UI vs. FIVE
UI (Ubiquiti Inc.) and FIVE (Five Below, Inc.) are both stocks. UI operates in Communication Equipment (Technology), while FIVE operates in Specialty Retail (Consumer Cyclical). Over the past 10 years, UI returned 31.37%/yr vs 15.34%/yr for FIVE. At a 0.28 correlation, their price movements are largely independent.
Performance
UI vs. FIVE - Performance Comparison
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Returns By Period
In the year-to-date period, UI achieves a -4.65% return, which is significantly lower than FIVE's 0.01% return. Over the past 10 years, UI has outperformed FIVE with an annualized return of 31.37%, while FIVE has yielded a comparatively lower 15.34% annualized return.
UI
- 1D
- -2.73%
- 1M
- -9.85%
- YTD
- -4.65%
- 6M
- -7.56%
- 1Y
- 31.39%
- 3Y*
- 45.39%
- 5Y*
- 12.04%
- 10Y*
- 31.37%
FIVE
- 1D
- 0.95%
- 1M
- -17.15%
- YTD
- 0.01%
- 6M
- -0.80%
- 1Y
- 44.22%
- 3Y*
- -2.20%
- 5Y*
- -0.96%
- 10Y*
- 15.34%
UI vs. FIVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UI Ubiquiti Inc. | -4.65% | 67.72% | 141.15% | -48.23% | -9.99% | 10.83% | 48.49% | 91.65% | 40.69% | 22.87% |
FIVE Five Below, Inc. | 0.01% | 79.46% | -50.76% | 20.52% | -14.51% | 18.24% | 36.85% | 24.96% | 54.28% | 65.97% |
Correlation
The correlation between UI and FIVE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
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 19, 2012 | 0.28 |
Fundamentals
UI:
$31.88B
FIVE:
$10.47B
UI:
$15.56
FIVE:
$7.93
UI:
33.83
FIVE:
23.75
UI:
2.19
FIVE:
2.64
UI:
10.30
FIVE:
2.06
UI:
26.52
FIVE:
4.53
UI:
$3.10B
FIVE:
$5.08B
UI:
$1.42B
FIVE:
$1.77B
UI:
$1.12B
FIVE:
$757.48M
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Return for Risk
UI vs. FIVE — Risk / Return Rank
UI
FIVE
UI vs. FIVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ubiquiti Inc. (UI) and Five Below, Inc. (FIVE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UI | FIVE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.81 | -1.16 |
| Martin ratioReturn relative to average drawdown | 1.53 | 6.02 | -4.50 |
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Drawdowns
UI vs. FIVE - Drawdown Comparison
The maximum UI drawdown since its inception was -77.49%, roughly equal to the maximum FIVE drawdown of -76.40%. Use the drawdown chart below to compare losses from any high point for UI and FIVE.
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Drawdown Indicators
| UI | FIVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.49% | -76.40% | -1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -51.41% | -24.93% | -26.48% |
Max Drawdown (3Y)Largest decline over 3 years | -51.41% | -74.13% | +22.72% |
Max Drawdown (5Y)Largest decline over 5 years | -69.44% | -76.40% | +6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -72.21% | -76.40% | +4.19% |
Current DrawdownCurrent decline from peak | -51.41% | -23.96% | -27.45% |
Average DrawdownAverage peak-to-trough decline | -26.60% | -23.20% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.11% | 7.49% | +14.62% |
Volatility
UI vs. FIVE - Volatility Comparison
The current volatility for Ubiquiti Inc. (UI) is 10.52%, while Five Below, Inc. (FIVE) has a volatility of 17.71%. This indicates that UI experiences smaller price fluctuations and is considered to be less risky than FIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UI | FIVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.52% | 17.71% | -7.19% |
Volatility (6M)Calculated over the trailing 6-month period | 40.48% | 29.80% | +10.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.18% | 39.08% | +23.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.70% | 47.99% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.00% | 46.16% | +1.84% |
Dividends
UI vs. FIVE - Dividend Comparison
UI's dividend yield for the trailing twelve months is around 0.61%, while FIVE has not paid dividends to shareholders.
| 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. | 0.61% | 0.51% | 0.72% | 1.72% | 0.88% | 0.65% | 0.50% | 0.58% | 0.50% |
Financials
UI vs. FIVE - Financials Comparison
This section allows you to compare key financial metrics between Ubiquiti Inc. and Five Below, 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
UI vs. FIVE - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
UI and FIVE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIVE has higher volatility (17.71%) compared to UI (10.52%). In terms of maximum drawdown, UI dropped -77.49% vs FIVE's -76.40%.
FIVE currently has the higher Sharpe Ratio (1.16 vs 0.54), 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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