MSI · a US exchange · USD · Market cap $68.6B · 23,000 employees
Motorola Solutions, Inc.
FAIL · Does not pass the screen
413.31 USD
At the last full screen 2026-07-19
Screened 2026-07-19 · the tape above runs as of 22:40 UTC · 24 Jul · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its distribution label.
Motorola Solutions holds its Distribution at $413.31. Elevated stress, defensive posture warranted, held for 11 days.
As held on the ledger · 2026-07-19
Phase
Distribution · caution
Quantitative state
Elevated stress, defensive posture warranted, held for 11 days
Price at the screen
$413.31
Valuation
33.33 trailing · 22.30 forward price to earnings
Values screen
FAIL· score 10.0
Beta
0.89
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
50.37%
Below 33%
Interest-bearing debt is 50.4% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.22%
Below 33%
Cash held in interest-bearing accounts and securities is 0.2% of assets, under the one-third limit.
Pass
Receivables
17.34%
Below 49%
Money owed to the company is 17.3% of assets, under the 49% limit.
Pass
Revenue purity
0.50%
Below 5%
Only 0.5% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Conscience Overlay
Conscience flag · BDS Movement
The quantitative screen above is arithmetic. Separately, community boycott lists cite this company: Cited by BDS movement for providing surveillance and communications technology used at Israeli military checkpoints and in the occupied territories. The desk records that flag here without folding it into the verdict: the screen measures the balance sheet, the overlay informs the conscience, and they are different judgements that belong to different owners. The second one is yours.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 20% discount to our $495.48 fair value, moderate competitive moat, 7.40% revenue growth.
Fair value range in USD, drawn from the 2026-07-19 screen. The gold marker is the market price at the same screen. A 19.9% margin of safety to the base estimate.
Third-party analyst targets: 11 covering, consensus Buy. The average target sits +23% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-07-19 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Motorola Solutions fails our debt screen test
Every time a police officer calls for backup or a city upgrades its radio network, Motorola Solutions kit is probably sitting in the middle of it. The business posts solid 7% revenue growth, 18% margins and a near 100% ROE, yet we are staying away. It fails the ethical screen on its debt ratio, and that single red flag overrides the surface appeal.
The forward multiple of 22 times earnings already prices in steady execution and a moderate moat. High analyst targets around 509 dollars reflect the buy ratings, but none of that moves the needle once the debt test is failed. We do not bend the screen for strong returns or government exposure.
Debt levels remain the core risk even if cash flow looks reliable today. Any rise in rates or spending cuts in public budgets would quickly expose the leverage. Analysis, not advice.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
MSI trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-07-18Distribution$410.34+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (11 analysts) rates it buy, with a mean price target of $507.
2026-07-03Distribution$410.34+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Distribution$410.34Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
