WFC Wells Fargo & Company - Fundamental Analysis
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Rule-based valuation fallback.
- Trades at attractive 14.0x trailing earnings.
- P/B of 1.6 keeps valuation grounded.
Rule-based growth outlook.
- Earnings expanding at 16.9%.
Historical performance + price trend: Shares moved +283.2% over 5Y and +19.4% over 1Y.
- Healthy profit margin of 26.6%.
Balance sheet & liquidity snapshot.
- Insufficient data for clear positives.
Dividend policy fallback.
- Insufficient data for clear positives.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for WFC and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
WFC
Wells Fargo & Company
Primary
|
+283.2% | +96.9% | +19.4% | +12.9% | -1.1% | -1.1% |
|
BX
Blackstone Inc.
Peer
|
+194.4% | +58.7% | -19.5% | -2.1% | -12.9% | -3.1% |
|
SCHW
The Charles Schwab Corporation
Peer
|
+114.3% | +25.6% | +18.8% | +6.7% | +0.1% | -0.9% |
|
BLK
BlackRock, Inc.
Peer
|
+76.4% | +53.9% | +3.1% | +8.0% | -12.0% | -2.2% |
|
SPGI
S&P Global Inc.
Peer
|
+51.6% | +42.8% | -2.6% | -5.1% | +2.3% | -0.5% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
WFC
Wells Fargo & Company
|
BULLISH | $266.98B | 14.01 | 11.5% | 26.6% | $85.05 | |
|
BX
Blackstone Inc.
|
NEUTRAL | $170.2B | 40.64 | 26.5% | 21.2% | $141.44 | |
|
SCHW
The Charles Schwab Corporation
|
BULLISH | $167.73B | 22.11 | 17.0% | 35.9% | $94.39 | |
|
BLK
BlackRock, Inc.
|
BULLISH | $164.14B | 27.25 | 12.1% | 26.6% | $1057.94 | |
|
SPGI
S&P Global Inc.
|
BULLISH | $152.3B | 35.97 | 12.0% | 28.1% | $493.9 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-06-13 | ROSENBERG JASON M | Officer | Stock Award | 16,843 | - |
Wall Street Analysts
Professional analyst ratings and price targets