Clear leader
15 companies value 113 bn revenue 19 bn margin 13.2% free cash flow 3.2 bn avg. score 2.9
MSI holds 67.1% of the group's value, 2.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSI | Motorola Solutions United States · score 6.3 | 67% | 76 bn | 12 bn | 17.4% | 2.7 bn | 3.5% | 1.0% | Radios, cameras and software for public safety · Practically monopolizes US emergency radio for police and firefighters | |
| 2 | AXON | Axon Enterprise United States · score 3.6 | 28% | 31 bn | 3.2 bn | 6.2% | 0.1 bn | 0.4% | — | Tasers, body cameras and software for police · Owner of Taser and body cameras; a closed ecosystem with subscription software | |
| 3 | OSIS | OSI SYSTEMS INC United States · score 6.1 | 3% | 3.1 bn | 1.8 bn | 8.7% | 0.3 bn | 7.9% | — | Specialized electronic systems for security, healthcare and industry · California — revenue of $1.8bn | |
| 4 | NSSC | NAPCO SECURITY TECHNOLOGIES, INC United States · score 6.7 | 1% | 1.3 bn | 0.2 bn | 21.3% | 0.1 bn | 4.6% | 1.6% | Electronic security and alarm devices, and school security · New York — revenue of $202m | |
| 5 | EVLV | Evolv Technologies Holdings, Inc. United States · score 2.9 | 1% | 0.8 bn | 0.2 bn | -3.0% | 0.0 bn | 3.7% | — | AI-powered security screening technology · Massachusetts — revenue of $171m | |
| 6 | VRRM | VERRA MOBILITY Corp United States · score 5.7 | 0% | 0.4 bn | 1.0 bn | 4.4% | 0.1 bn | 22.7% | — | Smart mobility technology and traffic enforcement · Arizona — revenue of $1bn | |
| 7 | BKTI | BK Technologies Corp United States · score 6.0 | 0% | 0.3 bn | 0.1 bn | 15.0% | 0.0 bn | 7.7% | — | Public safety communications for first responders · Florida — revenue of $91m | |
| 8 | GNSS | Genasys Inc. United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -10.9% | 0.0 bn | -4.4% | — | Protective communication and long-range acoustic devices · California — revenue of $57m | |
| 9 | WRAP | WRAP TECHNOLOGIES, INC. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -223.1% | -0.0 bn | -12.3% | — | Non-lethal public safety technology · Florida — revenue of $6m | |
| 10 | REKR | Rekor Systems, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.1 bn | -43.8% | -0.0 bn | -31.6% | — | Roadway intelligence for public safety and mobility · Maryland — revenue of $50m | |
| 11 | SNT | Senstar Technologies Corp Canada · score 5.3 | 0% | 0.0 bn | 0.0 bn | 8.8% | 0.0 bn | 3.6% | — | International physical security products and solutions · Canada — revenue of $36m | |
| 12 | KSCP | Knightscope, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -217.3% | -0.0 bn | -329.1% | — | Security technology for commercial, government, healthcare and education · California — revenue of $21m | |
| 13 | SYNX | Silynxcom Ltd. Israel · score 0.0 | 0% | 0.0 bn | 0.0 bn | -22.2% | 0.0 bn | -16.7% | — | Tactical communication and hearing protection for security forces, from Israel · Israel — revenue of $10m | |
| 14 | SPCB | SuperCom Ltd Israel · score 1.0 | — | — | 0.0 bn | 2.9% | -0.0 bn | — | — | Electronic identification and monitoring of people, from Israel · Israel — revenue of $29m | |
| 15 | MTEK | Maris Tech Ltd. Israel · score 0.5 | — | — | 0.0 bn | -215.3% | 0.0 bn | — | — | Tactical video and communications for defense and security, from Israel · Israel — revenue of $3m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.