Professional
Added to YB: 2025-03-19
Pitch date: 2025-03-17
UI [bullish]
Ubiquiti Inc.
+79.97%
current return
Author Info
No bio for this author
Company Info
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Market Cap
$41.6B
Pitch Price
$311.88
Price Target
N/A
Dividend
0.47%
EV/EBITDA
47.59
P/E
58.41
EV/Sales
16.20
Sector
Communications Equipment
Category
growth
Kathmandu Capital Portfolio Holding: Ubiquiti Inc.
UI: Direct-to-consumer networking equipment provider for prosumers/SMBs. Strong brand, cost leadership (70-80% cheaper). Well-positioned for $62B US/EU telecom upgrade cycle. Growth potential 2x consensus estimates. Overlooked due to past issues & CEO's 93% control. Web data, supplier reports, import data suggest growth acceleration.
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