Contrasting Rogers (NYSE:ROG) & Universal Display (NASDAQ:OLED)

Rogers (NYSE:ROG) and Universal Display (NASDAQ:OLED) are both computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, risk, valuation, earnings, profitability and institutional ownership.

Profitability

This table compares Rogers and Universal Display’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rogers	-8.35%	2.92%	2.45%
Universal Display	34.65%	14.10%	12.53%

Valuation & Earnings

This table compares Rogers and Universal Display”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rogers	$801.50 million	1.97	$26.10 million	($3.63)	-24.24
Universal Display	$639.98 million	9.09	$222.08 million	$4.64	26.37

Universal Display has lower revenue, but higher earnings than Rogers. Rogers is trading at a lower price-to-earnings ratio than Universal Display, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Rogers has a beta of 0.42, meaning that its share price is 58% less volatile than the S&P 500. Comparatively, Universal Display has a beta of 1.62, meaning that its share price is 62% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings for Rogers and Universal Display, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rogers	1	0	2	1	2.75
Universal Display	0	4	4	0	2.50

Rogers presently has a consensus target price of $85.00, indicating a potential downside of 3.42%. Universal Display has a consensus target price of $181.33, indicating a potential upside of 48.18%. Given Universal Display’s higher possible upside, analysts plainly believe Universal Display is more favorable than Rogers.

Insider and Institutional Ownership

96.0% of Rogers shares are held by institutional investors. Comparatively, 78.2% of Universal Display shares are held by institutional investors. 1.4% of Rogers shares are held by insiders. Comparatively, 2.0% of Universal Display shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Universal Display beats Rogers on 11 of the 15 factors compared between the two stocks.

About Rogers

Rogers Corporation engages in the design, development, manufacture, and sale of engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, IsoClad, MAGTREX, IM, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T, and Radix names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. The company was founded in 1832 and is headquartered in Chandler, Arizona.

About Universal Display

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 in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand. It is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; and OVJP, an organic vapor jet printing technology. In addition, the company provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products; and contract research services in the areas of chemical synthesis research, development, and commercialization for non-OLED applications, as well as engages in the intellectual property and technology licensing activities. Universal Display Corporation was founded in 1985 and is headquartered in Ewing, New Jersey.