CMPO vs IDCC vs OSIS

For growth investors, OSI Systems, Inc.

(OSIS) is the stronger pick with 11. 3% revenue growth year-over-year, versus -4. 0% for InterDigital, Inc. (IDCC). InterDigital, Inc. (IDCC) offers the better valuation at 23. 6x trailing P/E (38. 8x forward), making it the more compelling value choice. Analysts rate CompoSecure, Inc. (CMPO) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, InterDigital, Inc.

(IDCC) is the cheapest at 23. 6x versus OSI Systems, Inc. at 27. 7x. On forward P/E, CompoSecure, Inc. is actually cheaper at 15. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: InterDigital, Inc. wins at 0. 74x versus OSI Systems, Inc. 's 1. 39x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, InterDigital, Inc.

(IDCC) delivered a total return of +303. 1%, compared to +100. 3% for CompoSecure, Inc. (CMPO). Over 10 years, the gap is even starker: IDCC returned +436. 7% versus CMPO's +104. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), InterDigital, Inc.

(IDCC) is the lower-risk stock at 1. 12β versus CompoSecure, Inc. 's 1. 47β — meaning CMPO is approximately 31% more volatile than IDCC relative to the S&P 500. On balance sheet safety, InterDigital, Inc. (IDCC) carries a lower debt/equity ratio of 46% versus 72% for OSI Systems, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), OSI Systems, Inc.

(OSIS) is pulling ahead at 11. 3% versus -4. 0% for InterDigital, Inc. (IDCC). On earnings-per-share growth, the picture is similar: OSI Systems, Inc. grew EPS 18. 0% year-over-year, compared to -325. 9% for CompoSecure, Inc.. Over a 3-year CAGR, IDCC leads at 22. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

InterDigital, Inc.

(IDCC) is the more profitable company, earning 48. 8% net margin versus -12. 8% for CompoSecure, Inc. — meaning it keeps 48. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDCC leads at 55. 3% versus 12. 7% for OSIS. At the gross margin level — before operating expenses — IDCC leads at 80. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, InterDigital, Inc. (IDCC) is the more undervalued stock at a PEG of 0. 74x versus OSI Systems, Inc. 's 1. 39x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, CompoSecure, Inc. (CMPO) trades at 15. 2x forward P/E versus 38. 8x for InterDigital, Inc. — 23. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDCC: 52. 5% to $425. 00.

In this comparison, CMPO (1.

2% yield), IDCC (0. 6% yield) pay a dividend. OSIS does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, InterDigital, Inc.

(IDCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 0. 6% yield, +436. 7% 10Y return). Both have compounded well over 10 years (IDCC: +436. 7%, OSIS: +372. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (CMPO (Industrials) and IDCC (Technology) and OSIS (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

CMPO, IDCC pay a dividend while OSIS does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.