Motorola Solutions, Inc. (MSI)

Stalwart

FairStock Score: 50/100 — MIXED

Key Financials

Current Price$487.31
Market Cap$80.6B
P/E Ratio38.34
ROE91.57%
Dividend Yield1.06%
SectorTechnology

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I see Motorola Solutions as a high-quality but fully priced stalwart today. It serves mission-critical public-safety and enterprise security markets through Products and Systems Integration and Software and Services. The strongest moat evidence is mission-critical demand and a software/services segment, though the figures alone do not quantify it. The filed record shows steady progress: in FY2024, the period ended 2024-12-31, revenue was $10.8B, net income $1.6B, and diluted EPS $9.23; in FY2025, the period ended 2025-12-31, revenue was $11.7B, net income $2.2B, and diluted EPS $12.75. In fiscal Q2 2026, the quarter ended 2026-07-04, revenue was $3.1B, net income $557.0M, diluted EPS $3.33, and margin 17.78%. FairStock's close-date figures at $485.62 on 2026-10-26 show a P/E of 38.21, P/B of 30.09, EV/EBITDA of 23.60, and FCF yield of 3.3% on $2.7B trailing free cash flow. That is a rich price for a business the supplied Lynch category calls a STALWART, with five-year profit growth of 17.8% a year and revenue growth of 9.5%. FairStock's ROE is 91.57%, helped by D/E of 3.58, so I weigh it cautiously. Still, a Piotroski F-Score of 8/9 and Altman Z-Score of 3.42 suggest decent momentum and low distress risk. The Graham Number of $67.96 leaves a negative margin of safety at this price. Good business, strong cash, but little valuation cushion.

In plain English: Motorola Solutions sells communications and security equipment and software to public-safety agencies, governments, and businesses. The business looks strong, with rising sales and profits, solid cash generation, and healthy financial-strength signals, but it carries a lot of debt. At $485.62 on 2026-10-26, the shares look expensive relative to the profits it produces and the value of its assets.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-07-04) · fiscal Q1 2026 10-Q (period ended 2026-04-04) · fiscal Q3 2025 10-Q (period ended 2025-09-27) · fiscal Q2 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer