Zebra Technologies Corp Ordinary Shares - Class A
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| K?C | LOCK|^wkP& | LOCK|MZ@##< |
Zebra Offers a Wide and Sticky Portfolio for Digital Transformation
Business Strategy and Outlook
We see Zebra Technologies as a crucial partner for supply chain, logistics, and operational efficiency for customers across industry verticals. Zebra has acquired and maintained a dominant share position in the automatic identification and data capture, or AIDC, market (inclusive of printing, scanning, and mobile computing) by pivoting into higher-growth technologies over its life. We agree with the firm’s ongoing pivot into software and adjacent technologies, developing platforms internally and through acquisitions to augment and complement its existing portfolio.
