MSI vs OSIS vs LDOS Stock Comparison

Motorola Solutions, Osi Systems and Leidos Holdings Prices as of Oct 27, 2026 Peers: Industry group
OSIS Osi Systems Inc
$200.90 +1.9% 1M -20.9% 1Y
Market cap
$3.34B
P/E
21.6x
Revenue (TTM)
$1.79B
Div. yield
–
Defense Industrials
2 wins
LDOS Leidos Holdings, Inc.
$139.65 +12.9% 1M -26.2% 1Y
Market cap
$17.52B
P/E
12.7x
Revenue (TTM)
$17.63B
Div. yield
0.01%
Defense Industrials
4 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.

QuestionMSIOSISLDOSLeader
Larger companyMarket capitalisation $80.11B $3.34B $17.52B MSI
Cheaper on earningsLower P/E, profitable companies only 37.5x 21.6x 12.7x LDOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.3x 17.3x 11.0x LDOS
Faster revenue growthRevenue growth, trailing twelve months +10.3% +4.3% +3.4% MSI
More profitableNet margin, trailing twelve months 17.4% 8.7% 7.8% MSI
Better return on capitalReturn on invested capital 20.3% 9.4% 13.9% 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 +9.0% -20.9% -26.2% MSI
Better 5-year returnAnnualised price return, 5 years +14.3%/yr +16.4%/yr +7.2%/yr OSIS
Less volatileAnnualised volatility, 1 year 26.1% 43.6% 35.6% MSI
Higher overall scoreMean of the five percentile scores vs peers 55/100 74/100 70/100 OSIS

Percentile Scorecard

MSIOSISLDOS

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

AxisMSIOSISLDOS
Valuation 48 #53 of 100 84 #17 of 100 98 #3 of 100
Growth 48 #51 of 97 67 #33 of 97 58 #41 of 97
Profitability 99 #2 of 96 80 #20 of 96 86 #14 of 96
Financial Health 19 #85 of 105 44 #59 of 105 33 #71 of 105
Shareholder Returns 63 #25 of 65 97 #3 of 65 75 #17 of 65
Overall 55 74 70
  • MSI ranked among 107 companies in Aerospace and Defense
  • OSIS ranked among 107 companies in Aerospace and Defense
  • LDOS 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

PeriodMSIOSISLDOSSPY
1 month +5.9%+1.9%+12.9% -0.2%
3 months +9.9%-8.9%+18.0% +3.9%
6 months +11.3%-30.1%-4.4% +8.2%
Year to date +26.2%-21.2%-22.6% +12.9%
1 year +9.0%-20.9%-26.2% +12.3%
3 years +77.6%+88.8%+54.3% +87.4%
3 years, per year +21.1%+23.6%+15.6% +23.3%
5 years +95.0%+113.5%+41.7% +67.9%
5 years, per year +14.3%+16.4%+7.2% +10.9%
10 years +558.4%+202.8%+239.1% +261.1%
10 years, per year +20.7%+11.7%+13.0% +13.7%

Risk

MeasureMSIOSISLDOSSPY
Volatility, 1Y 26.1%43.6%35.6% 12.7%
Downside volatility, 1Y 27.0%44.4%37.2% 12.7%
Beta vs S&P 500, 1Y 0.121.170.26 1.00
Return / volatility, 1Y 0.34-0.48-0.74 0.97
Max drawdown, 5Y -27.9%-37.9%-50.3% -25.4%
From 52-week high -1.5%-35.1%-30.0% -1.2%
52-week high $491.32$309.68$199.55 $779.14
52-week low $363.83$192.30$100.00 $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.

MultipleMSIOSISLDOS
P/E now vs peer median 37.6xmedian 26.5x 21.5xmedian 26.5x 12.8xmedian 26.5x
P/S now vs peer median 6.5xmedian 3.0x 1.8xmedian 3.0x 1.0xmedian 3.0x
EV/EBITDA now vs peer median 24.6xmedian 14.6x 14.5xmedian 14.6x 9.8xmedian 14.6x
P/FCF now vs peer median 29.9xmedian 26.4x 14.1xmedian 26.4x 8.1xmedian 26.4x
P/B now vs peer median 29.8xmedian 2.5x 3.8xmedian 2.5x 3.3xmedian 2.5x
PEG now vs peer median 2.84median 0.90 1.15median 0.90 0.45median 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 monthsMSIOSISLDOS
Revenue $12.24B $1.79B $17.63B
Gross profit $6.36B $593.09M $3.14B
Operating income $3.05B $218.97M $2.03B
Net income $2.14B $154.71M $1.40B
Free cash flow $2.68B $227.35M $2.16B
R&D $1.02B $79.14M –
EPS (diluted) $12.76 $8.95 $10.92
Cash & equivalents $710.00M $359.83M $748.00M
Total debt $9.03B $3.45B $21.66B
Shares (diluted) 167.20M 17.28M 126.00M
Enterprise value $76.45B $2.17B $14.24B

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
MetricMSIOSISLDOS
P/E 37.6x 21.5x 12.8x
P/FCF 29.9x 14.1x 8.1x
P/Operating cash flow 26.9x 11.6x 7.6x
P/S 6.5x 1.8x 1.0x
P/B 29.8x 3.8x 3.3x
P/Tangible book -304.4x 5.0x 4.0x
EV/EBITDA 24.6x 14.5x 9.8x
EV/EBIT 29.0x 17.5x 11.2x
EV/Revenue 7.2x 2.1x 1.3x
EV/FCF 33.0x 16.9x 10.5x
EV/Operating cash flow 29.7x 13.9x 9.9x
PEG (3Y EPS CAGR) 2.84 1.15 0.45

Growth

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

Profitability

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

Financial Health

11 metrics
MetricMSIOSISLDOS
Debt / assets 46.9% 40.0% 38.6%
Debt / equity 3.4x 1.2x 1.1x
Net debt / EBITDA 2.3x 2.4x 2.3x
Debt / FCF 3.4x 4.4x 2.8x
Liabilities / assets 86.0% 66.7% 65.9%
Equity / assets 14.0% 33.3% 34.1%
Interest coverage 6.9x 8.3x –
Current ratio 1.1x 3.2x 1.6x
Quick ratio 0.8x 2.2x 1.4x
Cash ratio 0.1x 0.7x 0.2x
Altman Z-score 4.29 3.16 3.20

Shareholder Returns

7 metrics
MetricMSIOSISLDOS
Dividend yield 1.0% – 1.2%
Net buyback yield 1.3% 3.7% 3.8%
Shareholder yield 2.3% 3.7% 5.0%
Payout ratio (earnings) 35.8% – 15.5%
Payout ratio (FCF) 28.6% – 10.0%
Dividend growth (1Y) 10.7% – 3.3%
Dividend CAGR (3Y) 11.0% – 2.8%

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.

ConsensusMSIOSISLDOS
Forward P/E 26.3xFY2026 17.3xFY2027 11.0xFY2026
EPS, next fiscal year $18.41FY2026 $11.62FY2027 $12.75FY2026
EPS growth, next FY +19.7%FY2026 +12.3%FY2027 +6.3%FY2026
EPS growth, the year after +10.4% +7.2% -9.0%
Revenue, next fiscal year $12.12BFY2026 $1.85BFY2027 $17.52BFY2026
Revenue growth, next FY +3.8%FY2026 +3.5%FY2027 +2.0%FY2026
Revenue growth, the year after +8.2% +16.1% +14.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersMSIOSISLDOS
Held by institutions 88.3% 100.0% 79.3%
Institutions holding 1,466 366 773
Change in shares held, QoQ +3.4% +0.7% +4.1%
Institutions buying 639 191 380
Institutions selling 596 134 294
Buyers to sellers 1.07 1.43 1.29

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.

MSIOSISLDOS
MSI 1.00 0.05 0.25
OSIS 0.05 1.00 0.34
LDOS 0.25 0.34 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MSI, OSIS and LDOS?

Motorola Solutions (MSI) is the largest by market capitalisation: Motorola Solutions (MSI) $80.11B, Osi Systems (OSIS) $3.34B, Leidos Holdings (LDOS) $17.52B.

Which stock is cheaper, MSI, OSIS and LDOS?

Leidos Holdings (LDOS) trades on the lowest price-to-earnings ratio (Motorola Solutions (MSI) 37.5x, Osi Systems (OSIS) 21.6x, Leidos Holdings (LDOS) 12.7x). On next year's consensus earnings, Leidos Holdings (LDOS) is cheapest (Motorola Solutions (MSI) 26.3x, Osi Systems (OSIS) 17.3x, Leidos Holdings (LDOS) 11.0x). 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%, Osi Systems (OSIS) +4.3%, Leidos Holdings (LDOS) +3.4%.

Which company is more profitable?

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

Which stock has performed better?

Over the past year Motorola Solutions (MSI) returned the most: Motorola Solutions (MSI) +9.0%, Osi Systems (OSIS) -20.9%, Leidos Holdings (LDOS) -26.2%. Over five years, Osi Systems (OSIS) compounded fastest (Motorola Solutions (MSI) +14.3%/yr, Osi Systems (OSIS) +16.4%/yr, Leidos Holdings (LDOS) +7.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Leidos Holdings (LDOS) has the highest dividend yield: Motorola Solutions (MSI) 0.01%, Osi Systems (OSIS) 0.00%, Leidos Holdings (LDOS) 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 (Motorola Solutions (MSI) 26.1%, Osi Systems (OSIS) 43.6%, Leidos Holdings (LDOS) 35.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, MSI, OSIS and LDOS?

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.