ADTRAN Inc (ADTN)vsUbiquiti Networks Inc (UI)
ADTN
ADTRAN Inc
$12.64
+0.88%
TECHNOLOGY · Cap: $924.36M
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 174% more annual revenue ($2.97B vs $1.08B). UI leads profitability with a 29.9% profit margin vs -4.2%. UI appears more attractively valued with a PEG of 0.82. UI earns a higher WallStSmart Score of 73/100 (B).
ADTN
Hold41
out of 100
Grade: D
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADTN.
Margin of Safety
-4.0%
Fair Value
$685.62
Current Price
$839.05
$153.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.1% year-over-year
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 1.8%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 50.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADTN
The strongest argument for ADTN centers on Revenue Growth. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : ADTN
The primary concerns for ADTN are PEG Ratio, Market Cap, Operating Margin. Debt-to-equity of 1.72 is elevated, increasing financial risk.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 57.0x leaves little room for execution misses.
Key Dynamics to Monitor
ADTN carries more volatility with a beta of 1.40 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
UI generates stronger free cash flow (259M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UI scores higher overall (73/100 vs 41/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ADTRAN Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ADTRAN, Inc. provides networking and communications platforms and services for service providers, cable / multi-system operators, small and medium-sized businesses, and distributed businesses in the United States, Germany, Mexico, and internationally. The company is headquartered in Huntsville, Alabama.
Visit Website →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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