COMPARE · Reviewed July 29, 2026
UI vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. UI scored 67.9, WDC scored 51.1 — UI leads.
Compare another set
UI
Ubiquiti Inc.
67.9
$536.54 · $32.5B
fundamentals as of
Score gap
16.8
UI leads
WDC
Western Digital Corp
51.1
$531.47 · $150.9B
The model, pillar by pillar (0–100 each)
UI
stronger →← stronger
WDC
89
Qualityreturns · margins · balance sheet
79
86
Growthrevenue & earnings expansion
53
41
Valuevaluation vs sector peers
32
UI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
UI
WDC
$741mC+
FCF
$2.9bB
+33.3%A
Rev
+10.3%B
0.06A-
D/E
0.89B
34.5xB
P/E
23.2xB
1.10B+
PEG
2.25C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
UI
WDC
199% above
Price vs fair valuelower is cheaper
418% above
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
-70%
1-yr DCF upside
-82%
-67%
5-yr DCF upside
-81%
-60%
10-yr DCF upside
-78%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
UI
Why this score
- Raising its dividend
- Durable high returns
WDC
No notable signals flagged.
The companies
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.
WDCWestern Digital Corp
Why now
Technology · market cap $150.9b. Down 34% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median.
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 91% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $150.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.8x 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.