WallStSmart

Wells Fargo & Company (WFC)vsWhite Mountains Insurance Group Ltd (WTM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wells Fargo & Company generates 2687% more annual revenue ($83.03B vs $2.98B). WTM leads profitability with a 37.7% profit margin vs 27.2%. WTM appears more attractively valued with a PEG of 0.81. WTM earns a higher WallStSmart Score of 92/100 (A+).

WFC

Strong Buy

76

out of 100

Grade: B+

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

WTM

Exceptional Buy

92

out of 100

Grade: A+

Growth: 9.3Profit: 8.5Value: 7.7Quality: 6.3
Piotroski: 3/9Altman Z: 1.83

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WFC6 strengths · Avg: 8.8/10
Market CapQuality
$273.04B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
37.4%10/10

Strong operational efficiency at 37.4%

Profit MarginProfitability
27.2%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
25.0%8/10

Earnings expanding 25.0% YoY

WTM6 strengths · Avg: 9.8/10
P/E RatioValuation
4.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
37.7%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
36.4%10/10

Strong operational efficiency at 36.4%

EPS GrowthGrowth
68.8%10/10

Earnings expanding 68.8% YoY

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

Areas to Watch

WFC3 concerns · Avg: 2.3/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

WTM3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-25.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

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 37.4%.

Bull Case : WTM

The strongest argument for WTM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 37.7% and operating margin at 36.4%. Revenue growth of 22.5% demonstrates continued momentum.

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.

Bear Case : WTM

The primary concerns for WTM are Altman Z-Score, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

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

WFC carries more volatility with a beta of 0.92 — expect wider price swings.

WTM is growing revenue faster at 22.5% — sustainability is the question.

WFC generates stronger free cash flow (6.8B), providing more financial flexibility.

Bottom Line

WTM scores higher overall (92/100 vs 76/100), backed by strong 37.7% margins and 22.5% revenue growth. Both earn "Exceptional 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.

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.

White Mountains Insurance Group Ltd

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

White Mountains Insurance Group, Ltd., provides insurance services in the United States. The company is headquartered in Hamilton, Bermuda.

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