MSI
Motorola Solutions, Inc.
MSI trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over MSI overall, supported by stronger modeled upside and stronger valuation.
MSI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Stable |
MSI's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
MSI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 31x | $385 | -27% |
| Fair | 35x | $434 | -18% |
| Expensive | 39x | $482 | -9.1% |
| Current | 43x | $530 | — |
Historical ranges are pointers, not guarantees.
MSI has the edge over MU in the historical PE scenario, which offers more potential upside but is not a forecast.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
MSI Forward outlook
There aren't enough analyst estimates for MSI to show an outlook.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
MSI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $12.42 | -0.4% |
| Q2 2026 | $12.69 | +2.1% |
| Q1 2026 | $12.40 | +3.4% |
| Q4 2025 | $12.75 | +38% |
| Q3 2025 | $12.47 | +37% |
| Q2 2025 | $12.43 | +46% |
| Q1 2025 | $11.99 | +48% |
| Q4 2024 | $9.23 | -7% |
MSI earned $12.42 per share over the past year, about the same as the year before.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over MSI on earnings, with more consistent year-over-year improvement.
MSI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.4B | +12% |
| Q2 2026 | $3.1B | +13% |
| Q1 2026 | $2.7B | +7.4% |
| Q4 2025 | $3.4B | +12% |
| Q3 2025 | $3B | +7.8% |
| Q2 2025 | $2.8B | +5.2% |
| Q1 2025 | $2.5B | +5.8% |
| Q4 2024 | $3B | +5.7% |
MSI's revenue has grown year over year for 23 quarters in a row: $3.4B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | -2.6 points |
| Q2 2026 | 26% | +0.8 points |
| Q1 2026 | 19% | -3.7 points |
| Q4 2025 | 28% | +0.9 points |
| Q3 2025 | 26% | +0.1 points |
| Q2 2025 | 25% | +0.5 points |
| Q1 2025 | 23% | +1.3 points |
| Q4 2024 | 27% | +1.1 points |
MSI's operating margin was 23% last quarter, down 2.6 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over MSI on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over MSI on profitability, with a higher operating margin.
MSI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $589M | -20% |
| Q2 2026 | $414M | +84% |
| Q1 2026 | $389M | -18% |
| Q4 2025 | $1.1B | +16% |
| Q3 2025 | $732M | +4.3% |
| Q2 2025 | $225M | +101% |
| Q1 2025 | $473M | +41% |
| Q4 2024 | $984M | -15% |
MSI generated $2.5B in free cash flow over the past year, up 5% from the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over MSI on cash flow, with more consistent year-over-year improvement.
MSI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +200K shares |
| 1 year | -0.9% | -1.6M shares |
| 3 years | -2.5% | -4.3M shares |
| 5 years | -3.8% | -6.7M shares |
| Available history | -4.7% | -8.2M shares |
MSI has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $94M |
| Q2 2026 | $331M |
| Q1 2026 | $118M |
| Q4 2025 | $490M |
| Q3 2025 | $121M |
| Q2 2025 | $218M |
| Q1 2025 | $325M |
| Q4 2024 | $103M |
MSI spent $1B buying back its own shares over the past year, up 35% from the year before.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has 1.1B diluted shares, up 1.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
MSI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.6x | Moderate |
| Q2 2026 | 2.3x | Moderate |
| Q1 2026 | 2.4x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.3x | Healthy |
MSI's net debt is about 2.6 years of its operating earnings (EBITDA), about the same as a year ago.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has the edge over MSI on leverage, with a lower net debt burden relative to earnings.
MSI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 72.9 | Overbought |
| Stochastic | 81.5 | Overbought |
MSI's weekly RSI is 73 (overbought) and its Stochastic is 82 (overbought).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
MSI PE vs Technology Sector
| Metric | MSI | Sector median | Relative |
|---|---|---|---|
| PE | 43x | 28x | 53% above |
| PE % | 86 | 35 | 51 pts above |
MSI is trading at 43x earnings, a 53% premium to the Technology sector's median of 28x.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU has the edge over MSI on valuation relative to its sector.
MSI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $478.7 | 11% above |
| 20 week MA | $461.8 | 15% above |
| 50 week MA | $434.8 | 22% above |
| 100 week MA | $434.6 | 22% above |
| 200 week MA | $387.3 | 37% above |
MSI has the edge over MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
MSI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $161.5 | $168.5 | +4.3% |
| 2021 | $168.5 | $262.9 | +56% |
| 2022 | $262.9 | $256.6 | -2.4% |
| 2023 | $256.6 | $313.1 | +22% |
| 2024 | $313.1 | $467.3 | +49% |
| 2025 | $467.3 | $377.0 | -19% |
| 2026 YTD | $377.0 | $530.4 | +41% |
MSI has finished higher in four of the last six years. It's up 41% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over MSI on returns for 2026, with the stronger performance.