Seagate Technology PLC (STX)vsUbiquiti Networks Inc (UI)
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
UI
Ubiquiti Networks Inc
$765.27
-3.65%
TECHNOLOGY · Cap: $46.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 238% more annual revenue ($10.06B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.67. UI earns a higher WallStSmart Score of 73/100 (B).
STX
Strong Buy72
out of 100
Grade: B
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.9%
Fair Value
$415.12
Current Price
$411.23
$3.89 discount
Margin of Safety
-7.6%
Fair Value
$662.69
Current Price
$765.27
$102.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
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
Keeps 30 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 195.8x book value
Premium valuation, high expectations priced in
Trading at 45.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% 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 : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 54.0x leaves little room for execution misses.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.65 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
STX generates stronger free cash flow (618M), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UI scores higher overall (73/100 vs 72/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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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