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Ubiquiti: Fast Growing Network Infrastructure Provider

Nov. 01, 2021 7:48 AM ETUbiquiti Inc. (UI)16 Comments
Cappuccino Finance profile picture
Cappuccino Finance


  • Ubiquiti is a fast growing (5 year average revenue growth of 21.66%) network infrastructure provider.
  • Their profitability shown by EBIT margin, EBITDA margin, and Net Income margin is clearly at the top of their industry.
  • Despite market leading growth and profitability, their valuation is on par with the sector.
  • I expect 10-20% upside from the current price level.

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Investment Thesis

Ubiquiti (NYSE:UI) provides network infrastructure equipment and comprehensive software platforms worldwide. I believe UI presents a great investment opportunity for a growth oriented investor because:

  1. Their revenue growth is impressive (over 20% on average in the
Ubiquiti Revenue
Data by YCharts

This article was written by

Cappuccino Finance profile picture
Visit me at Cappuccino Finance, I share my top picks (Value, Growth, Dividend & Growth), market outlook, and interesting ideas from super investors, based on my 12 years of experience and knowledge in stock investment and in real estate. I, Justin J. Lee, believe in fundamental analysis and disciplined market research. I have strong quant background with a Ph.D. (University of California, Santa Barbara) in model predictive control and an MBA (Jones School of Business, Rice University). My primary focus is to identify 1) small cap companies with strong fundamentals and growth potential, 2) large cap companies going through temporary set-backs, and 3) stable companies with solid dividend yields and growth potential.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of UI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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