Ubiquiti Inc (UI)
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
$579.66-2.74%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
QuarterlyIQ Insights · UI
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $580 UI trades at 36× p/e, below its 37× p/e peer median, but our blended $290 fair value sits well below the price. It's a high-confidence read. Even valued only for durable growth at sustainable margins, it's worth about $641 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $199.89 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $205.97 | — | — | Hist. CAGR | high |
| graham number | 12M | $84.24 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $189.78 | 15.6 | 11.78 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Flags: expensive valuation, weak execution quality. Capped at elevated by the Mania regime.
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 193% over what the business is worth with no growth; closing that gap needs roughly 6.3 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $10.83/sh owner earnings.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $285.87 |
| 23.4 |
| 12.23 |
| TTM |
| high |
| Peer P/E | 12M | $591.32 | 37.2 | 15.89 | TTM | high |
| Peer P/S | 12M | $160.69 | 3.1 | 51.11 | TTM | high |
| residual income | 12M | $76.05 | — | — | TTM | high |
| Own P/E history | 12M | $593.69 | 37.4 | 15.89 | TTM | high |
| triangulated | 12M | $645.19 | 37.2 | 17.34 | Triangulated | high |
| Peer P/E | 3Y | $867.68 | 37.2 | 23.32 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $283.08 | 3.1 | 90.04 | Hist. CAGR(prov.) | medium |
| Own P/E history | 3Y | $871.16 | 37.4 | 23.32 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $1147.51 | 37.2 | 30.84 | Hist. CAGR(prov.) | high |
| Peer P/S | 5Y | $374.38 | 3.1 | 119.08 | Hist. CAGR(prov.) | high |
| Own P/E history | 5Y | $1152.11 | 37.4 | 30.84 | Hist. CAGR(prov.) | high |