WallStSmart

Moelis & Co (MC)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 4987% more annual revenue ($77.83B vs $1.53B). MS leads profitability with a 25.9% profit margin vs 14.5%. MC appears more attractively valued with a PEG of 1.97. MS earns a higher WallStSmart Score of 73/100 (B).

MC

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.57

MS

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.38

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MC1 strengths · Avg: 10.0/10
Return on EquityProfitability
45.4%10/10

Every $100 of equity generates 45 in profit

MS6 strengths · Avg: 9.2/10
Market CapQuality
$343.48B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

EPS GrowthGrowth
62.4%10/10

Earnings expanding 62.4% YoY

Profit MarginProfitability
25.9%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
28.0%8/10

Revenue surging 28.0% year-over-year

Areas to Watch

MC4 concerns · Avg: 4.0/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

Price/BookValuation
10.0x4/10

Trading at 10.0x book value

Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

MS3 concerns · Avg: 2.7/10
PEG RatioValuation
2.104/10

Expensive relative to growth rate

Free Cash FlowQuality
$-7.85B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.382/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : MC

The strongest argument for MC centers on Return on Equity.

Bull Case : MS

The strongest argument for MS centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 41.6%. Revenue growth of 28.0% demonstrates continued momentum.

Bear Case : MC

The primary concerns for MC are PEG Ratio, Price/Book, Revenue Growth.

Bear Case : MS

The primary concerns for MS are PEG Ratio, Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

MC profiles as a value stock while MS is a growth play — different risk/reward profiles.

MC carries more volatility with a beta of 1.85 — expect wider price swings.

MS is growing revenue faster at 28.0% — sustainability is the question.

MC generates stronger free cash flow (-292M), providing more financial flexibility.

Bottom Line

MS scores higher overall (73/100 vs 51/100), backed by strong 25.9% margins and 28.0% 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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