VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Apple Inc. vs Motorola Solutions, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Apple Inc.

AAPL · NASDAQ

Market cap (USD)$3.9T
Gross margin (TTM)47.3%
Operating margin (TTM)32.4%
Net margin (TTM)27%
SectorTechnology
IndustryConsumer Electronics
CountryUS
Data as of2025-12-20
Moat score
87/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Apple Inc.'s moat claims, evidence, and risks.

View AAPL analysis

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$77.1B
Gross margin (TTM)50.2%
Operating margin (TTM)25.1%
Net margin (TTM)18.4%
SectorTechnology
IndustryCommunication Equipment
CountryUS
Data as of2025-12-26
Moat score
68/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Motorola Solutions, Inc.'s moat claims, evidence, and risks.

View MSI analysis

Comparison highlights

  • Moat score gap: Apple Inc. leads (87 / 100 vs 68 / 100 for Motorola Solutions, Inc.).
  • Segment focus: Apple Inc. has 5 segments (50.4% in iPhone); Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Apple Inc. has 7 moat types across 3 domains; Motorola Solutions, Inc. has 10 across 3.

Primary market context

Apple Inc.

iPhone

Market

Smartphones (with focus on premium smartphones and iOS ecosystem devices)

Geography

Global

Customer

Consumers and enterprises (end-users), plus carrier/retail channels

Role

OEM / platform owner

Revenue share

50.4%

Motorola Solutions, Inc.

LMR Communications

Market

Mission-critical land mobile radio (LMR) devices, infrastructure, and managed/support services

Geography

Global

Customer

Public safety agencies and mission-critical enterprises

Role

OEM + systems integrator + service provider

Revenue share

74.9%

Side-by-side metrics

Apple Inc.
Motorola Solutions, Inc.
Ticker / Exchange
AAPL - NASDAQ
MSI - New York Stock Exchange
Market cap (USD)
$3.9T
$77.1B
Gross margin (TTM)
47.3%
50.2%
Operating margin (TTM)
32.4%
25.1%
Net margin (TTM)
27%
18.4%
Sector
Technology
Technology
Industry
Consumer Electronics
Communication Equipment
HQ country
US
US
Primary segment
iPhone
LMR Communications
Market structure
Oligopoly
Oligopoly
Market share
14%-17% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
87 / 100
68 / 100
Moat domains
Demand, Network, Supply
Legal, Demand, Network
Last update
2025-12-20
2025-12-26

Moat coverage

Shared moat types

Brand TrustEcosystem ComplementsSwitching Costs GeneralInstalled Base Consumables

Apple Inc. strengths

Scale Economies Unit CostDefault OS GatewayTwo Sided Network

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsDesign In QualificationLong Term ContractsData Workflow LockinInteroperability HubSuite Bundling

Segment mix

Apple Inc. segments

Full profile >

iPhone

Oligopoly

50.4%

Mac

Oligopoly

8.1%

iPad

Oligopoly

6.7%

Wearables, Home and Accessories

Competitive

8.6%

Services

Quasi-Monopoly

26.2%

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.