Compare StocksMSI vs NOW

Motorola Solutions, Inc. (MSI) vs ServiceNow, Inc. (NOW)

MSI
Motorola Solutions, Inc.
$459.16
VS
NOW
ServiceNow, Inc.
$113.27

Rewards

MSI
  • Motorola Solutions, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • Motorola Solutions, Inc. scores 93/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
  • Free cash flow has grown at a 18.0% CAGR over the past 4 years, demonstrating strong earnings power growth.
NOW
  • Gross margin of 77.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • Free cash flow has grown at a 27.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
  • Each dollar of retained earnings has created $16.65 of market value — management is an exceptional capital allocator.

Risks

MSI
  • FCF yield of 2.6% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
  • PEG ratio of 4.18 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
  • High leverage (4.02x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
NOW
  • Despite buyback spending, shares outstanding increased in 3 out of 3 years — stock-based compensation is offsetting repurchases.
  • PEG ratio of 19.95 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.

Key Valuation Metrics

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MSI
NOW
Valuation
$2.00B
Free Cash Flow
$4.95B
2.61%
FCF Yield
4.14%
35.98
Trailing P/E
67.83
25.30
Forward P/E
22.56
Quality & Moat
21.05%
ROIC
11.27%
88.75%
ROE
13.48%
51.80%
Gross Margin
77.53%
4.18
PEG Ratio
19.95
Balance Sheet Safety
4.02
Debt / Equity
0.19
N/A
Interest Coverage
N/A
2.44
Net Debt / EBITDA
-1.42
1.05%
Dividend Yield
N/A
MSI: 4Ties: 1NOW: 6
MSINOW

Historical Fundamentals

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MSI

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

NOW

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

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MSI
$5.87
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$3.47B
Δ Market Cap
+$20.35B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
NOW
$16.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.90B
Δ Market Cap
+$81.66B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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MSI
97.3% Overvalued
Price is 97.3% above estimated fair value
Current Price: $459.16
Fair Value: $232.73
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
NOW
45.8% Overvalued
Price is 45.8% above estimated fair value
Current Price: $113.27
Fair Value: $77.67
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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MSI

What growth rate is the market pricing in at $459?

+17.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +18.0%

The market implies +17.0% Owner Earnings growth, roughly in line with history — reasonably priced.

Standard FCF implies +18.0%, reflecting ongoing growth investment.

NOW

What growth rate is the market pricing in at $113?

+24.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.8%

The market implies +24.1% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +9.8%, reflecting heavy growth investment expected to generate future returns.

Economic Moat Score

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MSI
93/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
NOW
61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.

Forensic Accounting

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MSI
-2.47
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
NOW
-2.87
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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MSI
Insiders 0.5%Institutions 88.1%Retail & Other 11.4%
No. of Institutional Holders1,965
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
NOW
Insiders 0.2%Institutions 90.0%Retail & Other 9.8%
No. of Institutional Holders3,197
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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MSI
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
NOW
1
Buys (3M)
1
Buys (12M)
Total value (12M): $3.00M
MCDERMOTT WILLIAM R
Chief Executive Officer
$3.00M
@ $104.60 · 2026-02-27
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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MSI
7
Sells (3M)
19
Sells (12M)
Total value (12M): $167.88M
BROWN GREGORY Q
Chief Executive Officer
$13.59M
@ $477.95 · 2026-03-04
YAZDI CYNTHIA M.
Officer
$3.48M
@ $479.30 · 2026-02-27
WINKLER JASON J
Chief Financial Officer
$4.22M
@ $478.27 · 2026-02-27
MOORE KATHRYN A
Officer
$194,252
@ $479.63 · 2026-02-27
YAZDI CYNTHIA M.
Chief Executive Officer
$3.30M
@ $471.01 · 2026-02-26
DENMAN KENNETH D
Director
$204,030
@ $470.12 · 2026-02-26
BROWN GREGORY Q
Chief Executive Officer
$46.66M
@ $466.56 · 2026-02-24
BROWN GREGORY Q
Chief Executive Officer
$24.18M
@ $483.50 · 2025-09-12
NIEWIARA JAMES A.
General Counsel
$825,228
@ $485.43 · 2025-09-11
BROWN GREGORY Q
Chief Executive Officer
$24.28M
@ $485.61 · 2025-09-11
NIEWIARA JAMES A.
General Counsel
$429,444
@ $477.16 · 2025-09-08
NAIK RAJAN S.
Officer
$3.80M
@ $474.48 · 2025-09-03
BROWN GREGORY Q
Chief Executive Officer
$11.81M
@ $472.30 · 2025-08-29
MOLLOY JOHN P
Chief Operating Officer
$17.35M
@ $462.38 · 2025-08-21
WINKLER JASON J
Chief Financial Officer
$5.40M
@ $471.21 · 2025-08-12
MAHER KATHERINE A
Officer
$1.27M
@ $473.28 · 2025-08-12
YAZDI CYNTHIA M.
Officer
$6.05M
@ $464.62 · 2025-08-12
MOORE KATHRYN A
Officer
$402,672
@ $460.72 · 2025-08-11
MAHER KATHERINE A
Officer
$449,423
@ $418.85 · 2025-05-29
DENMAN KENNETH D
Director
$536,988
@ $429.59 · 2025-02-19
LEWENT JUDY C
Director
$3.29M
@ $495.98 · 2024-11-13
BROWN GREGORY Q
Chief Executive Officer
$59.53M
@ $496.10 · 2024-11-13
YAZDI CYNTHIA M.
Officer
$3.46M
@ $424.80 · 2024-08-20
YAZDI CYNTHIA M.
Officer
$787,167
@ $422.30 · 2024-08-15
BROWN GREGORY Q
Chief Executive Officer
$4.18M
@ $417.75 · 2024-08-14
WINKLER JASON J
Chief Financial Officer
$1.49M
@ $410.29 · 2024-08-08
NIEWIARA JAMES A.
General Counsel
$2.81M
@ $408.60 · 2024-08-08
BROWN GREGORY Q
Chief Executive Officer
$28.26M
@ $408.78 · 2024-08-08
MOLLOY JOHN P
Chief Operating Officer
$9.77M
@ $407.50 · 2024-08-06
NAIK RAJAN S.
Officer
$1.97M
@ $373.88 · 2024-06-13
DENMAN KENNETH D
Director
$257,447
@ $373.11 · 2024-06-07
DUNNING KAREN E.
Officer
$1.15M
@ $361.92 · 2024-05-14
WINKLER JASON J
Chief Financial Officer
$2.67M
@ $361.90 · 2024-05-10
MOLLOY JOHN P
Chief Operating Officer
$11.43M
@ $361.68 · 2024-05-10
NIEWIARA JAMES A.
General Counsel
$1.30M
@ $360.28 · 2024-05-08
MAHER KATHERINE A
Officer
$927,430
@ $354.79 · 2024-05-07
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
NOW
4
Sells (3M)
48
Sells (12M)
Total value (12M): $27.80M
FIPPS PAUL
Officer
$376,142
@ $101.77 · 2026-02-23
FIPPS PAUL
Officer
$1.02M
@ $105.93 · 2026-02-18
MCBRIDE KEVIN THOMAS
Officer
$147,994
@ $105.71 · 2026-02-13
CHAMBERLAIN PAUL EDWARD
Director
$151,755
@ $101.17 · 2026-02-12
MASTANTUONO GINA
President
$352,750
@ $850.00 · 2025-12-05
MASTANTUONO GINA
President
$336,936
@ $808.00 · 2025-11-28
JACKSON LAWRENCE
Director
$214,708
@ $810.22 · 2025-11-28
CHAMBERLAIN PAUL EDWARD
Director
$242,400
@ $808.00 · 2025-11-28
CANNEY JACQUELINE P
Officer
$200,549
@ $839.12 · 2025-11-18
FIPPS PAUL
Officer
$249,353
@ $817.55 · 2025-11-18
TZITZON NICHOLAS
Officer
$431,736
@ $827.08 · 2025-11-18
ELMER RUSSELL S.
General Counsel
$160,155
@ $838.51 · 2025-11-18
MCBRIDE KEVIN THOMAS
Officer
$235,894
@ $842.48 · 2025-11-14
CANNEY JACQUELINE P
Officer
$56,257
@ $852.38 · 2025-11-13
ELMER RUSSELL S.
General Counsel
$52,848
@ $852.39 · 2025-11-13
CANNEY JACQUELINE P
Officer
$222,012
@ $863.86 · 2025-11-10
ELMER RUSSELL S.
General Counsel
$164,997
@ $863.86 · 2025-11-10
SANDS ANITA M
Director
$1.00M
@ $915.11 · 2025-08-29
MCDERMOTT WILLIAM R
Chief Executive Officer
$5.34M
@ $916.63 · 2025-08-28
FIPPS PAUL
Officer
$1.30M
@ $895.32 · 2025-08-20
ELMER RUSSELL S.
General Counsel
$1.50M
@ $884.26 · 2025-08-20
MCDERMOTT WILLIAM R
Chief Executive Officer
$1.43M
@ $900.00 · 2025-08-19
CANNEY JACQUELINE P
Officer
$1.35M
@ $866.45 · 2025-08-18
MASTANTUONO GINA
President
$1.53M
@ $866.45 · 2025-08-18
TZITZON NICHOLAS
Officer
$1.49M
@ $866.45 · 2025-08-18
MCBRIDE KEVIN THOMAS
Officer
$238,496
@ $851.77 · 2025-08-15
CHAMBERLAIN PAUL EDWARD
Director
$258,000
@ $860.00 · 2025-08-14
CANNEY JACQUELINE P
Officer
$57,658
@ $860.57 · 2025-08-13
MASTANTUONO GINA
President
$72,288
@ $860.57 · 2025-08-13
CANNEY JACQUELINE P
Officer
$225,746
@ $878.39 · 2025-08-08
MASTANTUONO GINA
President
$256,490
@ $878.39 · 2025-08-08
JACKSON LAWRENCE
Director
$749,805
@ $990.50 · 2025-07-29
CANNEY JACQUELINE P
Officer
$341,631
@ $965.06 · 2025-07-16
SANDS ANITA M
Director
$250,950
@ $1050.00 · 2025-07-03
MCBRIDE KEVIN THOMAS
Officer
$283,310
@ $1011.82 · 2025-06-03
SANDS ANITA M
Director
$250,267
@ $1009.14 · 2025-06-02
CANNEY JACQUELINE P
Officer
$147,900
@ $1020.00 · 2025-05-30
TZITZON NICHOLAS
Officer
$1.19M
@ $1020.00 · 2025-05-30
MCDERMOTT WILLIAM R
Chief Executive Officer
$2.07M
@ $1012.01 · 2025-05-30
SANDS ANITA M
Director
$433,825
@ $1013.61 · 2025-05-27
BRIGGS TERESA
Director
$216,913
@ $1013.61 · 2025-05-27
LUDDY FREDERIC B
Director
$428,000
@ $1000.00 · 2025-05-23
MASTANTUONO GINA
President
$121,570
@ $1030.25 · 2025-05-19
CANNEY JACQUELINE P
Officer
$96,844
@ $1030.26 · 2025-05-19
ELMER RUSSELL S.
General Counsel
$83,450
@ $1030.25 · 2025-05-19
CHAMBERLAIN PAUL EDWARD
Director
$310,326
@ $1034.42 · 2025-05-15
MASTANTUONO GINA
President
$85,932
@ $1023.00 · 2025-05-13
CANNEY JACQUELINE P
Officer
$67,518
@ $1023.00 · 2025-05-13
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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MSI
FearGreed
😐Neutral(55/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
NOW
FearGreed
😨Fear(38/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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MSI
Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (55)
NOW
Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (38)
View MSI Full AnalysisView NOW Full Analysis
Motorola Solutions, Inc. (MSI) vs ServiceNow, Inc. (NOW) Stock Comparison | SafetyMargin.io