LDOS vs OSIS vs MSI Stock Comparison

Leidos Holdings, Osi Systems and Motorola Solutions Prices as of Oct 26, 2026 Peers: Industry group
LDOS Leidos Holdings, Inc.
$139.91 +13.2% 1M -26.3% 1Y
Market cap
$17.59B
P/E
12.8x
Revenue (TTM)
$17.63B
Div. yield
0.01%
Defense Industrials
4 wins
OSIS Osi Systems Inc
$198.09 +0.4% 1M -21.1% 1Y
Market cap
$3.33B
P/E
21.5x
Revenue (TTM)
$1.79B
Div. yield
–
Defense Industrials
2 wins

Head to Head

12 decided of 12

Motorola Solutions leads on 6 of the 12 questions below (Motorola Solutions 6, Leidos Holdings 4, Osi Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLDOSOSISMSILeader
Larger companyMarket capitalisation $17.59B $3.33B $80.30B MSI
Cheaper on earningsLower P/E, profitable companies only 12.8x 21.5x 37.6x LDOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 11.0x 17.0x 26.4x LDOS
Faster revenue growthRevenue growth, trailing twelve months +3.4% +4.3% +10.3% MSI
More profitableNet margin, trailing twelve months 7.8% 8.7% 17.4% MSI
Better return on capitalReturn on invested capital 13.9% 9.4% 20.3% MSI
Less leveragedLower net debt / EBITDA 2.3x 2.4x 2.3x LDOS
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.01% LDOS
Better 1-year returnPrice return, last 12 months -26.3% -21.1% +10.6% MSI
Better 5-year returnAnnualised price return, 5 years +7.2%/yr +15.9%/yr +14.2%/yr OSIS
Less volatileAnnualised volatility, 1 year 35.6% 43.6% 26.2% MSI
Higher overall scoreMean of the five percentile scores vs peers 70/100 75/100 55/100 OSIS

Percentile Scorecard

LDOSOSISMSI

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

AxisLDOSOSISMSI
Valuation 98 #3 of 100 87 #14 of 100 48 #53 of 100
Growth 57 #42 of 97 67 #33 of 97 46 #53 of 97
Profitability 85 #15 of 96 79 #21 of 96 99 #2 of 96
Financial Health 34 #70 of 105 44 #59 of 105 20 #84 of 105
Shareholder Returns 75 #17 of 64 98 #2 of 64 60 #26 of 64
Overall 70 75 55
  • LDOS ranked among 107 companies in Aerospace and Defense
  • OSIS 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

PeriodLDOSOSISMSISPY
1 month +13.2%+0.4%+6.3% -0.8%
3 months +21.6%-8.8%+14.6% +3.5%
6 months -3.0%-32.0%+12.5% +7.0%
Year to date -22.4%-22.3%+26.7% +12.2%
1 year -26.3%-21.1%+10.6% +13.0%
3 years +54.6%+86.2%+78.3% +86.3%
3 years, per year +15.6%+23.0%+21.3% +23.1%
5 years +41.4%+109.0%+94.2% +68.6%
5 years, per year +7.2%+15.9%+14.2% +11.0%
10 years +235.6%+197.5%+560.0% +258.0%
10 years, per year +12.9%+11.5%+20.8% +13.6%

Risk

MeasureLDOSOSISMSISPY
Volatility, 1Y 35.6%43.6%26.2% 12.7%
Downside volatility, 1Y 37.3%44.4%27.1% 12.7%
Beta vs S&P 500, 1Y 0.261.170.12 1.00
Return / volatility, 1Y -0.74-0.480.41 1.02
Max drawdown, 5Y -50.3%-37.9%-27.9% -25.4%
From 52-week high -29.9%-36.0%-1.2% -1.8%
52-week high $199.55$309.68$491.32 $779.14
52-week low $100.00$192.30$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.

MultipleLDOSOSISMSI
P/E now vs peer median 12.8xmedian 26.8x 21.2xmedian 26.8x 37.7xmedian 26.8x
P/S now vs peer median 1.0xmedian 2.9x 1.8xmedian 2.9x 6.6xmedian 2.9x
EV/EBITDA now vs peer median 9.8xmedian 15.2x 14.3xmedian 15.2x 24.7xmedian 15.2x
P/FCF now vs peer median 8.1xmedian 25.5x 13.9xmedian 25.5x 30.0xmedian 25.5x
P/B now vs peer median 3.3xmedian 2.5x 3.8xmedian 2.5x 29.9xmedian 2.5x
PEG now vs peer median 0.45median 0.94 1.13median 0.94 2.85median 0.94

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 monthsLDOSOSISMSI
Revenue $17.63B $1.79B $12.24B
Gross profit $3.14B $593.09M $6.36B
Operating income $2.03B $218.97M $3.05B
Net income $1.40B $154.71M $2.14B
Free cash flow $2.16B $227.35M $2.68B
R&D – $79.14M $1.02B
EPS (diluted) $10.92 $8.95 $12.76
Cash & equivalents $748.00M $359.83M $710.00M
Total debt $21.66B $3.45B $9.03B
Shares (diluted) 126.00M 17.28M 167.20M
Enterprise value $14.30B $2.16B $76.64B

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
MetricLDOSOSISMSI
P/E 12.8x 21.2x 37.7x
P/FCF 8.1x 13.9x 30.0x
P/Operating cash flow 7.6x 11.4x 27.0x
P/S 1.0x 1.8x 6.6x
P/B 3.3x 3.8x 29.9x
P/Tangible book 4.0x 4.9x -305.6x
EV/EBITDA 9.8x 14.3x 24.7x
EV/EBIT 11.3x 17.3x 29.1x
EV/Revenue 1.3x 2.1x 7.2x
EV/FCF 10.6x 16.7x 33.1x
EV/Operating cash flow 9.9x 13.8x 29.8x
PEG (3Y EPS CAGR) 0.45 1.13 2.85

Growth

14 metrics
MetricLDOSOSISMSI
Revenue growth (1Y) 3.4% 4.3% 10.3%
Revenue CAGR (3Y) 5.9% 11.8% 8.2%
Gross profit growth (1Y) 4.8% 1.0% 11.7%
Gross profit CAGR (3Y) 14.4% 11.3% 11.3%
Operating income growth (1Y) -0.4% 0.7% 8.9%
Operating income CAGR (3Y) 21.1% 17.4% 15.4%
Net income growth (1Y) -0.8% 3.4% 0.8%
Net income CAGR (3Y) 24.8% 19.0% 12.0%
EPS growth (1Y) 1.3% 2.8% 1.8%
EPS CAGR (3Y) 28.6% 18.8% 13.2%
Operating cash flow growth (1Y) 54.9% 182.7% 13.9%
Operating cash flow CAGR (3Y) 35.7% 42.8% 19.4%
Free cash flow growth (1Y) 63.2% 305.3% 12.3%
Free cash flow CAGR (3Y) 41.7% 53.7% 21.4%

Profitability

14 metrics
MetricLDOSOSISMSI
Gross margin 17.8% 33.2% 52.0%
EBITDA margin 13.2% 14.8% 29.4%
Operating margin 11.5% 12.3% 24.9%
Pretax margin 10.2% 10.8% 22.6%
Net margin 7.8% 8.7% 17.4%
FCF margin 12.3% 12.7% 21.9%
Operating cash flow margin 13.0% 15.4% 24.3%
Return on equity 26.8% 17.9% 81.5%
Return on assets 9.0% 6.1% 11.2%
Return on invested capital 13.9% 9.4% 20.3%
Return on capital employed 16.5% 10.9% 22.4%
Asset turnover 1.1x 0.7x 0.6x
Cash conversion (OCF / net income) 1.6x 1.8x 1.4x
Stock comp / revenue 0.6% 1.5% 2.9%

Financial Health

11 metrics
MetricLDOSOSISMSI
Debt / assets 38.6% 40.0% 46.9%
Debt / equity 1.1x 1.2x 3.4x
Net debt / EBITDA 2.3x 2.4x 2.3x
Debt / FCF 2.8x 4.4x 3.4x
Liabilities / assets 65.9% 66.7% 86.0%
Equity / assets 34.1% 33.3% 14.0%
Interest coverage – 8.3x 6.9x
Current ratio 1.6x 3.2x 1.1x
Quick ratio 1.4x 2.2x 0.8x
Cash ratio 0.2x 0.7x 0.1x
Altman Z-score 3.20 3.14 4.30

Shareholder Returns

7 metrics
MetricLDOSOSISMSI
Dividend yield 1.2% – 1.0%
Net buyback yield 3.7% 3.7% 1.3%
Shareholder yield 5.0% 3.7% 2.3%
Payout ratio (earnings) 15.5% – 35.8%
Payout ratio (FCF) 10.0% – 28.6%
Dividend growth (1Y) 3.3% – 10.7%
Dividend CAGR (3Y) 2.8% – 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.

ConsensusLDOSOSISMSI
Forward P/E 11.0xFY2026 17.0xFY2027 26.4xFY2026
EPS, next fiscal year $12.75FY2026 $11.62FY2027 $18.41FY2026
EPS growth, next FY +6.3%FY2026 +12.3%FY2027 +19.7%FY2026
EPS growth, the year after -9.0% +7.2% +10.4%
Revenue, next fiscal year $17.52BFY2026 $1.85BFY2027 $12.12BFY2026
Revenue growth, next FY +2.0%FY2026 +3.5%FY2027 +3.8%FY2026
Revenue growth, the year after +14.9% +16.1% +8.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLDOSOSISMSI
Held by institutions 79.3% 100.0% 88.3%
Institutions holding 773 366 1,466
Change in shares held, QoQ +4.1% +0.7% +3.4%
Institutions buying 380 191 639
Institutions selling 294 134 596
Buyers to sellers 1.29 1.43 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.

LDOSOSISMSI
LDOS 1.00 0.34 0.25
OSIS 0.34 1.00 0.05
MSI 0.25 0.05 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LDOS, OSIS and MSI?

Motorola Solutions (MSI) is the largest by market capitalisation: Leidos Holdings (LDOS) $17.59B, Osi Systems (OSIS) $3.33B, Motorola Solutions (MSI) $80.30B.

Which stock is cheaper, LDOS, OSIS and MSI?

Leidos Holdings (LDOS) trades on the lowest price-to-earnings ratio (Leidos Holdings (LDOS) 12.8x, Osi Systems (OSIS) 21.5x, Motorola Solutions (MSI) 37.6x). On next year's consensus earnings, Leidos Holdings (LDOS) is cheapest (Leidos Holdings (LDOS) 11.0x, Osi Systems (OSIS) 17.0x, Motorola Solutions (MSI) 26.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Motorola Solutions (MSI) grew revenue fastest over the trailing twelve months: Leidos Holdings (LDOS) +3.4%, Osi Systems (OSIS) +4.3%, Motorola Solutions (MSI) +10.3%.

Which company is more profitable?

Motorola Solutions (MSI) has the highest net margin (Leidos Holdings (LDOS) 7.8%, Osi Systems (OSIS) 8.7%, Motorola Solutions (MSI) 17.4%). On return on invested capital, Motorola Solutions (MSI) leads (Leidos Holdings (LDOS) 13.9%, Osi Systems (OSIS) 9.4%, Motorola Solutions (MSI) 20.3%).

Which stock has performed better?

Over the past year Motorola Solutions (MSI) returned the most: Leidos Holdings (LDOS) -26.3%, Osi Systems (OSIS) -21.1%, Motorola Solutions (MSI) +10.6%. Over five years, Osi Systems (OSIS) compounded fastest (Leidos Holdings (LDOS) +7.2%/yr, Osi Systems (OSIS) +15.9%/yr, Motorola Solutions (MSI) +14.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Leidos Holdings (LDOS) has the highest dividend yield: Leidos Holdings (LDOS) 0.01%, Osi Systems (OSIS) 0.00%, Motorola Solutions (MSI) 0.01%. Osi Systems (OSIS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Motorola Solutions (MSI) has been the steadiest (Leidos Holdings (LDOS) 35.6%, Osi Systems (OSIS) 43.6%, Motorola Solutions (MSI) 26.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LDOS, OSIS 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 6. 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.