Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
UI
HoldFallen FavouriteUbiquiti Inc. · Technology · United States · $36.3B · Avg Vol: $81M/d
COMPANY DESCRIPTION
Ubiquiti Inc. designs and manufactures high-performance networking technology for service providers, enterprises, and consumers under brands like UniFi and EdgeMAX. The company bypasses traditional direct sales forces in favor of an active online community and distributor network, allowing it to offer enterprise-grade hardware at highly disruptive price points. Its competitive moat is driven by its proprietary software ecosystem and a highly loyal global user base.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 1.7B | 1.9B | 1.9B | 2.6B | 15.0% | 3.3B | 3.1B | 3.6B | 11.8% |
| EPS | — | 6.14 | 6.75 | 5.79 | 11.77 | 24.2% | 15.85 | 13.07 | 14.45 | 7.1% |
| Shares | — | 60.4M | 60.4M | 60.5M | 60.5M | +0.1% | 60.5M | — | — | — |
| Debt | 467.0M | 853.3M | 1.1B | 757.3M | 297.4M | -10.7% | 80.0M | — | — | — |
| Equity | — | -382.9M | -115.7M | 95.1M | 668.3M | 603.0% | — | — | — | — |
| Op CF | — | 370.3M | -145.4M | 541.5M | 640.0M | 20.0% | 928.7M | — | — | — |
| Inv CF | — | -11.2M | -20.9M | -12.0M | -12.6M | — | — | — | — | — |
| Fin CF | — | -472.3M | 145.0M | -518.0M | -604.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of UI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| UI | Ubiquiti Inc.(you) | $36.3B | 59 | Hold |
| CIEN | Ciena Corporation | $53.6B | 59 | Hold |
| MSI | Motorola Solutions, Inc. | $80.4B | 71 | Buy |
| VSAT | Viasat, Inc. | $9.3B | 56 | Hold |
| LITE | Lumentum Holdings Inc. | $80.3B | 44 | Hold |
| VIAV | Viavi Solutions Inc. | $9.0B | 66 | Buy |
| ZBRA | Zebra Technologies Corporation | $16.9B | 89 | Strong Buy |
| BDC | Belden Inc. | $4.5B | 64 | Hold |
| HPE | Hewlett Packard Enterprise Company | $69.3B | 93 | Strong Buy |
| EXTR | Extreme Networks, Inc. | $2.9B | 66 | Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%