WallStSmart

NewtekOne, Inc. (NEWT)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 20544% more annual revenue ($81.14B vs $393.01M). WFC leads profitability with a 26.7% profit margin vs 16.4%. WFC appears more attractively valued with a PEG of 1.44. WFC earns a higher WallStSmart Score of 74/100 (B).

NEWT

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9

WFC

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 6.3Quality: 5.8
Piotroski: 4/9Altman Z: 0.43

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEWT4 strengths · Avg: 9.5/10
P/E RatioValuation
5.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
52.3%10/10

Strong operational efficiency at 52.3%

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$247.29B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.5x8/10

Attractively priced relative to earnings

Operating MarginProfitability
29.4%8/10

Strong operational efficiency at 29.4%

Free Cash FlowQuality
$9.14B8/10

Generating 9.1B in free cash flow

Areas to Watch

NEWT4 concerns · Avg: 2.3/10
Market CapQuality
$373.37M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.202/10

Expensive relative to growth rate

Debt/EquityHealth
5.641/10

Elevated debt levels

WFC1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.432/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NEWT

The strongest argument for NEWT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 52.3%. Revenue growth of 10.7% demonstrates continued momentum.

Bull Case : WFC

The strongest argument for WFC centers on Market Cap, Price/Book, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.44 suggests the stock is reasonably priced for its growth.

Bear Case : NEWT

The primary concerns for NEWT are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 5.64 is elevated, increasing financial risk.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Key Dynamics to Monitor

NEWT carries more volatility with a beta of 1.35 — expect wider price swings.

NEWT is growing revenue faster at 10.7% — sustainability is the question.

WFC generates stronger free cash flow (9.1B), providing more financial flexibility.

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

Bottom Line

WFC scores higher overall (74/100 vs 73/100), backed by strong 26.7% 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.

NewtekOne, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Newtek Business Services Corp (NEWT) is a leading provider of integrated business solutions specifically designed for small to medium-sized enterprises (SMBs) in the U.S. With a diverse portfolio that includes payment processing, business lending, and cutting-edge technology services, the company enhances operational efficiency and supports growth for its clients. Newtek's focus on exceptional customer service and strategic partnerships positions it as a crucial ally for SMBs navigating competitive challenges. Committed to innovation and long-lasting client relationships, Newtek aims to drive sustainable success in an evolving market landscape.

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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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