VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Motorola Solutions, Inc. vs Novartis AG

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

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

Novartis AG

NOVN · SIX Swiss Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-02
Moat score
65/ 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 Novartis AG's moat claims, evidence, and risks.

View NOVN analysis

Comparison highlights

  • Moat score gap: Motorola Solutions, Inc. leads (68 / 100 vs 65 / 100 for Novartis AG).
  • Segment focus: Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications); Novartis AG has 5 segments (29.3% in Oncology).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Motorola Solutions, Inc. has 10 moat types across 3 domains; Novartis AG has 4 across 3.

Primary market context

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%

Novartis AG

Oncology

Market

Oncology and hematology branded medicines (including targeted therapies and radioligand therapy)

Geography

Global

Customer

Oncologists and hospitals; reimbursed by payers; hospital and specialty pharmacy channels

Role

Originator developer, manufacturer, and marketer of oncology therapies

Revenue share

29.3%

Side-by-side metrics

Motorola Solutions, Inc.
Novartis AG
Ticker / Exchange
MSI - New York Stock Exchange
NOVN - SIX Swiss Exchange
Market cap (USD)
$63.5B
n/a
Gross margin (TTM)
51%
n/a
Operating margin (TTM)
25.4%
n/a
Net margin (TTM)
18.7%
n/a
Sector
Technology
Healthcare
Industry
Communication Equipment
n/a
HQ country
US
CH
Primary segment
LMR Communications
Oncology
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
68 / 100
65 / 100
Moat domains
Legal, Demand, Network
Legal, Supply, Demand
Last update
2025-12-26
2026-01-02

Moat coverage

Shared moat types

Brand Trust

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsInstalled Base ConsumablesDesign In QualificationLong Term ContractsEcosystem ComplementsSwitching Costs GeneralData Workflow LockinInteroperability HubSuite Bundling

Novartis AG strengths

IP Choke PointRegulated Standards PipeCapex Knowhow Scale

Segment mix

Motorola Solutions, Inc. segments

Full profile >

LMR Communications

Oligopoly

74.9%

Video Security & Access Control

Competitive

17.7%

Command Center Software

Competitive

7.4%

Novartis AG segments

Full profile >

Cardiovascular, Renal and Metabolic

Oligopoly

17%

Immunology

Oligopoly

18.5%

Neuroscience

Oligopoly

9.4%

Oncology

Oligopoly

29.3%

Established Brands

Competitive

25.8%

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.