WallStSmart

Morgan Stanley (MS)vsOccidental Petroleum Corporation (OXY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 246% more annual revenue ($73.17B vs $21.12B). MS leads profitability with a 24.7% profit margin vs 22.4%. OXY appears more attractively valued with a PEG of 1.21. MS earns a higher WallStSmart Score of 73/100 (B).

MS

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 4.8
Piotroski: 3/9

OXY

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 6.0Value: 5.3Quality: 3.8
Piotroski: 2/9Altman Z: 1.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MS.

OXYUndervalued (+28.6%)

Margin of Safety

+28.6%

Fair Value

$66.12

Current Price

$53.03

$13.09 discount

UndervaluedFair: $66.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MS6 strengths · Avg: 8.8/10
Market CapQuality
$299.95B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
40.6%10/10

Strong operational efficiency at 40.6%

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.3%8/10

16.3% revenue growth

OXY4 strengths · Avg: 9.0/10
EPS GrowthGrowth
315.6%10/10

Earnings expanding 315.6% YoY

Market CapQuality
$53.65B9/10

Large-cap with strong market position

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

MS3 concerns · Avg: 3.0/10
PEG RatioValuation
2.334/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-7.85B2/10

Negative free cash flow — burning cash

OXY4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.0%3/10

ROE of 4.0% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
72.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-8.3%2/10

Revenue declined 8.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : MS

The strongest argument for MS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 40.6%. Revenue growth of 16.3% demonstrates continued momentum.

Bull Case : OXY

The strongest argument for OXY centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 17.7%. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : MS

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

Bear Case : OXY

The primary concerns for OXY are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 72.9x leaves little room for execution misses.

Key Dynamics to Monitor

MS profiles as a growth stock while OXY is a declining play — different risk/reward profiles.

MS carries more volatility with a beta of 1.21 — expect wider price swings.

MS is growing revenue faster at 16.3% — sustainability is the question.

OXY generates stronger free cash flow (-298M), providing more financial flexibility.

Bottom Line

MS scores higher overall (73/100 vs 65/100), backed by strong 24.7% margins and 16.3% revenue growth. OXY offers better value entry with a 28.6% 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.

Occidental Petroleum Corporation

ENERGY · OIL & GAS E&P · USA

Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.

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