WallStSmart

Bank Ozk (OZK)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 5099% more annual revenue ($81.14B vs $1.56B). OZK leads profitability with a 45.3% profit margin vs 26.7%. WFC appears more attractively valued with a PEG of 1.45. WFC earns a higher WallStSmart Score of 74/100 (B).

OZK

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.7Quality: 6.5
Piotroski: 4/9

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

OZK5 strengths · Avg: 10.0/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.3%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
56.3%10/10

Strong operational efficiency at 56.3%

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

WFC6 strengths · Avg: 8.5/10
Market CapQuality
$249.77B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

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
$4.12B8/10

Generating 4.1B in free cash flow

Areas to Watch

OZK3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

PEG RatioValuation
2.762/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.0%2/10

Earnings declined 2.0%

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

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : OZK

The strongest argument for OZK centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.3% and operating margin at 56.3%.

Bull Case : WFC

The strongest argument for WFC centers on Market Cap, Profit Margin, P/E Ratio. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.45 suggests the stock is reasonably priced for its growth.

Bear Case : OZK

The primary concerns for OZK are Revenue Growth, PEG Ratio, EPS Growth.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Key Dynamics to Monitor

OZK profiles as a value stock while WFC is a mature play — different risk/reward profiles.

WFC carries more volatility with a beta of 1.06 — expect wider price swings.

WFC is growing revenue faster at 5.7% — sustainability is the question.

WFC generates stronger free cash flow (4.1B), providing more financial flexibility.

Bottom Line

WFC scores higher overall (74/100 vs 64/100), backed by strong 26.7% 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.

Bank Ozk

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Bank OZK offers a variety of retail and commercial banking services. The company is headquartered in Little Rock, Arkansas.

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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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