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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 5.41
UBNT's Cash to Debt is ranked higher than
79% of the 711 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.35 vs. UBNT: 5.41 )
UBNT' s 10-Year Cash to Debt Range
Min: 0.76   Max: No Debt
Current: 5.41

Equity to Asset 0.68
UBNT's Equity to Asset is ranked higher than
81% of the 691 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.57 vs. UBNT: 0.68 )
UBNT' s 10-Year Equity to Asset Range
Min: -1.13   Max: 0.7
Current: 0.68

-1.13
0.7
F-Score: 4
Z-Score: 12.59
M-Score: -1.25
WACC vs ROIC
16.70%
595.09%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 32.67
UBNT's Operating margin (%) is ranked higher than
98% of the 704 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.46 vs. UBNT: 32.67 )
UBNT' s 10-Year Operating margin (%) Range
Min: 3.42   Max: 35.44
Current: 32.67

3.42
35.44
Net-margin (%) 29.37
UBNT's Net-margin (%) is ranked higher than
97% of the 704 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.32 vs. UBNT: 29.37 )
UBNT' s 10-Year Net-margin (%) Range
Min: -3.98   Max: 30.91
Current: 29.37

-3.98
30.91
ROE (%) 61.98
UBNT's ROE (%) is ranked higher than
99% of the 698 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.05 vs. UBNT: 61.98 )
UBNT' s 10-Year ROE (%) Range
Min: 57.83   Max: 254.1
Current: 61.98

57.83
254.1
ROA (%) 39.98
UBNT's ROA (%) is ranked higher than
99% of the 712 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.90 vs. UBNT: 39.98 )
UBNT' s 10-Year ROA (%) Range
Min: -10.03   Max: 59.4
Current: 39.98

-10.03
59.4
ROC (Joel Greenblatt) (%) 436.94
UBNT's ROC (Joel Greenblatt) (%) is ranked higher than
99% of the 711 Companies
in the Global Communication Equipment industry.

( Industry Median: 9.45 vs. UBNT: 436.94 )
UBNT' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 34.25   Max: 485.08
Current: 436.94

34.25
485.08
Revenue Growth (3Y)(%) 29.20
UBNT's Revenue Growth (3Y)(%) is ranked higher than
95% of the 580 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.20 vs. UBNT: 29.20 )
UBNT' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 29.2
Current: 29.2

0
29.2
EBITDA Growth (3Y)(%) 33.60
UBNT's EBITDA Growth (3Y)(%) is ranked higher than
94% of the 415 Companies
in the Global Communication Equipment industry.

( Industry Median: -2.40 vs. UBNT: 33.60 )
UBNT' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 33.6
Current: 33.6

0
33.6
EPS Growth (3Y)(%) 204.20
UBNT's EPS Growth (3Y)(%) is ranked higher than
99% of the 376 Companies
in the Global Communication Equipment industry.

( Industry Median: -3.80 vs. UBNT: 204.20 )
UBNT' s 10-Year EPS Growth (3Y)(%) Range
Min: 0   Max: 204.2
Current: 204.2

0
204.2
» UBNT's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

UBNT Guru Trades in Q1 2014

Louis Moore Bacon 33,256 sh (New)
Joel Greenblatt 48,472 sh (+250.36%)
Steven Cohen 10,982 sh (+152.05%)
Paul Tudor Jones 13,333 sh (+91.95%)
Jim Simons 485,100 sh (-26.33%)
RS Investment Management 391,963 sh (-66.79%)
» More
Q2 2014

UBNT Guru Trades in Q2 2014

Pioneer Investments 148,566 sh (New)
Louis Moore Bacon 71,526 sh (+115.08%)
Joel Greenblatt Sold Out
Jim Simons Sold Out
Paul Tudor Jones Sold Out
RS Investment Management 332,913 sh (-15.07%)
» More
Q3 2014

UBNT Guru Trades in Q3 2014

Chuck Akre 900,000 sh (New)
John Hussman 150,000 sh (New)
Joel Greenblatt 21,205 sh (New)
Pioneer Investments 80,512 sh (unchged)
Louis Moore Bacon Sold Out
RS Investment Management Sold Out
» More
Q4 2014

UBNT Guru Trades in Q4 2014

Jeremy Grantham 476,098 sh (New)
Chuck Akre 1,850,000 sh (+105.56%)
Pioneer Investments Sold Out
John Hussman Sold Out
Joel Greenblatt Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with UBNT

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Chuck Akre 2014-12-31 Add 105.56%0.72%$27.92 - $37.46 $ 31.710%1850000
John Hussman 2014-12-31 Sold Out 0.48%$27.92 - $37.46 $ 31.710%0
Joel Greenblatt 2014-12-31 Sold Out 0.01%$27.92 - $37.46 $ 31.710%0
Chuck Akre 2014-09-30 New Buy0.96%$37.93 - $49.6 $ 31.71-26%900000
John Hussman 2014-09-30 New Buy0.48%$37.93 - $49.6 $ 31.71-26%150000
Joel Greenblatt 2014-09-30 New Buy0.01%$37.93 - $49.6 $ 31.71-26%21205
Joel Greenblatt 2014-06-30 Sold Out 0.03%$31.38 - $46.32 $ 31.71-19%0
Joel Greenblatt 2014-03-31 Add 250.36%0.02%$39.01 - $56.2 $ 31.71-32%48472
Joel Greenblatt 2013-12-31 Reduce -84.46%0.08%$34.49 - $45.56 $ 31.71-20%13835
Joel Greenblatt 2013-09-30 Reduce -37.6%0.04%$17.88 - $36.34 $ 31.7118%89016
Meridian Funds 2013-06-30 New Buy0.14%$13.03 - $20.54 $ 31.7192%215500
Michael Price 2013-06-30 Sold Out 0.01%$13.03 - $20.54 $ 31.7192%0
Joel Greenblatt 2012-12-31 Add 53.54%0.03%$10.15 - $13.09 $ 31.71165%137348
Joel Greenblatt 2012-12-31 Add 53.54%0.03%$10.15 - $13.09 $ 31.71165%137348
Joel Greenblatt 2012-09-30 New Buy0.07%$7.86 - $15.01 $ 31.71157%89454
Ron Baron 2012-09-30 Sold Out 0.03%$7.86 - $15.01 $ 31.71157%0
Wilbur Ross 2012-09-30 Sold Out 0.01%$7.86 - $15.01 $ 31.71157%0
Michael Price 2012-06-30 New Buy0.02%$11.83 - $35 $ 31.7137%7235
Ron Baron 2012-06-30 Add 48.44%0.01%$11.83 - $35 $ 31.7137%279121
Wilbur Ross 2012-06-30 New Buy0.01%$11.83 - $35 $ 31.7137%7413
Ron Baron 2012-03-31 Add 36.65%0.01%$17.44 - $32.75 $ 31.7137%188035
Ron Baron 2011-12-31 New Buy0.02%$17.5 - $22.36 $ 31.7162%137600
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Guru Investment Theses on Ubiquiti Networks Inc

Meridian Funds Comments on Ubiquiti Networks - Sep 08, 2014

Ubiquiti Networks (UBNT) designs and manufactures wireless broadband infrastructure equipment and other communications. Ubiquiti initially came to our attention in early 2013 after suffering declines in earnings. While being optimistic about overall market demand, our research led us to conclude that the problems facing the company were temporary and we invested in the stock. Management executed on the turnaround, which drove both revenue and earnings growth. As a result the stock has more than doubled from our initial purchase price.

From Meridian Funds (Trades, Portfolio)’ Meridian Contrarian Fund Second Quarter Commentary.

Check out Meridian Funds latest stock trades

Meridian Funds Comments on Ubiquiti Networks Inc - Jun 19, 2014

Ubiquiti Networks, Inc. (UBNT) designs and manufactures wireless broadband infrastructure equipment and other communications products. Ubiquiti Networks, Inc. suffered declining earnings in late 2012 as its rate of growth created operational challenges that resulted in a short-term disruption to sales, which we believed was fixable. With better controls in place in 2013, revenue and earnings growth resumed and the stock price more than doubled from our original purchase price. We continue to like their opportunity to grow market share in a very large and growing market.



From Meridian Funds's semi-annual report ended December 31, 2013.



Check out Meridian Funds latest stock trades

Top Ranked Articles about Ubiquiti Networks Inc

Meridian Funds Comments on Ubiquiti Networks
Ubiquiti Networks (UBNT) designs and manufactures wireless broadband infrastructure equipment and other communications. Ubiquiti initially came to our attention in early 2013 after suffering declines in earnings. While being optimistic about overall market demand, our research led us to conclude that the problems facing the company were temporary and we invested in the stock. Management executed on the turnaround, which drove both revenue and earnings growth. As a result the stock has more than doubled from our initial purchase price. Read more...
Meridian Funds Comments on Ubiquiti Networks Inc
Ubiquiti Networks, Inc. (UBNT) designs and manufactures wireless broadband infrastructure equipment and other communications products. Ubiquiti Networks, Inc. suffered declining earnings in late 2012 as its rate of growth created operational challenges that resulted in a short-term disruption to sales, which we believed was fixable. With better controls in place in 2013, revenue and earnings growth resumed and the stock price more than doubled from our original purchase price. We continue to like their opportunity to grow market share in a very large and growing market. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 16.90
UBNT's P/E(ttm) is ranked higher than
88% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 68.20 vs. UBNT: 16.90 )
UBNT' s 10-Year P/E(ttm) Range
Min: 12.32   Max: 39.22
Current: 16.9

12.32
39.22
Forward P/E 12.36
UBNT's Forward P/E is ranked higher than
94% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. UBNT: 12.36 )
N/A
PE(NRI) 16.90
UBNT's PE(NRI) is ranked higher than
88% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 71.10 vs. UBNT: 16.90 )
UBNT' s 10-Year PE(NRI) Range
Min: 12.32   Max: 39.39
Current: 16.9

12.32
39.39
P/B 8.02
UBNT's P/B is ranked lower than
51% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.35 vs. UBNT: 8.02 )
UBNT' s 10-Year P/B Range
Min: 6.09   Max: 33.34
Current: 8.02

6.09
33.34
P/S 4.69
UBNT's P/S is ranked higher than
52% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.59 vs. UBNT: 4.69 )
UBNT' s 10-Year P/S Range
Min: 2.04   Max: 10.12
Current: 4.69

2.04
10.12
PFCF 27.05
UBNT's PFCF is ranked higher than
82% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 246.00 vs. UBNT: 27.05 )
UBNT' s 10-Year PFCF Range
Min: 9.3   Max: 46.42
Current: 27.05

9.3
46.42
POCF 25.37
UBNT's POCF is ranked higher than
73% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 24.93 vs. UBNT: 25.37 )
UBNT' s 10-Year POCF Range
Min: 8.92   Max: 45.2
Current: 25.37

8.92
45.2
EV-to-EBIT 10.37
UBNT's EV-to-EBIT is ranked higher than
87% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 72.45 vs. UBNT: 10.37 )
UBNT' s 10-Year EV-to-EBIT Range
Min: 5.6   Max: 32.1
Current: 10.37

5.6
32.1
Current Ratio 6.32
UBNT's Current Ratio is ranked higher than
96% of the 703 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.11 vs. UBNT: 6.32 )
UBNT' s 10-Year Current Ratio Range
Min: 2.33   Max: 8.9
Current: 6.32

2.33
8.9
Quick Ratio 5.85
UBNT's Quick Ratio is ranked higher than
97% of the 703 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.71 vs. UBNT: 5.85 )
UBNT' s 10-Year Quick Ratio Range
Min: 2.16   Max: 8.02
Current: 5.85

2.16
8.02
Days Inventory 43.36
UBNT's Days Inventory is ranked higher than
81% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 74.00 vs. UBNT: 43.36 )
UBNT' s 10-Year Days Inventory Range
Min: 12.07   Max: 35.6
Current: 43.36

12.07
35.6
Days Sales Outstanding 40.56
UBNT's Days Sales Outstanding is ranked higher than
90% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 79.70 vs. UBNT: 40.56 )
UBNT' s 10-Year Days Sales Outstanding Range
Min: 34.99   Max: 96.71
Current: 40.56

34.99
96.71

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.54
UBNT's Dividend Yield is ranked lower than
85% of the 378 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.78 vs. UBNT: 0.54 )
UBNT' s 10-Year Dividend Yield Range
Min: 0.54   Max: 0.65
Current: 0.54

0.54
0.65
Dividend Payout 0.09
UBNT's Dividend Payout is ranked higher than
97% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. UBNT: 0.09 )
UBNT' s 10-Year Dividend Payout Range
Min: 0   Max: 0
Current: 0.09

Yield on cost (5-Year) 0.50
UBNT's Yield on cost (5-Year) is ranked lower than
86% of the 385 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.01 vs. UBNT: 0.50 )
UBNT' s 10-Year Yield on cost (5-Year) Range
Min: 0.54   Max: 0.65
Current: 0.5

0.54
0.65
Share Buyback Rate -10.30
UBNT's Share Buyback Rate is ranked higher than
54% of the 486 Companies
in the Global Communication Equipment industry.

( Industry Median: -0.90 vs. UBNT: -10.30 )
UBNT' s 10-Year Share Buyback Rate Range
Min: 0   Max: -10.3
Current: -10.3

Valuation & Return

vs
industry
vs
history
Price/Net Cash 13.14
UBNT's Price/Net Cash is ranked higher than
91% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. UBNT: 13.14 )
UBNT' s 10-Year Price/Net Cash Range
Min: 15.07   Max: 143.77
Current: 13.14

15.07
143.77
Price/Net Current Asset Value 10.01
UBNT's Price/Net Current Asset Value is ranked higher than
83% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.00 vs. UBNT: 10.01 )
UBNT' s 10-Year Price/Net Current Asset Value Range
Min: 11.48   Max: 38.11
Current: 10.01

11.48
38.11
Price/Tangible Book 8.02
UBNT's Price/Tangible Book is ranked higher than
54% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.78 vs. UBNT: 8.02 )
UBNT' s 10-Year Price/Tangible Book Range
Min: 6.65   Max: 27.99
Current: 8.02

6.65
27.99
Price/Median PS Value 0.92
UBNT's Price/Median PS Value is ranked higher than
86% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.22 vs. UBNT: 0.92 )
UBNT' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 1.67
Current: 0.92

0.6
1.67
Price/Graham Number 2.43
UBNT's Price/Graham Number is ranked higher than
77% of the 767 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.59 vs. UBNT: 2.43 )
UBNT' s 10-Year Price/Graham Number Range
Min: 2.16   Max: 6.28
Current: 2.43

2.16
6.28
Earnings Yield (Greenblatt) 9.60
UBNT's Earnings Yield (Greenblatt) is ranked higher than
85% of the 692 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.40 vs. UBNT: 9.60 )
UBNT' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.1   Max: 17.8
Current: 9.6

3.1
17.8

Analyst Estimate

Jun15 Jun16
Revenue(Mil) 619 694
EPS($) 2.01 2.57
EPS without NRI($) 2.01 2.57

Business Description

Industry: Communication Equipment » Communication Equipment
Compare: » details
Traded in other countries:3UB.Germany,
Ubiquiti Networks Inc was incorporated in the State of California in 2003 as Pera Networks, Inc. and commenced its current operations in 2005 and changed its name to Ubiquiti Networks, Inc. at that time. In June 2010, the Company changed its state of organization to Delaware by merging with and into Ubiquiti Networks, Inc., a Delaware corporation. The Company along with its subsidiaries is a product driven company that leverages innovative proprietary technologies to deliver wireless networking solutions with compelling price-performance characteristics to both start-up and established network operators and service providers. Its products bridge the digital divide by fundamentally changing the economics of deploying high performance wireless networking solutions in underserved and underpenetrated wireless broadband access markets globally. These markets include emerging markets and other areas where individual users and small and medium sized enterprises do not have access to the benefits of carrier class wireless broadband networking. The Company's business model has enabled to break down traditional barriers, such as high product and network deployment costs that are driven by business model inefficiencies and achieve rapid market adoption of products and solutions in previously underserved and underpenetrated markets. It offers a broad and expanding portfolio of wireless networking products and solutions and its solutions include systems, high performance radios, antennas and management tools that have been designed to deliver carrier class performance for wireless networking and other applications in the unlicensed RF spectrum. The Company's revenues are derived principally from the sale of wireless networking hardware and management tools. In addition it does not sell maintenance and support separately, because it has historically included it free of charge in many of arrangements, it attributes a portion of its systems revenues to this implied post-contract customer support, or PCS. The Ubiquiti Community is a critical element of business strategy as it has enabled to redefine the traditional models for product development, sales and marketing and product support in the following key ways: Product development: It allows the Ubiquiti Community to identify actual solution requirements and provide immediate feedback to enable the rapid introduction of optimally designed products with compelling price-performance characteristics. It leverage the Ubiquiti Community to eliminate long and expensive multi-step internal processes for gathering product requirements, finalizing design, incorporating features and functionalities and integrating customer feedback prior to final product release; Sales and marketing: It does not currently have a direct sales force, but instead rely on the Ubiquiti Community to drive market awareness and demand for products and solutions; Product support: The engaged members of the Ubiquiti Community, who
» More Articles for UBNT

Headlines

Articles On GuruFocus.com
Akre Adds to Stakes in Third Quarter Jan 05 2015 
Here's A Cutting Edge Networking Company In A Deep Value Screen Dec 17 2014 
Meridian Funds Comments on Ubiquiti Networks Sep 08 2014 
Meridian Contrarian Fund Second Quarter Commentary Sep 08 2014 
Growth at a reasonable price Aug 14 2014 
Meridian Funds Comments on Ubiquiti Networks Inc Jun 19 2014 
Getting Out on a Gain--Michael Price Sells Sep 14 2013 
Wilbur Ross Buys E2open and Adds to Zynga Holding Nov 14 2012 
Baron Funds Comments on Ubiquiti Networks Aug 30 2012 
Baron Funds Comments on Ubiquiti Networks Aug 23 2012 

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