Dolby Laboratories, Inc. vs INTERDIGITAL, INC., two Intellectual Property stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DLB and IDCC diverge most: on revenue growth, DLB reads +0.4% and IDCC reads -6.3%; on debt / equity, DLB reads 0.00 and IDCC reads 0.32. The rest of the comparable metrics sit closer together. On valuation, today's DLB price has a different growth bar priced in than IDCC (+16.7% implied for DLB vs +23.1% for IDCC); the higher figure is the steeper assumption to clear, not a better or worse stock. What DLB's price implies is a bet that sits within the historical range (whole-company basis). What IDCC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DLB | IDCC |
|---|---|---|
| Price | $64.52 | $350.62 |
| Market cap | $6.1B | $9.0B |
| Sector | Intellectual Property | Intellectual Property |
| Stage | Mature | Mature |
| Implied growth (priced in) | +16.7% | +23.1% |
| P/E | 27.6 | 41.1 |
| P/B | 2.35 | 7.53 |
| P/S | 4.50 | 11.48 |
| EV/EBITDA | 20.6 | 24.2 |
| Revenue growth | +0.4% | -6.3% |
| Gross margin | 86.8% | — |
| Operating margin | 11.3% | 53.5% |
| Net margin | 16.7% | 38.3% |
| Return on equity | 8.7% | 25.1% |
| Return on assets | 7.2% | 13.8% |
| Return on invested capital | 6.2% | 17.6% |
| FCF yield | 6.4% | 6.1% |
| Dividend yield | 2.0% | 0.7% |
| Debt / equity | 0.00 | 0.32 |
| Current ratio | 3.19 | 1.74 |
| Altman Z (solvency) | 7.96 | 7.83 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.