WallStSmart

Nu Holdings Ltd (NU)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 1061% more annual revenue ($81.14B vs $6.99B). NU leads profitability with a 41.0% profit margin vs 26.7%. NU appears more attractively valued with a PEG of 0.85. NU earns a higher WallStSmart Score of 79/100 (B+).

NU

Strong Buy

79

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 6.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.74

WFC

Strong Buy

74

out of 100

Grade: B

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NU6 strengths · Avg: 9.8/10
Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
41.0%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
52.1%10/10

Strong operational efficiency at 52.1%

Revenue GrowthGrowth
43.9%10/10

Revenue surging 43.9% year-over-year

EPS GrowthGrowth
60.9%10/10

Earnings expanding 60.9% YoY

Market CapQuality
$70.38B9/10

Large-cap with strong market position

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

Areas to Watch

NU1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.742/10

Distress zone — elevated risk

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

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NU

The strongest argument for NU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 41.0% and operating margin at 52.1%. Revenue growth of 43.9% demonstrates continued momentum.

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.

Bear Case : NU

The primary concerns for NU are Altman Z-Score.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Key Dynamics to Monitor

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

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

NU is growing revenue faster at 43.9% — sustainability is the question.

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

Bottom Line

NU scores higher overall (79/100 vs 74/100), backed by strong 41.0% margins and 43.9% 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.

Nu Holdings Ltd

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Nu Holdings Ltd. operates in the technology industry. The company is headquartered in Grand Cayman, Cayman Islands.

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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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