Gilat Satellite Networks Ltd (GILT)vsUbiquiti Networks Inc (UI)
GILT
Gilat Satellite Networks Ltd
$17.39
+3.45%
TECHNOLOGY · Cap: $1.23B
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 558% more annual revenue ($2.97B vs $451.66M). UI leads profitability with a 29.9% profit margin vs 4.6%. UI appears more attractively valued with a PEG of 0.82. UI earns a higher WallStSmart Score of 73/100 (B).
GILT
Hold44
out of 100
Grade: D
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-493.1%
Fair Value
$2.31
Current Price
$17.39
$15.08 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
Revenue surging 75.3% year-over-year
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
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
4.6% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 50.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : GILT
The strongest argument for GILT centers on Revenue Growth, Price/Book. Revenue growth of 75.3% 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 : GILT
The primary concerns for GILT are Market Cap, Return on Equity, Profit Margin. A P/E of 47.8x leaves little room for execution misses. Thin 4.6% margins leave little buffer for downturns.
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
GILT profiles as a hypergrowth stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.37 — expect wider price swings.
GILT is growing revenue faster at 75.3% — sustainability is the question.
UI generates stronger free cash flow (259M), providing more financial flexibility.
Bottom Line
UI scores higher overall (73/100 vs 44/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Gilat Satellite Networks Ltd
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Gilat Satellite Networks Ltd. (GILT) is a leading global provider of satellite-based communication solutions, catering to diverse sectors including telecommunications, government, and enterprise. The company is distinguished by its innovative approach and comprehensive portfolio, which features advanced satellite infrastructure, ground systems, and high-performance broadband connectivity. Gilat's critical role in providing satellite broadband services supports key initiatives like disaster recovery and rural connectivity, positioning it strategically to capitalize on the growing demand for global broadband access and the expansion of satellite communication networks. With a robust technology base and strategic alliances, Gilat is well-equipped to navigate the evolving telecommunications landscape.
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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