Analyzing SVB Financial Group (OTCMKTS:SIVPQ) & Wake Forest Bancshares (OTCMKTS:WAKE)

Profitability

This table compares Wake Forest Bancshares and SVB Financial Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Wake Forest Bancshares	N/A	N/A	N/A
SVB Financial Group	22.05%	13.02%	0.76%

Institutional & Insider Ownership

92.3% of SVB Financial Group shares are owned by institutional investors. 7.1% of Wake Forest Bancshares shares are owned by insiders. Comparatively, 0.6% of SVB Financial Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Valuation and Earnings

This table compares Wake Forest Bancshares and SVB Financial Group”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Wake Forest Bancshares	N/A	N/A	N/A	$1.12	30.63
SVB Financial Group	$6.21 billion	0.00	$1.67 billion	$25.35	0.00

SVB Financial Group has higher revenue and earnings than Wake Forest Bancshares. SVB Financial Group is trading at a lower price-to-earnings ratio than Wake Forest Bancshares, indicating that it is currently the more affordable of the two stocks.

Summary

SVB Financial Group beats Wake Forest Bancshares on 6 of the 8 factors compared between the two stocks.

About Wake Forest Bancshares

Wake Forest Bancshares, Inc., (OTC: WAKE) parent company of Wake Forest Federal Savings and Loan Association. Based in Wake Forest, North Carolina since 1922, the Company conducts business as Wake Forest Federal from its office in Wake Forest, (Wake County), North Carolina. Wake Forest Bancshares, Inc. operates as a subsidiary of Wake Forest Bancorp, M.H.C.

About SVB Financial Group

SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Silicon Valley Bank, SVB Private, SVB Capital, and SVB Securities. The Silicon Valley Bank segment provides commercial banking products and services, including credit, treasury management, foreign exchange, trade finance, and other financial products and services. This segment also offers traditional term, growth capital term, and equipment loans, asset-based loans, revolving lines of credit, warehouse facilities, recurring revenue and acquisition finance facilities, mezzanine lending, corporate working capital facilities, and credit card programs; treasury management products and services; business and analysis checking, money market, multi-currency, in-country bank, and sweep accounts; receivables services, which include merchant services, remote capture, lockbox, and fraud control services; wire transfer and automated clearing house payment services; business bill pay, credit and debit cards, account analysis, and disbursement services. In addition, it offers foreign exchange and trade finance products and services; letters of credit; and investment services and solutions. The SVB Private segment offers mortgages, home equity lines of credit, restricted and private stock loans, capital call lines of credit, and other secured and unsecured lending products; planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services; and real estate secured loans. The SVB Capital segment provides venture capital investment services. The SVB Securities segment provides investment banking services; products and services, including capital raising, merger and acquisition advisory, equity research, and sales and trading. The company was founded in 1983 and is headquartered in Santa Clara, California. On March 17, 2023, SVB Financial Group, filed a voluntary petition for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the Southern District of New York.