What is Ubiquiti Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Ubiquiti Inc.'s reported free cash flow gives $410.56 per share. The share price was $685.94 on November 10, 2026, 67% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 6.5% | 10.0% | $258.06 | -62% |
| Base | 11.5% | 9.0% | $410.56 | -40% |
| Bull | 16.5% | 8.0% | $714.50 | +4% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $526.59 | $562.46 | $606.31 | $661.11 | $731.58 |
| 8.0% | $439.66 | $462.93 | $490.42 | $523.41 | $563.73 |
| 9.0% | $376.31 | $392.21 | $410.56 | $431.98 | $457.28 |
| 10.0% | $328.17 | $339.48 | $352.30 | $366.95 | $383.86 |
| 11.0% | $290.44 | $298.73 | $308.00 | $318.42 | $330.24 |
Where the presets come from
Base: years 1 to 5 grow at Ubiquiti Inc.'s revenue growth rate over the last 5 fiscal years (11.5% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions