InterDigital
IDCC · Communications Equipment
$327.28
1.4%Ubiquiti
UI · Communications Equipment
$587.42
1.4%The short version
- Ubiquiti is the larger business, with $3.3B of revenue in fiscal 2026 against $834M for InterDigital, about 3.9 times as much.
- Ubiquiti grew revenue faster (27.2%, against −4.0%).
- InterDigital kept more of each dollar of sales as operating profit (55.3% operating margin, against 36.2% operating margin).
- InterDigital turned more of its sales into free cash flow (63.4% FCF margin, against 27.8% FCF margin).
- InterDigital earned a higher return on the capital invested in it (113.5%, against 104.2%).
- Investors pay more for each dollar of InterDigital’s earnings: a P/E of 38.1x against 37.1x for Ubiquiti.
| Latest fiscal year | IDCC · FY25 | UI · FY26 |
|---|---|---|
| Size | ||
| Market cap | $11.2B | $35.6B |
| Revenue | $834M | $3.3B |
| Free cash flow | $529M | $909M |
| Net income | $407M | $960M |
| Growth | ||
| Revenue growth | −4.0% | 27.2% |
| 5-year growth | 18.4% | 11.5% |
| Share count change | 16.0% | 0.1% |
| Profitability | ||
| Gross margin | — | 46.2% |
| Operating margin | 55.3% | 36.2% |
| Net margin | 48.8% | 29.3% |
| FCF margin | 63.4% | 27.8% |
| Return on capital | 113.5% | 104.2% |
| Return on equity | 41.5% | 91.1% |
| Balance sheet | ||
| Net debt | −$769M | −$611M |
| Net debt / EBITDA | −1.4x | −0.5x |
| Dividends and buybacks | $163M | $194M |
| Valuation & quality | ||
| P/E | 38.1x | 37.1x |
| Piotroski F-score | 6 | 7 |
FY17
IDCC $533M
UI $865M
FY18
IDCC $307M
UI $1.0B
FY19
IDCC $319M
UI $1.2B
FY20
IDCC $359M
UI $1.3B
FY21
IDCC $425M
UI $1.9B
FY22
IDCC $458M
UI $1.7B
FY23
IDCC $550M
UI $1.9B
FY24
IDCC $869M
UI $1.9B
FY25
IDCC $834M
UI $2.6B
FY26
IDCC —
UI $3.3B
IDCC
UI
FY17
IDCC 56.6%
UI 33.5%
FY18
IDCC 20.4%
UI 32.1%
FY19
IDCC 11.9%
UI 33.9%
FY20
IDCC 15.4%
UI 37.2%
FY21
IDCC 16.7%
UI 39.1%
FY22
IDCC 32.9%
UI 27.3%
FY23
IDCC 40.3%
UI 28.1%
FY24
IDCC 50.6%
UI 25.9%
FY25
IDCC 55.3%
UI 32.5%
FY26
IDCC —
UI 36.2%
IDCC
UI
FY17
IDCC $314M
UI $105M
FY18
IDCC $144M
UI $323M
FY19
IDCC $84.9M
UI $208M
FY20
IDCC $152M
UI $430M
FY21
IDCC $128M
UI $594M
FY22
IDCC $283M
UI $357M
FY23
IDCC $209M
UI −$166M
FY24
IDCC $266M
UI $530M
FY25
IDCC $529M
UI $627M
FY26
IDCC —
UI $909M
IDCC
UI
FY17
IDCC —
UI 140.2%
FY18
IDCC —
UI 94.7%
FY19
IDCC 7.1%
UI 138.9%
FY20
IDCC 20.3%
UI 144.4%
FY21
IDCC 22.1%
UI 246.9%
FY22
IDCC 63.7%
UI 324.6%
FY23
IDCC —
UI 106.2%
FY24
IDCC 132.6%
UI 51.5%
FY25
IDCC 113.5%
UI 85.4%
FY26
IDCC —
UI 104.2%
IDCC
UI
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.