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CLFD vs. UI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CLFD vs. UI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clearfield, Inc. (CLFD) and Ubiquiti Inc. (UI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CLFD achieves a 54.82% return, which is significantly higher than UI's 4.37% return. Over the past 10 years, CLFD has underperformed UI with an annualized return of 9.51%, while UI has yielded a comparatively higher 31.51% annualized return.


CLFD

1D
-6.35%
1M
53.66%
YTD
54.82%
6M
59.53%
1Y
17.53%
3Y*
3.53%
5Y*
1.19%
10Y*
9.51%

UI

1D
-2.11%
1M
-42.55%
YTD
4.37%
6M
2.45%
1Y
43.63%
3Y*
51.93%
5Y*
13.52%
10Y*
31.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLFD vs. UI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CLFD
Clearfield, Inc.
54.82%-5.97%6.60%-69.11%11.51%241.50%77.33%40.52%-19.02%-40.82%
UI
Ubiquiti Inc.
4.37%67.72%141.15%-48.23%-9.99%10.83%48.49%91.65%40.69%22.87%

Correlation

The correlation between CLFD and UI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Oct 17, 2011

0.32

The correlation between CLFD and UI shifts across timeframes, from 0.32 (all time) to 0.50 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CLFD:

$616.95M

UI:

$34.90B

EPS

CLFD:

-$0.62

UI:

$15.56

PS Ratio

CLFD:

4.58

UI:

11.27

PB Ratio

CLFD:

2.54

UI:

29.03

Total Revenue (TTM)

CLFD:

$136.22M

UI:

$3.10B

Gross Profit (TTM)

CLFD:

$50.71M

UI:

$1.42B

EBITDA (TTM)

CLFD:

$11.00M

UI:

$1.12B

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Return for Risk

CLFD vs. UI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLFD
CLFD Risk / Return Rank: 5050
Overall Rank
CLFD Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
CLFD Sortino Ratio Rank: 5050
Sortino Ratio Rank
CLFD Omega Ratio Rank: 5252
Omega Ratio Rank
CLFD Calmar Ratio Rank: 5050
Calmar Ratio Rank
CLFD Martin Ratio Rank: 4848
Martin Ratio Rank

UI
UI Risk / Return Rank: 6262
Overall Rank
UI Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
UI Sortino Ratio Rank: 6262
Sortino Ratio Rank
UI Omega Ratio Rank: 6464
Omega Ratio Rank
UI Calmar Ratio Rank: 6060
Calmar Ratio Rank
UI Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLFD vs. UI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clearfield, Inc. (CLFD) and Ubiquiti Inc. (UI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CLFDUIDifference
Sharpe ratioReturn per unit of total volatility

-0.40

Sortino ratioReturn per unit of downside risk

-0.52

Omega ratioGain probability vs. loss probability

1.12

1.19

-0.07

Calmar ratioReturn relative to maximum drawdown

0.41

0.94

-0.52

Martin ratioReturn relative to average drawdown

0.64

2.35

-1.71

CLFD vs. UI - Sharpe Ratio Comparison

The current CLFD Sharpe Ratio is 0.31, which is lower than the UI Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of CLFD and UI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CLFDUIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

0.71

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.28

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.66

-0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.54

-0.42

Drawdowns

CLFD vs. UI - Drawdown Comparison

The maximum CLFD drawdown since its inception was -98.62%, which is greater than UI's maximum drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for CLFD and UI.


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Drawdown Indicators


CLFDUIDifference

Max Drawdown

Largest peak-to-trough decline

-98.62%

-77.49%

-21.13%

Max Drawdown (1Y)

Largest decline over 1 year

-42.66%

-46.87%

+4.21%

Max Drawdown (3Y)

Largest decline over 3 years

-54.04%

-46.87%

-7.17%

Max Drawdown (5Y)

Largest decline over 5 years

-82.52%

-69.44%

-13.08%

Max Drawdown (10Y)

Largest decline over 10 years

-82.52%

-72.21%

-10.31%

Current Drawdown

Current decline from peak

-65.71%

-46.81%

-18.90%

Average Drawdown

Average peak-to-trough decline

-63.00%

-26.52%

-36.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.27%

18.61%

+8.66%

Volatility

CLFD vs. UI - Volatility Comparison

Clearfield, Inc. (CLFD) has a higher volatility of 32.67% compared to Ubiquiti Inc. (UI) at 20.18%. This indicates that CLFD's price experiences larger fluctuations and is considered to be riskier than UI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLFDUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

32.67%

20.18%

+12.49%

Volatility (6M)

Calculated over the trailing 6-month period

42.10%

39.85%

+2.25%

Volatility (1Y)

Calculated over the trailing 1-year period

57.59%

61.91%

-4.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.22%

48.67%

+8.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.25%

47.98%

+4.27%

Dividends

CLFD vs. UI - Dividend Comparison

CLFD has not paid dividends to shareholders, while UI's dividend yield for the trailing twelve months is around 0.56%.


PositionTTM20252024202320222021202020192018
CLFD
Clearfield, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UI
Ubiquiti Inc.
0.56%0.51%0.72%1.72%0.88%0.65%0.50%0.58%0.50%

Financials

CLFD vs. UI - Financials Comparison

This section allows you to compare key financial metrics between Clearfield, Inc. and Ubiquiti Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M20222023202420252026
34.39M
788.20M
(CLFD) Total Revenue
(UI) Total Revenue
Values in USD except per share items

CLFD vs. UI - Profitability Comparison

The chart below illustrates the profitability comparison between Clearfield, Inc. and Ubiquiti Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
32.5%
47.0%
Portfolio components
CLFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported a gross profit of 11.16M and revenue of 34.39M. Therefore, the gross margin over that period was 32.5%.

UI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported a gross profit of 370.71M and revenue of 788.20M. Therefore, the gross margin over that period was 47.0%.

CLFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported an operating income of -2.07M and revenue of 34.39M, resulting in an operating margin of -6.0%.

UI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported an operating income of 290.82M and revenue of 788.20M, resulting in an operating margin of 36.9%.

CLFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported a net income of -528.00K and revenue of 34.39M, resulting in a net margin of -1.5%.

UI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported a net income of 233.91M and revenue of 788.20M, resulting in a net margin of 29.7%.


Frequently Asked Questions


CLFD and UI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CLFD has higher volatility (32.67%) compared to UI (20.18%). In terms of maximum drawdown, CLFD dropped -98.62% vs UI's -77.49%.

UI currently has the higher Sharpe Ratio (0.71 vs 0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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