Motorola Solutions Inc (MSI)vsUbiquiti Networks Inc (UI)
MSI
Motorola Solutions Inc
$467.28
-0.39%
TECHNOLOGY · Cap: $78.13B
UI
Ubiquiti Networks Inc
$784.88
-0.46%
TECHNOLOGY · Cap: $46.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 293% more annual revenue ($11.68B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 18.4%. UI appears more attractively valued with a PEG of 0.82. UI earns a higher WallStSmart Score of 73/100 (B).
MSI
Buy62
out of 100
Grade: C+
UI
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.5%
Fair Value
$262.35
Current Price
$467.28
$204.93 premium
Margin of Safety
-1.8%
Fair Value
$700.60
Current Price
$784.88
$84.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Keeps 30 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Trading at 32.1x book value
Premium valuation, high expectations priced in
Trading at 46.7x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : MSI
The primary concerns for MSI are P/E Ratio, Piotroski F-Score, PEG Ratio. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 51.8x leaves little room for execution misses.
Key Dynamics to Monitor
MSI profiles as a mature stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.37 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
UI scores higher overall (73/100 vs 62/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong 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.
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.
Visit Website →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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