Morningstar Inc (MORN)vsWells Fargo & Company (WFC)
MORN
Morningstar Inc
$214.86
-0.43%
FINANCIAL SERVICES · Cap: $7.78B
WFC
Wells Fargo & Company
$84.81
+1.36%
FINANCIAL SERVICES · Cap: $251.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 3138% more annual revenue ($83.11B vs $2.57B). WFC leads profitability with a 27.6% profit margin vs 16.4%. WFC appears more attractively valued with a PEG of 1.39. WFC earns a higher WallStSmart Score of 74/100 (B).
MORN
Strong Buy65
out of 100
Grade: B-
WFC
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Strong operational efficiency at 24.2%
Earnings expanding 35.4% YoY
Mega-cap, among the largest globally
Attractively priced relative to earnings
Strong operational efficiency at 34.1%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Generating 6.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
0.4% revenue growth
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MORN
The strongest argument for MORN centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 24.2%.
Bull Case : WFC
The strongest argument for WFC centers on Market Cap, P/E Ratio, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 34.1%. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bear Case : MORN
The primary concerns for MORN are PEG Ratio, Debt/Equity. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Bear Case : WFC
The primary concerns for WFC are Revenue Growth, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
MORN profiles as a mature stock while WFC is a value play — different risk/reward profiles.
MORN carries more volatility with a beta of 1.02 — expect wider price swings.
MORN is growing revenue faster at 9.6% — sustainability is the question.
WFC generates stronger free cash flow (6.8B), providing more financial flexibility.
Bottom Line
WFC scores higher overall (74/100 vs 65/100), backed by strong 27.6% 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.
Morningstar Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.
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.
Compare with Other FINANCIAL DATA & STOCK EXCHANGES Stocks
Want to dig deeper into these stocks?