Ondas Holdings Inc. (ONDS)vsUbiquiti Networks Inc (UI)
ONDS
Ondas Holdings Inc.
$10.31
-3.46%
TECHNOLOGY · Cap: $4.99B
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 11908% more annual revenue ($2.97B vs $24.75M). UI leads profitability with a 29.9% profit margin vs -172.5%. UI earns a higher WallStSmart Score of 73/100 (B).
ONDS
Avoid27
out of 100
Grade: F
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ONDS.
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 582.0% year-over-year
Conservative balance sheet, low leverage
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
0.0% earnings growth
ROE of -17.0% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Premium valuation, high expectations priced in
Trading at 50.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ONDS
The strongest argument for ONDS centers on Revenue Growth, Debt/Equity. Revenue growth of 582.0% 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 : ONDS
The primary concerns for ONDS are EPS Growth, Return on Equity, Free Cash Flow.
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
ONDS profiles as a hypergrowth stock while UI is a growth play — different risk/reward profiles.
ONDS carries more volatility with a beta of 2.58 — expect wider price swings.
ONDS is growing revenue faster at 582.0% — sustainability is the question.
UI generates stronger free cash flow (259M), providing more financial flexibility.
Bottom Line
UI scores higher overall (73/100 vs 27/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ondas Holdings Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ondas Holdings Inc. designs, develops, manufactures, sells, and supports the FullMAX software-defined radio (SDR) platform in the United States and internationally. The company is headquartered in Nantucket, Massachusetts.
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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