VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Analog Devices, Inc. vs Motorola Solutions, Inc.

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

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$133B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-02
Moat score
59/ 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 Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Motorola Solutions, Inc.

MSI · New York Stock Exchange

Market cap (USD)$63.5B
Gross margin (TTM)51%
Operating margin (TTM)25.4%
Net margin (TTM)18.7%
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: Motorola Solutions, Inc. leads (68 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Analog Devices, Inc. has 5 moat types across 2 domains; Motorola Solutions, Inc. has 10 across 3.

Primary market context

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

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

Analog Devices, Inc.
Motorola Solutions, Inc.
Ticker / Exchange
ADI - Nasdaq Global Select Market
MSI - New York Stock Exchange
Market cap (USD)
$133B
$63.5B
Gross margin (TTM)
n/a
51%
Operating margin (TTM)
n/a
25.4%
Net margin (TTM)
n/a
18.7%
Sector
Technology
Technology
Industry
n/a
Communication Equipment
HQ country
US
US
Primary segment
Industrial
LMR Communications
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
59 / 100
68 / 100
Moat domains
Demand, Supply
Legal, Demand, Network
Last update
2026-01-02
2025-12-26

Moat coverage

Shared moat types

Design In QualificationData Workflow LockinBrand Trust

Analog Devices, Inc. strengths

Scope EconomiesCapex Knowhow Scale

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsInstalled Base ConsumablesLong Term ContractsEcosystem ComplementsSwitching Costs GeneralInteroperability HubSuite Bundling

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.8%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

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?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.