WallStSmart

Live Oak Bancshares, Inc. (LOB)vsWells Fargo & Company (WFC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 15673% more annual revenue ($83.03B vs $526.38M). WFC leads profitability with a 27.2% profit margin vs 26.5%. WFC trades at a lower P/E of 11.9x. WFC earns a higher WallStSmart Score of 78/100 (B+).

LOB

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 7.5Value: 6.0Quality: 5.8
Piotroski: 5/9Altman Z: -0.72

WFC

Strong Buy

78

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 7.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.38

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LOB6 strengths · Avg: 9.2/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.8%10/10

Strong operational efficiency at 38.8%

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Profit MarginProfitability
26.5%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
45.1%8/10

Earnings expanding 45.1% YoY

WFC6 strengths · Avg: 9.2/10
Market CapQuality
$247.67B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Operating MarginProfitability
37.4%10/10

Strong operational efficiency at 37.4%

Profit MarginProfitability
27.2%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
25.0%8/10

Earnings expanding 25.0% YoY

Areas to Watch

LOB2 concerns · Avg: 2.5/10
Market CapQuality
$1.75B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.722/10

Distress zone — elevated risk

WFC2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : LOB

The strongest argument for LOB centers on Price/Book, Operating Margin, Debt/Equity. Profitability is solid with margins at 26.5% and operating margin at 38.8%. Revenue growth of 12.2% demonstrates continued momentum.

Bull Case : WFC

The strongest argument for WFC centers on Market Cap, P/E Ratio, Operating Margin. Profitability is solid with margins at 27.2% and operating margin at 37.4%. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bear Case : LOB

The primary concerns for LOB are Market Cap, Altman Z-Score.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.55 is elevated, increasing financial risk.

Key Dynamics to Monitor

LOB carries more volatility with a beta of 1.87 — expect wider price swings.

LOB is growing revenue faster at 12.2% — sustainability is the question.

WFC generates stronger free cash flow (6.8B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WFC scores higher overall (78/100 vs 70/100), backed by strong 27.2% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Live Oak Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Live Oak Bancshares, Inc. is the banking holding company for Live Oak Banking Company offering a variety of commercial banking products and services to individuals, small businesses and professionals in North Carolina, United States. The company is headquartered in Wilmington, North Carolina.

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Wells Fargo & Company

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.

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