Harmonic Inc (HLIT)vsMotorola Solutions Inc (MSI)
HLIT
Harmonic Inc
$9.51
+2.04%
TECHNOLOGY · Cap: $1.01B
MSI
Motorola Solutions Inc
$451.01
-0.82%
TECHNOLOGY · Cap: $75.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 3140% more annual revenue ($11.68B vs $360.52M). MSI leads profitability with a 18.4% profit margin vs -12.0%. HLIT appears more attractively valued with a PEG of 1.84. MSI earns a higher WallStSmart Score of 62/100 (C+).
HLIT
Avoid34
out of 100
Grade: F
MSI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14200.0%
Fair Value
$0.07
Current Price
$9.51
$9.44 premium
Margin of Safety
-60.8%
Fair Value
$261.93
Current Price
$451.01
$189.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 0.3% — below average capital efficiency
Operating margin of 3.8%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 31.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HLIT
The strongest argument for HLIT centers on Price/Book.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : HLIT
The primary concerns for HLIT are PEG Ratio, Market Cap, Return on Equity. A P/E of 900.0x leaves little room for execution misses.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
HLIT profiles as a turnaround stock while MSI is a mature play — different risk/reward profiles.
HLIT carries more volatility with a beta of 1.04 — expect wider price swings.
MSI is growing revenue faster at 12.3% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MSI scores higher overall (62/100 vs 34/100), backed by strong 18.4% margins and 12.3% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Harmonic Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Harmonic Inc. provides global video delivery software, products, system solutions and services. The company is headquartered in San Jose, California.
Visit Website →Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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