COMPARE · Reviewed July 29, 2026
SMCI vs UI
Verdict: Side-by-side breakdown using the Bull Rankings model. SMCI scored 70.6, UI scored 67.9 — SMCI leads.
Compare another set
SMCI
Super Micro Computer, Inc.
70.6
$27.86 · $18.0B
fundamentals as of
Score gap
2.7
SMCI leads
UI
Ubiquiti Inc.
67.9
$536.54 · $32.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
SMCI
stronger →← stronger
UI
53
Qualityreturns · margins · balance sheet
89
100
Growthrevenue & earnings expansion
86
66
Valuevaluation vs sector peers
41
SMCI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SMCI
UI
-$6.8bF
FCF
$741mC+
+56.2%A
Rev
+33.3%A
1.21C
D/E
0.06A-
0.5xA
P/S
—
0.91B+
PEG
1.10B+
—
P/E
34.5xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SMCI
UI
—
Price vs fair valuelower is cheaper
199% above
—
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
—
1-yr DCF upside
-70%
—
5-yr DCF upside
-67%
—
10-yr DCF upside
-60%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SMCI
Why this score
- Durable high returns
UI
Why this score
- Raising its dividend
- Durable high returns
The companies
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $18.0b. Down 55% from 52-week high of $62.36 — deep drawdown territory. Revenue growing +56% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $37.81 (implying +36% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$6.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 55% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.94 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
UIUbiquiti Inc.
Why now
Communication Equipment · market cap $32.5b. Down 51% 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 51% 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 10.5x 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.