WallStSmart

Charles Schwab Corp (SCHW)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 235% more annual revenue ($80.04B vs $23.92B). SCHW leads profitability with a 37.0% profit margin vs 26.7%. SCHW appears more attractively valued with a PEG of 1.10. SCHW earns a higher WallStSmart Score of 75/100 (B+).

SCHW

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 10.0Quality: 8.3
Piotroski: 6/9

WFC

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 10.0Quality: 5.8
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SCHWUndervalued (+57.1%)

Margin of Safety

+57.1%

Fair Value

$217.62

Current Price

$93.99

$123.63 discount

UndervaluedFair: $217.62Overvalued
WFCUndervalued (+56.0%)

Margin of Safety

+56.0%

Fair Value

$173.78

Current Price

$76.19

$97.59 discount

UndervaluedFair: $173.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SCHW6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.0%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Market CapQuality
$166.37B9/10

Large-cap with strong market position

Revenue GrowthGrowth
18.9%8/10

18.9% revenue growth

EPS GrowthGrowth
41.1%8/10

Earnings expanding 41.1% YoY

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$237.79B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

Free Cash FlowQuality
$4.12B8/10

Generating 4.1B in free cash flow

Areas to Watch

SCHW1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-921.00M2/10

Negative free cash flow — burning cash

WFC2 concerns · Avg: 3.0/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.432/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 37.0% and operating margin at 49.7%. Revenue growth of 18.9% 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 29.9%.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow.

Bear Case : WFC

The primary concerns for WFC are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

SCHW profiles as a growth stock while WFC is a value play — different risk/reward profiles.

WFC carries more volatility with a beta of 1.07 — expect wider price swings.

SCHW is growing revenue faster at 18.9% — sustainability is the question.

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

Bottom Line

SCHW scores higher overall (75/100 vs 72/100), backed by strong 37.0% margins and 18.9% revenue growth. WFC offers better value entry with a 56.0% margin of safety. 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.

Charles Schwab Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

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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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