WallStSmart

Bank of Montreal (BMO)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 139% more annual revenue ($83.03B vs $34.68B). BMO leads profitability with a 28.1% profit margin vs 27.2%. WFC appears more attractively valued with a PEG of 1.66. WFC earns a higher WallStSmart Score of 76/100 (B+).

BMO

Strong Buy

75

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.62

WFC

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: -0.38

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMO6 strengths · Avg: 8.7/10
Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

Market CapQuality
$127.45B9/10

Large-cap with strong market position

Profit MarginProfitability
28.1%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

EPS GrowthGrowth
41.2%8/10

Earnings expanding 41.2% YoY

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$264.46B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
37.1%10/10

Strong operational efficiency at 37.1%

Profit MarginProfitability
27.2%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
25.0%8/10

Earnings expanding 25.0% YoY

Areas to Watch

BMO3 concerns · Avg: 3.0/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Debt/EquityHealth
1.953/10

Elevated debt levels

Altman Z-ScoreHealth
-0.622/10

Distress zone — elevated risk

WFC3 concerns · Avg: 2.3/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BMO

The strongest argument for BMO centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 28.1% and operating margin at 43.0%. Revenue growth of 15.8% demonstrates continued momentum.

Bull Case : WFC

The strongest argument for WFC centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 27.2% and operating margin at 37.1%.

Bear Case : BMO

The primary concerns for BMO are PEG Ratio, Debt/Equity, Altman Z-Score. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Bear Case : WFC

The primary concerns for WFC are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.55 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

BMO carries more volatility with a beta of 1.15 — expect wider price swings.

BMO is growing revenue faster at 15.8% — sustainability is the question.

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

Bottom Line

WFC scores higher overall (76/100 vs 75/100), backed by strong 27.2% margins. 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.

Bank of Montreal

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Bank of Montreal offers diversified financial services primarily in North America. The company is headquartered in Montreal, Canada.

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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