Wells Fargo & Company (WFC)vsWestwood Holdings Group Inc (WHG)
WFC
Wells Fargo & Company
$81.51
+0.88%
FINANCIAL SERVICES · Cap: $249.77B
WHG
Westwood Holdings Group Inc
$16.74
-1.93%
FINANCIAL SERVICES · Cap: $161.96M
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 82892% more annual revenue ($81.14B vs $97.76M). WFC leads profitability with a 26.7% profit margin vs 7.2%. WFC trades at a lower P/E of 12.6x. WFC earns a higher WallStSmart Score of 74/100 (B).
WFC
Strong Buy74
out of 100
Grade: B
WHG
Hold41
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 29.4%
Generating 4.1B in free cash flow
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
7.2% margin — thin
Earnings declined 14.4%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : WHG
The strongest argument for WHG centers on Price/Book.
Bear Case : WFC
The primary concerns for WFC are Altman Z-Score.
Bear Case : WHG
The primary concerns for WHG are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
WFC profiles as a mature stock while WHG is a value play — different risk/reward profiles.
WFC carries more volatility with a beta of 1.06 — expect wider price swings.
WHG is growing revenue faster at 5.9% — 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 41/100), 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.
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.
Westwood Holdings Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Westwood Holdings Group, Inc., manages investment assets and provides services to its clients. The company is headquartered in Dallas, Texas.
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