Ubiquiti Networks, Inc. (NASDAQ:UBNT)

CAPS Rating: 4 out of 5

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Member Avatar CreamPlay (70.03) Submitted: 11/7/2014 9:35:12 PM : Outperform Start Price: $28.71 UBNT Score: +5.81

oversold 11.08.14

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Member Avatar TMFFlygal (99.30) Submitted: 11/3/2014 4:16:11 PM : Outperform Start Price: $38.71 UBNT Score: -30.56

Let us be clear: the market has mood swings. And the smaller the company the larger the mood swings tend to be. They have fewer people following them, so rumors will come and smash small companies from time to time. This is where an investor can really earn a lot. Study the company, form an opinion BEFORE you read anyone else's.

This company had a real problem, counterfeiting in China caused loss of sales and loss of reputation. But the CEO founder returned and sued and WON in China. Hard to believe, I know.

And now they are doing well in sales and profits. I am confident that the market will catch on, and then it will be something to see.

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Member Avatar cavalletta (< 20) Submitted: 10/1/2014 2:32:52 PM : Outperform Start Price: $36.19 UBNT Score: -20.91

at <3% treasury 10 Yr, 12% annual EBITDA growth (my estimate based on regression of EBITDA growth since IPO) justifies P/E of 24. UBT at 5 Yr avg P/E of 21, plus 12% AAGR in EPS suggests annualized 5 Yr return of 16%; dividends, if continued, would be a bonus. CEO owns 65% of the company. Strong cash flow from ops. Current ratio 6+. 30% margin (EBITDA/Sales). My only concerns: low tax rate (foreign ops; difficulty repatriating profits if investment needed in USA); low relative strength (no momentum to push price higher short term)

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Member Avatar RugbyViking13 (88.79) Submitted: 9/27/2014 6:26:39 PM : Outperform Start Price: $37.77 UBNT Score: -23.67

Really good looking tech company

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Member Avatar TMFInnovator (42.90) Submitted: 9/24/2014 9:30:49 AM : Outperform Start Price: $38.92 UBNT Score: -24.96

There’s the dip I was waiting for with Ubiquiti (its stock price has been volatile lately). This company is showing several traits of a long-term winner.

-   Disruptive model – Crowd-sourcing its SG&A through the ‘Ubiquiti Community’ to determine exactly what features that customers want, then designing new products to only have those. This keeps costs down internally – which the company passes along to customers in very low-priced products.

-   Huge tailwind – Cisco estimates that global IP traffic will increase at 29% per year between 2011 and 2016. Wireless network equipment spend will grow at 32%/yr from $10b in 2012 to $41b in 2017. That’s one heck of a tailwind.

-   Uber-motivated key man – CEO Robert Pera owns nearly 2/3 of shares outstanding (!!) and gets downright giddy on conference calls about releasing new products. He’s also only 36 years old.

Ubiquiti is going after the business that their much larger competitor (Cisco) won’t touch because it’s unprofitable. As wireless internet become more ubiquitous (zing!) in developing markets across the globe, UBNT will prove to be a winner.

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Member Avatar My535 (51.18) Submitted: 9/17/2014 12:05:46 PM : Outperform Start Price: $43.43 UBNT Score: -31.99

Growth driven management. High level of internal ownership

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Member Avatar simplemts (< 20) Submitted: 9/12/2014 4:03:03 PM : Underperform Start Price: $46.09 UBNT Score: +36.82

Short-term red, long-term green.

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Member Avatar LarryMDR (52.16) Submitted: 8/25/2014 2:26:57 AM : Outperform Start Price: $44.49 UBNT Score: -34.73

Will be come an essential supplier to the IoT

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Member Avatar jonnythekay (< 20) Submitted: 8/12/2014 1:57:54 PM : Outperform Start Price: $42.64 UBNT Score: -34.51

Truly disruptive tech (internet over radio waves) to expand online world to rural, 3rd world, etc. Visionary CEO ala Steve Jobs

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Member Avatar jbonefish (< 20) Submitted: 8/6/2014 7:54:39 PM : Outperform Start Price: $39.25 UBNT Score: -28.53

Valuation totally disconnected to fundamentals due to worries over a dramatic inventory build ... for orders. As long as the orders keep growing dramatically the market will reprice as the inventory turns get more in line with historical performance.

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Member Avatar TMFPencils (99.81) Submitted: 7/17/2014 2:14:40 PM : Outperform Start Price: $31.10 UBNT Score: -10.31

I like what I see with Ubiquiti Networks. The company is guided by founder, CEO, and chairman Robert Pera, who is just 35 years old and clearly driven and very successful at what he does. Says Pera:

"My vision with Ubiquiti was to create Internet connectivity that is available everywhere. So we’re focused on bringing connectivity technology to the masses while changing the economics associated with such deployments....

Our vision is ambitious: we’re trying to reach the billions of people not connected today. We collectively have 10 million subscribers through our carrier technology and that number will continue to grow in coming years."

Ubiquiti has more than doubled sales since 2010 to $320.82 million in fiscal 2013. The company is a free cash flow machine, increasing free cash flow from $62.36 million in fiscal 2011 to $126.53 million in fiscal 2013. More than doubling free cash flow over the course of three years is very impressive, particularly considering the stock's valuation today (which I explore briefly below). The company now has $291.67 million in cash and $66.14 million in debt, with cash consistently increasing and debt consistently decreasing over the past year.

Currently the company is valued at $3.5 billion, with a P/E ratio of 22.6 and a P/FCF ratio of 32.9. This is a very reasonable (arguably undervalued) valuation for a business growing sales, earnings, and free cash flow at rates well over 25% annually.

A quickly growing business with a reasonable valuation and a young, scrappy, determined founder/CEO is worthy of an outperform call on CAPS. Let's go!

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Member Avatar Atruthbomb (< 20) Submitted: 7/15/2014 5:41:03 PM : Outperform Start Price: $39.89 UBNT Score: -26.98

Best of the best! Internet of things, connecting 4 billion people to the internet in the emerging market, great product, visionary CEO.

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Member Avatar MNDLBRT (< 20) Submitted: 6/18/2014 12:32:36 PM : Outperform Start Price: $44.81 UBNT Score: -37.23

Looks like I was closed out. Now I get the upper close limit concept. Anyway, they built a lot of inventory & it is flying off the shelves to support vast demand in China.

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Member Avatar Bkrudop (< 20) Submitted: 6/7/2014 9:45:45 PM : Outperform Start Price: $37.50 UBNT Score: -23.54

Better technology

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Member Avatar andinajo (54.07) Submitted: 6/5/2014 6:56:44 PM : Outperform Start Price: $37.00 UBNT Score: -22.67

A fast growing company at a discount price. PEG 0.56. The founder is stil having 2/3 of the company and the company anounce to buy back shares.

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Member Avatar noxsbucks (26.92) Submitted: 5/30/2014 12:59:47 PM : Outperform Start Price: $34.78 UBNT Score: -18.81

Very impressive components at a good price.

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Member Avatar gbeaty (< 20) Submitted: 5/20/2014 5:20:54 PM : Outperform Start Price: $32.75 UBNT Score: -15.69

I purchased shares in UBNT after personally installing a UniFi system. While UniFi is not necessarily the best system for everyone, it is at least 5x cheaper than its competition.

AirFiber is a new and innovative backhaul solution.

EdgeMax routers offer the best performance for dollar out there.

While WISPs are facing increasing pressure from fiber and cable providers in developed nations, the developing world still has a lot of room for WISP growth. UBNT's AirMax products still have a lot of room for growth.

UBNT is also poised to jump in on the "internet of things" market.

When I look at UBNT I see great performance at costs often less than 5x the competition, a CEO-owner-founder who doesn't take paychecks, and many areas for growth potential in an already rapidly growing market.

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Member Avatar rdcrock (27.85) Submitted: 5/16/2014 8:41:27 AM : Outperform Start Price: $34.10 UBNT Score: -19.76

Bad quarter due to increased inventory...for the moment.

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Member Avatar BigFatBEAR (29.22) Submitted: 5/12/2014 1:44:50 PM : Outperform Start Price: $32.08 UBNT Score: -12.88

Buying after the haircut for long-term growth. Good market segment, innovative, plenty of room for growth, and great profitability, ROA, & ROE. CEO is obsessive about efficiency and affordability - awesome!

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Member Avatar justinr (75.70) Submitted: 5/12/2014 5:23:45 AM : Outperform Start Price: $31.10 UBNT Score: -10.31

over sold

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