Extreme Networks Inc (EXTR)vsMotorola Solutions Inc (MSI)
EXTR
Extreme Networks Inc
$15.46
+2.05%
TECHNOLOGY · Cap: $2.08B
MSI
Motorola Solutions Inc
$451.01
-0.82%
TECHNOLOGY · Cap: $75.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 858% more annual revenue ($11.68B vs $1.22B). EXTR leads profitability with a 75.0% profit margin vs 18.4%. EXTR appears more attractively valued with a PEG of 0.58. MSI earns a higher WallStSmart Score of 62/100 (C+).
EXTR
Buy54
out of 100
Grade: C-
MSI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1491.5%
Fair Value
$0.94
Current Price
$15.46
$14.52 premium
Margin of Safety
-60.8%
Fair Value
$261.93
Current Price
$451.01
$189.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 75 of every $100 in revenue as profit
Growing faster than its price suggests
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Generating 1.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 21.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 31.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EXTR
The strongest argument for EXTR centers on Profit Margin, PEG Ratio. Profitability is solid with margins at 75.0% and operating margin at 6.4%. Revenue growth of 13.8% demonstrates continued momentum.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : EXTR
The primary concerns for EXTR are P/E Ratio, Price/Book. A P/E of 257.7x leaves little room for execution misses.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXTR carries more volatility with a beta of 1.71 — expect wider price swings.
EXTR is growing revenue faster at 13.8% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSI scores higher overall (62/100 vs 54/100), backed by strong 18.4% margins and 12.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
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