PortfoliosLab logoPortfoliosLab logo
Wells Fargo & Company (WFC)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9497461015
CUSIP
949746101
IPO Date
Jun 1, 1972

Highlights

Market Cap
$256.14B
Enterprise Value
$428.31B
EPS (TTM)
$6.60
PE Ratio
12.07
PEG Ratio
1.04
Total Revenue (TTM)
$113.26B
Gross Profit (TTM)
$81.08B
EBITDA (TTM)
$29.35B
Year Range
$58.42 - $97.76
Target Price
$99.50
ROA (TTM)
0.99%
ROE (TTM)
11.78%

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Wells Fargo & Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period

Wells Fargo & Company (WFC) has returned -14.16% so far this year and 13.30% over the past 12 months. Over the last ten years, WFC has returned 8.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Wells Fargo & Company

1D
3.66%
1M
-2.26%
YTD
-14.16%
6M
-4.05%
1Y
13.30%
3Y*
32.00%
5Y*
17.69%
10Y*
8.07%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 1, 1972, WFC's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, your 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%-14.16%
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 6.01%, beta of 1.09, and R² of 0.33 versus S&P 500 Index. Calculated based on daily prices since June 02, 1972.

  • This stock captured 115.45% of S&P 500 Index gains and 100.39% 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
6.01%
Beta
1.09
0.33
Upside Capture
115.45%
Downside Capture
100.39%

Return for Risk

Risk / Return Rank

WFC ranks 54 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: 5454
Overall Rank
WFC Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
WFC Sortino Ratio Rank: 4949
Sortino Ratio Rank
WFC Omega Ratio Rank: 4949
Omega Ratio Rank
WFC Calmar Ratio Rank: 5656
Calmar Ratio Rank
WFC Martin Ratio Rank: 6060
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 a chosen benchmark (S&P 500 Index).


WFCBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.45

0.90

-0.44

Sortino ratio

Return per unit of downside risk

0.78

1.39

-0.61

Omega ratio

Gain probability vs. loss probability

1.11

1.21

-0.10

Calmar ratio

Return relative to maximum drawdown

0.66

1.40

-0.74

Martin ratio

Return relative to average drawdown

2.07

6.61

-4.54

Explore WFC risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Wells Fargo & Company provided a 2.20% dividend yield over the last twelve months, with an annual payout of $1.75 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$1.75$1.70$1.50$1.30$1.10$0.60$1.22$1.92$1.64$1.54$1.52$1.48

Dividend yield

2.20%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$0.45
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 2.20%, which is quite average when compared to the overall market.

Payout Ratio

Wells Fargo & Company has a payout ratio of 30.32%, 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.


Loading graphics...

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 17.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.01%Sep 22, 2008114Mar 5, 20091008Mar 7, 20131122
-65.06%Oct 31, 1973232Oct 1, 19742168Apr 29, 19832400
-64.46%Jan 29, 2018695Oct 29, 2020321Feb 8, 20221016
-43.62%Oct 8, 2007194Jul 15, 200846Sep 18, 2008240
-42.34%Aug 23, 1983328Dec 6, 1984370May 28, 1986698

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

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 12.1. 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 1.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

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 2.3. 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 1.6. 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