WallStSmart

Bank of N.T. Butterfield & Son Ltd (NTB)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 13091% more annual revenue ($80.04B vs $606.79M). NTB leads profitability with a 38.2% profit margin vs 26.7%. WFC appears more attractively valued with a PEG of 1.66. NTB earns a higher WallStSmart Score of 77/100 (B+).

NTB

Strong Buy

77

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 10.0Quality: 5.0

WFC

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 10.0Quality: 5.8
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NTBUndervalued (+77.8%)

Margin of Safety

+77.8%

Fair Value

$240.24

Current Price

$51.84

$188.40 discount

UndervaluedFair: $240.24Overvalued
WFCUndervalued (+53.8%)

Margin of Safety

+53.8%

Fair Value

$173.78

Current Price

$80.26

$93.52 discount

UndervaluedFair: $173.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NTB6 strengths · Avg: 9.2/10
P/E RatioValuation
9.5x10/10

Attractively priced relative to earnings

Profit MarginProfitability
38.2%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
32.3%10/10

Strong operational efficiency at 32.3%

Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
23.2%8/10

Earnings expanding 23.2% YoY

WFC6 strengths · Avg: 8.5/10
Market CapQuality
$245.65B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

Free Cash FlowQuality
$4.12B8/10

Generating 4.1B in free cash flow

Areas to Watch

NTB1 concerns · Avg: 4.0/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

WFC2 concerns · Avg: 3.0/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.432/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NTB

The strongest argument for NTB centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 38.2% and operating margin at 32.3%.

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 29.9%.

Bear Case : NTB

The primary concerns for NTB are PEG Ratio.

Bear Case : WFC

The primary concerns for WFC are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

NTB profiles as a mature stock while WFC is a value play — different risk/reward profiles.

WFC carries more volatility with a beta of 1.07 — expect wider price swings.

NTB is growing revenue faster at 6.9% — sustainability is the question.

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

Bottom Line

NTB scores higher overall (77/100 vs 72/100), backed by strong 38.2% margins. WFC offers better value entry with a 53.8% margin of safety. 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 N.T. Butterfield & Son Ltd

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

The Bank of NT Butterfield & Son Limited offers a variety of community, commercial and private banking services to individuals and small and medium-sized businesses. The company is headquartered in Hamilton, Bermuda.

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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