COMPARE · Reviewed August 3, 2026
BDC vs MSI
Verdict: Side-by-side breakdown using the Bull Rankings model. BDC scored 66.0, MSI scored 57.2 — BDC leads.
Compare another set
BDC
Belden Inc.
66
$122.73 · $4.8B
fundamentals as of
Score gap
8.8
BDC leads
MSI
Motorola Solutions, Inc.
57.2
$437.19 · $72.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
BDC
stronger →← stronger
MSI
64
Qualityreturns · margins · balance sheet
83
77
Growthrevenue & earnings expansion
79
58
Valuevaluation vs sector peers
29
MSI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BDC
MSI
$212mC
FCF
$2.5bB
+9.4%B
Rev
+8.3%B
0.97C
D/E
3.74D
19.9xB+
P/E
35.2xB
1.05B+
PEG
2.35C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BDC
MSI
25% above
Price vs fair valuelower is cheaper
55% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~17%/yr
-32%
1-yr DCF upside
-40%
-20%
5-yr DCF upside
-35%
+2%
10-yr DCF upside
-27%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BDC
No notable signals flagged.
MSI
Why this score
- Raising its dividend
- Durable high returns
The companies
BDCBelden Inc.
Why now
Communication Equipment · market cap $4.8b. Down 23% from 52-week high of $159.99 — deep drawdown territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $152.75 (implying +24% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
MSIMotorola Solutions, Inc.
Why now
Communication Equipment · market cap $72.6b. 11% off the 52-week high of $492.22. 11 sell-side analysts publish a mean 1-yr target of $507.00 (implying +16% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 119% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 3.74 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.