Axon vs. Motorola: The Public Safety Stock Battle (MSI, AXON)

Motorola needs ~12-13% growth to justify its price; Axon needs ~30% normalized EPS growth to justify its current valuation.

• Size vs. growth gap: Motorola posted $3.1B in quarterly revenue growing 13% YoY; Axon posted $904M growing 35% YoY.
• Motorola's profitability edge: Motorola runs ~26% operating margins, repurchased $326M in stock and paid $201M in dividends last quarter; Axon barely generates GAAP or free-cash-flow margin.

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