Comprehensive Stock Comparison
Compare MDB Capital Holdings, LLC Class A common (MDBH) vs Morgan Stanley (MS) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | MS | 16.8% revenue growth vs MDBH's -47.5% |
| Value | MDBH | Lower P/E (1.2x vs 14.8x) |
| Quality / Margins | MDBH | 5.3% net margin vs MS's 13.0% |
| Stability / Safety | MDBH | Beta 0.39 vs MS's 1.35, lower leverage |
| Dividends | MS | 2.3% yield; 11-year raise streak; MDBH pays no meaningful dividend |
| Momentum (1Y) | MS | +28.0% vs MDBH's -53.5% |
| Efficiency (ROA) | MDBH | 18.6% ROA vs MS's 1.2%, ROIC -38.9% vs 2.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
MDB Capital Holdings operates as a specialized financial services firm with a dual focus on investment banking and technology development. It generates revenue primarily through its broker-dealer segment — conducting private and public securities offerings — while also pursuing synthetic biology technology development as a secondary business line. The company's competitive advantage lies in its unique combination of financial services expertise with direct technology development capabilities, creating a specialized niche in funding and developing early-stage synthetic biology ventures.
Morgan Stanley is a global investment bank and wealth management firm that provides financial services to institutions, corporations, and individuals. It generates revenue primarily through investment banking fees (~30%), wealth management fees (~40%), and trading & sales activities (~25%), with the remainder from investment management. The company's competitive advantage lies in its elite brand reputation, global institutional relationships, and integrated platform that connects investment banking with wealth management.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
MS leads in 3 of 6 categories (Financial Metrics, Total Returns). MDBH leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Financial Metrics (TTM)
MS is the larger business by revenue, generating $103.1B annually — 46448.7x MDBH's $2M. Profitability is closely matched — net margins range from 5.3% (MDBH) to 13.0% (MS).
| Metric | MDBHMDB Capital Holdi… | MSMorgan Stanley |
|---|---|---|
| RevenueTrailing 12 months | $2M | $103.1B |
| EBITDAEarnings before interest/tax | -$24M | $26.3B |
| Net IncomeAfter-tax profit | $11M | $16.2B |
| Free Cash FlowCash after capex | -$4M | -$6.7B |
| Gross MarginGross profit ÷ Revenue | -8.0% | +55.6% |
| Operating MarginEBIT ÷ Revenue | -12.9% | +17.1% |
| Net MarginNet income ÷ Revenue | +5.3% | +13.0% |
| FCF MarginFCF ÷ Revenue | -3.8% | -2.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +43.4% | +48.9% |
Valuation Metrics
At 1.2x trailing earnings, MDBH trades at a 94% valuation discount to MS's 20.9x P/E.
| Metric | MDBHMDB Capital Holdi… | MSMorgan Stanley |
|---|---|---|
| Market CapShares × price | $16M | $264.9B |
| Enterprise ValueMkt cap + debt − cash | -$4M | $549.6B |
| Trailing P/EPrice ÷ TTM EPS | 1.19x | 20.94x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 14.79x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.35x |
| EV / EBITDAEnterprise value multiple | — | 24.15x |
| Price / SalesMarket cap ÷ Revenue | 7.05x | 2.57x |
| Price / BookPrice ÷ Book value/share | 0.20x | 2.54x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
MDBH delivers a 19.2% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $15 for MS. MDBH carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to MS's 3.42x.
| Metric | MDBHMDB Capital Holdi… | MSMorgan Stanley |
|---|---|---|
| ROE (TTM)Return on equity | +19.2% | +14.6% |
| ROA (TTM)Return on assets | +18.6% | +1.2% |
| ROICReturn on invested capital | -38.9% | +2.9% |
| ROCEReturn on capital employed | -51.8% | +3.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.01x | 3.42x |
| Net DebtTotal debt minus cash | -$20M | $284.7B |
| Cash & Equiv.Liquid assets | $20M | $75.7B |
| Total DebtShort + long-term debt | $711,503 | $360.5B |
| Interest CoverageEBIT ÷ Interest expense | -399.73x | 0.44x |
Total Returns (with DRIP)
A $10,000 investment in MS five years ago would be worth $23,095 today (with dividends reinvested), compared to $2,506 for MDBH. Over the past 12 months, MS leads with a +28.0% total return vs MDBH's -53.5%. The 3-year compound annual growth rate (CAGR) favors MS at 22.5% vs MDBH's -37.0% — a key indicator of consistent wealth creation.
| Metric | MDBHMDB Capital Holdi… | MSMorgan Stanley |
|---|---|---|
| YTD ReturnYear-to-date | -10.5% | -7.9% |
| 1-Year ReturnPast 12 months | -53.5% | +28.0% |
| 3-Year ReturnCumulative with dividends | -74.9% | +83.8% |
| 5-Year ReturnCumulative with dividends | -74.9% | +131.0% |
| 10-Year ReturnCumulative with dividends | -74.9% | +662.8% |
| CAGR (3Y)Annualised 3-year return | -37.0% | +22.5% |
Risk & Volatility
MDBH is the less volatile stock with a 0.39 beta — it tends to amplify market swings less than MS's 1.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 86.4% from its 52-week high vs MDBH's 44.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MDBHMDB Capital Holdi… | MSMorgan Stanley |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.39x | 1.35x |
| 52-Week HighHighest price in past year | $6.98 | $192.68 |
| 52-Week LowLowest price in past year | $3.00 | $94.33 |
| % of 52W HighCurrent price vs 52-week peak | +44.9% | +86.4% |
| RSI (14)Momentum oscillator 0–100 | 41.6 | 51.2 |
| Avg Volume (50D)Average daily shares traded | 8K | 5.8M |
Analyst Outlook
MS is the only dividend payer here at 2.29% yield — a key consideration for income-focused portfolios.
| Metric | MDBHMDB Capital Holdi… | MSMorgan Stanley |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $196.00 |
| # AnalystsCovering analysts | — | 50 |
| Dividend YieldAnnual dividend ÷ price | — | +2.3% |
| Dividend StreakConsecutive years of raises | 1 | 11 |
| Dividend / ShareAnnual DPS | — | $3.81 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.6% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Sep 23 | Feb 26 | Change |
|---|---|---|---|
| MDB Capital Holding… (MDBH) | 100 | 25.6 | -74.4% |
| Morgan Stanley (MS) | 100 | 230.2 | +130.2% |
Morgan Stanley (MS) returned +131% over 5 years vs MDB Capital Holding… (MDBH)'s -75%. A $10,000 investment in MS 5 years ago would be worth $23,095 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| MDB Capital Holding… (MDBH) | $0.00 | $2M | — |
| Morgan Stanley (MS) | $36.0B | $103.1B | +186.5% |
Morgan Stanley's revenue grew from $36.0B (2015) to $103.1B (2024) — a 12.4% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| MDB Capital Holding… (MDBH) | -4.8% | 5.3% | +210.5% |
| Morgan Stanley (MS) | 17.0% | 13.0% | -23.7% |
Morgan Stanley's net margin went from 17% (2015) to 13% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Morgan Stanley (MS) | 17 | 15.8 | -7.1% |
Morgan Stanley has traded in a 8x–18x P/E range over 8 years; current trailing P/E is ~21x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| MDB Capital Holding… (MDBH) | -0.09 | 2.64 | +3195.0% |
| Morgan Stanley (MS) | 2.91 | 7.95 | +173.2% |
Morgan Stanley's EPS grew from $2.91 (2015) to $7.95 (2024) — a 12% CAGR.
Chart 6Free Cash Flow — 5 Years
MDB Capital Holdings, LLC Class A common generated $-8M FCF in 2024 (-36% vs 2021). Morgan Stanley generated $-2B FCF in 2024 (-107% vs 2021).
MDBH vs MS: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is MDBH or MS a better buy right now?
MDB Capital Holdings, LLC Class A common (MDBH) offers the better valuation at 1.2x trailing P/E, making it the more compelling value choice. Analysts rate Morgan Stanley (MS) a "Buy" — based on 50 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — MDBH or MS?
On trailing P/E, MDB Capital Holdings, LLC Class A common (MDBH) is the cheapest at 1.2x versus Morgan Stanley at 20.9x.
03Which is the better long-term investment — MDBH or MS?
Over the past 5 years, Morgan Stanley (MS) delivered a total return of +131.0%, compared to -74.9% for MDB Capital Holdings, LLC Class A common (MDBH). A $10,000 investment in MS five years ago would be worth approximately $23K today (assuming dividends reinvested). Over 10 years, the gap is even starker: MS returned +662.8% versus MDBH's -74.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MDBH or MS?
By beta (market sensitivity over 5 years), MDB Capital Holdings, LLC Class A common (MDBH) is the lower-risk stock at 0.39β versus Morgan Stanley's 1.35β — meaning MS is approximately 250% more volatile than MDBH relative to the S&P 500. On balance sheet safety, MDB Capital Holdings, LLC Class A common (MDBH) carries a lower debt/equity ratio of 1% versus 3% for Morgan Stanley — giving it more financial flexibility in a downturn.
05Which has better profit margins — MDBH or MS?
MDB Capital Holdings, LLC Class A common (MDBH) is the more profitable company, earning 526.5% net margin versus 13.0% for Morgan Stanley — meaning it keeps 526.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MS leads at 17.1% versus -1289.4% for MDBH. At the gross margin level — before operating expenses — MS leads at 55.6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — MDBH or MS?
In this comparison, MS (2.3% yield) pays a dividend. MDBH does not pay a meaningful dividend and should not be held primarily for income.
07Is MDBH or MS better for a retirement portfolio?
For long-horizon retirement investors, Morgan Stanley (MS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.3% yield, +662.8% 10Y return). Both have compounded well over 10 years (MS: +662.8%, MDBH: -74.9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between MDBH and MS?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: MDBH is a small-cap deep-value stock; MS is a large-cap quality compounder stock. MS pays a dividend while MDBH does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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