SNX vs UI
TD Synnex vs Ubiquiti Inc. — AI-powered side-by-side comparison
| Metric | SNX | UI |
|---|
| AI Score |
70
|
66
|
| Price |
$253.78
|
$573.47
|
| P/E Ratio |
18.04×
|
36.79×
|
| ROE |
9.8%
|
106.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
6.8%
|
46.0%
|
| Debt / Equity |
0.53×
|
0.06×
|
| Dividend Yield |
0.7%
|
0.6%
|
| RSI (14) |
49.5
|
68.3
|
| Beta |
1.436
|
1.314
|
| Expected Upside |
+16.8%
|
—
|
AI Committee View
Current Innellis committee reasoning for SNX versus UI.
SNX leads by 4 points.
SNX scores 70/100 (Buy) versus UI at 66/100 (Buy).
SNX Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
UI Committee View
60% agreement
5 analysts
Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 101.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
- EPS growing 71.2% YoY — Growth
Bear Case
- P/E of 36.7 is moderate-to-rich — Value
- Price-to-book of 37.3x prices in significant intangible value — Value