Ubiquiti Networks Inc (UI)vsZebra Technologies Corporation (ZBRA)
UI
Ubiquiti Networks Inc
$1,028.31
+1.32%
TECHNOLOGY · Cap: $61.72B
ZBRA
Zebra Technologies Corporation
$229.76
+0.60%
TECHNOLOGY · Cap: $11.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Zebra Technologies Corporation generates 82% more annual revenue ($5.40B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 7.8%. ZBRA appears more attractively valued with a PEG of 0.48. UI earns a higher WallStSmart Score of 71/100 (B).
UI
Strong Buy71
out of 100
Grade: B
ZBRA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-85.1%
Fair Value
$385.30
Current Price
$1028.31
$643.01 premium
Margin of Safety
+10.5%
Fair Value
$281.98
Current Price
$229.76
$52.22 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
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 61.2x book value
Moderate valuation
7.8% margin — thin
Weak financial health signals
Earnings declined 55.8%
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 : ZBRA
The strongest argument for ZBRA centers on PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.48 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 69.5x leaves little room for execution misses.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
UI profiles as a growth stock while ZBRA is a value play — different risk/reward profiles.
ZBRA carries more volatility with a beta of 1.66 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
ZBRA generates stronger free cash flow (327M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 58/100), 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.
Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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