Clearfield Inc (CLFD)vsUbiquiti Networks Inc (UI)
CLFD
Clearfield Inc
$29.49
+1.10%
TECHNOLOGY · Cap: $384.52M
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 1820% more annual revenue ($2.97B vs $154.78M). UI leads profitability with a 29.9% profit margin vs -4.4%. UI trades at a lower P/E of 57.0x. UI earns a higher WallStSmart Score of 73/100 (B).
CLFD
Avoid34
out of 100
Grade: F
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-927.5%
Fair Value
$3.06
Current Price
$29.49
$26.43 premium
Margin of Safety
-4.0%
Fair Value
$685.62
Current Price
$839.05
$153.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.6% revenue growth
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
ROE of 2.5% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 85.5%
Premium valuation, high expectations priced in
Trading at 50.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CLFD
The strongest argument for CLFD centers on Price/Book, Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : CLFD
The primary concerns for CLFD are Market Cap, Return on Equity, P/E Ratio. A P/E of 61.7x leaves little room for execution misses.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 57.0x leaves little room for execution misses.
Key Dynamics to Monitor
CLFD carries more volatility with a beta of 1.97 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
UI generates stronger free cash flow (259M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UI scores higher overall (73/100 vs 34/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Clearfield Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to OEM, enterprise and fiber-to-facility markets in the United States and internationally. The company is headquartered in Minneapolis, Minnesota.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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