Ubiquiti Networks Inc (UI)vsVisa Inc. Class A (V)
UI
Ubiquiti Networks Inc
$842.10
-9.13%
TECHNOLOGY · Cap: $56.08B
V
Visa Inc. Class A
$318.79
-0.78%
FINANCIAL SERVICES · Cap: $610.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Visa Inc. Class A generates 1348% more annual revenue ($43.03B vs $2.97B). V leads profitability with a 51.7% profit margin vs 29.9%. UI appears more attractively valued with a PEG of 1.10. V earns a higher WallStSmart Score of 72/100 (B).
UI
Strong Buy71
out of 100
Grade: B
V
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.1%
Fair Value
$387.42
Current Price
$842.10
$454.68 premium
Intrinsic value data unavailable for V.
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
Mega-cap, among the largest globally
Every $100 of equity generates 60 in profit
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.3%
17.1% revenue growth
Earnings expanding 35.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 50.2x book value
Expensive relative to growth rate
Moderate valuation
Trading at 15.9x book value
Grey zone — moderate risk
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 : V
The strongest argument for V centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 51.7% and operating margin at 67.3%. Revenue growth of 17.1% demonstrates continued momentum.
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.
Bear Case : V
The primary concerns for V are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
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.
V generates stronger free cash flow (2.6B), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
V scores higher overall (72/100 vs 71/100), backed by strong 51.7% margins and 17.1% revenue growth. 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.
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.
Visa Inc. Class A
FINANCIAL SERVICES · CREDIT SERVICES · USA
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit cards and prepaid cards. Visa is one of the world's most valuable companies.
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