WallStSmart

Wells Fargo & Company (WFC)vsWisdomTree Inc. (WT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 16332% more annual revenue ($81.14B vs $493.75M). WFC leads profitability with a 26.7% profit margin vs 22.1%. WFC appears more attractively valued with a PEG of 1.45. WT earns a higher WallStSmart Score of 76/100 (B+).

WFC

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 6.3Quality: 5.8
Piotroski: 4/9Altman Z: 0.43

WT

Strong Buy

76

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.30

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

WT5 strengths · Avg: 9.6/10
Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Revenue GrowthGrowth
33.2%10/10

Revenue surging 33.2% year-over-year

EPS GrowthGrowth
58.1%10/10

Earnings expanding 58.1% YoY

Return on EquityProfitability
26.8%9/10

Every $100 of equity generates 27 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

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

Distress zone — elevated risk

WT3 concerns · Avg: 2.3/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.302/10

Distress zone — elevated risk

Debt/EquityHealth
2.311/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : WT

The strongest argument for WT centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.1% and operating margin at 40.7%. Revenue growth of 33.2% demonstrates continued momentum.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Bear Case : WT

The primary concerns for WT are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Key Dynamics to Monitor

WFC profiles as a mature stock while WT is a growth play — different risk/reward profiles.

WT carries more volatility with a beta of 1.11 — expect wider price swings.

WT is growing revenue faster at 33.2% — sustainability is the question.

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

Bottom Line

WT scores higher overall (76/100 vs 74/100), backed by strong 22.1% margins and 33.2% revenue growth. 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.

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.

WisdomTree Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

WisdomTree Inc. (WT) is a prominent exchange-traded fund (ETF) and asset management firm founded in 2006, recognized for its innovative fundamentally weighted investment strategies that cater specifically to the nuanced needs of institutional investors. The firm provides a diverse array of ETFs that cover various asset classes and geographical regions, driven by proprietary research and market insights aimed at maximizing returns while managing risk effectively. With a commitment to transparency and cost efficiency, WisdomTree is well-equipped to navigate changing market dynamics and fulfill the evolving requirements of its client base, positioning itself as a forward-thinking leader in the asset management industry.

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