Morgan Stanley (MS)vsOppenheimer Holdings Inc (OPY)
MS
Morgan Stanley
$165.65
-0.13%
FINANCIAL SERVICES · Cap: $263.03B
OPY
Oppenheimer Holdings Inc
$88.06
+1.98%
FINANCIAL SERVICES · Cap: $914.40M
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 4431% more annual revenue ($70.30B vs $1.55B). MS leads profitability with a 24.0% profit margin vs 9.6%. MS appears more attractively valued with a PEG of 1.83. MS earns a higher WallStSmart Score of 76/100 (B+).
MS
Strong Buy76
out of 100
Grade: B+
OPY
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$407.18
Current Price
$165.65
$241.53 discount
Margin of Safety
+85.7%
Fair Value
$610.27
Current Price
$88.06
$522.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 38.6%
Keeps 24 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 20.7% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 35.2%
Revenue surging 27.8% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 27.8% demonstrates continued momentum.
Bear Case : MS
The primary concerns for MS are PEG Ratio, Piotroski F-Score, Free Cash Flow.
Bear Case : OPY
The primary concerns for OPY are Market Cap, PEG Ratio.
Key Dynamics to Monitor
MS profiles as a mature stock while OPY is a growth play — different risk/reward profiles.
MS carries more volatility with a beta of 1.21 — expect wider price swings.
OPY is growing revenue faster at 27.8% — sustainability is the question.
OPY generates stronger free cash flow (176M), providing more financial flexibility.
Bottom Line
MS scores higher overall (76/100 vs 74/100), backed by strong 24.0% margins and 11.0% revenue growth. OPY offers better value entry with a 85.7% margin of safety. Both earn "Strong Buy" and "Strong 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.
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.
Oppenheimer Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
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