Motorola Solutions or Cisco Systems: Which Stock Has More Upside?
Cisco Systems surged 17% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Motorola Solutions gives you more. Motorola Solutions (MSI) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Cisco Systems (CSCO) stock, suggesting you may be better off investing in MSI
- MSI’s quarterly revenue growth was 7.8%, vs. CSCO’s 7.5%.
- In addition, its Last 3-Year Average revenue growth came in at 9.1%, ahead of CSCO’s 3.7%.
- MSI leads on profitability over both periods – LTM margin of 25.0% and 3-year average of 24.5%.
These differences become even clearer when you look at the financials side by side. The table highlights how CSCO’s fundamentals stack up against those of MSI on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| CSCO | MSI | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 26.4 | 24.9 | MSI |
| Revenue Growth | |||
| Last Quarter | 7.5% | 7.8% | MSI |
| Last 12 Months | 8.9% | 6.2% | CSCO |
| Last 3 Year Average | 3.7% | 9.1% | MSI |
| Operating Margins | |||
| Last 12 Months | 22.5% | 25.0% | MSI |
| Last 3 Year Average | 24.2% | 24.5% | MSI |
| Momentum | |||
| Last 3 Year Return | 102.2% | 69.9% | CSCO |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: CSCO Revenue Comparison | MSI Revenue Comparison
See more margin details: CSCO Operating Income Comparison | MSI Operating Income Comparison
See detailed fundamentals on Buy or Sell MSI Stock and Buy or Sell CSCO Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| CSCO Return | 46% | -22% | 9% | 21% | 33% | 11% | 121% | ||
| MSI Return | 62% | -4% | 23% | 49% | -16% | 10% | 164% | <=== | |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% | ||
| Monthly Win Rates [3] | |||||||||
| CSCO Win Rate | 75% | 33% | 58% | 67% | 67% | 100% | 67% | ||
| MSI Win Rate | 83% | 50% | 50% | 75% | 50% | 100% | 68% | <=== | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | 62% | ||
| Max Drawdowns [4] | |||||||||
| CSCO Max Drawdown | -1% | -36% | -3% | -9% | -9% | -4% | -10% | ||
| MSI Max Drawdown | -2% | -27% | -2% | -1% | -20% | -2% | -9% | ||
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | -7% | <=== | |
[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 2/9/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read MSI Dip Buyer Analyses to see how the stock has fallen and recovered in the past.
Still not sure about CSCO or MSI? Consider portfolio approach.
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Individual stocks are unpredictable. A smart portfolio helps you invest, limits downside shocks, and provides upside exposure.
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