Ubiquiti Inc.

Ubiquiti Inc.

UIยทNYSE

$576.13

+0.12%
TechnologyCommunication Equipment

Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers. It develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, and other WLAN products, as well as consumer products under the Ubiquiti Labs brand name. The company also provides technology platforms, such as airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; EdgeMAX, a software and system routing platform; airFiber, a point-to-point radio system; and UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks. In addition, it offers UniFi -Enterprise WLAN, an enterprise Wi-Fi system that allows for on-site and remote management through the cloud; UniFi Protect, a video surveillance system, which provides statistical reporting and advanced analytics; UniFi Switch that deliver performance, switching, and power of Ethernet support for enterprise networks; UniFi Console, an enterprise class router and security gateway device; and UniFi Access, a door access system. Further, offers base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; antennas; and mounting brackets, cables, and power over Ethernet adapters. It serves customers through a network of approximately 100 distributors, online retailers, and direct to customers worldwide. The company was formerly known as Ubiquiti Networks, Inc. and changed its name to Ubiquiti Inc. in August 2019. Ubiquiti Inc. was incorporated in 2003 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$34.87B
EPS11.7700
P/E Ratio48.95
Earnings Date08/28/2026
Ubiquiti Inc.

Ubiquiti Inc. Fair Value Envelope

UI ยท NYSE

Our analysis suggests that UI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $576.13, this represents a potential HIDDEN relative to our calculated worth for Ubiquiti Inc..

Intrinsic Value
Current Price: $576.13

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$38.4B
+ Cash & Equivalents$149.7M
Firm Value$38.5B
- Debt$297.4M
Equity Value$38.2B
/ Shares Outstanding60,496,759B
DCF Value$632
UNDERVALUED BY 10%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$758.4M
$898.6M
$1.1B
$1.3B
$1.5B
$1.8B
$2.1B
$2.5B
$2.9B
$3.5B
Maintenance CapEx
-$3.0M
-$3.5M
-$4.2M
-$5.0M
-$5.9M
-$7.0M
-$8.3M
-$9.8M
-$11.6M
-$13.7M
Owner Earnings
$755.4M
$895.0M
$1.1B
$1.3B
$1.5B
$1.8B
$2.1B
$2.5B
$2.9B
$3.5B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$699.4M
$767.3M
$841.9M
$923.6M
$1.0B
$1.1B
$1.2B
$1.3B
$1.5B
$1.6B
Terminal Value represents 71.4% of Enterprise Value