WallStSmart

Marathon Digital Holdings Inc (MARA)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 7650% more annual revenue ($70.30B vs $907.09M). MS leads profitability with a 24.0% profit margin vs -144.6%. MARA appears more attractively valued with a PEG of 0.10. MS earns a higher WallStSmart Score of 76/100 (B+).

MARA

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 2.0Value: 6.7Quality: 4.3
Piotroski: 1/9Altman Z: 0.73

MS

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 9.0Value: 10.0Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MARA.

MSUndervalued (+61.6%)

Margin of Safety

+61.6%

Fair Value

$413.17

Current Price

$161.47

$251.70 discount

UndervaluedFair: $413.17Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MARA3 strengths · Avg: 10.0/10
PEG RatioValuation
0.1010/10

Growing faster than its price suggests

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
86.7%10/10

Earnings expanding 86.7% YoY

MS6 strengths · Avg: 8.8/10
Market CapQuality
$250.61B10/10

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
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
20.7%8/10

Earnings expanding 20.7% YoY

Areas to Watch

MARA4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Return on EquityProfitability
-34.5%2/10

ROE of -34.5% — below average capital efficiency

Revenue GrowthGrowth
-5.6%2/10

Revenue declined 5.6%

Altman Z-ScoreHealth
0.732/10

Distress zone — elevated risk

MS3 concerns · Avg: 3.0/10
PEG RatioValuation
1.784/10

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 : MARA

The strongest argument for MARA centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.10 suggests the stock is reasonably priced for its growth.

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 : MARA

The primary concerns for MARA are Piotroski F-Score, Return on Equity, Revenue Growth.

Bear Case : MS

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

Key Dynamics to Monitor

MARA profiles as a turnaround stock while MS is a mature play — different risk/reward profiles.

MARA carries more volatility with a beta of 5.42 — expect wider price swings.

MS is growing revenue faster at 11.0% — sustainability is the question.

MARA generates stronger free cash flow (508M), providing more financial flexibility.

Bottom Line

MS scores higher overall (76/100 vs 49/100), backed by strong 24.0% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Marathon Digital Holdings Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Marathon Digital Holdings, Inc. is a cryptocurrency mining digital asset technology company with a focus on the blockchain ecosystem and digital asset generation in the United States. The company is headquartered in Las Vegas, Nevada.

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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