WallStSmart

Wells Fargo & Company (WFC)vsWhite Mountains Insurance Group Ltd (WTM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 2774% more annual revenue ($81.14B vs $2.82B). WTM leads profitability with a 37.0% profit margin vs 26.7%. WTM appears more attractively valued with a PEG of 0.81. WFC earns a higher WallStSmart Score of 74/100 (B).

WFC

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 7.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.38

WTM

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 7.7Quality: 6.3
Piotroski: 3/9Altman Z: 1.83

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$236.15B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

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
$9.14B8/10

Generating 9.1B in free cash flow

WTM5 strengths · Avg: 9.4/10
P/E RatioValuation
5.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
37.0%10/10

Keeps 37 of every $100 in revenue as profit

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.818/10

Growing faster than its price suggests

Areas to Watch

WFC2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
2.531/10

Elevated debt levels

WTM4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

Operating MarginProfitability
0.3%3/10

Operating margin of 0.3%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-10.8%2/10

Revenue declined 10.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : WFC

The strongest argument for WFC centers on Market Cap, P/E Ratio, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.37 suggests the stock is reasonably priced for its growth.

Bull Case : WTM

The strongest argument for WTM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 37.0% and operating margin at 0.3%. PEG of 0.81 suggests the stock is reasonably priced for its growth.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.53 is elevated, increasing financial risk.

Bear Case : WTM

The primary concerns for WTM are Altman Z-Score, Operating Margin, Piotroski F-Score.

Key Dynamics to Monitor

WFC profiles as a mature stock while WTM is a declining play — different risk/reward profiles.

WFC carries more volatility with a beta of 0.96 — expect wider price swings.

WFC is growing revenue faster at 5.7% — sustainability is the question.

WFC generates stronger free cash flow (9.1B), providing more financial flexibility.

Bottom Line

WFC scores higher overall (74/100 vs 63/100), 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.

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.

White Mountains Insurance Group Ltd

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

White Mountains Insurance Group, Ltd., provides insurance services in the United States. The company is headquartered in Hamilton, Bermuda.

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