InterDigital 对比 Ubiquiti
可添加、更换或移除公司,最多四家。
简而言之
- Ubiquiti 规模更大:2026 财年营收 $3.3B,InterDigital 为 $834M,约为后者的 3.9 倍。
- Ubiquiti 营收增长更快(27.2%,对方为 −4.0%)。
- InterDigital 每一美元销售额中留下的营业利润更多(营业利润率 55.3%,对方为 36.2%)。
- InterDigital 将更多销售额转化为自由现金流(自由现金流利润率 63.4%,对方为 27.8%)。
- InterDigital 的投入资本回报更高(113.5%,对方为 104.2%)。
| 最近财年 | IDCC · FY25 | UI · FY26 |
|---|---|---|
| 规模 | ||
| 市值 | $11.2B | $35.6B |
| 营收 | $834M | $3.3B |
| 自由现金流 | $529M | $909M |
| 净利润 | $407M | $960M |
| 增长 | ||
| 营收增长 | −4.0% | 27.2% |
| 5年增长率 | 18.4% | 11.5% |
| 股数变化 | 16.0% | 0.1% |
| 盈利能力 | ||
| 毛利率 | — | 46.2% |
| 营业利润率 | 55.3% | 36.2% |
| 净利率 | 48.8% | 29.3% |
| 自由现金流利润率 | 63.4% | 27.8% |
| 资本回报率 | 113.5% | 104.2% |
| 股本回报率 | 41.5% | 91.1% |
| 资产负债表 | ||
| 净债务 | −$769M | −$611M |
| 净债务 / EBITDA | −1.4x | −0.5x |
| 股息与回购 | $163M | $194M |
| 估值与质量 | ||
| 市盈率 | 38.1x | — |
| Piotroski F 分数 | 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
各公司最近一个财年的数据;各公司财年结束月份不同。在越高(或越低)明显越好的行中,突出显示最佳值。不构成投资建议。