Ubiquiti Networks Inc (UI)vsUniversal Corporation (UVV)
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
UVV
Universal Corporation
$51.95
+1.11%
CONSUMER DEFENSIVE · Cap: $1.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Universal Corporation generates 1% more annual revenue ($2.99B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 3.7%. UI appears more attractively valued with a PEG of 0.82. UI earns a higher WallStSmart Score of 73/100 (B).
UI
Strong Buy73
out of 100
Grade: B
UVV
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.0%
Fair Value
$685.62
Current Price
$839.05
$153.43 premium
Margin of Safety
+74.6%
Fair Value
$207.79
Current Price
$51.95
$155.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 32.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 50.0x book value
Smaller company, higher risk/reward
3.7% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UVV
The strongest argument for UVV centers on P/E Ratio, Price/Book, EPS Growth.
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.
Bear Case : UVV
The primary concerns for UVV are Market Cap, Profit Margin, PEG Ratio. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
UI profiles as a growth stock while UVV is a value play — different risk/reward profiles.
UI carries more volatility with a beta of 1.37 — 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.
Bottom Line
UI scores higher overall (73/100 vs 61/100), backed by strong 29.9% margins and 35.8% revenue growth. UVV offers better value entry with a 74.6% margin of safety. Both earn "Strong Buy" and "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.
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.
Universal Corporation
CONSUMER DEFENSIVE · TOBACCO · USA
Universal Corporation processes and supplies leaf tobacco and plant ingredients worldwide. The company is headquartered in Richmond, Virginia.
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