MS vs UPS: Which Is the Better Buy?

Side-by-side comparison of Morgan Stanley and United Parcel Service, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
Morgan Stanley Β· Financial Services
$218.37
+45.0% upside to fair value
Grade B High Quality
VS
United Parcel Service, Inc. Β· Industrials
$105.00
+12.9% upside to fair value
Grade B
QuantHub Verdict
MS has more upside to fair value (+45.0%). UPS trades at a lower forward P/E (17.0x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MS UPS
Current Price $218.37 $105.00
Fair Value Estimate $316.64 $118.53
Upside to Fair Value +45.0% +12.9%
Market Cap $344.4B $89.2B
Forward P/E 23.6x 17.0x
EV / EBITDA 9.8x 9.6x
Price / Sales 2.7x 1.0x
Price / FCF -327.4x 19.8x
Revenue Growth YoY +22.4% -1.6%
Gross Margin 56.6% 17.8%
Operating Margin 28.4% 8.5%
Return on Equity 23.4% 33.0%
Dividend Yield 0% 0%
FCF Yield β€” 5.06%
Analyst Consensus Hold Buy
Investment Thesis
MS β€” Morgan Stanley
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…
UPS β€” United Parcel Service, Inc.
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
Accumulation Zones
Metric MS UPS
Zone Low $237.48 $88.90
Zone High $269.14 $100.75
In Buy Zone? Yes No
← MS Research    UPS Research β†’    All Research