MSI
Motorola Solutions, Inc.
MSI has slightly lower modeled downside risk, despite its lower overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over MSI overall, supported by stronger valuation and stronger modeled upside.
MSI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Stable |
MSI's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR'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's PE is in its expensive range at 43x.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over MSI in the historical PE scenario, which offers more potential upside but is not a forecast.
MSI Forward outlook
There aren't enough analyst estimates for MSI to show an outlook.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, 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.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR 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.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over MSI on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR 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.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR 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 PLTR 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.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
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.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR 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).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
MSI PE vs Technology Sector
| Metric | MSI | Sector median | Relative |
|---|---|---|---|
| PE | 43x | 28x | 53% above |
| PE % | 86 | 35 | 51 pts above |
MSI has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
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 PLTR on trend strength, trading above more of its moving averages.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% 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 the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.