Ubiquiti Stock vs Competition: Who Wins?
Ubiquiti‘s stock has strongly outperformed over the past year, but how does its focused networking model truly stack against rapidly scaling peers like Arista and Cisco? A closer look reveals robust revenue growth of over 38% and strong profitability, evident in high operating and free cash flow margins of 35% and 23.5% respectively. Supported by a moderate valuation, limited upside could emerge if competition intensifies in specialized networking segments.
- UI’s 35.1% operating margin is high, showing efficiency from its niche focus, but trails ANET’s 42.9%, reflecting ANET’s software differentiation.
- UI’s 38.2% LTM revenue growth is strong, outpacing peers like ANET, VSAT, driven by robust demand in its niche networking markets.
- UI’s 83.8% stock gain and 48.5 PE ratio reflect growth confidence, yet VSAT had stronger returns, possibly due to its recent earnings beat.
Here’s how Ubiquiti stacks up across size, valuation, and profitability versus key peers.
| UI | VSAT | ADTN | CSCO | ANET | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 43.1 | 6.3 | 0.8 | 343.3 | 178.3 |
| Revenue ($ Bil) | 3.0 | 4.6 | 1.0 | 57.7 | 8.4 |
| PE Ratio | 48.5 | -18.5 | -9.4 | 33.2 | 53.1 |
| LTM Revenue Growth | 38.2% | 2.1% | 14.3% | 8.9% | 27.8% |
| LTM Operating Margin | 35.1% | -1.0% | -3.6% | 22.5% | 42.9% |
| LTM FCF Margin | 23.5% | 13.5% | 2.5% | 22.1% | 47.9% |
| 12M Market Return | 83.8% | 306.7% | -6.4% | 42.7% | 19.6% |
For more details on Ubiquiti, read Buy or Sell UI Stock. Below we compare UI’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| UI | 38.2% | 33.4% | -0.6% | 14.7% | |
| VSAT | 2.1% | 5.5% | 67.6% | 5.7% | |
| ADTN | 14.3% | – | -19.7% | 12.0% | 82.2% |
| CSCO | 8.9% | 5.3% | -5.6% | 10.6% | |
| ANET | 27.8% | – | 19.5% | 33.8% | 48.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| UI | 35.1% | 32.5% | 25.9% | 28.1% | |
| VSAT | -1.0% | -2.2% | -20.8% | -6.1% | |
| ADTN | -3.6% | – | -14.1% | -16.2% | -5.4% |
| CSCO | 22.5% | 22.1% | 24.1% | 27.3% | |
| ANET | 42.9% | – | 42.0% | 38.5% | 34.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| UI | 48.5 | 47.0 | 57.3 | 20.7 | |
| VSAT | -18.5 | -7.7 | -0.9 | 2.0 | |
| ADTN | -9.4 | – | -1.5 | -2.4 | -224.7 |
| CSCO | 33.2 | 30.1 | 23.2 | 16.4 | |
| ANET | 53.1 | – | 57.7 | 65.5 | 53.4 |
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