WallStSmart

UBS Group AG (UBS)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 61% more annual revenue ($80.04B vs $49.60B). WFC leads profitability with a 26.7% profit margin vs 15.7%. UBS appears more attractively valued with a PEG of 0.45. UBS earns a higher WallStSmart Score of 77/100 (B+).

UBS

Strong Buy

77

out of 100

Grade: B+

Growth: 8.0Profit: 8.5Value: 10.0Quality: 5.0

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

UBSUndervalued (+61.7%)

Margin of Safety

+61.7%

Fair Value

$110.45

Current Price

$36.73

$73.72 discount

UndervaluedFair: $110.45Overvalued
WFCUndervalued (+55.4%)

Margin of Safety

+55.4%

Fair Value

$173.78

Current Price

$77.60

$96.18 discount

UndervaluedFair: $173.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UBS6 strengths · Avg: 9.5/10
PEG RatioValuation
0.4510/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
54.6%10/10

Strong operational efficiency at 54.6%

EPS GrowthGrowth
58.0%10/10

Earnings expanding 58.0% YoY

Market CapQuality
$116.05B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$243.59B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.4x8/10

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

UBS1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-11.34B2/10

Negative free cash flow — burning cash

WFC2 concerns · Avg: 3.0/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.432/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : UBS

The strongest argument for UBS centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 54.6%. Revenue growth of 12.4% 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 : UBS

The primary concerns for UBS are Free Cash Flow.

Bear Case : WFC

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

Key Dynamics to Monitor

UBS profiles as a mature 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.

UBS is growing revenue faster at 12.4% — sustainability is the question.

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

Bottom Line

UBS scores higher overall (77/100 vs 72/100), backed by strong 15.7% margins and 12.4% revenue growth. WFC offers better value entry with a 55.4% 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.

UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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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