US Equities Analysis

WFC — Wells Fargo

Research evidence pack

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 29.45%
Profit Margins 26.74%
Return on Equity 12.03%
Return on Assets 1.05%
Free Float 3.05B
Dividend Yield 2.15%
Short Int % Utilisation 0.0%

2.2 Growth

Metric Value
Revenue Growth 5.7%
EBITDA N/A (Ratio)
Enterprise Value 276.13B
EV/Revenue 3.4

Revenue growth of 5.7% indicates steady, moderate expansion.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* 22.00%
Risk / Std Dev (Ann.)* 26.28%
1-Year Price Return* 17.71%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $88.82
52-Week Range $72.78 – $97.76
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 Valuation & Cash Flow

Data status: a sector-specific method is required. The post does not publish a mechanical UFCF/WACC conclusion for this issuer.

Available valuation input Value
Last market price $87.54
Market capitalisation $264.72B
Reported free cash flow $-19.00B
FCF yield -7.18%
Net debt / EBITDA NM

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — model suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — model suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and statement data; retrieval timestamp: 2026-08-17 23:58:15.078929 UTC; latest reported fiscal period: 2025-12-31 00:00:00. A screen result is an evidence flag, not a buy or sell instruction.

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