COMP <GO>
WFC vs BRK-B // ALTMAN Z-SCORE & DEBT/EQUITY
Wells Fargo & Company (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: WFC 7
— BRK-B 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BRK-B
LAST: $83.40 (-1.66%) • MKT CAP: $254.59B
balance-sheet
0.45
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
balance-sheet
2.85
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WFC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WFC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.70% | 11.47% | -8.77 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.6x | 9.7x | +18.92 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | -8.72% | 2.09% | -10.81 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 36.50% | 27.80% | +8.70 | WFC | /operating-margins <GO> |
| Net Profit Margin | 29.90% | 22.30% | +7.60 | WFC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 3.93% | +10.37 | WFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.13% | 0.00% | +2.13 | WFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | WFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 3.55% | +2.95 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.1 | 66.8 | -15.68 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.61 | +0.27 | WFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 24.3x | -14.34 | WFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $254.59B | $1.16T | -$905.12B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WFC REV | BRK-B REV | WFC GROSS % | BRK-B GROSS % | WFC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | -$19.00B | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $3.04B | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $40.36B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WFC // BETA 0.88
BRK-B // BETA 0.61