Ubiquiti vs Viavi Solutions
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KIRA’s take AI analyst
I put Ubiquiti and Viavi Solutions side by side, using each one’s latest annual report. Here is what stands out:
- Ubiquiti is the larger business, with $3.3B of revenue in fiscal 2026 against $1.5B for Viavi Solutions, about 2.2 times as much.
- Viavi Solutions grew revenue faster (40.0%, against 27.2%).
- Ubiquiti kept more of each dollar of sales as operating profit (36.2% operating margin, against 6.9%).
- Ubiquiti turned more of its sales into free cash flow (27.8% FCF margin, against 5.5%).
- Ubiquiti earned a higher return on the capital invested in it (104.2%, against 4.3%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Ubiquiti
UI
9/11
5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Viavi Solutions
VIAV
2/11
Revenue growthGross margin
Side by side
Best in the row
| Latest fiscal year | UI FY26 | VIAV FY26 |
|---|---|---|
| Size | ||
| Market cap | $35.4B | $7.0B |
| Revenue | $3.3B | $1.5B |
| Free cash flow | $909M | $82.8M |
| Net income | $960M | −$30.4M |
| Growth | ||
| Revenue growth | 27.2% | 40.0% |
| 5-year growth | 11.5% | 4.8% |
| Share count change | 0.1% | 1.7% |
| Profitability | ||
| Gross margin | 46.2% | 57.7% |
| Operating margin | 36.2% | 6.9% |
| Net margin | 29.3% | −2.0% |
| FCF margin | 27.8% | 5.5% |
| Return on capital | 104.2% | 4.3% |
| Return on equity | 91.1% | −2.7% |
| Balance sheet | ||
| Net debt | −$611M | −$7.9M |
| Net debt / EBITDA | −0.5x | −0.1x |
| Dividends and buybacks | $194M | $30.0M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.