FIVE vs. UI
FIVE (Five Below, Inc.) and UI (Ubiquiti Inc.) are both stocks. FIVE operates in Specialty Retail (Consumer Cyclical), while UI operates in Communication Equipment (Technology). Over the past 10 years, FIVE returned 15.35%/yr vs 31.52%/yr for UI. At a 0.28 correlation, their price movements are largely independent.
Performance
FIVE vs. UI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FIVE achieves a -0.99% return, which is significantly lower than UI's 3.76% return. Over the past 10 years, FIVE has underperformed UI with an annualized return of 15.35%, while UI has yielded a comparatively higher 31.52% annualized return.
FIVE
- 1D
- -2.09%
- 1M
- -16.42%
- YTD
- -0.99%
- 6M
- 6.80%
- 1Y
- 46.44%
- 3Y*
- 0.23%
- 5Y*
- 0.09%
- 10Y*
- 15.35%
UI
- 1D
- 0.96%
- 1M
- -31.90%
- YTD
- 3.76%
- 6M
- -1.29%
- 1Y
- 40.95%
- 3Y*
- 51.97%
- 5Y*
- 13.77%
- 10Y*
- 31.52%
FIVE vs. UI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIVE Five Below, Inc. | -0.99% | 79.46% | -50.76% | 20.52% | -14.51% | 18.24% | 36.85% | 24.96% | 54.28% | 65.97% |
UI Ubiquiti Inc. | 3.76% | 67.72% | 141.15% | -48.23% | -9.99% | 10.83% | 48.49% | 91.65% | 40.69% | 22.87% |
Correlation
The correlation between FIVE and UI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2012 | 0.28 |
Fundamentals
FIVE:
$10.37B
UI:
$34.69B
FIVE:
$7.93
UI:
$15.56
FIVE:
23.51
UI:
36.82
FIVE:
2.61
UI:
2.39
FIVE:
2.04
UI:
11.20
FIVE:
4.48
UI:
28.86
FIVE:
$5.08B
UI:
$3.10B
FIVE:
$1.77B
UI:
$1.42B
FIVE:
$757.48M
UI:
$1.12B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FIVE vs. UI — Risk / Return Rank
FIVE
UI
FIVE vs. UI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Five Below, Inc. (FIVE) 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.
| FIVE | UI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | 0.86 | +1.02 |
| Martin ratioReturn relative to average drawdown | 8.48 | 2.13 | +6.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| FIVE | UI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.66 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.28 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.66 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.54 | -0.19 |
Drawdowns
FIVE vs. UI - Drawdown Comparison
The maximum FIVE drawdown since its inception was -76.40%, roughly equal to the maximum UI drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for FIVE and UI.
Loading charts...
Drawdown Indicators
| FIVE | UI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.40% | -77.49% | +1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -24.71% | -47.62% | +22.91% |
Max Drawdown (3Y)Largest decline over 3 years | -74.13% | -47.62% | -26.51% |
Max Drawdown (5Y)Largest decline over 5 years | -76.40% | -69.44% | -6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -76.40% | -72.21% | -4.19% |
Current DrawdownCurrent decline from peak | -24.71% | -47.12% | +22.41% |
Average DrawdownAverage peak-to-trough decline | -23.20% | -26.53% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 19.31% | -13.81% |
Volatility
FIVE vs. UI - Volatility Comparison
Five Below, Inc. (FIVE) and Ubiquiti Inc. (UI) have volatilities of 18.13% and 18.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FIVE | UI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.13% | 18.36% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 29.44% | 39.92% | -10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.05% | 62.06% | -23.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.93% | 48.63% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.13% | 47.98% | -1.85% |
Dividends
FIVE vs. UI - Dividend Comparison
FIVE has not paid dividends to shareholders, while UI's dividend yield for the trailing twelve months is around 0.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
FIVE Five Below, 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
FIVE vs. UI - Financials Comparison
This section allows you to compare key financial metrics between Five Below, 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.
Total Revenue: Total amount of money received from sales and other business activities
FIVE vs. UI - Profitability Comparison
FIVE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported a gross profit of 427.52M and revenue of 1.29B. Therefore, the gross margin over that period was 33.3%.
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%.
FIVE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported an operating income of 154.24M and revenue of 1.29B, resulting in an operating margin of 12.0%.
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%.
FIVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported a net income of 123.06M and revenue of 1.29B, resulting in a net margin of 9.6%.
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
FIVE and UI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UI has higher volatility (18.36%) compared to FIVE (18.13%). In terms of maximum drawdown, FIVE dropped -76.40% vs UI's -77.49%.
FIVE currently has the higher Sharpe Ratio (1.20 vs 0.66), 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.
Find the right allocation for FIVE and UI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer