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Also traded in: Germany

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 : 9/10

vs
industry
vs
history
Cash to Debt 3.96
UBNT's Cash to Debt is ranked higher than
56% of the 531 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.53 vs. UBNT: 3.96 )
Ranked among companies with meaningful Cash to Debt only.
UBNT' s Cash to Debt Range Over the Past 10 Years
Min: 0.76  Med: 4.33 Max: No Debt
Current: 3.96
Equity to Asset 0.67
UBNT's Equity to Asset is ranked higher than
65% of the 522 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.58 vs. UBNT: 0.67 )
Ranked among companies with meaningful Equity to Asset only.
UBNT' s Equity to Asset Range Over the Past 10 Years
Min: -1.13  Med: 0.60 Max: 0.71
Current: 0.67
-1.13
0.71
Interest Coverage 90.94
UBNT's Interest Coverage is ranked higher than
67% of the 317 Companies
in the Global Communication Equipment industry.

( Industry Median: 25.08 vs. UBNT: 90.94 )
Ranked among companies with meaningful Interest Coverage only.
UBNT' s Interest Coverage Range Over the Past 10 Years
Min: 98.73  Med: 146.89 Max: 9999.99
Current: 90.94
98.73
9999.99
F-Score: 6
Z-Score: 12.27
M-Score: -2.96
WACC vs ROIC
6.60%
223.37%
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 (%) 27.85
UBNT's Operating margin (%) is ranked higher than
96% of the 525 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.96 vs. UBNT: 27.85 )
Ranked among companies with meaningful Operating margin (%) only.
UBNT' s Operating margin (%) Range Over the Past 10 Years
Min: 3.42  Med: 28.86 Max: 35.44
Current: 27.85
3.42
35.44
Net-margin (%) 24.56
UBNT's Net-margin (%) is ranked higher than
95% of the 527 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.33 vs. UBNT: 24.56 )
Ranked among companies with meaningful Net-margin (%) only.
UBNT' s Net-margin (%) Range Over the Past 10 Years
Min: -3.98  Med: 25.09 Max: 30.91
Current: 24.56
-3.98
30.91
ROE (%) 35.59
UBNT's ROE (%) is ranked higher than
97% of the 520 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.04 vs. UBNT: 35.59 )
Ranked among companies with meaningful ROE (%) only.
UBNT' s ROE (%) Range Over the Past 10 Years
Min: -8.83  Med: 34.24 Max: 73.31
Current: 35.59
-8.83
73.31
ROA (%) 24.86
UBNT's ROA (%) is ranked higher than
98% of the 535 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.14 vs. UBNT: 24.86 )
Ranked among companies with meaningful ROA (%) only.
UBNT' s ROA (%) Range Over the Past 10 Years
Min: -10.03  Med: 38.93 Max: 59.4
Current: 24.86
-10.03
59.4
ROC (Joel Greenblatt) (%) 199.23
UBNT's ROC (Joel Greenblatt) (%) is ranked higher than
97% of the 530 Companies
in the Global Communication Equipment industry.

( Industry Median: 9.58 vs. UBNT: 199.23 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
UBNT' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 27  Med: 324.63 Max: 485.08
Current: 199.23
27
485.08
Revenue Growth (3Y)(%) 16.20
UBNT's Revenue Growth (3Y)(%) is ranked higher than
81% of the 465 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.00 vs. UBNT: 16.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
UBNT' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 16.2
Current: 16.2
0
16.2
EBITDA Growth (3Y)(%) 4.00
UBNT's EBITDA Growth (3Y)(%) is ranked higher than
53% of the 350 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.70 vs. UBNT: 4.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
UBNT' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 4
Current: 4
0
4
» UBNT's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-05-07)


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

» Details

Guru Trades

Q1 2015

UBNT Guru Trades in Q1 2015

Louis Moore Bacon 16,296 sh (New)
Jim Simons 23,400 sh (New)
Barrow, Hanley, Mewhinney & Strauss 53,479 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%)
Barrow, Hanley, Mewhinney & Strauss 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
Q3 2015

UBNT Guru Trades in Q3 2015

Jeremy Grantham 3,185,117 sh (+5.28%)
Barrow, Hanley, Mewhinney & Strauss 68,570 sh (unchged)
Chuck Akre 2,680,000 sh (unchged)
Paul Tudor Jones Sold Out
Louis Moore Bacon Sold Out
Joel Greenblatt 143,247 sh (-60.93%)
» More
Q4 2015

UBNT Guru Trades in Q4 2015

John Hussman 100,000 sh (New)
Joel Greenblatt 686,817 sh (+379.46%)
Barrow, Hanley, Mewhinney & Strauss 70,214 sh (+2.40%)
Chuck Akre 2,680,000 sh (unchged)
Jeremy Grantham 2,125,917 sh (-33.25%)
» 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

Ratios

vs
industry
vs
history
P/E(ttm) 21.08
UBNT's P/E(ttm) is ranked higher than
53% of the 345 Companies
in the Global Communication Equipment industry.

( Industry Median: 9999.00 vs. UBNT: 21.08 )
Ranked among companies with meaningful P/E(ttm) only.
UBNT' s P/E(ttm) Range Over the Past 10 Years
Min: 12.32  Med: 19.53 Max: 39.22
Current: 21.08
12.32
39.22
Forward P/E 15.06
UBNT's Forward P/E is ranked lower than
51% of the 63 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.08 vs. UBNT: 15.06 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 21.08
UBNT's PE(NRI) is ranked higher than
53% of the 348 Companies
in the Global Communication Equipment industry.

( Industry Median: 9999.00 vs. UBNT: 21.08 )
Ranked among companies with meaningful PE(NRI) only.
UBNT' s PE(NRI) Range Over the Past 10 Years
Min: 12.32  Med: 19.54 Max: 39.39
Current: 21.08
12.32
39.39
Price/Owner Earnings (ttm) 18.58
UBNT's Price/Owner Earnings (ttm) is ranked lower than
55% of the 232 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.32 vs. UBNT: 18.58 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
UBNT' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 9.85  Med: 17.10 Max: 25.66
Current: 18.58
9.85
25.66
P/B 7.05
UBNT's P/B is ranked lower than
89% of the 513 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.72 vs. UBNT: 7.05 )
Ranked among companies with meaningful P/B only.
UBNT' s P/B Range Over the Past 10 Years
Min: 5.32  Med: 10.03 Max: 33.46
Current: 7.05
5.32
33.46
P/S 5.19
UBNT's P/S is ranked lower than
83% of the 522 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.16 vs. UBNT: 5.19 )
Ranked among companies with meaningful P/S only.
UBNT' s P/S Range Over the Past 10 Years
Min: 1.99  Med: 4.92 Max: 10.15
Current: 5.19
1.99
10.15
PFCF 18.08
UBNT's PFCF is ranked lower than
55% of the 210 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.40 vs. UBNT: 18.08 )
Ranked among companies with meaningful PFCF only.
UBNT' s PFCF Range Over the Past 10 Years
Min: 9.05  Med: 22.93 Max: 46.48
Current: 18.08
9.05
46.48
POCF 17.36
UBNT's POCF is ranked lower than
65% of the 256 Companies
in the Global Communication Equipment industry.

( Industry Median: 11.61 vs. UBNT: 17.36 )
Ranked among companies with meaningful POCF only.
UBNT' s POCF Range Over the Past 10 Years
Min: 8.69  Med: 21.24 Max: 45.32
Current: 17.36
8.69
45.32
EV-to-EBIT 15.31
UBNT's EV-to-EBIT is ranked higher than
55% of the 341 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.76 vs. UBNT: 15.31 )
Ranked among companies with meaningful EV-to-EBIT only.
UBNT' s EV-to-EBIT Range Over the Past 10 Years
Min: 5  Med: 16.00 Max: 32.5
Current: 15.31
5
32.5
EV-to-EBITDA 14.77
UBNT's EV-to-EBITDA is ranked lower than
55% of the 370 Companies
in the Global Communication Equipment industry.

( Industry Median: 12.75 vs. UBNT: 14.77 )
Ranked among companies with meaningful EV-to-EBITDA only.
UBNT' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5  Med: 15.40 Max: 31.9
Current: 14.77
5
31.9
Current Ratio 8.79
UBNT's Current Ratio is ranked higher than
94% of the 508 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.04 vs. UBNT: 8.79 )
Ranked among companies with meaningful Current Ratio only.
UBNT' s Current Ratio Range Over the Past 10 Years
Min: 2.33  Med: 4.77 Max: 8.92
Current: 8.79
2.33
8.92
Quick Ratio 8.32
UBNT's Quick Ratio is ranked higher than
95% of the 508 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.57 vs. UBNT: 8.32 )
Ranked among companies with meaningful Quick Ratio only.
UBNT' s Quick Ratio Range Over the Past 10 Years
Min: 2.16  Med: 4.50 Max: 8.43
Current: 8.32
2.16
8.43
Days Inventory 40.90
UBNT's Days Inventory is ranked higher than
74% of the 495 Companies
in the Global Communication Equipment industry.

( Industry Median: 68.32 vs. UBNT: 40.90 )
Ranked among companies with meaningful Days Inventory only.
UBNT' s Days Inventory Range Over the Past 10 Years
Min: 12.07  Med: 19.78 Max: 45.59
Current: 40.9
12.07
45.59
Days Sales Outstanding 38.89
UBNT's Days Sales Outstanding is ranked higher than
83% of the 470 Companies
in the Global Communication Equipment industry.

( Industry Median: 73.78 vs. UBNT: 38.89 )
Ranked among companies with meaningful Days Sales Outstanding only.
UBNT' s Days Sales Outstanding Range Over the Past 10 Years
Min: 34.99  Med: 43.63 Max: 96.71
Current: 38.89
34.99
96.71
Days Payable 48.39
UBNT's Days Payable is ranked lower than
62% of the 444 Companies
in the Global Communication Equipment industry.

( Industry Median: 59.47 vs. UBNT: 48.39 )
Ranked among companies with meaningful Days Payable only.
UBNT' s Days Payable Range Over the Past 10 Years
Min: 17.24  Med: 46.02 Max: 71.21
Current: 48.39
17.24
71.21

Valuation & Return

vs
industry
vs
history
Price/Net Cash 10.48
UBNT's Price/Net Cash is ranked lower than
64% of the 138 Companies
in the Global Communication Equipment industry.

( Industry Median: 6.39 vs. UBNT: 10.48 )
Ranked among companies with meaningful Price/Net Cash only.
UBNT' s Price/Net Cash Range Over the Past 10 Years
Min: 9.32  Med: 21.24 Max: 143.77
Current: 10.48
9.32
143.77
Price/Net Current Asset Value 7.34
UBNT's Price/Net Current Asset Value is ranked lower than
69% of the 381 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.60 vs. UBNT: 7.34 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
UBNT' s Price/Net Current Asset Value Range Over the Past 10 Years
Min: 6.23  Med: 11.03 Max: 29.02
Current: 7.34
6.23
29.02
Price/Tangible Book 7.06
UBNT's Price/Tangible Book is ranked lower than
83% of the 485 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.95 vs. UBNT: 7.06 )
Ranked among companies with meaningful Price/Tangible Book only.
UBNT' s Price/Tangible Book Range Over the Past 10 Years
Min: 5.97  Med: 10.45 Max: 28.12
Current: 7.06
5.97
28.12
Price/Projected FCF 2.36
UBNT's Price/Projected FCF is ranked lower than
69% of the 291 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.25 vs. UBNT: 2.36 )
Ranked among companies with meaningful Price/Projected FCF only.
UBNT' s Price/Projected FCF Range Over the Past 10 Years
Min: 2.1  Med: 2.17 Max: 2.23
Current: 2.36
2.1
2.23
Price/Median PS Value 1.06
UBNT's Price/Median PS Value is ranked higher than
54% of the 474 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.07 vs. UBNT: 1.06 )
Ranked among companies with meaningful Price/Median PS Value only.
UBNT' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.65  Med: 0.98 Max: 1.86
Current: 1.06
0.65
1.86
Price/Peter Lynch Fair Value 0.84
UBNT's Price/Peter Lynch Fair Value is ranked higher than
63% of the 91 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.09 vs. UBNT: 0.84 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
UBNT' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.75  Med: 0.83 Max: 0.88
Current: 0.84
0.75
0.88
Price/Graham Number 2.57
UBNT's Price/Graham Number is ranked lower than
69% of the 337 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.57 vs. UBNT: 2.57 )
Ranked among companies with meaningful Price/Graham Number only.
UBNT' s Price/Graham Number Range Over the Past 10 Years
Min: 2  Med: 2.63 Max: 4.89
Current: 2.57
2
4.89
Earnings Yield (Greenblatt) (%) 6.50
UBNT's Earnings Yield (Greenblatt) (%) is ranked higher than
71% of the 523 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.20 vs. UBNT: 6.50 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
UBNT' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.1  Med: 6.30 Max: 19.9
Current: 6.5
3.1
19.9
Forward Rate of Return (Yacktman) (%) 30.35
UBNT's Forward Rate of Return (Yacktman) (%) is ranked higher than
87% of the 230 Companies
in the Global Communication Equipment industry.

( Industry Median: 6.10 vs. UBNT: 30.35 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
UBNT' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: 30.4  Med: 43.10 Max: 46.9
Current: 30.35
30.4
46.9

More Statistics

Revenue(Mil) $606
EPS $ 1.69
Beta0.66
Short Percentage of Float36.09%
52-Week Range $25.50 - 37.10
Shares Outstanding(Mil)82.96

Analyst Estimate

Jun16 Jun17
Revenue(Mil) 669 738
EPS($) 2.14 2.37
EPS without NRI($) 2.14 2.37

Business Description

Industry: Communication Equipment » Communication Equipment
Compare:SZSE:000555, SZSE:002465, SHSE:600498, NAS:SATS, NAS:VSAT, TSX:BB » 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 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. It offers a 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 from the sale of wireless networking hardware and management tools. As of March 31, 2011, it owned the Ubiquiti Networks trademark and a trademark for logo, registered with the EU. The Company own trademarks for AirControl, AirGrid, AirMax, AirView and UBNT, and for AirOs logo and in each case registered with the U.S. Patent and Trademark Office. Additionally, it has trademark applications pending with the U.S. Patent and Trademark Office for AirSync, AirSelect, AirVision, AirBeam, UniFi, AirFiber, AirWire, Ubiquiti Networks, and AirBlast. The Company also has trademark applications pending in China for Ubiquiti Networks and UBNT.
» 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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