Bank Of America Corp vs Wells Fargo & Co

Bank Of America Corp (BAC) is slightly overvalued and Wells Fargo & Co (WFC) is fairly valued.

Both trade above our estimate of their intrinsic value. WFC is the closer of the two: -5%, against -19% for BAC.

Values as of the 22 Sept 2026 close.

Bank Of America Corp (BAC)

Book value at 1.07x, the multiple a 11.3% return on equity justifies, blended with earnings, values the shares at $47.17; the price of $56.20 is 19% above that value.

Leak Score 38/100 on 9 of 12 signals

Wells Fargo & Co (WFC)

Book value at 1.40x, the multiple a 12.5% return on equity justifies, blended with earnings, values the shares at $79.44; the price of $83.15 is 5% above that value.

Leak Score 45/100 on 9 of 12 signals

MetricBACWFC
VerdictSlightly overvaluedFairly valued
Price$56.20$83.15
Intrinsic value$47.17$79.44
Margin of safety-19%-5%
Leak Score38/100 (9/12)45/100 (9/12)
Market cap$393.0B$251.4B
Revenue growth, 5 years15.4%8.6%
Operating margin21.3%21.9%
Net margin16.5%16.8%
Return on equity11.3%12.5%
Debt to equity2.472.57
P/E12.9x12.1x
Forward P/E10.7x10.4x
P/B1.4x1.5x
Dividend yield2.1%2.3%

All stocks in Banks - Diversified