Motorola Solutions Inc (MSI) is undervalued and Ubiquiti Inc (UI) is fairly valued.
Against our estimates of intrinsic value, MSI trades at the wider discount: a margin of safety of +24%, against -0% for UI.
Values as of the 22 Sept 2026 close.
A 8.8x revenue multiple, adjusted for growth and margin, values the shares at $602.32; the price of $456.70 is 24% below that value.
Leak Score 90/100 on 9 of 12 signals
A 10.6x revenue multiple, adjusted for growth and margin, values the shares at $579.86; the price of $580.88 sits right on that value.
Leak Score 69/100 on 9 of 12 signals
| Metric | MSI | UI |
|---|---|---|
| Verdict | Undervalued | Fairly valued |
| Price | $456.70 | $580.88 |
| Intrinsic value | $602.32 | $579.86 |
| Margin of safety | +24% | -0% |
| Leak Score | 90/100 (9/12) | 69/100 (9/12) |
| Market cap | $75.6B | $35.2B |
| Revenue growth, 5 years | 9.5% | 11.5% |
| Operating margin | 25.3% | 36.2% |
| Net margin | 17.4% | 29.3% |
| Return on equity | 92.0% | 91.1% |
| Debt to equity | 3.60 | 0.06 |
| P/E | 36.0x | 36.6x |
| Forward P/E | 23.8x | 29.7x |
| P/B | 28.3x | 24.4x |
| Dividend yield | 1.0% | 0.6% |