WallStSmart

Southside Bancshares, Inc. (SBSI)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 34575% more annual revenue ($81.14B vs $233.99M). SBSI leads profitability with a 29.6% 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).

SBSI

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 7.5Value: 5.0Quality: 5.0

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

SBSI4 strengths · Avg: 9.3/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.5%10/10

Strong operational efficiency at 41.5%

Profit MarginProfitability
29.6%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

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

SBSI4 concerns · Avg: 2.3/10
Market CapQuality
$990.16M3/10

Smaller company, higher risk/reward

PEG RatioValuation
5.352/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.7%2/10

Revenue declined 3.7%

EPS GrowthGrowth
-1.2%2/10

Earnings declined 1.2%

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

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SBSI

The strongest argument for SBSI centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 41.5%.

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 : SBSI

The primary concerns for SBSI are Market Cap, PEG Ratio, Revenue Growth.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Key Dynamics to Monitor

SBSI profiles as a declining 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 50/100), backed by strong 26.7% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Southside Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Southside Bancshares, Inc. is the banking holding company for Southside Bank providing a range of financial services to individuals, businesses, municipal entities, and non-profit organizations. The company is headquartered in Tyler, Texas.

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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