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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 4.58
UBNT's Cash to Debt is ranked higher than
60% of the 525 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.21 vs. UBNT: 4.58 )
Ranked among companies with meaningful Cash to Debt only.
UBNT' s 10-Year Cash to Debt Range
Min: 2.99  Med: 4.80 Max: No Debt
Current: 4.58
Equity to Asset 0.70
UBNT's Equity to Asset is ranked higher than
70% of the 492 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.58 vs. UBNT: 0.70 )
Ranked among companies with meaningful Equity to Asset only.
UBNT' s 10-Year Equity to Asset Range
Min: -0.64  Med: 0.68 Max: 0.7
Current: 0.7
-0.64
0.7
F-Score: 5
Z-Score: 13.81
M-Score: -2.33
WACC vs ROIC
12.27%
211.19%
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 : 6/10

vs
industry
vs
history
Operating margin (%) 24.65
UBNT's Operating margin (%) is ranked higher than
97% of the 517 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.75 vs. UBNT: 24.65 )
Ranked among companies with meaningful Operating margin (%) only.
UBNT' s 10-Year Operating margin (%) Range
Min: 3.42  Med: 28.86 Max: 35.44
Current: 24.65
3.42
35.44
Net-margin (%) 21.76
UBNT's Net-margin (%) is ranked higher than
97% of the 518 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.48 vs. UBNT: 21.76 )
Ranked among companies with meaningful Net-margin (%) only.
UBNT' s 10-Year Net-margin (%) Range
Min: -3.98  Med: 25.09 Max: 30.91
Current: 21.76
-3.98
30.91
ROE (%) 33.33
UBNT's ROE (%) is ranked higher than
98% of the 512 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.49 vs. UBNT: 33.33 )
Ranked among companies with meaningful ROE (%) only.
UBNT' s 10-Year ROE (%) Range
Min: -8.83  Med: 34.24 Max: 73.31
Current: 33.33
-8.83
73.31
ROA (%) 23.31
UBNT's ROA (%) is ranked higher than
98% of the 528 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.31 vs. UBNT: 23.31 )
Ranked among companies with meaningful ROA (%) only.
UBNT' s 10-Year ROA (%) Range
Min: -10.03  Med: 38.93 Max: 59.4
Current: 23.31
-10.03
59.4
ROC (Joel Greenblatt) (%) 190.58
UBNT's ROC (Joel Greenblatt) (%) is ranked higher than
98% of the 523 Companies
in the Global Communication Equipment industry.

( Industry Median: 7.50 vs. UBNT: 190.58 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
UBNT' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 34.25  Med: 324.63 Max: 485.08
Current: 190.58
34.25
485.08
Revenue Growth (3Y)(%) 16.20
UBNT's Revenue Growth (3Y)(%) is ranked higher than
90% of the 412 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.00 vs. UBNT: 16.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
UBNT' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 8.10 Max: 49.2
Current: 16.2
0
49.2
EBITDA Growth (3Y)(%) 4.00
UBNT's EBITDA Growth (3Y)(%) is ranked higher than
82% of the 305 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.10 vs. UBNT: 4.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
UBNT' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 2.00 Max: 53.8
Current: 4
0
53.8
» UBNT's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2014

UBNT Guru Trades in Q3 2014

Joel Greenblatt 21,205 sh (New)
Chuck Akre 900,000 sh (New)
John Hussman 150,000 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%)
Joel Greenblatt Sold Out
John Hussman Sold Out
Pioneer Investments Sold Out
» More
Q1 2015

UBNT Guru Trades in Q1 2015

James Barrow 53,479 sh (New)
Jim Simons 23,400 sh (New)
Louis Moore Bacon 16,296 sh (New)
Paul Tudor Jones 10,790 sh (New)
Jeremy Grantham 1,880,778 sh (+295.04%)
Chuck Akre 2,573,530 sh (+39.11%)
» More
Q2 2015

UBNT Guru Trades in Q2 2015

Joel Greenblatt 366,645 sh (New)
Louis Moore Bacon 33,644 sh (+106.46%)
Jeremy Grantham 3,025,468 sh (+60.86%)
James Barrow 68,570 sh (+28.22%)
Paul Tudor Jones 11,287 sh (+4.61%)
Chuck Akre 2,680,000 sh (+4.14%)
Jim Simons 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%)

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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...

Ratios

vs
industry
vs
history
P/E(ttm) 24.33
UBNT's P/E(ttm) is ranked higher than
58% of the 326 Companies
in the Global Communication Equipment industry.

( Industry Median: 21.40 vs. UBNT: 24.33 )
Ranked among companies with meaningful P/E(ttm) only.
UBNT' s 10-Year P/E(ttm) Range
Min: 12.32  Med: 19.80 Max: 39.22
Current: 24.33
12.32
39.22
Forward P/E 16.05
UBNT's Forward P/E is ranked higher than
57% of the 168 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.92 vs. UBNT: 16.05 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 23.50
UBNT's PE(NRI) is ranked higher than
57% of the 322 Companies
in the Global Communication Equipment industry.

( Industry Median: 21.30 vs. UBNT: 23.50 )
Ranked among companies with meaningful PE(NRI) only.
UBNT' s 10-Year PE(NRI) Range
Min: 12.32  Med: 19.82 Max: 39.39
Current: 23.5
12.32
39.39
P/B 7.44
UBNT's P/B is ranked lower than
89% of the 494 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.63 vs. UBNT: 7.44 )
Ranked among companies with meaningful P/B only.
UBNT' s 10-Year P/B Range
Min: 5.71  Med: 10.95 Max: 33.34
Current: 7.44
5.71
33.34
P/S 5.30
UBNT's P/S is ranked lower than
85% of the 514 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.13 vs. UBNT: 5.30 )
Ranked among companies with meaningful P/S only.
UBNT' s 10-Year P/S Range
Min: 2.04  Med: 4.98 Max: 10.12
Current: 5.3
2.04
10.12
PFCF 26.13
UBNT's PFCF is ranked higher than
50% of the 250 Companies
in the Global Communication Equipment industry.

( Industry Median: 18.93 vs. UBNT: 26.13 )
Ranked among companies with meaningful PFCF only.
UBNT' s 10-Year PFCF Range
Min: 9.3  Med: 23.50 Max: 46.42
Current: 26.13
9.3
46.42
POCF 23.65
UBNT's POCF is ranked lower than
58% of the 332 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.50 vs. UBNT: 23.65 )
Ranked among companies with meaningful POCF only.
UBNT' s 10-Year POCF Range
Min: 8.92  Med: 21.79 Max: 45.2
Current: 23.65
8.92
45.2
EV-to-EBIT 18.74
UBNT's EV-to-EBIT is ranked higher than
57% of the 325 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.34 vs. UBNT: 18.74 )
Ranked among companies with meaningful EV-to-EBIT only.
UBNT' s 10-Year EV-to-EBIT Range
Min: 5.6  Med: 16.50 Max: 32.1
Current: 18.74
5.6
32.1
Current Ratio 8.29
UBNT's Current Ratio is ranked higher than
94% of the 506 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.13 vs. UBNT: 8.29 )
Ranked among companies with meaningful Current Ratio only.
UBNT' s 10-Year Current Ratio Range
Min: 3.11  Med: 4.67 Max: 8.9
Current: 8.29
3.11
8.9
Quick Ratio 7.76
UBNT's Quick Ratio is ranked higher than
95% of the 506 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.65 vs. UBNT: 7.76 )
Ranked among companies with meaningful Quick Ratio only.
UBNT' s 10-Year Quick Ratio Range
Min: 2.92  Med: 4.44 Max: 8.02
Current: 7.76
2.92
8.02
Days Inventory 44.04
UBNT's Days Inventory is ranked higher than
68% of the 495 Companies
in the Global Communication Equipment industry.

( Industry Median: 69.93 vs. UBNT: 44.04 )
Ranked among companies with meaningful Days Inventory only.
UBNT' s 10-Year Days Inventory Range
Min: 12.07  Med: 19.78 Max: 45.59
Current: 44.04
12.07
45.59
Days Sales Outstanding 40.49
UBNT's Days Sales Outstanding is ranked higher than
82% of the 474 Companies
in the Global Communication Equipment industry.

( Industry Median: 71.21 vs. UBNT: 40.49 )
Ranked among companies with meaningful Days Sales Outstanding only.
UBNT' s 10-Year Days Sales Outstanding Range
Min: 34.99  Med: 43.63 Max: 96.71
Current: 40.49
34.99
96.71

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.48
UBNT's Dividend Yield is ranked lower than
89% of the 435 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.40 vs. UBNT: 0.48 )
Ranked among companies with meaningful Dividend Yield only.
UBNT' s 10-Year Dividend Yield Range
Min: 0.48  Med: 0.55 Max: 0.65
Current: 0.48
0.48
0.65
Dividend Payout 0.12
UBNT's Dividend Payout is ranked higher than
93% of the 239 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.46 vs. UBNT: 0.12 )
Ranked among companies with meaningful Dividend Payout only.
UBNT' s 10-Year Dividend Payout Range
Min: 0.12  Med: 0.12 Max: 0.12
Current: 0.12
Yield on cost (5-Year) 0.48
UBNT's Yield on cost (5-Year) is ranked lower than
89% of the 442 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.32 vs. UBNT: 0.48 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
UBNT' s 10-Year Yield on cost (5-Year) Range
Min: 0.48  Med: 0.55 Max: 0.65
Current: 0.48
0.48
0.65
Share Buyback Rate -2.40
UBNT's Share Buyback Rate is ranked lower than
78% of the 389 Companies
in the Global Communication Equipment industry.

( Industry Median: -1.80 vs. UBNT: -2.40 )
Ranked among companies with meaningful Share Buyback Rate only.
UBNT' s 10-Year Share Buyback Rate Range
Min: 0  Med: 2.25 Max: -2.4
Current: -2.4

Valuation & Return

vs
industry
vs
history
Price/Net Cash 11.79
UBNT's Price/Net Cash is ranked lower than
60% of the 129 Companies
in the Global Communication Equipment industry.

( Industry Median: 7.37 vs. UBNT: 11.79 )
Ranked among companies with meaningful Price/Net Cash only.
UBNT' s 10-Year Price/Net Cash Range
Min: 18.46  Med: 19.31 Max: 33.14
Current: 11.79
18.46
33.14
Price/Net Current Asset Value 7.83
UBNT's Price/Net Current Asset Value is ranked lower than
67% of the 381 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.56 vs. UBNT: 7.83 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
UBNT' s 10-Year Price/Net Current Asset Value Range
Min: 10.48  Med: 11.03 Max: 12.28
Current: 7.83
10.48
12.28
Price/Tangible Book 7.44
UBNT's Price/Tangible Book is ranked lower than
82% of the 474 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.91 vs. UBNT: 7.44 )
Ranked among companies with meaningful Price/Tangible Book only.
UBNT' s 10-Year Price/Tangible Book Range
Min: 10.11  Med: 10.44 Max: 11.92
Current: 7.44
10.11
11.92
Price/Median PS Value 1.06
UBNT's Price/Median PS Value is ranked lower than
51% of the 492 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.01 vs. UBNT: 1.06 )
Ranked among companies with meaningful Price/Median PS Value only.
UBNT' s 10-Year Price/Median PS Value Range
Min: 0.68  Med: 1.00 Max: 1.44
Current: 1.06
0.68
1.44
Price/Peter Lynch Fair Value 0.97
UBNT's Price/Peter Lynch Fair Value is ranked lower than
678% of the 94 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.26 vs. UBNT: 0.97 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
UBNT' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0  Med: 0.00 Max: 0
Current: 0.97
Price/Graham Number 2.85
UBNT's Price/Graham Number is ranked lower than
67% of the 299 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.48 vs. UBNT: 2.85 )
Ranked among companies with meaningful Price/Graham Number only.
UBNT' s 10-Year Price/Graham Number Range
Min: 2.39  Med: 2.97 Max: 3.45
Current: 2.85
2.39
3.45
Earnings Yield (Greenblatt) (%) 5.38
UBNT's Earnings Yield (Greenblatt) (%) is ranked higher than
73% of the 521 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.00 vs. UBNT: 5.38 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
UBNT' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3.1  Med: 6.05 Max: 17.8
Current: 5.38
3.1
17.8
Forward Rate of Return (Yacktman) (%) 46.66
UBNT's Forward Rate of Return (Yacktman) (%) is ranked lower than
269% of the 237 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.65 vs. UBNT: 46.66 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
UBNT' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 17.5  Med: 26.10 Max: 36.8
Current: 46.66
17.5
36.8

Analyst Estimate

Jun16 Jun17
EPS($) 2.20 3.12
EPS without NRI($) 2.20 3.12

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
Here's Why Cisco Should Consider Buying Ubiquiti Jun 30 2015 
Ubiquiti Networks' Lean Business Model Limits Risk Jun 09 2015 
Chuck Akre Invests in American Tower in First Quarter May 26 2015 
Why Ubiquiti Networks Is Not A Buy For Now May 13 2015 
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 

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