SWX/WFC (SWX/WFC)

SIX Swiss Exchange: SWX/WFC · CHF

CHF 69.4

+0.00 (0.0%)· Recorded snapshot

Market cap	211.2B
Revenue (ttm)	69.3B
Net income (ttm)	18.3B
EPS (ttm)	CHF 5.80
P/E (trailing)	12.0x
P/E (forward)	11.1x
Dividend	CHF 1.52 (2.19%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 69.3B
Net income (ttm): 18.3B
EPS (ttm): CHF 5.80
P/E (trailing): 12.0x
P/E (forward): 11.1x
Market cap: 211.2B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-11-03 14:30 UTC

Forward P/E11.1

P25 n/aP50 n/aP75 n/a

Trailing P/E12

P25 n/aP50 n/aP75 n/a

ROE12.9

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/WFC indicators

Market & fundamental data

Available fields

181

Groups with data

Currency

USD

Showing 181 of 181 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	CHF
Country	United States
Country code	CH
Earnings date	2026-10-13
Employees	194,369
Employees change	-16,452
Employees growth	-7.8%
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-07-31
Fiscal year end	December
Founded	1852
Industry	Banks - Diversified
Is primary listing	No
ISIN number	US9497461015
Last earnings date	2026-10-13
Last refreshed	2026-11-03
Market cap	CHF 211.2B
Next earnings date	2027-01-14
Price	CHF 69.44
Price currency	CHF
Sector	Financials
SIC code	6020
Stock price date	2026-11-02
Symbol	swx/WFC
Website	https://www.wellsfargo.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Average P/E ratio (10Y)	15.38x
Average P/E ratio (3Y)	12.13x
Average P/E ratio (5Y)	11.23x
Earnings yield	8.35%
Forward P/E	11.14x
Graham number	81.34424
Graham upside	17.14%
Lynch fair value	CHF 30.14
Lynch upside	-56.6%
P/B ratio	1.42x
P/E ratio	11.98x
P/OCF ratio	8.93x
P/S ratio	3.05x
Price / tangible book value	1.89x
Sector forward P/E	13.56x
Sector P/E	9.45x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Effective tax rate	15.76%
Operating margin	32.91%
Pretax margin	33.27%
Profit margin	27.64%
Profit per employee	CHF 94,338
Profitable quarters	23
Profitable years	38
Revenue per employee	CHF 356,763
ROA	1.08%
ROA (5Y)	1%
ROE	12.91%
ROE (5Y)	10.54%
Tax / revenue	5.24%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	16.75%
EPS growth (Q)	12.65%
EPS growth (QoQ)	-6.5%
EPS growth 10Y	5.81%
EPS growth 3Y	14.68%
EPS growth 5Y	10.97%
EPS growth quarters	8
EPS growth years	3
Net income growth	9.1%
Net income growth (Q)	6.48%
Net income growth (QoQ)	-7.42%
Net income growth 3Y	7.48%
Net income growth 5Y	4.63%
Net income growth quarters	6
Net income growth years	3
OCF growth (QoQ)	30.88%
OCF growth 3Y	-0.56%
Revenue growth	5.11%
Revenue growth (Q)	0.41%
Revenue growth (QoQ)	-3.99%
Revenue growth 10Y	-0.17%
Revenue growth 3Y	2.54%
Revenue growth 5Y	0.74%
Revenue growth quarters	7
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
EPS	CHF 5.80
Financing cash flow	CHF 139.7B
Gross profit	CHF 69.3B
Income taxes	CHF 3.6B
Investing cash flow	CHF -158.1B
Net borrowing	CHF 43.9B
Net cash flow	CHF 5.7B
Net income	CHF 18.3B
Operating income	CHF 22.8B
Revenue	CHF 69.3B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	CHF 44.10
Debt / equity	2.61
Goodwill	CHF 20.4B
Net cash (debt)	CHF -1.7B
Net cash / market cap	-0.81%
Net debt / equity	0.01
Piotroski F-Score	4
Property, plant and equipment	CHF 13.1B
Shareholders' equity	CHF 148.4B
Tangible book value	CHF 111.6B
Tangible book value per share	CHF 37.16
Total assets	CHF 1.9T
Total cash	CHF 385.4B
Total debt	CHF 387.1B
Total liabilities	CHF 1.7T

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	CHF -1T

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	5.84%
Dividend growth	7.06%
Dividend growth (10Y)	0.25%
Dividend growth (3Y)	9.22%
Dividend growth (5Y)	22.74%
Dividend growth years	4
Dividend payment date	2026-12-01
Dividend payment years	13
Dividend payout frequency	Quarterly
Dividend per share	CHF 1.52
Dividend yield	2.19%
Ex-dividend date	2026-11-06
Last dividend	CHF 0.41
Payout ratio	28.95%
Shareholder yield	8.03%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	53.46%
10Y return CAGR	7.1%
10Y total return	98.6%
150-day SMA	CHF 67.21
1D price change	0%
1M price change	5.87%
1M total return	5.87%
1W price change	1.64%
1W total return	1.64%
20-day SMA	CHF 68.37
200-day SMA	CHF 66.83
3M price change	0.19%
3M total return	0.76%
3Y price change	38.19%
3Y return CAGR	14.29%
3Y total return	49.29%
50-day SMA	CHF 69.35
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 76.55
52-week high date	2026-01-06
52-week low	CHF 57.65
52-week low date	2026-05-15
5Y price change	38.19%
5Y return CAGR	9.25%
5Y total return	55.66%
6M price change	8.48%
6M total return	9.72%
All-time high	CHF 76.55
All-time high date	2026-01-05
All-time low	CHF 42.98
All-time low date	2016-10-03
Average true range (ATR)	CHF 0.51
Average volume	0
Change from 52-week high	-9.29%
Change from 52-week low	20.45%
Change from all-time high	-9.29%
Change from all-time low	61.56%
Monthly RSI	66.45
Previous close	CHF 69.44
Price vs 150-day SMA	3.32%
Price vs 20-day SMA	1.57%
Price vs 200-day SMA	3.9%
Price vs 50-day SMA	0.14%
RSI	55.46
Sharpe ratio	0.83
Sharpe ratio (3Y)	0.44
Sharpe ratio (5Y)	0.37
Sortino ratio	3.29
Sortino ratio (3Y)	2.08
Sortino ratio (5Y)	1.94
Weekly RSI	54.24
YTD price change	-6.49%
YTD total return	-4.96%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	3B
Shares change (QoQ)	-0.75%
Shares change (YoY)	-5.84%
Shares held by insiders	0.17%
Shares held by institutions	78.94%
Short ratio	1.9 days

Deeper analysis on SWX/WFC

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this SWX/WFC report

Is a complete SWX/WFC research report available?

No complete published report is available for swx/WFC (SWX/WFC) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

SWX/WFC (SWX/WFC)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/WFC

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/WFC indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SWX/WFC

Frequently asked questions