Costco Wholesale Corporation (COST) vs Morgan Stanley (MS)

A side-by-side comparison of Costco Wholesale Corporation and Morgan Stanley across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 30, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: COST is classified in Consumer Defensive; MS is classified in Financial Services. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnCOST vs MS

growth of $100 · dividends reinvested · last 30y
COST +11674.2%MS +3541.6%COST compounded faster
05k10kStart $100200120062011201620212026$11,774$3,642
COST MS

COST vs MS: by the numbers

  • COST is the larger company ($431.96B vs $320.49B market cap).
  • MS trades at the lower trailing earnings multiple (17.23 vs 49.00 P/E), one valuation lens rather than an overall verdict.
  • MS converts more revenue to profit (15.99% vs 3.01% net margin).
  • MS grew revenue faster over the past five years (18.41% vs 9.48% CAGR).
  • MS pays the higher dividend yield (1.89% vs 0.55%).

Metrics side by side

Valuation

MetricCOSTMS
P/E ratio49.0017.23
Forward P/E47.4216.45
P/S ratio1.472.66
P/B ratio12.922.95
PEG ratio5.230.60
EV / EBITDA30.61N/A
FCF yield2.03%N/A

Profitability

MetricCOSTMS
Gross margin12.88%59.72%
Operating margin3.82%20.70%
Net margin3.01%15.99%
ROE26.38%17.70%
ROIC19.44%1.69%

Dividends

MetricCOSTMS
Dividend yield0.55%1.89%
Payout ratio29.44%38.68%

Growth (annualized)

MetricCOSTMS
Revenue CAGR (5Y)9.48%18.41%
EPS CAGR (5Y)15.04%9.56%
FCF CAGR (5Y)4.95%N/A
Total return CAGR (5Y)18.77%20.91%

Frequently asked

Which has the lower trailing P/E, COST or MS?
MS has the lower trailing P/E: COST trades at 49.00 and MS at 17.23. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, COST or MS?
Over the past five years, MS grew revenue faster — COST at a 9.48% CAGR versus MS at 18.41%.
Does COST or MS pay a bigger dividend?
COST yields 0.55% and MS yields 1.89% based on trailing dividends and the latest price.
Is COST or MS more profitable?
MS runs the higher net margin — COST at 3.01% versus MS at 15.99%.
How have COST and MS total returns compared?
Over the past 10 years, COST delivered 20.27% and MS delivered 25.44% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 30, 2026.