ESLT vs TDY vs MSI Stock Comparison

Elbit Systems, Teledyne Technologies and Motorola Solutions Prices as of Oct 28, 2026 Peers: Industry group
ESLT Elbit Systems Ltd
$779.28 +10.7% 1M +64.2% 1Y
Market cap
$36.19B
P/E
56.0x
Revenue (TTM)
$8.55B
Div. yield
0.48%
Defense Industrials
4 wins

Head to Head

12 decided of 12

Motorola Solutions leads on 4 of the 12 questions below (Motorola Solutions 4, Teledyne Technologies 4, Elbit Systems 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionESLTTDYMSILeader
Larger companyMarket capitalisation $36.19B $30.78B $80.00B MSI
Cheaper on earningsLower P/E, profitable companies only 56.0x 30.0x 37.6x TDY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 55.9x 25.6x 26.3x TDY
Faster revenue growthRevenue growth, trailing twelve months +13.7% +8.6% +10.3% ESLT
More profitableNet margin, trailing twelve months 7.4% 15.8% 17.4% MSI
Better return on capitalReturn on invested capital 17.8% 8.1% 20.3% MSI
Less leveragedLower net debt / EBITDA -0.9x 0.9x 2.3x ESLT
Higher dividend yieldTrailing dividend yield 0.48% — 1.00% MSI
Better 1-year returnPrice return, last 12 months +64.2% +26.8% +9.8% ESLT
Better 5-year returnAnnualised price return, 5 years +37.5%/yr +8.2%/yr +14.2%/yr ESLT
Less volatileAnnualised volatility, 1 year 44.7% 25.7% 26.1% TDY
Higher overall scoreMean of the five percentile scores vs peers 60/100 69/100 55/100 TDY

Percentile Scorecard

ESLTTDYMSI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisESLTTDYMSI
Valuation 47 #54 of 100 62 #39 of 100 48 #53 of 100
Growth 88 #13 of 97 35 #63 of 97 48 #51 of 97
Profitability 74 #26 of 96 83 #17 of 96 99 #2 of 96
Financial Health 58 #45 of 105 73 #29 of 105 19 #85 of 105
Shareholder Returns 36 #42 of 65 91 #7 of 65 59 #27 of 65
Overall 60 69 55
  • ESLT ranked among 107 companies in Aerospace and Defense
  • TDY ranked among 107 companies in Aerospace and Defense
  • MSI ranked among 107 companies in Aerospace and Defense

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodESLTTDYMSISPY
1 month +10.7%+9.0%+6.9% +0.9%
3 months +1.3%+5.5%+11.3% +5.9%
6 months -4.9%+5.6%+12.6% +8.5%
Year to date +34.9%+30.4%+26.1% +13.3%
1 year +64.2%+26.8%+9.8% +12.4%
3 years +319.1%+79.7%+77.5% +88.1%
3 years, per year +61.3%+21.6%+21.1% +23.5%
5 years +390.7%+48.3%+94.5% +68.2%
5 years, per year +37.5%+8.2%+14.2% +11.0%
10 years +694.1%+526.4%+563.8% +263.4%
10 years, per year +23.0%+20.1%+20.8% +13.8%

Risk

MeasureESLTTDYMSISPY
Volatility, 1Y 44.7%25.7%26.1% 12.7%
Downside volatility, 1Y 39.6%24.1%26.9% 12.7%
Beta vs S&P 500, 1Y 0.711.120.12 1.00
Return / volatility, 1Y 1.441.040.38 0.98
Max drawdown, 5Y -35.5%-32.2%-27.9% -25.4%
From 52-week high -23.2%-3.6%-1.6% -0.9%
52-week high $1,014.33$691.24$491.32 $779.14
52-week low $454.95$484.47$363.83 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleESLTTDYMSI
P/E now vs peer median 56.0xmedian 26.4x 30.0xmedian 26.4x 37.6xmedian 26.4x
P/S now vs peer median 4.2xmedian 3.0x 4.7xmedian 3.0x 6.5xmedian 3.0x
EV/EBITDA now vs peer median 36.5xmedian 14.5x 19.6xmedian 14.5x 24.6xmedian 14.5x
P/FCF now vs peer median 36.5xmedian 26.1x 26.8xmedian 26.1x 29.9xmedian 26.1x
P/B now vs peer median 8.2xmedian 2.5x 2.8xmedian 2.5x 29.8xmedian 2.5x
PEG now vs peer median 1.78median 0.90 -50.58median 0.90 2.84median 0.90

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsESLTTDYMSI
Revenue $8.55B $6.52B $12.24B
Gross profit $2.14B $2.84B $6.36B
Operating income $787.82M $1.30B $3.05B
Net income $636.61M $1.03B $2.14B
Free cash flow $992.19M $1.15B $2.68B
R&D $582.72M $330.60M $1.02B
EPS (diluted) $13.56 $21.90 $12.76
Cash & equivalents $255.34M $562.40M $710.00M
Total debt $92.13M $2.03B $9.03B
Shares (diluted) 46.92M 46.90M 167.20M
Enterprise value $32.75B $29.01B $76.37B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricESLTTDYMSI
P/E 56.0x 30.0x 37.6x
P/FCF 36.5x 26.8x 29.9x
P/Operating cash flow 36.5x 24.0x 26.9x
P/S 4.2x 4.7x 6.5x
P/B 8.2x 2.8x 29.8x
P/Tangible book 8.2x 3.3x -304.2x
EV/EBITDA 36.5x 19.6x 24.6x
EV/EBIT 44.8x 24.7x 29.0x
EV/Revenue 4.1x 4.9x 7.2x
EV/FCF 35.6x 28.1x 33.0x
EV/Operating cash flow 35.6x 25.2x 29.7x
PEG (3Y EPS CAGR) 1.78 -50.58 2.84

Growth

14 metrics
MetricESLTTDYMSI
Revenue growth (1Y) 13.7% 8.6% 10.3%
Revenue CAGR (3Y) 14.4% 0.5% 8.2%
Gross profit growth (1Y) 18.5% 10.8% 11.7%
Gross profit CAGR (3Y) 14.1% -0.1% 11.3%
Operating income growth (1Y) 37.1% 23.3% 8.9%
Operating income CAGR (3Y) 26.5% 0.0% 15.4%
Net income growth (1Y) 58.0% 25.5% 0.8%
Net income CAGR (3Y) 33.7% -1.3% 12.0%
EPS growth (1Y) 50.8% 27.2% 1.8%
EPS CAGR (3Y) 31.5% -0.6% 13.2%
Operating cash flow growth (1Y) 22.1% 11.9% 13.9%
Operating cash flow CAGR (3Y) 82.7% 26.7% 19.4%
Free cash flow growth (1Y) 105.8% 10.5% 12.3%
Free cash flow CAGR (3Y) 175.7% 29.4% 21.4%

Profitability

14 metrics
MetricESLTTDYMSI
Gross margin 25.0% 43.6% 52.0%
EBITDA margin 11.3% 25.3% 29.4%
Operating margin 9.2% 20.0% 24.9%
Pretax margin 8.1% 19.4% 22.6%
Net margin 7.4% 15.8% 17.4%
FCF margin 11.6% 17.6% 21.9%
Operating cash flow margin 11.6% 19.6% 24.3%
Return on equity 14.7% 9.3% 81.5%
Return on assets 4.7% 6.7% 11.2%
Return on invested capital 17.8% 8.1% 20.3%
Return on capital employed 11.0% 9.4% 22.4%
Asset turnover 0.6x 0.4x 0.6x
Cash conversion (OCF / net income) 1.6x 1.2x 1.4x
Stock comp / revenue 0.3% 0.6% 2.9%

Financial Health

11 metrics
MetricESLTTDYMSI
Debt / assets 0.7% 13.0% 46.9%
Debt / equity 0.0x 0.2x 3.4x
Net debt / EBITDA -0.9x 0.9x 2.3x
Debt / FCF 0.1x 1.8x 3.4x
Liabilities / assets 68.2% 28.5% 86.0%
Equity / assets 31.8% 71.5% 14.0%
Interest coverage – 26.9x 6.9x
Current ratio 1.4x 2.3x 1.1x
Quick ratio 0.8x 1.3x 0.8x
Cash ratio 0.2x 0.4x 0.1x
Altman Z-score – 5.73 4.28

Shareholder Returns

7 metrics
MetricESLTTDYMSI
Dividend yield 0.5% – 1.0%
Net buyback yield 0.0% 1.5% 1.3%
Shareholder yield 0.5% 1.5% 2.3%
Payout ratio (earnings) 22.7% – 35.8%
Payout ratio (FCF) 14.5% – 28.6%
Dividend growth (1Y) -54.3% – 10.7%
Dividend CAGR (3Y) -17.4% – 11.0%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusESLTTDYMSI
Forward P/E 55.9xFY2026 25.6xFY2026 26.3xFY2026
EPS, next fiscal year $13.93FY2026 $26.05FY2026 $18.41FY2026
EPS growth, next FY +22.3%FY2026 +18.5%FY2026 +19.7%FY2026
EPS growth, the year after +21.8% +13.6% +10.4%
Revenue, next fiscal year $8.84BFY2026 $6.20BFY2026 $12.12BFY2026
Revenue growth, next FY +11.3%FY2026 +1.4%FY2026 +3.8%FY2026
Revenue growth, the year after +21.1% +5.9% +8.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersESLTTDYMSI
Held by institutions 19.9% 97.2% 88.3%
Institutions holding 384 886 1,466
Change in shares held, QoQ -7.1% +2.7% +3.4%
Institutions buying 202 399 639
Institutions selling 106 327 596
Buyers to sellers 1.91 1.22 1.07

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ESLTTDYMSI
ESLT 1.00 0.39 0.12
TDY 0.39 1.00 0.22
MSI 0.12 0.22 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ESLT, TDY and MSI?

Motorola Solutions (MSI) is the largest by market capitalisation: Elbit Systems (ESLT) $36.19B, Teledyne Technologies (TDY) $30.78B, Motorola Solutions (MSI) $80.00B.

Which stock is cheaper, ESLT, TDY and MSI?

Teledyne Technologies (TDY) trades on the lowest price-to-earnings ratio (Elbit Systems (ESLT) 56.0x, Teledyne Technologies (TDY) 30.0x, Motorola Solutions (MSI) 37.6x). On next year's consensus earnings, Teledyne Technologies (TDY) is cheapest (Elbit Systems (ESLT) 55.9x, Teledyne Technologies (TDY) 25.6x, Motorola Solutions (MSI) 26.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Elbit Systems (ESLT) grew revenue fastest over the trailing twelve months: Elbit Systems (ESLT) +13.7%, Teledyne Technologies (TDY) +8.6%, Motorola Solutions (MSI) +10.3%.

Which company is more profitable?

Motorola Solutions (MSI) has the highest net margin (Elbit Systems (ESLT) 7.4%, Teledyne Technologies (TDY) 15.8%, Motorola Solutions (MSI) 17.4%). On return on invested capital, Motorola Solutions (MSI) leads (Elbit Systems (ESLT) 17.8%, Teledyne Technologies (TDY) 8.1%, Motorola Solutions (MSI) 20.3%).

Which stock has performed better?

Over the past year Elbit Systems (ESLT) returned the most: Elbit Systems (ESLT) +64.2%, Teledyne Technologies (TDY) +26.8%, Motorola Solutions (MSI) +9.8%. Over five years, Elbit Systems (ESLT) compounded fastest (Elbit Systems (ESLT) +37.5%/yr, Teledyne Technologies (TDY) +8.2%/yr, Motorola Solutions (MSI) +14.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Motorola Solutions (MSI) has the highest dividend yield: Elbit Systems (ESLT) 0.48%, Motorola Solutions (MSI) 1.00%. Teledyne Technologies (TDY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Teledyne Technologies (TDY) has been the steadiest (Elbit Systems (ESLT) 44.7%, Teledyne Technologies (TDY) 25.7%, Motorola Solutions (MSI) 26.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ESLT, TDY and MSI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Motorola Solutions (MSI) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.