WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 66755% more annual revenue ($83.03B vs $124.19M). OBT leads profitability with a 35.6% profit margin vs 27.2%. OBT trades at a lower P/E of 11.1x. WFC earns a higher WallStSmart Score of 76/100 (B+).

OBT

Buy

64

out of 100

Grade: C+

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

WFC

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 5.7Quality: 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
11.1x10/10

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
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$264.46B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
37.1%10/10

Strong operational efficiency at 37.1%

Profit MarginProfitability
27.2%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

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

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$521.30M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

WFC3 concerns · Avg: 2.3/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

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 : 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, Operating Margin, Profit Margin. Profitability is solid with margins at 27.2% and operating margin at 37.1%.

Bear Case : OBT

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

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

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

WFC carries more volatility with a beta of 0.92 — 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 (76/100 vs 64/100), backed by strong 27.2% margins. Both earn "Strong Buy" and "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 prominent community-oriented financial institution based in Orange County, New York, offering a wide array of banking and financial services tailored for both individuals and businesses. Committed to personal and commercial lending, as well as wealth management, the bank fosters deep community connections that contribute to regional economic development. As a publicly traded entity, OBT emphasizes sustainable growth and robust risk management practices, making it an attractive investment opportunity for institutional investors looking to capitalize on the vibrant regional banking market.

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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