VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Motorola Solutions, Inc. vs ServiceNow, Inc.

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)$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

ServiceNow, Inc.

NOW · New York Stock Exchange

Market cap (USD)$109.1B
Gross margin (TTM)77.5%
Operating margin (TTM)13.7%
Net margin (TTM)13.2%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-26
Moat score
80/ 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 ServiceNow, Inc.'s moat claims, evidence, and risks.

View NOW analysis

Comparison highlights

  • Moat score gap: ServiceNow, Inc. leads (80 / 100 vs 68 / 100 for Motorola Solutions, Inc.).
  • Segment focus: Motorola Solutions, Inc. has 3 segments (74.9% in LMR Communications); ServiceNow, Inc. has 3 segments (85.8% in Digital workflow products (subscription)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Motorola Solutions, Inc. has 10 moat types across 3 domains; ServiceNow, Inc. has 6 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%

ServiceNow, Inc.

Digital workflow products (subscription)

Market

Enterprise digital workflow automation and service management platform (ITSM/ESM, employee, customer, creator workflows)

Geography

Global

Customer

Large enterprises and public sector

Role

SaaS platform

Revenue share

85.8%

Side-by-side metrics

Motorola Solutions, Inc.
ServiceNow, Inc.
Ticker / Exchange
MSI - New York Stock Exchange
NOW - New York Stock Exchange
Market cap (USD)
$77.1B
$109.1B
Gross margin (TTM)
50.2%
77.5%
Operating margin (TTM)
25.1%
13.7%
Net margin (TTM)
18.4%
13.2%
Sector
Technology
Technology
Industry
Communication Equipment
Software - Application
HQ country
US
US
Primary segment
LMR Communications
Digital workflow products (subscription)
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
68 / 100
80 / 100
Moat domains
Legal, Demand, Network
Demand, Network, Supply
Last update
2025-12-26
2025-12-26

Moat coverage

Shared moat types

Design In QualificationEcosystem ComplementsData Workflow LockinSuite Bundling

Motorola Solutions, Inc. strengths

Government Contracting RelationshipsInstalled Base ConsumablesLong Term ContractsBrand TrustSwitching Costs GeneralInteroperability Hub

ServiceNow, Inc. strengths

Training Org Change CostsService Field Network

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%

ServiceNow, Inc. segments

Full profile >

Digital workflow products (subscription)

Oligopoly

85.8%

IT Operations Management (ITOM) products (subscription)

Competitive

11.1%

Professional services and other

Competitive

3.1%

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.