WallStSmart

Orange County Bancorp Inc (OBT)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 65232% more annual revenue ($81.14B vs $124.19M). OBT leads profitability with a 35.6% profit margin vs 26.7%. OBT trades at a lower P/E of 10.2x. WFC earns a higher WallStSmart Score of 74/100 (B).

OBT

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.59

WFC

Strong Buy

74

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

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
35.6%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$236.15B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

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

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$467.67M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

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

Distress zone — elevated risk

Debt/EquityHealth
2.531/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 35.6% and operating margin at 46.1%. Revenue growth of 17.0% demonstrates continued momentum.

Bull Case : WFC

The strongest argument for WFC centers on Market Cap, P/E Ratio, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.37 suggests the stock is reasonably priced for its growth.

Bear Case : OBT

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

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.53 is elevated, increasing financial risk.

Key Dynamics to Monitor

OBT profiles as a growth stock while WFC is a mature play — different risk/reward profiles.

WFC carries more volatility with a beta of 0.96 — expect wider price swings.

OBT is growing revenue faster at 17.0% — sustainability is the question.

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

Bottom Line

WFC scores higher overall (74/100 vs 66/100), 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.

Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a well-regarded community-focused financial institution based in Orange County, New York, dedicated to offering a comprehensive range of banking and financial services tailored for both individuals and businesses. The bank's product offerings include personal and commercial loans, deposit accounts, and wealth management services, all underpinned by a commitment to building enduring community relationships. As a publicly traded entity, OBT prioritizes sustainable growth and profitability, striving to enhance its role in regional economic development while employing prudent risk management practices. These factors position OBT as an appealing investment for institutional investors looking for opportunities in the evolving regional banking landscape.

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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