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

CategoryWinnerWhy
GrowthMS16.8% revenue growth vs MDBH's -47.5%
ValueMDBHLower P/E (1.2x vs 14.8x)
Quality / MarginsMDBH5.3% net margin vs MS's 13.0%
Stability / SafetyMDBHBeta 0.39 vs MS's 1.35, lower leverage
DividendsMS2.3% yield; 11-year raise streak; MDBH pays no meaningful dividend
Momentum (1Y)MS+28.0% vs MDBH's -53.5%
Efficiency (ROA)MDBH18.6% ROA vs MS's 1.2%, ROIC -38.9% vs 2.9%
Bottom line: MDBH leads in 4 of 7 categories, making it the stronger pick for investors who prioritize valuation and capital efficiency and profitability and margin quality. Morgan Stanley is the better choice for growth and revenue expansion and dividend income and shareholder returns. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

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

MDBHMDB Capital Holdings, LLC Class A common
Financial Services

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.

MSMorgan Stanley
Financial Services

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

MDBHMDB Capital Holdings, LLC Class A common

Segment breakdown not available.

MSMorgan Stanley
FY 2024
Wealth Management Segment
45.6%$28.4B
Institutional Securities Segment
45.0%$28.1B
Investment Management Segment
9.4%$5.9B

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

MS 3MDBH 2
Financial MetricsMS4/5 metrics
Valuation MetricsMDBH2/3 metrics
Profitability & EfficiencyMDBH5/8 metrics
Total ReturnsMS6/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst OutlookMS1/1 metrics

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).

MetricMDBHMDB 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%
MS leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

At 1.2x trailing earnings, MDBH trades at a 94% valuation discount to MS's 20.9x P/E.

MetricMDBHMDB Capital Holdi…MSMorgan Stanley
Market CapShares × price$16M$264.9B
Enterprise ValueMkt cap + debt − cash-$4M$549.6B
Trailing P/EPrice ÷ TTM EPS1.19x20.94x
Forward P/EPrice ÷ next-FY EPS est.14.79x
PEG RatioP/E ÷ EPS growth rate2.35x
EV / EBITDAEnterprise value multiple24.15x
Price / SalesMarket cap ÷ Revenue7.05x2.57x
Price / BookPrice ÷ Book value/share0.20x2.54x
Price / FCFMarket cap ÷ FCF
MDBH leads this category, winning 2 of 3 comparable metrics.

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.

MetricMDBHMDB 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 0–955
Debt / EquityFinancial leverage0.01x3.42x
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-399.73x0.44x
MDBH leads this category, winning 5 of 8 comparable metrics.

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.

MetricMDBHMDB 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%
MS leads this category, winning 6 of 6 comparable metrics.

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.

MetricMDBHMDB Capital Holdi…MSMorgan Stanley
Beta (5Y)Sensitivity to S&P 5000.39x1.35x
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 0–10041.651.2
Avg Volume (50D)Average daily shares traded8K5.8M
Evenly matched — MDBH and MS each lead in 1 of 2 comparable metrics.

Analyst Outlook

MS is the only dividend payer here at 2.29% yield — a key consideration for income-focused portfolios.

MetricMDBHMDB Capital Holdi…MSMorgan Stanley
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$196.00
# AnalystsCovering analysts50
Dividend YieldAnnual dividend ÷ price+2.3%
Dividend StreakConsecutive years of raises111
Dividend / ShareAnnual DPS$3.81
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.6%
MS leads this category, winning 1 of 1 comparable metric.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockSep 23Feb 26Change
MDB Capital Holding… (MDBH)10025.6-74.4%
Morgan Stanley (MS)100230.2+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

Stock20152024Change
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

Stock20152024Change
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

Stock20172024Change
Morgan Stanley (MS)1715.8-7.1%

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

Stock20152024Change
MDB Capital Holding… (MDBH)-0.092.64+3195.0%
Morgan Stanley (MS)2.917.95+173.2%

Morgan Stanley's EPS grew from $2.91 (2015) to $7.95 (2024) — a 12% CAGR.

Chart 6Free Cash Flow — 5 Years

2021
$-6M
$32B
2022
$-7M
$-9B
2023
$-8M
$-37B
2024
$-8M
$-2B
MDB Capital Holding… (MDBH)Morgan Stanley (MS)

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).

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MDBH vs MS: Frequently Asked Questions

8 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

What 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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  • Sector: Financial Services
  • Market Cap > $100B
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  • Market Cap > $100B
  • Revenue Growth > 8%
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Net Margin>
%
(MDBH: 526.5% · MS: 13.0%)
P/E Ratio<
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(MDBH: 1.2x · MS: 20.9x)