WFC:NYE-Wells Fargo & Company

COMMON STOCK | Banks - Global | NYE

Last Closing Price

USD 44.42

Change

-1.20 (-2.63)%

Market Cap

USD -856,719,360.00

Volume

0.02B

Average Target Price

USD 52.15 (+17.41%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

Wells Fargo & Company, a diversified financial services company, provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. It operates through three segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The company also engages in the wholesale banking, mortgage banking, consumer finance, equipment leasing, agricultural finance, commercial finance, securities brokerage and investment banking, computer and data processing, trust, investment advisory, mortgage-backed securities, and venture capital investment services. As of February 7, 2019, it operated through 7,800 locations, 13,000 ATMs, and the Internet and mobile banking, as well as has offices in 37 countries and territories. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-23 )

Largest Industry Peers for Banks - Global

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
JPM-PF JPMorgan Chase & Co

-0.05 (-0.19%)

N/A 2.64 -0.00
BNS The Bank of Nova Scotia

-0.55 (-1.07%)

USD 2.08B 10.06 72.81
BAC-PK Bank of America Corporation

-0.07 (-0.24%)

USD 2.01B 9.67 0.00
WFC-PO Wells Fargo & Company

-0.14 (-0.55%)

USD 1.99B 5.30 -0.00
BBVA Banco Bilbao Vizcaya Argentari..

-0.11 (-2.30%)

USD 1.98B 6.67 3.66
WFC-PL Wells Fargo & Company

-3.85 (-0.27%)

USD 1.72B 297.34 -0.00
BMO Bank of Montreal

-0.70 (-1.00%)

USD 1.67B 11.39 6.70
SMFG Sumitomo Mitsui Financial Grou..

-0.10 (-1.55%)

USD 1.66B 6.08 1.65
NTB The Bank of N.T. Butterfield &..

-0.70 (-2.53%)

USD 1.51B 7.91 3.47
BAC-PY Bank of America Corporation

-0.08 (-0.31%)

USD 1.50B 9.19 0.00

ETFs Containing WFC

Symbol Name Weight Mer Price(Change) Market Cap
KBWB Invesco KBW Bank ETF 7.86 % 0.35 %

-1.39 (-2.92%)

USD 0.56B
BANK:CA BMO Global Banks Hedged t.. 7.26 % 0.39 %

-0.30 (-1.75%)

CAD 8.05M
RUBY:CA RBC U.S. Banks Yield Inde.. 7.16 % 0.33 %

-0.05 (-0.29%)

CAD 0.01B
RUBY.U:CA 7.16 % 0.33 %

N/A

N/A
RWW Invesco S&P Financials Re.. 6.29 % 0.46 %

-2.09 (-3.22%)

USD 0.03B
RWW Invesco S&P Financials Re.. 6.29 % 0.46 %

-2.09 (-3.22%)

USD 0.03B
IYG iShares U.S. Financial Se.. 6.25 % 0.42 %

-3.68 (-2.79%)

USD 1.24B
XLF Financial Select Sector S.. 5.96 % 0.13 %

-0.68 (-2.54%)

USD 24.02B
FDL First Trust Morningstar D.. 5.66 % 0.45 %

-0.76 (-2.53%)

USD 1.66B
XHD:CA iShares U.S. High Dividen.. 5.51 % 0.33 %

-0.56 (-1.91%)

CAD 0.21B
XHU:CA iShares U.S. High Dividen.. 5.50 % 0.33 %

-0.53 (-2.09%)

CAD 0.08B
HDV iShares Core High Dividen.. 5.49 % 0.08 %

-2.18 (-2.34%)

USD 7.30B
FNCL Fidelity MSCI Financials .. 5.27 % 0.08 %

-1.00 (-2.56%)

USD 1.14B
VFH Vanguard Financials Index.. 5.27 % 0.10 %

-1.77 (-2.64%)

USD 7.43B
DFNL Davis Select Financial ET.. 5.03 % 0.64 %

-0.63 (-2.78%)

USD 0.15B
SHE SPDR SSGA Gender Diversit.. 5.03 % 0.20 %

-1.94 (-2.65%)

USD 0.28B
FINU ProShares UltraPro Financ.. 4.94 % 0.95 %

-7.11 (-9.39%)

USD 0.03B
DWLD Davis Select Worldwide ET.. 4.89 % 0.64 %

-0.53 (-2.36%)

USD 0.23B
DUSA Davis Select U.S. Equity .. 4.83 % 0.63 %

-0.68 (-2.93%)

USD 0.20B
SPVU Invesco S&P 500 Enhanced .. 4.68 % 0.16 %

-1.15 (-3.43%)

USD 0.06B
FSF:CA CI First Asset Global Fin.. 4.24 % 1.11 %

N/A

CAD 0.22B
WUSA 4.03 % 0.33 %

N/A

N/A
IYF iShares U.S. Financials E.. 3.57 % 0.42 %

-2.80 (-2.24%)

USD 1.73B
DQD:CA WisdomTree U.S. Quality D.. 3.51 % 0.49 %

-0.66 (-2.43%)

CAD 0.03B
DGRW WisdomTree U.S. Quality D.. 3.51 % 0.28 %

-1.21 (-2.76%)

USD 2.69B
DGR:CA WisdomTree U.S. Quality D.. 3.50 % 0.43 %

N/A

CAD 0.02B
DGR.B:CA 3.50 % 0.37 %

N/A

N/A
JHMF John Hancock Multifactor .. 3.21 % 0.47 %

-1.15 (-3.09%)

USD 0.05B
HID.B:CA 3.11 % 0.40 %

N/A

N/A
HID:CA WisdomTree U.S. High Divi.. 3.11 % 0.40 %

N/A

CAD 3.15M
DHS WisdomTree U.S. High Divi.. 3.10 % 0.38 %

-1.67 (-2.32%)

USD 0.96B
JKF iShares Morningstar Large.. 3.04 % 0.25 %

-2.57 (-2.42%)

USD 0.52B
QDEF FlexShares Quality Divide.. 2.93 % 0.37 %

-1.16 (-2.58%)

USD 0.40B
IXG iShares Global Financials.. 2.91 % 0.46 %

-1.30 (-2.15%)

USD 0.35B
FAS Direxion Daily Financial .. 2.50 % 1.04 %

-5.17 (-7.15%)

USD 1.44B
AMCA iShares Russell 1000 Pure.. 2.47 % 0.15 %

-0.50 (-1.77%)

USD 0.01B
DGRO iShares Core Dividend Gro.. 2.41 % 0.08 %

-0.95 (-2.49%)

USD 7.71B
FDVV Fidelity High Dividend ET.. 2.13 % 0.30 %

-0.72 (-2.44%)

USD 0.35B
ZDY.U:CA 1.88 % 0.33 %

N/A

N/A
ZDY:CA BMO US Dividend ETF (CAD) 1.88 % 0.32 %

-0.97 (-3.04%)

CAD 1.33B
VOOV Vanguard S&P 500 Value In.. 1.70 % 0.15 %

-3.00 (-2.69%)

USD 1.01B
SPYV SPDR Portfolio S&P 500 Va.. 1.70 % 0.06 %

-0.84 (-2.71%)

USD 2.86B
DLN WisdomTree U.S. LargeCap .. 1.70 % 0.28 %

-2.44 (-2.53%)

USD 2.10B
IVE iShares S&P 500 Value ETF 1.69 % 0.18 %

-3.05 (-2.64%)

USD 15.50B
JVAL JPMorgan U.S. Value Facto.. 1.65 % 0.12 %

-0.76 (-2.94%)

USD 0.06B
IUSV iShares Core S&P U.S. Val.. 1.58 % 0.04 %

-1.55 (-2.77%)

USD 5.67B
VLU SPDR S&P 1500 Value Tilt .. 1.49 % 0.13 %

-2.86 (-2.82%)

USD 0.02B
DTD WisdomTree U.S. Total Div.. 1.44 % 0.28 %

-2.48 (-2.58%)

USD 0.69B
CLU:CA 1.39 % 0.72 %

N/A

N/A
CLU.C:CA 1.39 % 0.74 %

N/A

N/A
PRF Invesco FTSE RAFI US 1000.. 1.39 % 0.39 %

-2.91 (-2.54%)

USD 5.51B
USSD 1.25 % 0.33 %

N/A

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Banks - Global)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.60% 48% F 24% F
Dividend Return 3.06% 39% F 75% C
Total Return -0.54% 52% F 26% F
Trailing 12 Months  
Capital Gain -24.22% 38% F 21% F
Dividend Return 3.14% 39% F 60% D-
Total Return -21.08% 38% F 22% F
Trailing 5 Years  
Capital Gain -13.21% 67% D+ 39% F
Dividend Return 15.49% 56% F 58% F
Total Return 2.29% 61% D- 39% F
Average Annual (5 Year Horizon)  
Capital Gain -1.51% 45% F 31% F
Dividend Return 2.92% 48% F 60% D-
Total Return 1.41% 50% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 12.29% 95% A 63% D
Risk Adjusted Return 11.49% 55% F 32% F
Market Capitalization -856,719,360.00 20% F 11% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Banks - Global)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 9.42 36% F 83% B
Price/Book Ratio 1.14 23% F 62% D-
Price / Cash Flow Ratio 5.57 61% D- 64% D
EV/EBITDA -5.11 98% A+ 85% B
Management Effectiveness  
Return on Equity 12.09% 57% F 69% D+
Return on Invested Capital 6.08% 94% A 48% F
Return on Assets 1.29% 94% A 28% F
Debt to Equity Ratio 126.79% 28% F 27% F
Technical Ratios  
Short Ratio 1.88 57% F 60% D-
Short Percent 0.78% 82% B- 91% A-
Beta 1.19 15% F 28% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector