SuperworthUbiquiti UI
- Market cap
- $35.6B
- PE
- 37.1×
- 10y median 34.7×
- Forward PE
- 33.2×
- 10y median 27.7×
- Price to sales
- 10.9×
- EV/EBIT
- 29.5×
- Revenue, 12 months
- $3.3B
- +27% on a year ago
- Net margin
- 29.3%
- Free cash flow yield
- 2.6%
Ubiquiti trades at 37.1× trailing earnings, near its ten-year median. Revenue was $3.3B over the last twelve months, up 27% on a year earlier with a 29% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $463.1M−7% | $465M−6% | $493M+8% | $507.5M+3% | $550.3M+19% | $599.9M+29% | $664.2M+35% | $759.2M+50% | $733.8M+33% | $814.9M+36% | $788.2M+19% | $937.3M+24% | |
| Cost of revenue | $279.2M−15% | $287.3M−3% | $318.9M+18% | $303.3M+5% | $318.7M+14% | $352.6M+23% | $368.3M+16% | $416.4M+37% | $396.4M+24% | $440.9M+25% | $417.5M+13% | $508.1M+22% |
| Gross profit | $183.9M+7% | $177.6M−10% | $174.1M−8% | $204.1M+0% | $231.6M+26% | $247.2M+39% | $295.9M+70% | $342.7M+68% | $337.4M+46% | $374M+51% | $370.7M+25% | $429.3M+25% |
| R&D | $36.3M+11% | $36.9M+9% | $42.5M+11% | $44.1M+9% | $38M+5% | $40M+8% | $44.3M+4% | $47.5M+8% | $48.5M+28% | $50.8M+27% | $51.8M+17% | $53M+12% |
| SG&A | $19.3M+16% | $19.6M+5% | $20.4M+22% | $21.7M+15% | $24.4M+27% | $28.5M+45% | $24.8M+22% | $33.9M+56% | $27.1M+11% | $30.3M+6% | $28.1M+13% | $36.3M+7% |
| $128.3M+5% | $121.1M−17% | $111.2M−17% | $138.4M−4% | $169.2M+32% | $178.8M+48% | $226.9M+104% | $261.4M+89% | $261.7M+55% | $292.9M+64% | $290.8M+28% | $340M+30% | |
| Interest expense | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | $107.1M−4% | $102.8M−23% | $92.4M−21% | $121.6M−2% | $158.6M+48% | $167.4M+63% | $221.4M+140% | $258.2M+112% | $258.5M+63% | $291.3M+74% | $290.2M+31% | $343.1M+33% |
| $19.3M+6% | $20.7M−4% | $16.1M−13% | $17.8M−13% | $30.6M+59% | $30.6M+48% | $41M+155% | −$8.5M | $50.7M+65% | $57.7M+89% | $56.2M+37% | $58.2M | |
| Net income | $87.8M−6% | $82.1M−27% | $76.3M−23% | $103.8M+0% | $128M+46% | $136.8M+67% | $180.4M+137% | $266.7M+157% | $207.9M+62% | $233.6M+71% | $233.9M+30% | $284.9M+7% |
| $1.45−6% | $1.36−27% | $1.26−23% | $1.72+0% | $2.12+46% | $2.26+66% | $2.98+137% | $4.40+156% | $3.43+62% | $3.86+71% | $3.86+30% | $4.70+7% | |
| 60.5M+0% | 60.5M+0% | 60.5M+0% | 60.5M+0% | 60.5M+0% | 60.5M+0% | 60.5M+0% | 60.6M+0% | 60.6M+0% | 60.6M+0% | 60.6M+0% | 60.6M+0% |
EPS, diluted: 6 periods, Q4 FY21 to Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: Q4 FY11: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 15 periods, Q4 FY12 to Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q1 FY27 | $977.4M | $924.5M to $1B | $4.25 | $4.09 to $4.41 | 1 |
| Q2 FY27 | $934.8M | $879.1M to $990.4M | $4.25 | $4.09 to $4.40 | 1 |
| Q3 FY27 | $1B | $979.4M to $1B | $4.51 | $4.34 to $4.68 | 1 |
| Q4 FY27 | $1.1B | $1B to $1.1B | $4.71 | $4.53 to $4.89 | 1 |
| Q1 FY28 | $1.1B | $1.1B to $1.2B | $4.54 | $4.37 to $4.72 | 1 |
| Q2 FY28 | $1.1B | $1B to $1.1B | $4.71 | $4.53 to $4.88 | 1 |
| Q3 FY28 | $1.2B | $1.1B to $1.2B | $5.04 | $4.85 to $5.23 | 1 |
| Q4 FY28 | $1.2B | $1.2B to $1.3B | $5.29 | $5.09 to $5.48 | 1 |
Peers
Companies in Communication Equipment nearest Ubiquiti's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| UIUbiquiti | $35.6B | 37.1× | 34.7× | 33.2× | 10.9× | +27% | 29.3% |
| CIENCiena | $45.4B | 71.5× | 32.3× | 30.8× | 7.5× | +33% | 10.9% |
| LITELumentum | $67.8B | n/m | 40.6× | 34.8× | 22.5× | +83% | n/m |
| ZBRAZebra Technologies | $18.3B | 35.4× | 31.1× | n/m | 3.1× | +13% | 9.2% |
| MSIMotorola Solutions | $79.7B | 38.0× | 33.2× | 26.6× | 6.5× | +10% | 17.4% |
| FNFabrinet | $11.3B | 24.1× | 21.6× | n/m | 2.4× | +36% | 10.2% |
| ESEEsco Technologies | $6B | 19.2× | 28.7× | n/m | 4.7× | +24% | 24.4% |
| Peer median | $31.8B | 35.4× | 31.7× | 30.8× | 5.6× | +28% | 10.9% |
More on Ubiquiti
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Dividend yield
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #2of 24Communication equipment stocks with the highest profit margins
- #5of 25Communication equipment stocks with the fastest revenue growth
- #4of 11Communication equipment stocks with the fastest earnings growth
- #9of 18Communication equipment stocks with the lowest EV/EBIT
- #7of 14Communication equipment stocks with the lowest PE ratio
Its groups
About
- Industry
- Communication Equipment
- Sector
- Technology
Valuation data, not investment advice. Prices as of .