Motorola Solutions, Inc. vs QUALCOMM INC/DE, two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MSI and QCOM diverge most: on debt / equity, MSI reads 3.36 and QCOM reads 0.48; on revenue growth, MSI reads +10.2% and QCOM reads +1.9%. The rest of the comparable metrics sit closer together. On valuation, today's MSI price has a different growth bar priced in than QCOM (+18.3% implied for MSI vs +24.1% for QCOM); the higher figure is the steeper assumption to clear, not a better or worse stock. What MSI's price implies is a bet that sits within the historical range (whole-company basis). What QCOM's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | MSI | QCOM |
|---|---|---|
| Price | $443.97 | $175.52 |
| Market cap | $74.2B | $187.6B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.3% | +24.1% |
| P/E | 35.0 | 20.0 |
| P/B | 27.62 | 6.78 |
| P/S | 6.07 | 4.26 |
| EV/EBITDA | 22.9 | 16.6 |
| Revenue growth | +10.2% | +1.9% |
| Gross margin | 53.6% | — |
| Operating margin | 25.8% | 16.4% |
| Net margin | 17.4% | 22.2% |
| Return on equity | 79.4% | 35.4% |
| Return on assets | 11.1% | 17.1% |
| Return on invested capital | 19.6% | 22.6% |
| FCF yield | 3.6% | 5.5% |
| Dividend yield | 1.0% | 2.0% |
| Debt / equity | 3.36 | 0.48 |
| Current ratio | 1.10 | 2.02 |
| Altman Z (solvency) | 7.00 | 5.56 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.