Wells Fargo (WFC) is a diversified banks company in the Financials sector. Listed on the NASDAQ, Wells Fargo is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $81.97.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $81.97 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 18.74% |
| Risk / Std Dev (Annualized) | 30.24% |
| Sharpe Ratio (rf=4.5%) | 0.47 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Diversified Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 18.74% with an annualized volatility of 30.24%. The Sharpe ratio of 0.47 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 250.84B |
| Enterprise Value | 276.13B |
| Trailing P/E | 12.67 |
| Forward P/E | 10.38 |
| Price to Book | 1.54 |
| Price to Sales | 3.09 |
| EV/Revenue | 3.4 |
| Profitability | | | Profit Margin | 26.74% | | Operating Margin | 29.45% | | ROE | 12.03% | | ROA | 1.05% |
| Growth | | | Revenue Growth | 5.7% | | Earnings Growth | 15.1% |
| Dividend | | | Dividend Yield | 220.0% | | Payout Ratio | 27.05% | | 5Y Avg Yield | 214.0% |
| Financial Health | | | Total Revenue | 81.14B | | Total Debt | 469.22B | | Total Cash | 461.2B | | Operating Cash Flow | 1.18B |
| Price & Technical | | | 52W High | $97.76$ | | 52W Low | $71.93$ | | 50-Day Avg | $79.39$ | | 200-Day Avg | $84.14$ | | Beta | 0.93 | | Shares Outstanding | 3.06B | | Float Shares | 3.05B | | Insider Holdings | 0.09% | | Institutional Holdings | 78.73% | | Short Ratio | 0.0 | | Short % of Float | 0.0% |
| Analyst Targets | | | Target High | $113.0$ | | Target Low | $85.0$ | | Target Mean | $96.11$ | | Target Median | $95.5$ | | # of Analysts | 22 | | Recommendation | none |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.