MOTOROLA SOLUTIONS, INC.
MSI · Technology · $68.8B mkt cap · FY2025 filings · Narrow moat
On the watchlist
The four filters
Pricing power82
Median gross margin 49.1% over 10y, very stable.
Returns on capital100
Median ROIC 36.0%, above the 9% hurdle in 100% of years.
Balance-sheet safety39
Net debt/EBITDA 2.3x, interest coverage 8x.
Capital discipline79
Owner earnings +16.5%/yr, share count flat.
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $1.7B
- Est. intrinsic value / share
- $179.89
- Recent price
- $415.19
- Discount to value
- 131% above value
Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.