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Ubiquiti vs Vistance Networks

Ubiquiti is the larger business, with $3.27bn of revenue in fiscal 2026 against $1.93bn for Vistance Networks (1.7 times as much). Vistance Networks grew faster (39.7% against 27.2%). Vistance Networks kept more of each dollar of sales as profit: a net margin of 118.2% against 29.3%.

Latest fiscal yearUbiquitiUI, 2026Vistance NetworksVISN, 2025
Revenue $3.27bn $1.93bn
Revenue growth 27.2% 39.7%
Net income $960m $2.28bn
Operating margin 36.2% 2.5%
Net margin 29.3% 118.2%
Return on equity 91.1% —
Free cash flow $909m $253m
Cash $523m $614m
Total debt $47.5m $7.36bn
Debt to equity 3.3% —
Dividend per share $3.20 —
Dividend yield 0.6% —
Share buybacks — —
Employees 1,818 4,500
Market value $33.05bn $1.46bn
Price vs our value range Within our value range Below our value range
Moat score 86 (Strong) 40 (Weak)
Insider trades, 12 months 0 buys, 2 sales 1 buys, 2 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.