COMPARE · Reviewed July 29, 2026
TEL vs UI
Verdict: Side-by-side breakdown using the Bull Rankings model. TEL scored 71.1, UI scored 67.9 — TEL leads.
Compare another set
TEL
TE Connectivity plc
71.1
$206.13 · $59.8B
fundamentals as of
Score gap
3.2
TEL leads
UI
Ubiquiti Inc.
67.9
$536.54 · $32.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
TEL
stronger →← stronger
UI
81
Qualityreturns · margins · balance sheet
89
84
Growthrevenue & earnings expansion
86
52
Valuevaluation vs sector peers
41
UI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TEL
UI
$3.3bB
FCF
$741mC+
+16.5%B+
Rev
+33.3%A
0.43B
D/E
0.06A-
20.2xB+
P/E
34.5xB
0.89B+
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
TEL
UI
12% above
Price vs fair valuelower is cheaper
199% above
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
-21%
1-yr DCF upside
-70%
-11%
5-yr DCF upside
-67%
+6%
10-yr DCF upside
-60%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TEL
Why this score
- Buying back stock
- Raising its dividend
UI
Why this score
- Raising its dividend
- Durable high returns
The companies
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.8b. 18% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $249.55 (implying +21% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.