Ubiquiti vs Viasat
Viasat is the larger business, with $4.64bn of revenue in fiscal 2026 against $3.27bn for Ubiquiti (1.4 times as much). Ubiquiti grew faster (27.2% against 2.7%). Ubiquiti kept more of each dollar of sales as profit: a net margin of 29.3% against -0.7%. Ubiquiti carries less debt relative to equity (3.3% against 141.3%).
| Latest fiscal year | UbiquitiUI, 2026 | ViasatVSAT, 2026 |
|---|---|---|
| Revenue | $3.27bn | $4.64bn |
| Revenue growth | 27.2% | 2.7% |
| Net income | $960m | −$34.1m |
| Operating margin | 36.2% | 2.3% |
| Net margin | 29.3% | -0.7% |
| Return on equity | 91.1% | -0.7% |
| Free cash flow | $909m | $1.59bn |
| Cash | $523m | $1.75bn |
| Total debt | $47.5m | $6.59bn |
| Debt to equity | 3.3% | 141.3% |
| Dividend per share | $3.20 | — |
| Dividend yield | 0.6% | — |
| Share buybacks | — | — |
| Employees | 1,818 | — |
| Market value | $33.05bn | $10.33bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 86 (Strong) | 19 (Weak) |
| Insider trades, 12 months | 0 buys, 2 sales | 0 buys, 63 sales |