Ubiquiti Networks Inc (UI) Fair Value & Analysis
Technology · US · Market cap $33.0B · ISIN US90353W1036
What is Ubiquiti Networks Inc really worth?
Ubiquiti Networks Inc
UI · US
A strong business, but trading 136% above our fair value of $252.79.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 24 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $181.89 to $252.79 (+39.0%) since Jul 19, 2026. Share price +6.4% over the past month.
What runs behind every stock
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What matters now
- A high-quality business (quality 85/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($440.56). The favourable scenario is already priced in.
- The model range is unusually wide ($159.46 to $440.56). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $102.90 – $1,083 · fair‑value band $159.46 – $440.56 · the $595.96 price screens above the $252.79 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Ubiquiti Networks Inc (UI) currently trades at $595.96, while our model-based Fair Value estimate is $252.79, implying the stock looks roughly 135.7% overvalued today. The Quality Score stands at 85/100 (high quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of $338.89 per share, and 0 of the 24 models we run sit above the $595.96 price. Bear case: the Economic Profit group reads lowest at $117.97, and 24 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Ubiquiti Networks Inc generated revenue of $3.1B at a net margin of 30.4%. Revenue grew 18.7% year over year. It earns a return on equity of 115.0%. Net debt stands at $148M. Fundamentals as of Aug 13, 2026
Our scenario range runs from $159.46 (bear case) to $440.56 (bull case); at $595.96, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 46% below its 52-week high and 63% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −52% fair-value upside, at −58%, UI screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 12 months have passed since. In that time the company retained roughly $12.36 per share, which is 4.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: Growth Earnings ($338.89) versus Asset-Based ($7.40). Highest evidence: FCF DCF (75).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 82 · Market factors (momentum, volatility) 33
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Full company description
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America. The company develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing and related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products. It also provides technology platforms, such as UniFi Cloud Gateway, an Enterprise class internet and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance platform; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access solution; UniFi Talk, a plug-and-play phone system and VoIP subscription service, as well as UniFi Connect and its AmpliFi platform. In addition, the company offers airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; airFiber, a wireless backhauls point-to-point radio system; UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks; and Wave, a technology platform. Further, the company provides base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; and antennas. It serves customers through a network of distributors, online retailers, and direct to customers through webstores. The company was formerly known as Ubiquiti Networks, Inc. and changed its name to Ubiquiti Inc. in August 2019. Ubiquiti Inc. was incorporated in 2003 and is headquartered in New York, New York.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ubiquiti Networks Inc reported revenue of $2.6B in FY2025 versus $1.9B in FY2021, a compound +7.9%/yr. Reported net income was $712M in FY2025, compounding +3.7%/yr from FY2021.
of which total revenue +15.0 % · buybacks/dilution +4.3 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
UI screens 136% overvalued. Compare with Cisco Systems, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Why Investors Should Avoid Ubiquiti Stock Despite Solid Q4 Results
- Ubiquiti Inc. (UI) Q4 Earnings and Revenues Surpass Estimates
- Ubiquiti Inc. Reports Fourth Quarter Fiscal 2026 Financial Results
- Ubiquiti (UI) Stock Seems Reasonable On A 248% Three Year Run
Peer Group
Communication Equipment · 302 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Communication Equipment median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $112.15 | $61.53 | −45% |
| Zhongji Innolight Co 300308 | ¥866.12 | ¥171.09 | −80% |
| Foxconn Industrial Internet Co 601138 | ¥61.83 | ¥28.65 | −54% |
| Eoptolink Technology Inc 300502 | ¥429.90 | ¥176.99 | −59% |
| Nokia Oyj NOK | $10.21 | $3.78 | −63% |
| Motorola Solutions, Inc MSI | $491.24 | $236.33 | −52% |
| Yangtze Optical Fibre And Cable Joint Stock Limited 601869 | ¥400.03 | ¥201.38 | −50% |
| Suzhou TFC Optical Communication Co 300394 | ¥276.25 | ¥43.67 | −84% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $10.13 | $19.85 | +96% |
| Accton Technology Corporation 2345 | 2,270 TWD | 1,135 TWD | −50% |
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