FABRINET vs UBIQUITI INC., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FN and UI diverge most: on fcf yield, FN reads 0.3% and UI reads 2.2%; on return on assets, FN reads 12.0% and UI reads 54.9%. The rest of the comparable metrics sit closer together. What FN's price implies is a bet that sits within the historical range (whole-company basis). What UI's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FN | UI |
|---|---|---|
| Price | $435.69 | $557.47 |
| Market cap | $15.8B | $33.8B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +37.3% |
| P/E | 37.5 | 35.9 |
| P/B | 6.86 | 28.09 |
| P/S | 3.73 | 10.91 |
| EV/EBITDA | 35.7 | 30.0 |
| Revenue growth | +29.4% | +34.4% |
| Gross margin | 11.9% | 47.0% |
| Operating margin | 9.9% | 36.9% |
| Net margin | 9.9% | 30.4% |
| Return on equity | 18.3% | 78.4% |
| Return on assets | 12.0% | 54.9% |
| Return on invested capital | 16.9% | 74.2% |
| FCF yield | 0.3% | 2.2% |
| Dividend yield | — | 0.4% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.55 | 3.56 |
| Altman Z (solvency) | 8.90 | 10.00 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.