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    Insight
    published
    2025-12-30

    UI report

    Stock Analysis Template

    Company Information

    • Name: UI
    • Ticker: UI
    • Sector: [Sector]
    • Market Cap: [Market Cap]

    1. Financial Health Check

    • Revenue: $2.57B
    • Net Income: $711.92M
    • Net Margin: 27.66%
    • Revenue Growth (3yr CAGR): N/A (Need historical data)
    • ROE (Return on Equity): N/A (Missing Equity)
    • ROIC (Return on Invested Capital): [ROIC (Return on Invested Capital)]
    • Debt/Equity: N/A (Missing Liabilities)
    • Free Cash Flow Yield: [Free Cash Flow Yield]
    • Free Cash Flow Trend: [Free Cash Flow Trend]

    2. Financial Trends

    Revenue vs Net Income

    3. Historical Data

    YearRevenueNet IncomeGross ProfitOp. Cash Flow
    20252.57B711.92M1.12B640.03M
    20241.93B349.96M739.76M541.52M
    20231.94B407.64M760.73M-145.43M
    20221.69B378.66M669.81M370.26M
    20211.90B616.58M912.28M612.02M

    4. Competitive Advantage (Moat)

    • Type of Moat: [Network Effect, Switching Costs, Cost Advantage, Intangible Assets, Efficient Scale]
    • Strength: [Wide/Narrow/None]
    • Description: [Explain why the company has a sustainable advantage]

    5. Management Quality

    • CEO: [Name and Tenure]
    • Capital Allocation History: [Track record of M&A, buybacks vs. dividends, reinvestment rates]
    • Incentive Alignment: [How is management compensated? Stock options, performance targets?]
    • Insider Ownership: [High/Low - Specific %]

    6. Growth Prospects

    • Total Addressable Market (TAM): [Size and Growth Rate]
    • Market Share: [Current share and potential to gain]
    • New Products/Services: [Pipeline]

    7. Scuttlebutt & Soft Data

    • Customer Reviews: [Trends in customer satisfaction]
    • Employee Feedback: [Glassdoor ratings, turnover]
    • Channel Checks: [Insights from suppliers or distributors]

    8. Valuation

    • P/E Ratio: [Current vs. Historical vs. Peers]
    • EV/EBITDA: [Current vs. Historical vs. Peers]
    • DCF Fair Value: [Estimate]

    9. Risks

    • [Risk 1]
    • [Risk 2]
    • [Risk 3]

    10. Checklist

    • Do I understand the business model?
    • Is the balance sheet healthy?
    • Is management aligned with shareholders?
    • Is the valuation reasonable?
    • Is there a clear catalyst?