Wells Fargo & Company WFC
Financial Services · Banks - Diversified · United States · S&P 500
Based on the available data, Wells Fargo & Company gets an algorithmic score of 52/100. It trades at 80.48 $, with a sideways/transition technical trend (RSI 32.6) and 26.8% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (27.2%): pricing power / competitive advantage.
- Low valuation (P/E 10.1).
Weaknesses
- Negative free cash flow.
Fundamentals
| P/E | 11.70 |
| Forward P/E | 10.14 |
| PEG | 1.39 |
| P/B | 1.51 |
| P/S | 2.93 |
| ROE % | 12.57 |
| ROA % | 1.08 |
| Gross margin % | 0.00 |
| Operating margin % | 37.39 |
| Net margin % | 27.23 |
| Revenue growth % (y/y) | 9.50 |
| Earnings growth % (y/y) | 25.00 |
| Revenue CAGR % | 4.02 |
| Earnings CAGR % | 15.98 |
| FCF yield % | -7.81 |
| Dividend yield % | 2.49 |
| Payout % | 26.16 |
Returns
| 1 month | -7.2 % |
| 3 months | -2.0 % |
| 6 months | +6.0 % |
| YTD | -14.1 % |
| 1 year | -3.3 % |
| 3 years | +109.9 % |
| 5 years | +98.3 % |
Risk
| 1-year volatility | 26.8 % |
| Beta | 0.94 |
| 5-year max drawdown | -37.1 % |
| Sharpe 1A | -0.14 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.