MSI

Motorola Solutions, Inc.

TechnologyCommunication EquipmentNASDAQ

$451.44

-$15.30 (-3.39%)today

Conviction

0/ 10

Fair Value$502

Upside+11.20%

Signal0

Market Cap$71.1B

52W Range$359.36–$492.22

Next EarningsApr 30

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$228.99

Current Price$452.35

Upside / Down-49.4%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)99.9%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

21.4%/yr

±4.9% · revenue growth to justify current price

FCF-Based Reverse DCF

19.8%/yr

±3.2% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Motorola Solutions, Inc.

Trailing P/E33.5x

Forward P/E23.5x

P/S6.1x

EPS (TTM)$12.76

Analyst Target$502

Analyst Upside11.2%

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

10kMar 1

Conviction: unchanged

MSI 2025 10-K: Software Transformation & Silvus Defense Bet

FY2025: $11.7B revenue, $15.7B backlog (+7% YoY). Software & Services backlog $11.9B signals shift to recurring revenue model. Silvus ($4.4B acquisition) adds defense MANET but integration risk. Tarif...