COMPARE · Reviewed August 3, 2026
UI vs ZBRA
Verdict: Side-by-side breakdown using the Bull Rankings model. UI scored 65.8, ZBRA scored 65.3 — UI leads.
Compare another set
UI
Ubiquiti Inc.
65.8
$548.66 · $33.2B
fundamentals as of
Score gap
0.5
UI leads
ZBRA
Zebra Technologies Corporation
65.3
$291.64 · $13.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
UI
stronger →← stronger
ZBRA
88
Qualityreturns · margins · balance sheet
67
86
Growthrevenue & earnings expansion
59
37
Valuevaluation vs sector peers
70
UI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
UI
ZBRA
$741mC+
FCF
$836mC+
+33.3%A
Rev
+9.2%B
0.06A-
D/E
0.82C+
35.3xB
P/E
35.2xB
1.10B+
PEG
0.63A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
UI
ZBRA
206% above
Price vs fair valuelower is cheaper
37% above
~39%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-71%
1-yr DCF upside
-34%
-67%
5-yr DCF upside
-27%
-61%
10-yr DCF upside
-16%
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
ZBRA
Why this score
- Buying back stock
The companies
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.
ZBRAZebra Technologies Corporation
Why now
Communication Equipment · market cap $13.9b. 17% off the 52-week high of $350.64. PEG 0.63 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $332.44 (implying +14% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.58 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.