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.
Where MSI and UI diverge most: on debt / equity, MSI reads 3.36 and UI reads 0.00; on return on assets, MSI reads 11.1% and UI reads 43.7%. The rest of the comparable metrics sit closer together. On valuation, today's MSI price has a different growth bar priced in than UI (+18.3% implied for MSI vs +38.1% for UI); 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 UI'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 | UI |
|---|---|---|
| Price | $443.97 | $656.06 |
| Market cap | $74.2B | $39.7B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +18.3% | +38.1% |
| P/E | 35.0 | 41.4 |
| P/B | 27.62 | 27.59 |
| P/S | 6.07 | 12.14 |
| EV/EBITDA | 22.9 | 32.9 |
| Revenue growth | +10.2% | +27.8% |
| Gross margin | 53.6% | 45.8% |
| Operating margin | 25.8% | 36.3% |
| Net margin | 17.4% | 29.3% |
| Return on equity | 79.4% | 66.7% |
| Return on assets | 11.1% | 43.7% |
| Return on invested capital | 19.6% | 68.4% |
| FCF yield | 3.6% | 2.3% |
| Dividend yield | 1.0% | 0.5% |
| Debt / equity | 3.36 | 0.00 |
| Current ratio | 1.10 | 2.93 |
| Altman Z (solvency) | 7.00 | 9.56 |
| 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.