MS vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Morgan Stanley and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Morgan Stanley · Financial Services
$189.30
-30.5% upside to fair value
Grade C
High Quality
VS
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
MS trades at a lower forward P/E
(16.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MS |
ORCL |
| Current Price |
$189.30 |
$175.08 |
| Fair Value Estimate |
$131.49 |
$415.43 |
| Upside to Fair Value |
-30.5%
|
+137.3%
|
| Market Cap |
$300.6B |
$503.5B |
| Forward P/E |
16.4x
|
30.8x
|
| EV / EBITDA |
24.4x
|
21.4x
|
| Price / Sales |
2.5x
|
7.9x
|
| Price / FCF |
-16.8x
|
-20.4x
|
| Revenue Growth YoY |
+18.8%
|
+21.7%
|
| Gross Margin |
58.0%
|
66.4%
|
| Operating Margin |
19.5%
|
30.8%
|
| Return on Equity |
16.7%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
MS |
ORCL |
| Zone Low |
$98.62 |
$311.57 |
| Zone High |
$111.77 |
$353.12 |
| In Buy Zone? |
No
|
Yes
|