WallStSmart

Upstart Holdings Inc (UPST)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 7444% more annual revenue ($81.14B vs $1.08B). WFC leads profitability with a 26.7% profit margin vs 5.0%. WFC trades at a lower P/E of 12.6x. WFC earns a higher WallStSmart Score of 74/100 (B).

UPST

Buy

51

out of 100

Grade: C-

Growth: 8.7Profit: 4.5Value: 4.0Quality: 5.8
Piotroski: 5/9Altman Z: 0.83

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

UPST2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

EPS GrowthGrowth
209.1%10/10

Earnings expanding 209.1% YoY

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

UPST4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

P/E RatioValuation
67.7x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.832/10

Distress zone — elevated risk

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

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : UPST

The strongest argument for UPST centers on Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.

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 : UPST

The primary concerns for UPST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 67.7x leaves little room for execution misses. Thin 5.0% margins leave little buffer for downturns.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Key Dynamics to Monitor

UPST profiles as a hypergrowth stock while WFC is a mature play — different risk/reward profiles.

UPST carries more volatility with a beta of 2.16 — expect wider price swings.

UPST is growing revenue faster at 34.4% — 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 51/100), 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.

Upstart Holdings Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

Upstart Holdings, Inc. operates a cloud-based artificial intelligence (AI) lending platform. The company is headquartered in San Mateo, California.

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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