Ubiquiti Networks Inc (UI)vsWheaton Precious Metals Corp (WPM)
UI
Ubiquiti Networks Inc
$839.05
+0.55%
TECHNOLOGY · Cap: $50.50B
WPM
Wheaton Precious Metals Corp
$122.64
+1.70%
BASIC MATERIALS · Cap: $54.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 28% more annual revenue ($2.97B vs $2.31B). WPM leads profitability with a 63.6% profit margin vs 29.9%. WPM appears more attractively valued with a PEG of 0.43. WPM earns a higher WallStSmart Score of 76/100 (B+).
UI
Strong Buy73
out of 100
Grade: B
WPM
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.0%
Fair Value
$685.62
Current Price
$839.05
$153.43 premium
Margin of Safety
+1.4%
Fair Value
$151.16
Current Price
$122.64
$28.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 75.2%
Revenue surging 127.2% year-over-year
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 50.0x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : WPM
The strongest argument for WPM centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 63.6% and operating margin at 75.2%. Revenue growth of 127.2% demonstrates continued momentum.
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.
Bear Case : WPM
The primary concerns for WPM are P/E Ratio.
Key Dynamics to Monitor
UI carries more volatility with a beta of 1.37 — expect wider price swings.
WPM is growing revenue faster at 127.2% — 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
WPM scores higher overall (76/100 vs 73/100), backed by strong 63.6% margins and 127.2% 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.
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.
Wheaton Precious Metals Corp
BASIC MATERIALS · GOLD · USA
Wheaton Precious Metals Corp. The company is headquartered in Vancouver, Canada.
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