Morningstar Inc (MORN)vsWells Fargo & Company (WFC)
MORN
Morningstar Inc
$191.02
-1.10%
FINANCIAL SERVICES · Cap: $7.52B
WFC
Wells Fargo & Company
$90.29
+0.94%
FINANCIAL SERVICES · Cap: $273.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 3135% more annual revenue ($83.03B vs $2.57B). WFC leads profitability with a 27.2% profit margin vs 16.4%. WFC appears more attractively valued with a PEG of 1.51. WFC earns a higher WallStSmart Score of 76/100 (B+).
MORN
Strong Buy65
out of 100
Grade: B-
WFC
Strong Buy76
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
Strong operational efficiency at 37.4%
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 25.0% YoY
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
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, Operating Margin, Profit Margin. Profitability is solid with margins at 27.2% and operating margin at 37.4%.
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 PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.55 is elevated, increasing financial risk.
Key Dynamics to Monitor
MORN carries more volatility with a beta of 1.00 — 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.
Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WFC scores higher overall (76/100 vs 65/100), 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.
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.
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