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Recent

v0.1
UI$582.88-0.17%
Fair $582.88+0.0%

UI

Ubiquiti Inc.

Technology / Communication EquipmentNYSE

$582.88

-0.98 (-0.17%)

Fairly Valued+0.0%Fair Value $582.88Fund rank 32/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $529.5M · quality 60.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

59/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 1unknown: 16
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.1%, below the 5% threshold
Thesis & Journal · UILocal privado en este navegador · Ubiquiti Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$35.3B

P/E

37.5x

↑

EV/EBITDA

41.3x

↑

ROE

106.5%

↑

Gross Margin

43.4%

↑

Debt/Equity

0.45

↑
52-Week Range$583
$368$1100

TradingView lightweight chart

UI price, volumen y niveles de valoración

Último $582.88Periodo +3230.7%
Fair value: $582.88

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+21.6%

FCF CAGR

—

FCF margin

24.4%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.57B · net income $711.9M · FCF $627.4M

2010-FY → 2025-FY

Gross margin

43.4%+3.6% pts

Operating margin

32.5%+29.1% pts

Net margin

27.7%+31.6% pts

FCF margin

24.4%+43.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$2.57B$2.57B$1.93B$1.94B$1.69B$1.90B$1.28B$1.16B$1.02B$865.3M$666.4M$595.9M$572.5M$320.8M$353.5M$197.9M$137.0M
Net Income$711.9M$711.9M$350.0M$407.6M$378.7M$616.6M$380.3M$322.7M$196.3M$257.5M$213.6M$129.7M$176.9M$80.5M$102.6M$49.7M$-5.5M
EBITDA$858.2M$858.2M$518.2M$560.9M$476.0M$754.7M$485.9M$401.9M$333.4M$296.9M$248.1M$151.8M$198.8M$94.6M$125.9M$62.3M$4.8M
EPS11.7611.765.796.746.139.785.804.512.513.092.491.451.970.89-0.120.07-0.08
Gross Margin43.4%43.4%38.4%39.2%39.6%48.1%47.3%46.3%43.6%45.7%48.7%44.0%44.3%42.2%42.7%40.8%39.8%
Operating Margin32.5%32.5%25.9%28.1%27.3%39.1%37.2%33.9%32.1%33.5%36.3%24.6%34.2%28.9%35.4%31.4%3.4%
Net Margin27.7%27.7%18.1%21.0%22.4%32.5%29.6%27.8%19.3%29.8%32.1%21.8%30.9%25.1%29.0%25.1%-4.0%
Balance Sheet
Debt/Equity0.450.457.97-9.84-2.23173.04-2.134.681.460.400.440.210.220.480.17——
Current Ratio3.563.56———————————————
Cash Flow
Free Cash Flow$627.4M$627.4M$529.5M$-166.4M$356.8M$593.7M$429.7M$207.6M$322.9M$104.8M$191.3M$121.8M$117.3M$126.5M$78.5M$62.4M$-26.6M
Returns
ROE106.5%106.5%368.1%-352.2%-98.9%22844.9%-128.7%325.0%62.2%42.8%48.5%30.7%52.8%54.6%78.3%-92.3%10.3%
Valuation
P/E37.5337.5325.4126.3440.10————————————
EV/EBITDA41.2941.2918.3820.9633.38————————————
P/B52.8052.8093.57——————————————
Growth & Yield
Revenue Growth33.4%33.4%-0.6%14.7%—47.8%10.6%14.2%17.5%29.8%11.8%4.1%78.4%-9.2%78.7%44.5%—
EPS Growth103.1%103.1%-14.1%10.0%—68.6%28.6%79.7%-18.8%24.1%71.7%-26.4%121.3%841.7%-271.4%187.5%—
Dividend Yield0.5%0.5%———————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

63.8%

muy exigente

EPS terminal req.

$51.72

Spread vs growth

39.3%

5Y implied EPS CAGR

39.7%

muy exigente

EPS terminal req.

$62.58

Spread vs growth

63.4%

10Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$100.79

Spread vs growth

79.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +48.0%

Total return

+48.0%

Start / end P/E

68.3x → 49.6x

EPS bridge

5.79 → 11.76

Residual

-28.3%

EPS growth+103.1%
Multiple rerating-27.4%
Dividend+0.5%
Residual / FX / buybacks / cross-term-28.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.