MS vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Morgan Stanley and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E
(23.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MS |
NFLX |
| Current Price |
$218.37 |
$73.68 |
| Fair Value Estimate |
$316.64 |
$106.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$344.4B |
$310.2B |
| Forward P/E |
23.6x
|
23.3x
|
| EV / EBITDA |
9.8x
|
9.2x
|
| Price / Sales |
2.7x
|
6.6x
|
| Price / FCF |
-327.4x
|
26.1x
|
| Revenue Growth YoY |
+22.4%
|
+16.2%
|
| Gross Margin |
56.6%
|
49.0%
|
| Operating Margin |
28.4%
|
29.7%
|
| Return on Equity |
23.4%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.83%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
| Metric |
MS |
NFLX |
| Zone Low |
$237.48 |
$80.13 |
| Zone High |
$269.14 |
$90.81 |
| In Buy Zone? |
Yes
|
Yes
|