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Wells Fargo & Company (WFC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Wells Fargo & Company

WFCMarket cap $246BPrice $81.5

Country🇺🇸United States

SectorFinancials

IndustryBanks

Operates one of America's largest consumer and commercial banking networks with 4,700 branches across 36 states. Despite past scandals, manages $1.9 trillion in assets and serves nearly 70 million customers daily.

In Bastion Portfolios?

52W Return-1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+3%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+7%–

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1+16%8

EPS Growth Y+2+6%5

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin0%6

Net Income Margin27%9

Free Cash Flow Margin23%8

Debt

Net Debt/EBITDAna–

Efficiency

ROE13%6

ROA1%3

Earnings Stability77

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)98

P/BV1.58

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%9

Dividend Yield2.5%6

Momentum

Short term

1 month return-9%3

3 month return-6%4

YTD return-11%3

Mid term

Price vs 52wHigh85%6

1 year return+3%5

Long term

3 year return+121%8

5 year return+93%7

Risk Shield

Price Risk

Beta1.13

Volatility27%8

Free Cash Flow

Free Cash Flow Margin23%8

Free Cash Flow Yield0.0%9

Quality

ROCE8%3

Earnings Stability77

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

WFCWells Fargo &

Revenue FY25$83.7B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+3%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+7%–

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+6%5

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 3%/yr over the last 3 years and is set to grow 7%/yr from here.

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 7%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE48 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-6%4

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return+3%5

3-year return+121%8

5-year return+93%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +121% over three years and +93% over five, ahead of 70% of the market.

WATCH

It's up 3% over the past year, but 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-6%).

WEAKNESSES

The stock is underperforming over the past month (-9%) and so far this year (-11%).

BOTTOM LINE

Long-Term Winner, Cooling Off

Multi-year returns are elite even though the latest weeks are quieter. Often a quality compounder taking a breather rather than breaking down. The one thing to watch: the stock is underperforming over the past month and so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Wells Fargo. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

WFCWells Fargo &

Revenue FY25$83.7B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+3%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+7%–

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+6%5

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 3%/yr over the last 3 years and is set to grow 7%/yr from here.

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 7%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE48 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-6%4

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return+3%5

3-year return+121%8

5-year return+93%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +121% over three years and +93% over five, ahead of 70% of the market.

WATCH

It's up 3% over the past year, but 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-6%).

WEAKNESSES

The stock is underperforming over the past month (-9%) and so far this year (-11%).

BOTTOM LINE

Long-Term Winner, Cooling Off

04Value

Are you paying a fair price for it?

Stop guessing on Wells Fargo. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community