Cambium Networks Corp (CMBM)vsUbiquiti Networks Inc (UI)
CMBM
Cambium Networks Corp
$1.79
+5.92%
TECHNOLOGY · Cap: $51.12M
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 1626% more annual revenue ($2.97B vs $172.22M). UI leads profitability with a 29.9% profit margin vs -57.0%. CMBM appears more attractively valued with a PEG of 0.34. UI earns a higher WallStSmart Score of 73/100 (B).
CMBM
Buy53
out of 100
Grade: C-
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMBM.
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
Growing faster than its price suggests
Reasonable price relative to book value
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
1.6% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 50.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CMBM
The strongest argument for CMBM centers on PEG Ratio, Price/Book. PEG of 0.34 suggests the stock is reasonably priced for its growth.
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 : CMBM
The primary concerns for CMBM are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.76 is elevated, increasing financial risk.
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
CMBM profiles as a turnaround stock while UI is a growth play — different risk/reward profiles.
CMBM carries more volatility with a beta of 2.00 — 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.
Bottom Line
UI scores higher overall (73/100 vs 53/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cambium Networks Corp
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Cambium Networks Corporation provides wireless broadband network infrastructure products and solutions for network operators. The company is headquartered in Rolling Meadows, Illinois.
Visit Website →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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