Morningstar Inc (MORN)vsWells Fargo & Company (WFC)
MORN
Morningstar Inc
$185.76
+1.01%
FINANCIAL SERVICES · Cap: $6.66B
WFC
Wells Fargo & Company
$81.94
+1.61%
FINANCIAL SERVICES · Cap: $236.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 3135% more annual revenue ($81.14B vs $2.51B). WFC leads profitability with a 26.7% profit margin vs 16.1%. WFC appears more attractively valued with a PEG of 1.37. WFC earns a higher WallStSmart Score of 74/100 (B).
MORN
Strong Buy67
out of 100
Grade: B-
WFC
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Earnings expanding 50.0% YoY
Attractively priced relative to earnings
Strong operational efficiency at 24.2%
Mega-cap, among the largest globally
Attractively priced relative to earnings
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 29.4%
Generating 9.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : MORN
The strongest argument for MORN centers on Return on Equity, EPS Growth, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at 24.2%. Revenue growth of 10.8% demonstrates continued momentum.
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.
Bear Case : MORN
The primary concerns for MORN are PEG Ratio, Debt/Equity. Debt-to-equity of 1.87 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
MORN carries more volatility with a beta of 0.99 — expect wider price swings.
MORN is growing revenue faster at 10.8% — sustainability is the question.
WFC generates stronger free cash flow (9.1B), providing more financial flexibility.
Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WFC scores higher overall (74/100 vs 67/100), backed by strong 26.7% 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.
Morningstar Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.
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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