MSI vs LHX vs TDY Stock Comparison

Motorola Solutions, L3Harris Technologies and Teledyne Technologies Prices as of Oct 29, 2026 Peers: Industry group

Head to Head

11 decided of 12

Motorola Solutions leads on 5 of the 12 questions below (Motorola Solutions 5, Teledyne Technologies 4, L3Harris Technologies 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionMSILHXTDYLeader
Larger companyMarket capitalisation $81.53B $51.63B $30.31B MSI
Cheaper on earningsLower P/E, profitable companies only 38.2x 23.9x 29.5x LHX
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.7x 24.4x 26.0x LHX
Faster revenue growthRevenue growth, trailing twelve months +10.3% — +8.6% MSI
More profitableNet margin, trailing twelve months 17.4% — 15.8% MSI
Better return on capitalReturn on invested capital 20.3% — 8.1% MSI
Less leveragedLower net debt / EBITDA 2.3x — 0.9x TDY
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +13.9% -2.9% +31.5% TDY
Better 5-year returnAnnualised price return, 5 years +14.6%/yr +3.9%/yr +8.6%/yr MSI
Less volatileAnnualised volatility, 1 year 26.1% 29.4% 25.6% TDY
Higher overall scoreMean of the five percentile scores vs peers 55/100 68/100 69/100 TDY

Percentile Scorecard

MSILHXTDY

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

AxisMSILHXTDY
Valuation 46 #55 of 100 81 #20 of 100 63 #38 of 100
Growth 48 #50 of 96 – 36 #62 of 96
Profitability 98 #3 of 95 – 81 #19 of 95
Financial Health 19 #85 of 105 30 #74 of 105 74 #28 of 105
Shareholder Returns 63 #25 of 65 94 #5 of 65 91 #7 of 65
Overall 55 68 69
  • MSI ranked among 107 companies in Aerospace and Defense
  • LHX ranked among 107 companies in Aerospace and Defense
  • TDY 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

PeriodMSILHXTDYSPY
1 month +10.3%+17.9%+11.9% +0.7%
3 months +14.2%+2.5%+4.4% +3.7%
6 months +12.1%-13.1%+4.9% +7.1%
Year to date +28.4%-5.1%+32.6% +12.8%
1 year +13.9%-2.9%+31.5% +11.9%
3 years +78.1%+59.8%+81.9% +85.2%
3 years, per year +21.2%+16.9%+22.1% +22.8%
5 years +97.9%+20.9%+50.8% +67.6%
5 years, per year +14.6%+3.9%+8.6% +10.9%
10 years +575.6%+211.7%+537.1% +262.0%
10 years, per year +21.1%+12.0%+20.3% +13.7%

Risk

MeasureMSILHXTDYSPY
Volatility, 1Y 26.1%29.4%25.6% 12.7%
Downside volatility, 1Y 26.9%29.1%24.0% 12.6%
Beta vs S&P 500, 1Y 0.120.181.12 1.00
Return / volatility, 1Y 0.53-0.101.23 0.94
Max drawdown, 5Y -27.9%-40.4%-32.2% -25.4%
From 52-week high 0.0%-26.4%-2.0% -1.2%
52-week high $492.05$378.48$691.24 $779.14
52-week low $363.83$233.68$484.47 $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.

MultipleMSILHXTDY
P/E now vs peer median 38.2xmedian 26.9x 23.9xmedian 26.9x 30.5xmedian 26.9x
P/S now vs peer median 6.7xmedian 3.0x 1.1xmedian 3.0x 4.8xmedian 3.0x
EV/EBITDA now vs peer median 25.0xmedian 15.0x —median 15.0x 19.9xmedian 15.0x
P/FCF now vs peer median 30.4xmedian 27.2x 15.8xmedian 27.2x 27.3xmedian 27.2x
P/B now vs peer median 30.3xmedian 2.5x 2.6xmedian 2.5x 2.8xmedian 2.5x
PEG now vs peer median 2.89median 0.93 —median 0.93 -51.44median 0.93

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 monthsMSILHXTDY
Revenue $12.24B – $6.52B
Gross profit $6.36B – $2.84B
Operating income $3.05B – $1.30B
Net income $2.14B – $1.03B
Free cash flow $2.68B – $1.15B
R&D $1.02B – $330.60M
EPS (diluted) $12.76 – $21.90
Cash & equivalents $710.00M $2.47B $562.40M
Total debt $9.03B – $2.03B
Shares (diluted) 167.20M 187.30M 46.90M
Enterprise value $77.88B $51.63B $28.53B

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
MetricMSILHXTDY
P/E 38.2x 23.9x 30.5x
P/FCF 30.4x 15.8x 27.3x
P/Operating cash flow 27.4x – 24.4x
P/S 6.7x 1.1x 4.8x
P/B 30.3x 2.6x 2.8x
P/Tangible book -309.6x 3.7x 3.4x
EV/EBITDA 25.0x – 19.9x
EV/EBIT 29.4x – 25.1x
EV/Revenue 7.3x – 5.0x
EV/FCF 33.5x – 28.6x
EV/Operating cash flow 30.2x – 25.6x
PEG (3Y EPS CAGR) 2.89 – -51.44

Growth

14 metrics
MetricMSILHXTDY
Revenue growth (1Y) 10.3% – 8.6%
Revenue CAGR (3Y) 8.2% – 0.5%
Gross profit growth (1Y) 11.7% – 10.8%
Gross profit CAGR (3Y) 11.3% – -0.1%
Operating income growth (1Y) 8.9% – 23.3%
Operating income CAGR (3Y) 15.4% – 0.0%
Net income growth (1Y) 0.8% – 25.5%
Net income CAGR (3Y) 12.0% – -1.3%
EPS growth (1Y) 1.8% – 27.2%
EPS CAGR (3Y) 13.2% – -0.6%
Operating cash flow growth (1Y) 13.9% – 11.9%
Operating cash flow CAGR (3Y) 19.4% – 26.7%
Free cash flow growth (1Y) 12.3% – 10.5%
Free cash flow CAGR (3Y) 21.4% – 29.4%

Profitability

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

Financial Health

11 metrics
MetricMSILHXTDY
Debt / assets 46.9% – 13.0%
Debt / equity 3.4x – 0.2x
Net debt / EBITDA 2.3x – 0.9x
Debt / FCF 3.4x – 1.8x
Liabilities / assets 86.0% 51.5% 28.5%
Equity / assets 14.0% 46.2% 71.5%
Interest coverage 6.9x – 26.9x
Current ratio 1.1x 1.2x 2.3x
Quick ratio 0.8x – 1.3x
Cash ratio 0.1x – 0.4x
Altman Z-score 4.34 – 5.80

Shareholder Returns

7 metrics
MetricMSILHXTDY
Dividend yield 1.0% 1.8% –
Net buyback yield 1.3% – 1.5%
Shareholder yield 2.3% 1.8% 1.5%
Payout ratio (earnings) 35.8% – –
Payout ratio (FCF) 28.6% – –
Dividend growth (1Y) 10.7% – –
Dividend CAGR (3Y) 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.

ConsensusMSILHXTDY
Forward P/E 26.7xFY2026 24.4xFY2026 26.0xFY2026
EPS, next fiscal year $18.41FY2026 $11.44FY2026 $26.05FY2026
EPS growth, next FY +19.7%FY2026 +6.6%FY2026 +18.5%FY2026
EPS growth, the year after +10.4% +10.6% +13.6%
Revenue, next fiscal year $12.12BFY2026 $24.16BFY2026 $6.20BFY2026
Revenue growth, next FY +3.8%FY2026 +10.5%FY2026 +1.4%FY2026
Revenue growth, the year after +8.2% +0.3% +5.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersMSILHXTDY
Held by institutions 88.3% 87.5% 97.2%
Institutions holding 1,467 1,692 887
Change in shares held, QoQ +3.4% -0.5% +2.7%
Institutions buying 640 848 399
Institutions selling 596 570 328
Buyers to sellers 1.07 1.49 1.22

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.

MSILHXTDY
MSI 1.00 0.25 0.24
LHX 0.25 1.00 0.34
TDY 0.24 0.34 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MSI, LHX and TDY?

Motorola Solutions (MSI) is the largest by market capitalisation: Motorola Solutions (MSI) $81.53B, L3Harris Technologies (LHX) $51.63B, Teledyne Technologies (TDY) $30.31B.

Which stock is cheaper, MSI, LHX and TDY?

L3Harris Technologies (LHX) trades on the lowest price-to-earnings ratio (Motorola Solutions (MSI) 38.2x, L3Harris Technologies (LHX) 23.9x, Teledyne Technologies (TDY) 29.5x). On next year's consensus earnings, L3Harris Technologies (LHX) is cheapest (Motorola Solutions (MSI) 26.7x, L3Harris Technologies (LHX) 24.4x, Teledyne Technologies (TDY) 26.0x). 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: Motorola Solutions (MSI) +10.3%, Teledyne Technologies (TDY) +8.6%.

Which company is more profitable?

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

Which stock has performed better?

Over the past year Teledyne Technologies (TDY) returned the most: Motorola Solutions (MSI) +13.9%, L3Harris Technologies (LHX) -2.9%, Teledyne Technologies (TDY) +31.5%. Over five years, Motorola Solutions (MSI) compounded fastest (Motorola Solutions (MSI) +14.6%/yr, L3Harris Technologies (LHX) +3.9%/yr, Teledyne Technologies (TDY) +8.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Motorola Solutions (MSI) 0.01%, L3Harris Technologies (LHX) 0.00%, Teledyne Technologies (TDY) 0.00%. L3Harris Technologies (LHX) and Teledyne Technologies (TDY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Teledyne Technologies (TDY) has been the steadiest (Motorola Solutions (MSI) 26.1%, L3Harris Technologies (LHX) 29.4%, Teledyne Technologies (TDY) 25.6%). Volatility measures how widely the price swings, not the risk of the business.

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

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 5. 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.