Based on the aggregated intelligence of 125,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, Universal Display (NASDAQ:PANL), which provides organic light-emitting diode (OLED) technology, has earned a respected four-star ranking. While five-star stocks have been the best performers, our data has shown that four-star stocks still outshine the market by a significant margin and shouldn't be taken lightly; conversely, low-rated stocks have woefully lagged the market average.

With that in mind, let's take a closer look at Universal Display's business, and see what CAPS investors are saying about the stock right now.

Universal Display facts 

Headquarters (founded)

Ewing, N.J. (1985)

Market Cap

$266.51 million


Electronic components

TTM Revenue

$10.39 million

Compound Annual Revenue Growth (over last five years)



AU Optronics (NYSE:AUO),

Eastman Kodak (NYSE:EK)

CAPS members bullish on PANL also bullish on:

General Electric (NYSE:GE),

Suntech Power (NYSE:STP)

CAPS members bearish on PANL also bearish on:


Hovnanian Enterprises (NYSE:HOV)

Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS. TTM = trailing 12 months.

Over on CAPS, 134 of the 143 All-Star members who have rated Universal Display -- or 94% -- believe the stock will outperform the S&P 500 going forward. These bulls include blary54 and TSIF, both of whom are ranked in the top 10% of our community.

In November, blary54 summed up the simple investment case for our community: "OLED the next big thing coming to tvs. They have contracts with Samsung."

In a pitch from earlier this month, TSIF shares that bullishness and urges our community to focus on Universal Display's potential earnings power:

Checking their negative balance sheet and need to issue stock to pay the bills, I had thought I had my lemon for the week. ... until I started following the thread on the folding LCD technology and the benefits to the Army. Folding panels? Low power? New Technology? Licensing revenue?? … It may take some time, but good innovations never look good on the balance sheet two quarters before they reach market. But, two quarters after they reach market you've missed the window. Look this one over closely.

What do you think about Universal Display, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. CAPS is 100% free, so simply click here to get started.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Universal Display and Suntech are Motley Fool Rule Breakers picks. The Fool's disclosure policy always gets a perfect score.