COMPARE · Reviewed August 3, 2026
BDC vs UI
Verdict: Side-by-side breakdown using the Bull Rankings model. BDC scored 66.0, UI scored 65.8 — BDC leads.
Compare another set
BDC
Belden Inc.
66
$122.73 · $4.8B
fundamentals as of
Score gap
0.2
BDC leads
UI
Ubiquiti Inc.
65.8
$548.66 · $33.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
BDC
stronger →← stronger
UI
64
Qualityreturns · margins · balance sheet
88
77
Growthrevenue & earnings expansion
86
58
Valuevaluation vs sector peers
37
UI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BDC
UI
$212mC
FCF
$741mC+
+9.4%B
Rev
+33.3%A
0.97C
D/E
0.06A-
19.9xB+
P/E
35.3xB
1.05B+
PEG
1.10B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BDC
UI
25% above
Price vs fair valuelower is cheaper
206% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
-32%
1-yr DCF upside
-71%
-20%
5-yr DCF upside
-67%
+2%
10-yr DCF upside
-61%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BDC
No notable signals flagged.
UI
Why this score
- Raising its dividend
- Durable high returns
The companies
BDCBelden Inc.
Why now
Communication Equipment · market cap $4.8b. Down 23% from 52-week high of $159.99 — deep drawdown territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $152.75 (implying +24% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
UIUbiquiti Inc.
Why now
Communication Equipment · market cap $33.2b. Down 50% from 52-week high of $1099.99 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory.
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 78% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 10.7x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.