Restaurant Brands International Inc (QSR)vsUbiquiti Networks Inc (UI)
QSR
Restaurant Brands International Inc
$79.71
+0.72%
CONSUMER CYCLICAL · Cap: $36.11B
UI
Ubiquiti Networks Inc
$842.10
-9.13%
TECHNOLOGY · Cap: $56.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Restaurant Brands International Inc generates 223% more annual revenue ($9.59B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 10.0%. QSR appears more attractively valued with a PEG of 0.94. UI earns a higher WallStSmart Score of 71/100 (B).
QSR
Strong Buy70
out of 100
Grade: B
UI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.6%
Fair Value
$106.48
Current Price
$79.71
$26.77 discount
Margin of Safety
-84.1%
Fair Value
$387.42
Current Price
$842.10
$454.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 100.0% YoY
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.0%
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
Moderate valuation
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 50.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : QSR
The strongest argument for QSR centers on EPS Growth, Return on Equity, PEG Ratio. PEG of 0.94 suggests the stock is reasonably priced for its growth.
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 : QSR
The primary concerns for QSR are P/E Ratio, Altman Z-Score.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Key Dynamics to Monitor
QSR profiles as a value stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.47 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
QSR generates stronger free cash flow (169M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 70/100), backed by strong 29.9% margins and 35.8% revenue growth. QSR offers better value entry with a 33.6% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Restaurant Brands International Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.
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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