WallStSmart

Ryan Specialty Group Holdings Inc (RYAN)vsWells Fargo & Company (WFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 2609% more annual revenue ($81.14B vs $2.99B). WFC leads profitability with a 26.7% profit margin vs 2.1%. WFC trades at a lower P/E of 12.6x. WFC earns a higher WallStSmart Score of 74/100 (B).

RYAN

Buy

54

out of 100

Grade: C-

Growth: 8.7Profit: 6.5Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.61

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

RYAN1 strengths · Avg: 10.0/10
EPS GrowthGrowth
110.1%10/10

Earnings expanding 110.1% YoY

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

RYAN4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
75.0x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.612/10

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 : RYAN

The strongest argument for RYAN centers on EPS Growth. Revenue growth of 13.6% 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 : RYAN

The primary concerns for RYAN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 75.0x leaves little room for execution misses. Debt-to-equity of 5.68 is elevated, increasing financial risk.

Bear Case : WFC

The primary concerns for WFC are Altman Z-Score.

Key Dynamics to Monitor

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

WFC carries more volatility with a beta of 1.06 — expect wider price swings.

RYAN is growing revenue faster at 13.6% — sustainability is the question.

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

Bottom Line

WFC scores higher overall (74/100 vs 54/100), 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.

Ryan Specialty Group Holdings Inc

FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA

Ryan Specialty Group Holdings Inc is a prominent provider of specialty insurance solutions, dedicated to delivering innovative risk management services across various sectors. Utilizing its extensive network of insurance wholesale operations and underwriting expertise, the company effectively addresses the complex needs of its clients while fostering strong partnerships with insurers and distribution channels. By harnessing advanced technology and analytics, Ryan Specialty enhances underwriting efficiencies and client outcomes, solidifying its position as a vital entity in the evolving insurance landscape. With a strong focus on strategic growth initiatives, the company is well-positioned to generate sustainable shareholder value in a competitive market.

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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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