WallStSmart

Moelis & Co (MC)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 4535% more annual revenue ($70.30B vs $1.52B). MS leads profitability with a 24.0% profit margin vs 15.4%. MS appears more attractively valued with a PEG of 1.83. MS earns a higher WallStSmart Score of 76/100 (B+).

MC

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 9.5Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 1.20

MS

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 10.0Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MCSignificantly Overvalued (-247.8%)

Margin of Safety

-247.8%

Fair Value

$19.86

Current Price

$55.30

$35.44 premium

UndervaluedFair: $19.86Overvalued
MSUndervalued (+59.3%)

Margin of Safety

+59.3%

Fair Value

$407.18

Current Price

$165.65

$241.53 discount

UndervaluedFair: $407.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MC2 strengths · Avg: 9.0/10
Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Operating MarginProfitability
26.2%8/10

Strong operational efficiency at 26.2%

MS6 strengths · Avg: 8.8/10
Market CapQuality
$263.03B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
38.6%10/10

Strong operational efficiency at 38.6%

Profit MarginProfitability
24.0%9/10

Keeps 24 of every $100 in revenue as profit

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
20.7%8/10

Earnings expanding 20.7% YoY

Areas to Watch

MC3 concerns · Avg: 2.7/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

EPS GrowthGrowth
-5.5%2/10

Earnings declined 5.5%

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

MS3 concerns · Avg: 3.0/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-4.60B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : MC

The strongest argument for MC centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 26.2%. Revenue growth of 11.2% demonstrates continued momentum.

Bull Case : MS

The strongest argument for MS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 24.0% and operating margin at 38.6%. Revenue growth of 11.0% demonstrates continued momentum.

Bear Case : MC

The primary concerns for MC are PEG Ratio, EPS Growth, Altman Z-Score.

Bear Case : MS

The primary concerns for MS are PEG Ratio, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

MC carries more volatility with a beta of 1.90 — expect wider price swings.

MC is growing revenue faster at 11.2% — sustainability is the question.

MC generates stronger free cash flow (330M), providing more financial flexibility.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MS scores higher overall (76/100 vs 61/100), backed by strong 24.0% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Moelis & Co

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Moelis & Company is an investment banking advisory firm in the United States, Europe, and internationally. The company is headquartered in New York, New York.

Morgan Stanley

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.

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