COMPARE · Reviewed August 3, 2026
MSI vs ZBRA
Verdict: Side-by-side breakdown using the Bull Rankings model. MSI scored 57.2, ZBRA scored 65.3 — ZBRA leads.
Compare another set
MSI
Motorola Solutions, Inc.
57.2
$437.19 · $72.6B
fundamentals as of
Score gap
8.1
ZBRA leads
ZBRA
Zebra Technologies Corporation
65.3
$291.64 · $13.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
MSI
stronger →← stronger
ZBRA
83
Qualityreturns · margins · balance sheet
67
79
Growthrevenue & earnings expansion
59
29
Valuevaluation vs sector peers
70
MSI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MSI
ZBRA
$2.5bB
FCF
$836mC+
+8.3%B
Rev
+9.2%B
3.74D
D/E
0.82C+
35.2xB
P/E
35.2xB
2.35C
PEG
0.63A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MSI
ZBRA
55% above
Price vs fair valuelower is cheaper
37% above
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-40%
1-yr DCF upside
-34%
-35%
5-yr DCF upside
-27%
-27%
10-yr DCF upside
-16%
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
ZBRA
Why this score
- Buying back stock
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.
ZBRAZebra Technologies Corporation
Why now
Communication Equipment · market cap $13.9b. 17% off the 52-week high of $350.64. PEG 0.63 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $332.44 (implying +14% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.58 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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.