Wells Fargo (WFC)
NYSEFinancialsBanks - DiversifiedSnapshot 2026-09-04
$89.97+0.87%
Close 2026-09-04 · 1-day change
NYSEFinancialsBanks - DiversifiedSnapshot 2026-09-04
Research Workspace
Put WFC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 36%, softest on free-cash-flow margins.
View QualityManagement screens strong on capital allocation.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskWells Fargo's growth potential hinges on its ability to drive broad-based revenue growth across all operating segments. Recent earnings showed revenue growth of 9% year over year, and the last quarter beat expectations. The stock trades at 1.5× price-to-book, which is in line with the peer median of 1.3×. This suggests the price reflects less growth than forecasted, indicating modest expectations. A specific risk is the potential for a guidance cut, with a 14% probability of missing estimates in the next quarter. Peer multiples imply a price roughly in line with where it trades. Our read remains intact.
Trailing returns as of 2026-09-04. WFC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering WFC (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for WFC in the last 4 months.
Continue this research
Compare WFC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WFC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put WFC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition aligns with growth objective and expands market presence.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $89.97
The last 12 months of price, then the range of analyst 12-month targets from today’s $89.97.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
New stablecoin initiative may increase competitive pressures.
Advances: Drive broad-based revenue growth across all operating segments
Wealth hiring supports revenue growth objective.
Threatens: Maintain strong credit quality and manage provision for credit losses
Foreclosure indicates potential credit quality issues.
Dismissal of charges improves legal standing and reduces risk.
High rating indicates potential for revenue growth in new segment.
Advances: Drive broad-based revenue growth across all operating segments
Achieving ROTCE target supports revenue growth objective.
Advances: Drive broad-based revenue growth across all operating segments
Expansion in affordable housing aligns with revenue growth.
