Ubiquiti Networks, Inc. (NASDAQ:UBNT)

CAPS Rating: 5 out of 5

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Member Avatar TMFPencils (99.81) Submitted: 7/17/2014 2:14:40 PM : Outperform Start Price: $31.27 UBNT Score: +23.37

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: $40.11 UBNT Score: +0.15

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 (46.21) Submitted: 6/18/2014 12:32:36 PM : Outperform Start Price: $45.06 UBNT Score: -12.47

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: $37.71 UBNT Score: +5.08

Better technology

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Member Avatar andinajo (57.18) Submitted: 6/5/2014 6:56:44 PM : Outperform Start Price: $37.20 UBNT Score: +6.28

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 (41.51) Submitted: 5/30/2014 12:59:47 PM : Outperform Start Price: $34.97 UBNT Score: +11.75

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: $32.93 UBNT Score: +16.57

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 (41.56) Submitted: 5/16/2014 8:41:27 AM : Outperform Start Price: $34.29 UBNT Score: +11.43

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

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Member Avatar Gilcon (22.24) Submitted: 5/13/2014 10:17:15 PM : Outperform Start Price: $34.06 UBNT Score: +13.50

time to see a rebound for UBNT.

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Member Avatar BigFatBEAR (29.24) Submitted: 5/12/2014 1:44:50 PM : Outperform Start Price: $32.26 UBNT Score: +19.90

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 (70.88) Submitted: 5/12/2014 5:23:45 AM : Outperform Start Price: $31.27 UBNT Score: +23.37

over sold

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Member Avatar tdonb (23.52) Submitted: 5/9/2014 1:18:56 PM : Outperform Start Price: $43.50 UBNT Score: -16.65

Purchased more at around $32

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Member Avatar GSGM (< 20) Submitted: 4/22/2014 3:19:11 PM : Outperform Start Price: $42.82 UBNT Score: -11.44

Good base in price/volume.

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Member Avatar DJSka (< 20) Submitted: 4/12/2014 3:56:23 PM : Outperform Start Price: $37.72 UBNT Score: -1.80

This stock has been unfairly punished in the small cap selloff. Kevin Pera is a superb CEO and I believe the 25+% growth will continue for at least 3 more years.

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Member Avatar dstwhit (73.88) Submitted: 4/9/2014 12:01:26 PM : Outperform Start Price: $40.67 UBNT Score: -7.91

former apple leadership; saul rec; low-cost structure; wisdom-of-crowds customer dev't model (linux-like); blue ocean strategy (low price AND high quality strategy)

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Member Avatar bcurtis9944 (24.87) Submitted: 3/24/2014 7:40:16 PM : Outperform Start Price: $50.04 UBNT Score: -25.88

The companies products are in high demand. Ubiquiti is selling all their products

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Member Avatar rfaramir (29.39) Submitted: 3/7/2014 3:00:36 PM : Outperform Start Price: $48.43 UBNT Score: -22.32

I was recently convinced that they are a positively disruptive company by a very happy customer of theirs.

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Member Avatar buynholdisdead (< 20) Submitted: 3/5/2014 5:32:13 PM : Outperform Start Price: $49.87 UBNT Score: -24.57

This company is doing everything right now. Their customers are begging for more product so UBNT loaded up on the inventory this quarter. Sales should go through the roof.

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Member Avatar Miketmah (58.83) Submitted: 2/18/2014 9:45:33 PM : Outperform Start Price: $50.11 UBNT Score: -27.49

crowd source to hold down costs with top of line products equals fast growth and large profits

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Member Avatar RedandBlack (98.95) Submitted: 2/8/2014 9:49:20 PM : Outperform Start Price: $43.72 UBNT Score: -18.26

Strong growth in 4Q13, nice margins and cash flow. UBNT seems to have a good combination of product design, engineering, and customer focus. With current market cap of $3.7B and net income of $160M annually (23 P/E) and growth rates +50% it seems like a bargain.

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