Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
WFC · against 21 other Banks & Insurance companies of similar size
Ranked #5 of 22 · scores higher than 81% of peers
Bars: peers in each 10-point band of the valuation score1 peers with a valuation score of 50–59, including WFC · Click a bar to see the companies
Its metrics sit close to the Banks & Insurance norm.
| Metric | WFC | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 23 reported | 8.0% | 7.1% | 64% | 60% | |
| EBITDA yieldHigher is better · 3 reported | Not reported | 11.0% | — | — | Context only |
| Free cash flow yieldHigher is better · 12 reported | 7.4% | 9.7% | 45% | Context only | |
| Book yieldHigher is better · 22 reported | 63.6% | 46.3% | 76% | 40% |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 260.6B EUR (≈$286.7B) | 87 | 49 | |
| 2 | 342.7B USD | 67 | 59 | |
| 2 | 203.1B USD | 67 | 56 | |
| 4 | 164.4B USD | 61 | 51 | |
| 5 | 258.6B USD | 51 | 51 | |
| 6 | 289.1B USD | 44 | 34 | |
| 7 | 132.0B USD | 39 | 48 | |
| 8 | 140.0B USD | 36 | 62 | |
| 9 | 260.9B USD | 34 | 59 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score