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 $410.12 per share. The share price was $560.67 on September 25, 2026, 37% 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% | $257.61 | -54% |
| Base | 11.5% | 9.0% | $410.12 | -27% |
| Bull | 16.5% | 8.0% | $714.06 | +27% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $526.15 | $562.02 | $605.87 | $660.67 | $731.13 |
| 8.0% | $439.22 | $462.49 | $489.98 | $522.97 | $563.29 |
| 9.0% | $375.86 | $391.77 | $410.12 | $431.53 | $456.84 |
| 10.0% | $327.73 | $339.04 | $351.86 | $366.51 | $383.42 |
| 11.0% | $290.00 | $298.29 | $307.56 | $317.98 | $329.80 |
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