Motorola Solutions, Inc. (MSI)
Motorola Solutions provides mission-critical communications radios, public-safety software, and video security systems for governments and enterprises.
Information Technology stock comparison
MSI vs QCOM: which business are you actually underwriting?
Compare Motorola Solutions, Inc. with QUALCOMM Incorporated using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Same SIC
- Shared themes
- 0
- Updated
- 2026-02-12
MSI vs QCOM: quick comparison
| Company fact | MSI | QCOM |
|---|---|---|
| Company | Motorola Solutions, Inc. | QUALCOMM Incorporated |
| Exchange | NYSE | NASDAQ |
| Headquarters | — | San Diego, California |
| Founded | — | 1985 |
| SEC industry | Radio & Tv Broadcasting & Communications Equipment | Radio & Tv Broadcasting & Communications Equipment |
| Fiscal year-end | December 31 | September 27 |
| Latest annual filing | 10-K · 2026-02-12 | 10-K · 2025-11-05 |
MSI vs QCOM: audited financials
QCOM reported about 3.8× the revenue of MSI in the latest audited fiscal year. On profitability, MSI converted a larger share of revenue into net income (18.4% versus 12.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | MSI | QCOM |
|---|---|---|
| Revenue | $11.7B | $44.3B |
| Net income | $2.2B | $5.5B |
| Operating cash flow | $2.8B | $14.0B |
| Diluted EPS | $12.75 | $5.01 |
| Net margin | 18.4% | 12.5% |
MSI: FY ending 2025-12-31 · QCOM: FY ending 2025-09-28. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
MSI and QCOM share the SEC industry classification “Radio & Tv Broadcasting & Communications Equipment,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
QUALCOMM Incorporated (QCOM)
Qualcomm designs the mobile chipsets and wireless-modem technology that power much of the smartphone industry, and it licenses a deep patent portfolio. It is broadening into automotive, PCs, and on-device AI.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. MSI is classified by the SEC as Radio & Tv Broadcasting & Communications Equipment, while QCOM is classified as Radio & Tv Broadcasting & Communications Equipment. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study MSI when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study QCOM when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
Radio & Tv Broadcasting & Communications Equipment (SEC industry)
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.MSI's fiscal year ends December 31, while QCOM's ends September 27. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 8matched transaction rows for MSIand 23 for QCOM. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
MSI primary filings
QCOM primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving MSI or QCOM
MSI vs QCOM FAQs
Are MSI and QCOM direct competitors?
Motorola Solutions, Inc. and QUALCOMM Incorporated share the SEC industry classification “Radio & Tv Broadcasting & Communications Equipment.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, MSI or QCOM?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this MSI vs QCOM comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Motorola Solutions, Inc. and QUALCOMM Incorporated tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
MSI vs QCOM shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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