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 3.50 and UI reads 0.00; on return on assets, MSI reads 10.9% and UI reads 54.9%. The rest of the comparable metrics sit closer together. On valuation, today's MSI price has a different growth bar priced in than UI (+21.1% implied for MSI vs +37.3% 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 | $435.83 | $557.47 |
| Market cap | $73.2B | $33.8B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +21.1% | +37.3% |
| P/E | 35.1 | 35.9 |
| P/B | 28.57 | 28.09 |
| P/S | 6.17 | 10.91 |
| EV/EBITDA | 23.8 | 30.0 |
| 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 | 3.4% | 2.2% |
| Dividend yield | 1.0% | 0.4% |
| 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.