Ubiquiti Networks Inc (UI)vsVodafone Group PLC ADR (VOD)
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
VOD
Vodafone Group PLC ADR
$14.72
+0.41%
COMMUNICATION SERVICES · Cap: $33.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Vodafone Group PLC ADR generates 1205% more annual revenue ($38.78B vs $2.97B). UI leads profitability with a 29.9% profit margin vs -11.4%. VOD appears more attractively valued with a PEG of 0.61. UI earns a higher WallStSmart Score of 73/100 (B).
UI
Strong Buy73
out of 100
Grade: B
VOD
Buy51
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
Intrinsic value data unavailable for VOD.
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
Growing faster than its price suggests
Generating 2.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 50.0x book value
ROE of -6.6% — below average capital efficiency
Earnings declined 15.4%
Distress zone — elevated risk
Currently unprofitable
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 : VOD
The strongest argument for VOD centers on PEG Ratio, Free Cash Flow. PEG of 0.61 suggests the stock is reasonably priced for its 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 : VOD
The primary concerns for VOD are Return on Equity, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
UI profiles as a growth stock while VOD is a turnaround 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.
VOD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
UI scores higher overall (73/100 vs 51/100), backed by strong 29.9% margins and 35.8% revenue growth. 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.
Vodafone Group PLC ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Vodafone Group Plc is engaged in telecommunications services in Europe and internationally. The company is headquartered in Newbury, the United Kingdom.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?