MS vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Morgan Stanley and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Morgan Stanley · Financial Services
$206.27
+15.9% upside to fair value
Med Conviction
Grade C
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
MS has more upside to fair value
(+15.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MS |
QCOM |
| Current Price |
$206.27 |
$201.97 |
| Fair Value Estimate |
$239.00 |
$159.42 |
| Upside to Fair Value |
+15.9%
|
-21.1%
|
| Market Cap |
$325.4B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.5x
|
16.5x
|
| Price / Sales |
2.6x
|
4.8x
|
| Price / FCF |
—
|
20.5x
|
| Revenue Growth YoY |
+22.4%
|
-4.0%
|
| Gross Margin |
59.7%
|
54.2%
|
| Operating Margin |
20.7%
|
23.2%
|
| Return on Equity |
18.1%
|
37.3%
|
| Dividend Yield |
2.01% |
1.79% |
| FCF Yield |
—
|
4.88%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Morgan Stanley is a diversified capital-markets and wealth-management franchise spanning institutional securities, advisor-led and self-directed wealth, workplace services, and investment management. Business quality is solid but inherently cyclical: it combines $8.084 trillion of wealth client assets and $2.004 trillion of investment-management AUM/AUS with a strengthening 15.5% institutional pe…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
MS |
QCOM |
| Zone Low |
$179.25 |
$119.56 |
| Zone High |
$203.15 |
$135.51 |
| In Buy Zone? |
No
|
No
|