Hand of the Market Screener
Quality checklist

2 of 5 checks passed · quarter ending 2026-06-30

  • Return on tangible equity at least 10%14.6%passed
  • Efficiency ratio at most 60%64.0%failed
  • Equity at least 8% of assets7.9%failed
  • Share count up at most 5% in 3 years66.1%failed
  • Revenue grew over 3 years2.4%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Active managers
−$3.19B −1.1 pp of the company
4 buying · 4 selling · 8 holding
Mutual funds & ETFs
−$454.24M −0.1 pp of the company
6 buying · 9 selling · 16 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
WFCSector12 quartersMarket cap$251.46B$6.02BEnterprise value$257.3B$8.09BAvg daily $ volume$1.18B$69.62MDaily turnover0.5%0.9%
Growth
WFCSector12 quartersRevenue CAGR 3y2.4%9.3%2.9% → 2.4%Revenue CAGR 5y2.6%7.4%Revenue growth YoY8.6%10.7%6.6% → 8.6%Revenue acceleration+2.2 pp−0.5 pp−13.9 pp → +2.2 ppFCF growth YoY—13.9%FCF conversion—111.5%Forward growth (HoM est.)5.5%10.6%
Valuation
WFCSector12 quartersP/E (trailing)11.1×13.0×P/E (forward, HoM est.)10.5×11.9×P/E vs. sector0.9×1.0×PEG (HoM est.)1.911.33EV/Sales3.0×2.7×FCF yield—7.4%Dividend yield2.2%2.0%Shareholder yield9.3%4.6%
Quality
WFCSector12 quartersQuality checks passed23ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y66.1%-1.6%-12.2% → 66.1%Stock compensation / revenue—2.0%Accruals ratio0.2%-0.5%-0.6% → 0.2%
Banking (financials)
WFCSector12 quartersEfficiency ratio64.0%58.5%68.1% → 64.0%Net interest income / assets2.3%3.2%2.8% → 2.3%Credit cost—0.2%Return on tangible equity14.6%14.6%12.2% → 14.6%Equity / assets7.9%13.4%9.5% → 7.9%Price / tangible book1.6×1.8×
Earnings & estimates
WFCSector12 quartersDays to next report813
Ownership & positioning
WFCSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$161.4KInstitutional ownership77.2%85.8%Institutional Δ QoQ+0.6 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying−1.1 pp−0.0 ppActive funds net buying−0.1 pp+0.0 ppDays to cover1.724.49Short % of shares out0.8%4.4%Short interest Δ−0.2 pp+0.1 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.