COMPARE · Data as of August 21, 2026
EXTR vs UI
Verdict: Side-by-side breakdown using the Bull Rankings model. EXTR scored 63.7, UI scored 65.3 — UI leads.
Compare another set
Different reporting periods. EXTR's fundamentals are as of June 2026, but UI's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EXTR
Extreme Networks, Inc.
63.7
$23.02 · $3.0B
fundamentals as of
Score gap
1.6
UI leads
UI
Ubiquiti Inc.
65.3
$559.00 · $33.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestUI35.2x
- Fastest growthUI+33.3%
- Strongest balance sheetUI0.06
- Highest qualityUI89 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EXTR
stronger →← stronger
UI
66
Qualityreturns · margins · balance sheet
89
69
Growthrevenue & earnings expansion
82
56
Valuevaluation vs sector peers
38
UI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXTR
UI
$95mC-
FCF
$741mC+
+12.6%B+
Rev
+33.3%A
2.20D
D/E
0.06A-
74.3xC
P/E
35.2xB
0.84B+
PEG
1.10B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EXTR
UI
162% above
Price vs fair valuelower is cheaper
211% above
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
-68%
1-yr DCF upside
-72%
-62%
5-yr DCF upside
-68%
-53%
10-yr DCF upside
-62%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXTR
No notable signals flagged.
UI
Why this score
- Raising its dividend
- Durable high returns
The companies
EXTRExtreme Networks, Inc.
Why now
Communication Equipment · market cap $3.0b. Down 32% from 52-week high of $33.73 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.84 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $33.50 (implying +46% upside).
Moat
ROE 48% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.20 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 74.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
UIUbiquiti Inc.
Why now
Communication Equipment · market cap $33.8b. Down 49% 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 49% 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 10.9x 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.
Where EXTR and UI diverge
On the headline score the gap is 1.6 points in favor of UI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityEXTR 66.3 · UI 89.4UI +23.1
- ValueEXTR 56.5 · UI 38.1EXTR +18.4
- GrowthEXTR 69.0 · UI 81.9UI +12.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.