron, Inc. (ITRI) vs Universal Display Corporation (OLED)

A side-by-side comparison of Itron, 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 — ITRI vs OLED

growth of $100 · dividends reinvested · last 10y
ITRI +55.9% (+4.5%/yr)OLED +62.7% (+5.0%/yr)OLED compounded faster over this window
100200300400500Start $10020182020202220242026$156$163
ITRI OLED

ITRI vs OLED: by the numbers

  • •ITRI is the larger company ($3.87B vs $3.66B market cap).
  • •ITRI trades at the lower trailing earnings multiple (14.76 vs 19.29 P/E), one valuation lens rather than an overall verdict.
  • •OLED converts more revenue to profit (32.24% vs 11.90% net margin).
  • •OLED grew revenue faster over the past five years (3.05% vs 2.12% CAGR).
  • •OLED pays a dividend (2.43% yield), while ITRI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricITRIOLED
P/E ratio14.7619.29
Forward P/E13.7719.03
PEG ratioN/A1.52
P/S ratio1.686.03
P/B ratio2.392.17
EV / EBITDA8.9213.82
FCF yield9.90%4.64%

Profitability

MetricITRIOLED
Gross margin39.87%75.33%
Operating margin13.22%34.07%
Net margin11.90%32.24%
ROE16.95%11.62%
ROIC7.58%9.60%

Dividends

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

Growth (annualized)

MetricITRIOLED
Revenue CAGR (5Y)2.12%3.05%
EPS CAGR (5Y)N/A12.70%
FCF CAGR (5Y)17.83%4.17%
Total return CAGR (5Y)3.49%-12.79%

Frequently asked

Which has the lower trailing P/E, ITRI or OLED?
ITRI has the lower trailing P/E: ITRI trades at 14.76 and OLED at 19.29. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ITRI or OLED?
Over the past five years, OLED grew revenue faster — ITRI at a 2.12% CAGR versus OLED at 3.05%.
Does ITRI or OLED pay a bigger dividend?
OLED pays a dividend (2.43% yield), while ITRI has no payments in the available dividend history.
Is ITRI or OLED more profitable?
OLED runs the higher net margin — ITRI at 11.90% versus OLED at 32.24%.
How have ITRI and OLED total returns compared?
Over the past 10 years, ITRI delivered 4.41% and OLED delivered 5.05% 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.