PortfoliosLab logo
WFC vs. T
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WFC and T is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

WFC vs. T - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wells Fargo & Company (WFC) and AT&T Inc. (T). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

WFC:

0.87

T:

2.84

Sortino Ratio

WFC:

1.35

T:

3.55

Omega Ratio

WFC:

1.19

T:

1.51

Calmar Ratio

WFC:

1.16

T:

3.68

Martin Ratio

WFC:

3.36

T:

23.47

Ulcer Index

WFC:

8.56%

T:

2.96%

Daily Std Dev

WFC:

33.85%

T:

23.58%

Max Drawdown

WFC:

-79.01%

T:

-63.88%

Current Drawdown

WFC:

-7.20%

T:

-1.77%

Fundamentals

Market Cap

WFC:

$243.35B

T:

$200.18B

EPS

WFC:

$5.58

T:

$1.65

PE Ratio

WFC:

13.40

T:

16.85

PEG Ratio

WFC:

1.84

T:

1.11

PS Ratio

WFC:

3.15

T:

1.63

PB Ratio

WFC:

1.49

T:

1.90

Total Revenue (TTM)

WFC:

$79.42B

T:

$122.93B

Gross Profit (TTM)

WFC:

$80.49B

T:

$79.33B

EBITDA (TTM)

WFC:

$50.15B

T:

$45.22B

Returns By Period

In the year-to-date period, WFC achieves a 7.58% return, which is significantly lower than T's 24.98% return. Over the past 10 years, WFC has underperformed T with an annualized return of 5.87%, while T has yielded a comparatively higher 8.29% annualized return.


WFC

YTD

7.58%

1M

4.71%

6M

-0.80%

1Y

27.80%

3Y*

20.99%

5Y*

25.89%

10Y*

5.87%

T

YTD

24.98%

1M

0.58%

6M

22.88%

1Y

60.57%

3Y*

16.02%

5Y*

11.38%

10Y*

8.29%

*Annualized

Compare stocks, funds, or ETFs

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


Wells Fargo & Company

AT&T Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

WFC vs. T — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WFC
The Risk-Adjusted Performance Rank of WFC is 7878
Overall Rank
The Sharpe Ratio Rank of WFC is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of WFC is 7373
Sortino Ratio Rank
The Omega Ratio Rank of WFC is 7474
Omega Ratio Rank
The Calmar Ratio Rank of WFC is 8585
Calmar Ratio Rank
The Martin Ratio Rank of WFC is 8080
Martin Ratio Rank

T
The Risk-Adjusted Performance Rank of T is 9797
Overall Rank
The Sharpe Ratio Rank of T is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of T is 9797
Sortino Ratio Rank
The Omega Ratio Rank of T is 9696
Omega Ratio Rank
The Calmar Ratio Rank of T is 9797
Calmar Ratio Rank
The Martin Ratio Rank of T is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WFC vs. T - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and AT&T Inc. (T). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current WFC Sharpe Ratio is 0.87, which is lower than the T Sharpe Ratio of 2.84. The chart below compares the historical Sharpe Ratios of WFC and T, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

WFC vs. T - Dividend Comparison

WFC's dividend yield for the trailing twelve months is around 2.14%, less than T's 3.99% yield.


TTM20242023202220212020201920182017201620152014
WFC
Wells Fargo & Company
2.14%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%2.46%
T
AT&T Inc.
3.99%4.87%6.62%7.35%11.19%9.58%6.91%9.28%6.67%5.98%7.23%7.25%

Drawdowns

WFC vs. T - Drawdown Comparison

The maximum WFC drawdown since its inception was -79.01%, which is greater than T's maximum drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for WFC and T.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

WFC vs. T - Volatility Comparison

The current volatility for Wells Fargo & Company (WFC) is 6.28%, while AT&T Inc. (T) has a volatility of 6.97%. This indicates that WFC experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

WFC vs. T - Financials Comparison

This section allows you to compare key financial metrics between Wells Fargo & Company and AT&T Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B25.00B30.00B35.00B40.00B45.00B20212022202320242025
20.15B
30.63B
(WFC) Total Revenue
(T) Total Revenue
Values in USD except per share items

WFC vs. T - Profitability Comparison

The chart below illustrates the profitability comparison between Wells Fargo & Company and AT&T Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
79.3%
(WFC) Gross Margin
(T) Gross Margin
WFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Wells Fargo & Company reported a gross profit of 20.15B and revenue of 20.15B. Therefore, the gross margin over that period was 100.0%.

T - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, AT&T Inc. reported a gross profit of 24.29B and revenue of 30.63B. Therefore, the gross margin over that period was 79.3%.

WFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Wells Fargo & Company reported an operating income of 19.21B and revenue of 20.15B, resulting in an operating margin of 95.3%.

T - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, AT&T Inc. reported an operating income of 5.75B and revenue of 30.63B, resulting in an operating margin of 18.8%.

WFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Wells Fargo & Company reported a net income of 4.89B and revenue of 20.15B, resulting in a net margin of 24.3%.

T - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, AT&T Inc. reported a net income of 4.35B and revenue of 30.63B, resulting in a net margin of 14.2%.