WF
Wells Fargo & Company
WFC · Financial Services
Company brief
WF
WFCFinancial Services$155B

Wells Fargo & Company

Diversified financial services company providing banking, investment and mortgage products and services, as well as consumer and commercial finance.

Moat score
85/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$75.58
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-2.9%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
11.1x

Forward P/E around 11.1x means investors pay about $11.1 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
10.4x

A P/E around 10.4x means investors pay about $10.4 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$6.8
Market Cap
$224.7B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

The business keeps compounding through its diversified banking mix, but the stock mostly tracks whether the current valuation stays reasonable versus growth.

Watch signal

Forward P/E around 11.1x remains in line with business quality and recent performance.

What you own

Wells Fargo & Company is exposure to financial services operating model with high switching costs and 105% net revenue retention.

Base thesis

Regulatory moats create 10+ year customer retention cycles in commercial banking

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

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Investor Snapshot
85Moat Score
Net Revenue Retention105%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Regulatory moats create 10+ year customer retention cycles in commercial banking
  • CECL and stress testing requirements lock in risk management systems for years
  • Wealth management platform stickiness drives 98%+ client retention rates
  • Branch network provides defensive moat against fintech disruption
  • Treasury management systems embedded in client operations create high switching costs
  • Compliance infrastructure requirements favor established players with scale