Itron (ITRI) vs Universal Display (OLED)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Itron (ITRI) has outperformed Universal Display (OLED) over the past year, losing 32.4% versus a loss of 45.0%. Over five years, ITRI leads with a +14.1% price change compared with -56.3% for OLED. Itron is the larger company by market cap ($3.75 billion vs $3.55 billion), about 1.1 times the size.
On valuation, Itron trades at a lower forward P/E (12.2x vs 16.2x for Universal Display). Universal Display pays a dividend yielding 2.46%, while Itron does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ITRI | OLED |
|---|---|---|
| Share price | $85.58 | $77.22 |
| Market cap | $3.75B | $3.55B |
| 1-day change | -3.18% | -3.06% |
| YTD return | -7.84% | -33.88% |
| 1-year return | -32.37% | -45.00% |
| 5-year return | +14.12% | -56.33% |
| P/E ratio (TTM) | 14.31 | 18.65 |
| Forward P/E | 12.23 | 16.22 |
| EPS (TTM) | $5.98 | $4.14 |
| Dividend yield | 0.00% | 2.46% |
| Annual dividend | $0.00 | $1.90 |
| 52-week high | $142.00 | $153.38 |
| 52-week low | $77.77 | $73.23 |
| Distance from 52-week high | -39.73% | -49.65% |
| Analyst consensus | buy | none |
| Avg. price target upside | +51.39% | +49.40% |
| Average volume | 744.38K | 737.96K |
| Shares outstanding | 43.79M | 45.97M |
| Employees | 4,987 | 469 |
| Sector | Industrials | Technology |
| Industry | Electrical Products | Electrical Products |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ITRI has outperformed OLED by 12.6 percentage points over the past year.
- Universal Display trades at a higher earnings multiple (18.7x vs 14.3x trailing P/E).
- Universal Display offers a meaningfully higher dividend yield (2.46% vs 0.00%).
- The two companies sit in different sectors: Itron in Industrials and Universal Display in Technology.
About Itron
ITRI stock →Itron, Inc., a technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. It operates in four segments: Device Solutions, Networked Solutions, Outcomes, and Resiliency Solution.
Industrials · Electrical Products · 4,987 employees
About Universal Display
OLED stock →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.
Technology · Electrical Products · 469 employees
ITRI vs OLED FAQ
Which is bigger, Itron or Universal Display?
Itron (ITRI) is larger, with a market capitalization of $3.75B compared with $3.55B for Universal Display (OLED).
Which stock has performed better over the past year, ITRI or OLED?
ITRI returned -32.37% over the past 12 months, compared with -45.00% for OLED (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ITRI or OLED?
ITRI has the lower trailing P/E at 14.3, versus 18.7 for OLED. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Itron or Universal Display?
Universal Display pays a dividend yielding 2.46%, while Itron does not currently pay a regular dividend.
Are Itron and Universal Display in the same industry?
Yes. Both are classified in the Electrical Products industry within the Industrials sector.