MS vs WDC: Which Is the Better Buy?
Side-by-side comparison of Morgan Stanley and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Morgan Stanley · Financial Services
$206.27
+15.9% upside to fair value
Med Conviction
Grade C
VS
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$206.27 |
$441.36 |
| Fair Value Estimate |
$239.00 |
$367.30 |
| Upside to Fair Value |
+15.9%
|
-16.8%
|
| Market Cap |
$325.4B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.5x
|
17.4x
|
| Price / Sales |
2.6x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+22.4%
|
+43.8%
|
| Gross Margin |
59.7%
|
48.9%
|
| Operating Margin |
20.7%
|
34.9%
|
| Return on Equity |
18.1%
|
118.6%
|
| Dividend Yield |
2.01% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
MS |
WDC |
| Zone Low |
$179.25 |
$275.48 |
| Zone High |
$203.15 |
$312.20 |
| In Buy Zone? |
No
|
No
|