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 2026-04-22.
Morgan Stanley · Financial Services
$189.30
-30.5% upside to fair value
Grade C
High Quality
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
SBUX has more upside to fair value
(+19.0%).
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 |
SBUX |
| Current Price |
$189.30 |
$96.60 |
| Fair Value Estimate |
$131.49 |
$115.00 |
| Upside to Fair Value |
-30.5%
|
+19.0%
|
| Market Cap |
$300.6B |
$110.1B |
| Forward P/E |
16.4x
|
42.2x
|
| EV / EBITDA |
24.4x
|
22.5x
|
| Price / Sales |
2.5x
|
3.0x
|
| Price / FCF |
-16.8x
|
45.1x
|
| Revenue Growth YoY |
+18.8%
|
+2.8%
|
| Gross Margin |
58.0%
|
24.2%
|
| Operating Margin |
19.5%
|
9.6%
|
| Return on Equity |
16.7%
|
-22.9%
|
| Dividend Yield |
0% |
2.55% |
| FCF Yield |
—
|
2.2%
|
| Analyst Consensus |
Hold
|
Hold
|
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%…
Starbucks is the world's largest specialty coffee retailer with over 39,000 stores across 86 markets, generating $37.2B in annual revenue. Under CEO Brian Niccol, now 19 months into his tenure after joining from Chipotle in September 2024, the company is executing the Back to Starbucks operational turnaround focused on service speed, menu simplification, and store experience reinvention. At P/S 2…
Accumulation Zones
| Metric |
MS |
SBUX |
| Zone Low |
$98.62 |
$88.00 |
| Zone High |
$111.77 |
$98.00 |
| In Buy Zone? |
No
|
Yes
|