UI vs. ESE

Last updated Jun 9, 2026

UI (Ubiquiti Inc.) and ESE (ESCO Technologies Inc.) are both stocks. Both are in the Technology sector — UI in Communication Equipment, ESE in Scientific & Technical Instruments. Over the past 10 years, UI returned 31.52%/yr vs 22.38%/yr for ESE. At a 0.34 correlation, their price movements are largely independent.

Performance

UI vs. ESE - Performance Comparison

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

Returns By Period

In the year-to-date period, UI achieves a 3.76% return, which is significantly lower than ESE's 51.28% return. Over the past 10 years, UI has outperformed ESE with an annualized return of 31.52%, while ESE has yielded a comparatively lower 22.38% annualized return.

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%

ESE

• 1D: 0.94%
• 1M: -2.55%
• YTD: 51.28%
• 6M: 49.13%
• 1Y: 60.70%
• 3Y*: 45.43%
• 5Y*: 26.97%
• 10Y*: 22.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

UI vs. ESE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UI Ubiquiti Inc.	3.76%	67.72%	141.15%	-48.23%	-9.99%	10.83%	48.49%	91.65%	40.69%	22.87%
ESE ESCO Technologies Inc.	51.28%	46.96%	14.15%	34.13%	-2.30%	-12.59%	12.01%	41.00%	10.04%	6.79%

Correlation

The correlation between UI and ESE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.45
Correlation (3Y) Calculated over the trailing 3-year period	0.43
Correlation (5Y) Calculated over the trailing 5-year period	0.43
Correlation (10Y) Calculated over the trailing 10-year period	0.38
Correlation (All Time) Calculated using the full available price history since Oct 17, 2011	0.34

The correlation between UI and ESE shifts across timeframes, from 0.34 (all time) to 0.45 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap UI : $34.69B ESE : $7.65B
EPS UI : $15.56 ESE : $11.89
PE Ratio UI : 36.82 ESE : 24.84
PEG Ratio UI : 2.39 ESE : 0.41
PS Ratio UI : 11.20 ESE : 6.13
PB Ratio UI : 28.86 ESE : 4.77
Total Revenue (TTM) UI : $3.10B ESE : $1.25B
Gross Profit (TTM) UI : $1.42B ESE : $271.43M
EBITDA (TTM) UI : $1.12B ESE : $238.72M

Return for Risk

UI vs. ESE — Risk / Return Rank

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

UI

UI Risk / Return Rank: 63
UI Sharpe Ratio Rank: 64
UI Sortino Ratio Rank: 63
UI Omega Ratio Rank: 65
UI Calmar Ratio Rank: 61
UI Martin Ratio Rank: 62

ESE

ESE Risk / Return Rank: 87
ESE Sharpe Ratio Rank: 89
ESE Sortino Ratio Rank: 85
ESE Omega Ratio Rank: 84
ESE Calmar Ratio Rank: 89
ESE Martin Ratio Rank: 89

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.

UI vs. ESE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ubiquiti Inc. (UI) and ESCO Technologies Inc. (ESE). 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.

	UI	ESE	Difference
Sharpe ratio: Return per unit of total volatility	0.66	1.99	-1.32
Sortino ratio: Return per unit of downside risk	1.31	2.63	-1.31
Omega ratio: Gain probability vs. loss probability	1.18	1.33	-0.14
Calmar ratio: Return relative to maximum drawdown	0.86	4.01	-3.14
Martin ratio: Return relative to average drawdown	2.13	10.69	-8.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UI vs. ESE - Sharpe Ratio Comparison

The current UI Sharpe Ratio is 0.66, which is lower than the ESE Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of UI and ESE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	UI	ESE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.66	1.99	-1.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	0.89	-0.61
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.66	0.74	-0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.42	+0.12

Drawdowns

UI vs. ESE - Drawdown Comparison

The maximum UI drawdown since its inception was -77.49%, which is greater than ESE's maximum drawdown of -58.54%. Use the drawdown chart below to compare losses from any high point for UI and ESE.

Drawdown Indicators

	UI	ESE	Difference
Max Drawdown Largest peak-to-trough decline	-77.49%	-58.54%	-18.95%
Max Drawdown (1Y) Largest decline over 1 year	-47.62%	-15.22%	-32.40%
Max Drawdown (3Y) Largest decline over 3 years	-47.62%	-17.52%	-30.10%
Max Drawdown (5Y) Largest decline over 5 years	-69.44%	-36.88%	-32.56%
Max Drawdown (10Y) Largest decline over 10 years	-72.21%	-45.97%	-26.24%
Current Drawdown Current decline from peak	-47.12%	-12.95%	-34.17%
Average Drawdown Average peak-to-trough decline	-26.53%	-20.25%	-6.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.31%	5.70%	+13.61%

Volatility

UI vs. ESE - Volatility Comparison

Ubiquiti Inc. (UI) has a higher volatility of 18.36% compared to ESCO Technologies Inc. (ESE) at 11.76%. This indicates that UI's price experiences larger fluctuations and is considered to be riskier than ESE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UI	ESE	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.36%	11.76%	+6.60%
Volatility (6M) Calculated over the trailing 6-month period	39.92%	25.28%	+14.64%
Volatility (1Y) Calculated over the trailing 1-year period	62.06%	30.78%	+31.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	48.63%	30.37%	+18.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.98%	30.51%	+17.47%

Dividends

UI vs. ESE - Dividend Comparison

UI's dividend yield for the trailing twelve months is around 0.56%, more than ESE's 0.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESE ESCO Technologies Inc.	0.11%	0.16%	0.24%	0.27%	0.37%	0.27%	0.31%	0.43%	0.49%	0.40%	0.56%	0.89%
UI Ubiquiti Inc.	0.56%	0.51%	0.72%	1.72%	0.88%	0.65%	0.50%	0.58%	0.50%	0.00%	0.00%	0.00%

Financials

UI vs. ESE - Profitability Comparison

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

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%.

ESE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ESCO Technologies Inc. reported a gross profit of -119.92M and revenue of 309.34M. Therefore, the gross margin over that period was -38.8%.

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%.

ESE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ESCO Technologies Inc. reported an operating income of 23.86M and revenue of 309.34M, resulting in an operating margin of 7.7%.

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%.

ESE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ESCO Technologies Inc. reported a net income of 34.73M and revenue of 309.34M, resulting in a net margin of 11.2%.

Frequently Asked Questions

Can I hold both UI and ESE in my portfolio?

UI and ESE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, UI or ESE?

UI has higher volatility (18.36%) compared to ESE (11.76%). In terms of maximum drawdown, UI dropped -77.49% vs ESE's -58.54%.

Which has better risk-adjusted returns?

ESE currently has the higher Sharpe Ratio (1.99 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.