COMPARE · Reviewed August 3, 2026
MSI vs UI
Verdict: Side-by-side breakdown using the Bull Rankings model. MSI scored 57.2, UI scored 65.8 — UI leads.
Compare another set
MSI
Motorola Solutions, Inc.
57.2
$437.19 · $72.6B
fundamentals as of
Score gap
8.6
UI leads
UI
Ubiquiti Inc.
65.8
$548.66 · $33.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
MSI
stronger →← stronger
UI
83
Qualityreturns · margins · balance sheet
88
79
Growthrevenue & earnings expansion
86
29
Valuevaluation vs sector peers
37
UI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MSI
UI
$2.5bB
FCF
$741mC+
+8.3%B
Rev
+33.3%A
3.74D
D/E
0.06A-
35.2xB
P/E
35.3xB
2.35C
PEG
1.10B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MSI
UI
55% above
Price vs fair valuelower is cheaper
206% above
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
-40%
1-yr DCF upside
-71%
-35%
5-yr DCF upside
-67%
-27%
10-yr DCF upside
-61%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MSI
Why this score
- Raising its dividend
- Durable high returns
UI
Why this score
- Raising its dividend
- Durable high returns
The companies
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.
UIUbiquiti Inc.
Why now
Communication Equipment · market cap $33.2b. Down 50% from 52-week high of $1099.99 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory.
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 78% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 10.7x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.