OSIS vs MSI vs LDOS Stock Comparison

Osi Systems, Motorola Solutions and Leidos Holdings Prices as of Nov 5, 2026 Peers: Industry group
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OSIS Osi Systems Inc
$191.61 -3.5% 1M -32.0% 1Y
Market cap
$3.01B
P/E
19.2x
Revenue (TTM)
$1.80B
Div. yield
–
Defense Industrials
1 win
LDOS Leidos Holdings, Inc.
$135.86 +16.4% 1M -30.4% 1Y
Market cap
$16.57B
P/E
11.9x
Revenue (TTM)
$17.80B
Div. yield
1.27%
Defense Industrials
4 wins

Head to Head

12 decided of 12

Motorola Solutions leads on 7 of the 12 questions below (Motorola Solutions 7, Leidos Holdings 4, Osi Systems 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionOSISMSILDOSLeader
Larger companyMarket capitalisation $3.01B $85.48B $16.57B MSI
Cheaper on earningsLower P/E, profitable companies only 19.2x 41.0x 11.9x LDOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.3x 28.1x 10.5x LDOS
Faster revenue growthRevenue growth, trailing twelve months +2.9% +11.4% +2.7% MSI
More profitableNet margin, trailing twelve months 8.8% 16.5% 8.0% MSI
Better return on capitalReturn on invested capital 9.8% 18.8% 14.5% MSI
Less leveragedLower net debt / EBITDA 2.6x 2.6x 2.3x LDOS
Higher dividend yieldTrailing dividend yield — 0.94% 1.27% LDOS
Better 1-year returnPrice return, last 12 months -32.0% +30.9% -30.4% MSI
Better 5-year returnAnnualised price return, 5 years +14.8%/yr +15.9%/yr +7.5%/yr MSI
Less volatileAnnualised volatility, 1 year 42.1% 25.4% 36.0% MSI
Higher overall scoreMean of the five percentile scores vs peers 75/100 52/100 73/100 OSIS

Percentile Scorecard

OSISMSILDOS

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

AxisOSISMSILDOS
Valuation 86 #15 of 101 41 #60 of 101 99 #2 of 101
Growth 68 #32 of 98 39 #60 of 98 72 #28 of 98
Profitability 79 #21 of 97 98 #3 of 97 84 #16 of 97
Financial Health 43 #62 of 107 20 #86 of 107 31 #74 of 107
Shareholder Returns 98 #2 of 64 60 #26 of 64 78 #15 of 64
Overall 75 52 73
  • OSIS ranked among 108 companies in Aerospace and Defense
  • MSI ranked among 108 companies in Aerospace and Defense
  • LDOS ranked among 108 companies in Aerospace and Defense

Price Performance

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

Returns

PeriodOSISMSILDOSSPY
1 month -3.5%+13.2%+16.4% -5.9%
3 months -19.2%+8.9%+0.5% -4.6%
6 months -20.5%+19.2%+3.5% +0.2%
Year to date -24.9%+34.7%-24.7% +7.5%
1 year -32.0%+30.9%-30.4% +8.2%
3 years +75.8%+69.6%+31.5% +68.3%
3 years, per year +20.7%+19.3%+9.6% +19.0%
5 years +99.7%+108.7%+43.5% +56.5%
5 years, per year +14.8%+15.9%+7.5% +9.4%
10 years +189.5%+580.5%+210.5% +251.5%
10 years, per year +11.2%+21.1%+12.0% +13.4%

Risk

MeasureOSISMSILDOSSPY
Volatility, 1Y 42.1%25.4%36.0% 13.6%
Downside volatility, 1Y 45.3%25.1%38.4% 14.2%
Beta vs S&P 500, 1Y 1.160.040.23 1.00
Return / volatility, 1Y -0.761.22-0.84 0.60
Max drawdown, 5Y -38.1%-27.9%-50.3% -25.4%
From 52-week high -38.1%0.0%-31.5% -5.9%
52-week high $309.68$516.49$198.34 $779.14
52-week low $191.61$363.83$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.

MultipleOSISMSILDOS
P/E now vs peer median 19.2xmedian 24.7x 41.0xmedian 24.7x 11.9xmedian 24.7x
P/S now vs peer median 1.7xmedian 2.6x 6.8xmedian 2.6x 0.9xmedian 2.6x
EV/EBITDA now vs peer median 14.0xmedian 14.2x 26.1xmedian 14.2x 9.3xmedian 14.2x
P/FCF now vs peer median 12.3xmedian 26.3x 33.7xmedian 26.3x 8.5xmedian 26.3x
P/B now vs peer median 3.8xmedian 2.4x 27.7xmedian 2.4x 3.2xmedian 2.4x
PEG now vs peer median 0.89median 0.89 5.20median 0.89 0.10median 0.89

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 monthsOSISMSILDOS
Revenue $1.80B $12.60B $17.80B
Gross profit $593.71M $6.58B $3.14B
Operating income $219.47M $3.06B $2.05B
Net income $158.73M $2.09B $1.44B
Free cash flow $245.20M $2.53B $1.96B
R&D $78.14M $1.06B –
EPS (diluted) $9.77 $12.45 $11.35
Cash & equivalents $236.30M $774.00M $630.00M
Total debt $999.57M $10.11B $6.03B
Shares (diluted) 16.25M 167.40M 125.00M
Enterprise value $1.67B $81.96B $13.68B

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
MetricOSISMSILDOS
P/E 19.2x 41.0x 11.9x
P/FCF 12.3x 33.7x 8.5x
P/Operating cash flow 10.2x 30.1x 7.8x
P/S 1.7x 6.8x 0.9x
P/B 3.8x 27.7x 3.2x
P/Tangible book 5.1x -205.5x 3.8x
EV/EBITDA 14.0x 26.1x 9.3x
EV/EBIT 16.9x 31.0x 10.7x
EV/Revenue 2.1x 7.5x 1.2x
EV/FCF 15.1x 37.4x 11.2x
EV/Operating cash flow 12.5x 33.4x 10.4x
PEG (3Y EPS CAGR) 0.89 5.20 0.10

Growth

14 metrics
MetricOSISMSILDOS
Revenue growth (1Y) 2.9% 11.4% 2.7%
Revenue CAGR (3Y) 11.9% 8.6% 5.5%
Gross profit growth (1Y) 0.8% 13.1% 2.8%
Gross profit CAGR (3Y) 10.4% 10.6% 13.1%
Operating income growth (1Y) -0.4% 6.9% -0.4%
Operating income CAGR (3Y) 16.3% 10.8% 57.4%
Net income growth (1Y) 4.2% -1.6% 2.0%
Net income CAGR (3Y) 19.3% 7.0% 110.2%
EPS growth (1Y) 12.1% -0.6% 5.0%
EPS CAGR (3Y) 21.5% 7.9% 119.5%
Operating cash flow growth (1Y) 94.8% 7.1% 36.3%
Operating cash flow CAGR (3Y) 46.2% 11.1% 28.9%
Free cash flow growth (1Y) 120.8% 5.0% 41.9%
Free cash flow CAGR (3Y) 59.6% 11.5% 34.6%

Profitability

14 metrics
MetricOSISMSILDOS
Gross margin 32.9% 52.2% 17.6%
EBITDA margin 14.7% 28.9% 13.2%
Operating margin 12.2% 24.2% 11.5%
Pretax margin 10.9% 21.6% 10.1%
Net margin 8.8% 16.5% 8.0%
FCF margin 13.6% 20.1% 11.0%
Operating cash flow margin 16.4% 22.5% 11.9%
Return on equity 19.6% 72.4% 27.3%
Return on assets 6.4% 10.4% 9.3%
Return on invested capital 9.8% 18.8% 14.5%
Return on capital employed 11.3% 21.7% 16.6%
Asset turnover 0.7x 0.6x 1.1x
Cash conversion (OCF / net income) 1.9x 1.4x 1.5x
Stock comp / revenue 1.5% 3.1% 0.6%

Financial Health

11 metrics
MetricOSISMSILDOS
Debt / assets 40.2% 47.8% 39.0%
Debt / equity 1.3x 3.3x 1.2x
Net debt / EBITDA 2.6x 2.6x 2.3x
Debt / FCF 4.1x 4.0x 3.1x
Liabilities / assets 68.6% 85.4% 66.2%
Equity / assets 31.4% 14.6% 33.8%
Interest coverage 9.9x 6.7x –
Current ratio 2.9x 1.1x 1.6x
Quick ratio 1.9x 0.8x 1.4x
Cash ratio 0.6x 0.1x 0.2x
Altman Z-score 3.03 4.14 3.18

Shareholder Returns

7 metrics
MetricOSISMSILDOS
Dividend yield – 0.9% 1.3%
Net buyback yield 6.0% 1.1% 6.4%
Shareholder yield 6.0% 2.0% 7.7%
Payout ratio (earnings) – 37.5% 15.1%
Payout ratio (FCF) – 30.9% 11.1%
Dividend growth (1Y) – 10.4% 3.8%
Dividend CAGR (3Y) – 10.9% 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.

ConsensusOSISMSILDOS
Forward P/E 16.3xFY2027 28.1xFY2026 10.5xFY2026
EPS, next fiscal year $11.72FY2027 $18.41FY2026 $12.88FY2026
EPS growth, next FY +13.2%FY2027 +19.7%FY2026 +7.4%FY2026
EPS growth, the year after +6.6% +10.4% -12.5%
Revenue, next fiscal year $1.85BFY2027 $12.12BFY2026 $17.42BFY2026
Revenue growth, next FY +3.5%FY2027 +3.8%FY2026 +1.5%FY2026
Revenue growth, the year after +16.7% +8.2% +13.6%
OSIS estimates →MSI estimates →LDOS estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersOSISMSILDOS
Held by institutions 100.0% 88.3% 79.3%
Institutions holding 368 1,469 774
Change in shares held, QoQ +0.7% +3.4% +4.1%
Institutions buying 192 639 380
Institutions selling 134 597 295
Buyers to sellers 1.43 1.07 1.29
OSIS holders →MSI holders →LDOS holders →

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.

OSISMSILDOS
OSIS 1.00 0.12 0.34
MSI 0.12 1.00 0.25
LDOS 0.34 0.25 1.00

Add a Peer

Largest companies in the same industry
OSIS · Defense
+LMTLockheed Martin +GDGeneral Dynamics +NOCNorthrop Grumman +LHXL3Harris Technologies +ESLTElbit Systems +TDYTeledyne Technologies +CWCurtiss Wright +CACICaci International
Plot all 205 Defense stocks →

Related Comparisons

OSIS vs LMTLockheed Martin OSIS vs GDGeneral Dynamics OSIS vs NOCNorthrop Grumman OSIS vs LHXL3Harris Technologies

Frequently Asked Questions

Which is bigger, OSIS, MSI and LDOS?

Motorola Solutions (MSI) is the largest by market capitalisation: Osi Systems (OSIS) $3.01B, Motorola Solutions (MSI) $85.48B, Leidos Holdings (LDOS) $16.57B.

Which stock is cheaper, OSIS, MSI and LDOS?

Leidos Holdings (LDOS) trades on the lowest price-to-earnings ratio (Osi Systems (OSIS) 19.2x, Motorola Solutions (MSI) 41.0x, Leidos Holdings (LDOS) 11.9x). On next year's consensus earnings, Leidos Holdings (LDOS) is cheapest (Osi Systems (OSIS) 16.3x, Motorola Solutions (MSI) 28.1x, Leidos Holdings (LDOS) 10.5x). 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: Osi Systems (OSIS) +2.9%, Motorola Solutions (MSI) +11.4%, Leidos Holdings (LDOS) +2.7%.

Which company is more profitable?

Motorola Solutions (MSI) has the highest net margin (Osi Systems (OSIS) 8.8%, Motorola Solutions (MSI) 16.5%, Leidos Holdings (LDOS) 8.0%). On return on invested capital, Motorola Solutions (MSI) leads (Osi Systems (OSIS) 9.8%, Motorola Solutions (MSI) 18.8%, Leidos Holdings (LDOS) 14.5%).

Which stock has performed better?

Over the past year Motorola Solutions (MSI) returned the most: Osi Systems (OSIS) -32.0%, Motorola Solutions (MSI) +30.9%, Leidos Holdings (LDOS) -30.4%. Over five years, Motorola Solutions (MSI) compounded fastest (Osi Systems (OSIS) +14.8%/yr, Motorola Solutions (MSI) +15.9%/yr, Leidos Holdings (LDOS) +7.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Leidos Holdings (LDOS) has the highest dividend yield: Motorola Solutions (MSI) 0.94%, Leidos Holdings (LDOS) 1.27%. Osi Systems (OSIS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Motorola Solutions (MSI) has been the steadiest (Osi Systems (OSIS) 42.1%, Motorola Solutions (MSI) 25.4%, Leidos Holdings (LDOS) 36.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, OSIS, MSI 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 7. 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.