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ISIN
US9497461015
CUSIP
949746101
IPO Date
Jun 1, 1972

Highlights

Market Cap
$269.75B
Enterprise Value
$812.21B
EPS (TTM)
$6.73
PE Ratio
12.46
PEG Ratio
1.07
Total Revenue (TTM)
$125.70B
Gross Profit (TTM)
$81.14B
EBITDA (TTM)
$31.58B
Year Range
$72.78 - $97.76
Target Price
$98.75
ROA (TTM)
0.99%
ROE (TTM)
12.18%

Share Price Chart


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Performance

WFC Performance Chart

Wells Fargo & Company (WFC) is down 9.1% since the beginning of the year. At $84 per share, WFC is trading 14.2% below its 52-week high of $98. Investors who bought $1,000 worth of WFC shares 5 years ago would now be looking at an investment worth $2,152.


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S&P 500 Index

Returns By Period

Wells Fargo & Company (WFC) has returned -9.08% so far this year and 13.63% over the past 12 months. Over the last ten years, WFC has returned 9.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Wells Fargo & Company

1D
2.00%
1M
9.74%
YTD
-9.08%
6M
-10.13%
1Y
13.63%
3Y*
30.55%
5Y*
16.56%
10Y*
9.24%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WFC Monthly Returns History

Based on dividend-adjusted daily data since Jun 1, 1972, WFC's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, an investment would double in approximately 4.8 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2009 with a return of +40.5%, while the worst month was Jan 2009 at -35.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, WFC closed higher 46% of trading days. The best single day was Jul 16, 2008 with a return of +32.8%, while the worst single day was Jan 20, 2009 at -23.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.91%-9.55%-2.26%3.29%-5.16%8.12%-9.08%
202512.19%-0.12%-8.34%-1.09%5.89%7.14%0.64%2.52%2.00%3.76%-0.77%8.56%35.57%
20241.95%11.56%4.26%2.35%1.59%-0.88%-0.08%-0.71%-3.39%14.92%18.01%-7.79%46.48%
202313.51%0.42%-20.08%6.34%0.93%7.21%8.15%-9.85%-1.04%-2.67%13.12%10.38%22.94%
202212.13%-0.35%-9.20%-9.97%5.48%-14.42%12.00%0.32%-7.98%14.35%4.93%-13.89%-11.92%
2021-0.99%21.43%8.02%15.31%3.93%-3.06%1.44%-0.09%1.55%10.23%-6.25%0.42%61.15%

Benchmark Metrics

Wells Fargo & Company has an annualized alpha of 5.84%, beta of 1.09, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since June 01, 1972.

  • This stock captured 113.65% of S&P 500 Index gains and 100.11% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.33 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
5.84%
Beta
1.09
0.33
Upside Capture
113.65%
Downside Capture
100.11%

Return for Risk

Risk / Return Rank

WFC ranks 55 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


WFC Risk / Return Rank: 5555
Overall Rank
WFC Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
WFC Sortino Ratio Rank: 5252
Sortino Ratio Rank
WFC Omega Ratio Rank: 5151
Omega Ratio Rank
WFC Calmar Ratio Rank: 5656
Calmar Ratio Rank
WFC Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Wells Fargo & Company (WFC) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WFCBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-1.91

Omega ratioGain probability vs. loss probability

1.11

1.37

-0.26

Calmar ratioReturn relative to maximum drawdown

0.59

2.78

-2.19

Martin ratioReturn relative to average drawdown

1.32

12.44

-11.12

Dividends

Dividend History

Wells Fargo & Company provided a 2.15% dividend yield over the last twelve months, with an annual payout of $1.80 per share. The company has been increasing its dividends for 4 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.80$1.70$1.50$1.30$1.10$0.60$1.22$1.92$1.64$1.54$1.52$1.48

Dividend yield

2.15%1.82%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%

Monthly Dividends

The table displays the monthly dividend distributions for Wells Fargo & Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.45$0.00$0.00$0.45$0.00$0.90
2025$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.70
2024$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.50
2023$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.35$0.00$0.00$0.35$0.00$1.30
2022$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.10
2021$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.60

Dividend Yield & Payout


Dividend Yield

Wells Fargo & Company has a dividend yield of 2.15%, which is quite average when compared to the overall market.

Payout Ratio

Wells Fargo & Company has a payout ratio of 29.83%, which is quite average when compared to the overall market. This suggests that Wells Fargo & Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Wells Fargo & Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wells Fargo & Company was 79.01%, occurring on Mar 5, 2009. Recovery took 1008 trading sessions.

The current Wells Fargo & Company drawdown is 12.09%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-79.01%Mar 2009
5mo 14d4y 3d
4y 5moSep 2008 - Mar 2013
1974 bear market1974
-65.06%Oct 1974
11mo 5d8y 7mo
9y 6moOct 1973 - Apr 1983
2020 bear market2020
-64.46%Oct 2020
2y 9mo1y 3mo
4y 11dJan 2018 - Feb 2022
Financial crisis2007–2009
-43.62%Jul 2008
9mo 11d2mo 5d
11mo 16dOct 2007 - Sep 2008
1984 bear market1984
-42.34%Dec 1984
1y 3mo1y 5mo
2y 9moAug 1983 - May 1986

Drawdown Indicators


WFCBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-79.01%

-56.78%

-22.23%

Max Drawdown (1Y)

Largest decline over 1 year

-23.02%

-9.10%

-13.92%

Max Drawdown (3Y)

Largest decline over 3 years

-24.73%

-18.90%

-5.83%

Max Drawdown (5Y)

Largest decline over 5 years

-37.10%

-25.43%

-11.67%

Max Drawdown (10Y)

Largest decline over 10 years

-64.46%

-33.92%

-30.54%

Current Drawdown

Current decline from peak

-12.09%

-1.80%

-10.29%

Average Drawdown

Average peak-to-trough decline

-15.35%

-10.71%

-4.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.33%

2.03%

+8.30%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wells Fargo & Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Wells Fargo & Company is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WFC, comparing it with other companies in the Banks - Diversified industry. Currently, WFC has a P/E ratio of 12.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WFC compared to other companies in the Banks - Diversified industry. WFC currently has a PEG ratio of 1.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WFC relative to other companies in the Banks - Diversified industry. Currently, WFC has a P/S ratio of 2.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WFC in comparison with other companies in the Banks - Diversified industry. Currently, WFC has a P/B value of 1.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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