MOTOROLA SOLUTIONS, INC. vs UBIQUITI INC., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Both sell networks, but economically Motorola Solutions is a government annuity, mission-critical radio and dispatch systems renewed through public budgets, while Ubiquiti is a retail phenomenon, prosumer gear sold with almost no salesforce. The lean model out-earns the annuity operationally, a 36.9% operating margin against 19.3%, and a 54.9% return on assets against 11%. Both flatter their returns on equity, Motorola through 3.5 turns of leverage, Ubiquiti not at all: its 78.4% is real. The market prices them within 1.4 multiple turns, 32.5 and 33.9 times. Ubiquiti pays a token 0.5% dividend, Motorola 1.1%. Same price of admission for the safest revenue in the sector and the leanest; the pair is a taste test in what durability means.
Comparison updated 2026-07-10.
| Metric | MSI | UI |
|---|---|---|
| Price | $402.96 | $526.55 |
| Market cap | $67.7B | $31.9B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +20.5% | +40.3% |
| P/E | 32.5 | 33.9 |
| P/B | 26.41 | 26.53 |
| P/S | 5.70 | 10.30 |
| EV/EBITDA | 22.2 | 28.4 |
| Revenue growth | +8.2% | +34.4% |
| Gross margin | 50.2% | 47.0% |
| Operating margin | 19.3% | 36.9% |
| Net margin | 17.6% | 30.4% |
| Return on equity | 81.5% | 78.4% |
| Return on assets | 10.9% | 54.9% |
| Return on invested capital | 21.2% | 74.2% |
| FCF yield | 3.7% | 2.3% |
| Dividend yield | 1.1% | 0.5% |
| Debt / equity | 3.50 | 0.00 |
| Current ratio | 1.07 | 3.56 |
| Altman Z (solvency) | 6.93 | 10.00 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
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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.