MS vs SBUX: Which Is the Better Buy?

Side-by-side comparison of Morgan Stanley and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-18.

Morgan Stanley · Financial Services

$206.27

+15.9% upside to fair value

Med Conviction Grade C

SBUX

Starbucks Corporation · Consumer Cyclical

$96.67

+12.3% upside to fair value

Med Conviction Grade C

QuantHub Verdict

MS has more upside to fair value (+15.9%). These are model outputs — not personalized investment advice. See all research →

Valuation & Fundamentals

Metric	MS	SBUX
Current Price	$206.27	$96.67
Fair Value Estimate	$239.00	$108.52
Upside to Fair Value	+15.9%	+12.3%
Market Cap	$325.4B	$110.2B
Forward P/E	—	—
EV / EBITDA	23.5x	22.0x
Price / Sales	2.6x	2.9x
Price / FCF	—	30.4x
Revenue Growth YoY	+22.4%	-1.4%
Gross Margin	59.7%	31.7%
Operating Margin	20.7%	9.4%
Return on Equity	18.1%	-24.3%
Dividend Yield	2.01%	2.57%
FCF Yield	—	3.29%
Analyst Consensus	Hold	Buy

Investment Thesis

MS — Morgan Stanley

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…

SBUX — Starbucks Corporation

Starbucks is the world's largest specialty coffee retailer, operating company-owned and licensed coffeehouses across North America, International, and Channel Development segments, with a brand that has historically supported premium pricing and global scale. The business quality is currently strained: revenue declined 1.4% year over year in the most recent quarter, TTM operating margin is 9.4%, …

Accumulation Zones

Metric	MS	SBUX
Zone Low	$179.25	$81.39
Zone High	$203.15	$92.24
In Buy Zone?	No	No

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