WFC:NYE-Wells Fargo & Company (USD)

COMMON STOCK | Banks—Diversified | NYE

Last Closing Price

USD 26.57

Change

-2.13 (-7.42)%

Market Cap

USD 117.37B

Volume

0.05B

Average Target Price

USD 48.05 (+80.85%)
Average Analyst Rating

Verdict

Fundamental Analysis

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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-01 )

Largest Industry Peers for Banks—Diversified

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

-0.43 (-1.64%)

USD343.03B 2.44 N/A
JPM-PD JPMorgan Chase & Co

-0.43 (-1.70%)

USD317.53B 2.23 N/A
JPM JPMorgan Chase & Co

-5.67 (-6.30%)

USD287.42B 8.72 N/A
BML-PG Bank of America Corporation

-1.80 (-9.46%)

USD256.83B 6.92 N/A
BAC-PB Bank of America Corporation

-0.37 (-1.44%)

USD256.38B 9.33 N/A
BAC-PC Bank of America Corporation

-0.33 (-1.31%)

USD254.81B 9.15 N/A
BAC-PK Bank of America Corporation

-0.33 (-1.31%)

USD253.53B 9.19 N/A
BAC-PE Bank of America Corporation

-1.01 (-4.74%)

USD253.00B 7.75 N/A
BAC-PL Bank of America Corporation

-64.16 (-5.07%)

USD248.99B 460.37 N/A
BML-PL Bank of America Corporation

-1.49 (-7.38%)

USD248.27B 7.33 N/A

ETFs Containing WFC

Symbol Name Weight Mer Price(Change) Market Cap
XUFB:LSE Xtrackers MSCI USA Banks .. 13.58 % 0.12 %

-105.40 (-9.52%)

USD2.46M
BANK:CA BMO Global Banks Hedged t.. 7.48 % 0.39 %

N/A

USD4.39M
KBWB Invesco KBW Bank ETF 7.30 % 0.35 %

-2.29 (-6.83%)

USD0.42B
FTXO First Trust Nasdaq Bank E.. 7.21 % 0.60 %

-1.14 (-7.30%)

USD0.10B
BNKS:LSE iShares S&P U.S. Banks ET.. 6.47 % 0.35 %

-0.29 (-9.53%)

USD0.02B
IUS2:F iShares S&P U.S. Bank.. 6.47 % 0.35 %

-0.19 (-6.87%)

USD0.02B
IUS2:XETRA iShares S&P U.S. Banks ET.. 6.47 % 0.35 %

-0.26 (-9.20%)

USD0.02B
RWW Invesco S&P Financials Re.. 5.51 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 5.51 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 5.51 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 5.51 % 0.45 %

N/A

USD0.04B
RWW Invesco S&P Financials Re.. 5.51 % 0.45 %

N/A

USD0.04B
XUFN:XETRA Xtrackers MSCI USA Financ.. 5.49 % 0.12 %

-1.03 (-7.26%)

USD0.11B
XSFN:LSE Xtrackers MSCI USA Financ.. 5.46 % 0.12 %

N/A

USD0.11B
XUFN:LSE Xtrackers MSCI USA Financ.. 5.46 % 0.12 %

N/A

USD0.11B
FDL First Trust Morningstar D.. 5.44 % 0.45 %

-1.03 (-4.61%)

USD1.61B
ZPDF:F SPDR S&P U.S. Financials .. 5.35 % 0.15 %

-1.01 (-4.99%)

USD0.52B
QDVH:F iShares S&P 500 Financial.. 5.35 % 0.15 %

-0.28 (-5.40%)

USD1.07B
IUFS:LSE iShares S&P 500 Finan.. 5.35 % 0.15 %

-0.46 (-7.88%)

USD1.07B
QDVH:XETRA iShares S&P 500 Finan.. 5.35 % 0.15 %

-0.37 (-7.08%)

USD1.07B
ZPDF:XETRA SPDR S&P U.S. Financials .. 5.35 % 0.15 %

-1.54 (-7.31%)

USD0.52B
UIFS:LSE iShares S&P 500 Financial.. 5.35 % 0.15 %

-34.20 (-7.38%)

USD1.07B
SXLF:LSE SPDR S&P U.S. Financi.. 5.35 % 0.15 %

-1.78 (-7.68%)

USD0.52B
XLF Financial Select Sector S.. 5.25 % 0.13 %

-1.27 (-6.10%)

USD20.13B
XMDU:XETRA Xtrackers (IE) Public Lim.. 5.23 % 0.35 %

N/A

USD5.13M
XMDU:F Xtrackers Morningstar US .. 5.20 % 0.35 %

N/A

USD5.00M
IYG iShares U.S. Financial Se.. 5.16 % 0.42 %

-6.40 (-6.23%)

USD1.20B
XHD:CA iShares U.S. High Dividen.. 4.91 % 0.33 %

-0.77 (-3.45%)

USD0.18B
XHU:CA iShares U.S. High Dividen.. 4.91 % 0.33 %

-0.74 (-3.55%)

USD0.12B
VFH Vanguard Financials Index.. 4.71 % 0.10 %

-3.14 (-6.19%)

USD7.15B
DFNL Davis Select Financial ET.. 4.70 % 0.64 %

-1.06 (-6.33%)

USD0.14B
FINU ProShares UltraPro Financ.. 4.64 % 0.95 %

N/A

USD0.01B
FNCL Fidelity MSCI Financials .. 4.63 % 0.08 %

-1.77 (-6.02%)

USD0.93B
DWLD Davis Select Worldwide ET.. 4.63 % 0.63 %

-0.81 (-4.18%)

USD0.23B
SPVU Invesco S&P 500 Enhanced .. 4.62 % 0.13 %

-1.45 (-6.13%)

USD0.08B
DUSA Davis Select U.S. Equity .. 4.60 % 0.63 %

-0.97 (-4.98%)

USD0.20B
PKW Invesco BuyBack Achievers.. 4.53 % 0.62 %

-2.41 (-4.97%)

USD1.03B
HDV iShares Core High Dividen.. 4.39 % 0.08 %

-2.72 (-3.80%)

USD6.67B
SHE SPDR SSGA Gender Diversit.. 4.15 % 0.20 %

-2.53 (-4.29%)

USD0.13B
XMGD:XETRA Xtrackers Morningstar Glo.. 3.38 % 0.45 %

N/A

USD3.18M
XMGD:LSE Xtrackers Morningstar Glo.. 3.38 % 0.45 %

N/A

USD3.18M
FINZ ProShares UltraPro Short .. 3.19 % 0.95 %

N/A

USD2.46M
SEF ProShares Short Financial.. 3.19 % 0.95 %

+1.45 (+5.97%)

USD0.02B
SKF ProShares UltraShort Fina.. 3.19 % 0.95 %

+2.32 (+11.85%)

USD0.03B
XMGD:F Xtrackers (IE) Public Lim.. 3.18 % 0.45 %

N/A

USD3.08M
WTDY:F WisdomTree US Equity Inco.. 3.17 % 0.35 %

-0.59 (-4.56%)

N/A
WTEU:F WisdomTree US Equity Inco.. 3.17 % 0.29 %

N/A

N/A
WTEU:XETRA WisdomTree US Equity Inco.. 3.17 % 0.29 %

-0.71 (-4.97%)

N/A
WTDY:XETRA WisdomTree US Equity Inco.. 3.17 % 0.35 %

N/A

N/A
WTD9:XETRA WisdomTree US Equity Inco.. 3.17 % 0.29 %

-0.73 (-5.01%)

N/A
WTD9:F WisdomTree US Equity Inco.. 3.17 % 0.29 %

-0.54 (-3.77%)

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

N/A

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

N/A

USD4.31M
DHSG:LSE WisdomTree US Equity Inco.. 3.03 % 0.35 %

N/A

N/A
DHS:LSE WisdomTree US Equity Inco.. 3.03 % 0.29 %

-55.85 (-4.47%)

N/A
DHSA:LSE WisdomTree US Equity Inco.. 3.03 % 0.29 %

-0.87 (-5.45%)

N/A
DHSD:LSE WisdomTree US Equity Inco.. 3.03 % 0.29 %

-0.74 (-4.78%)

N/A
DHSP:LSE WisdomTree US Equity Inco.. 3.03 % 0.29 %

N/A

N/A
DHS WisdomTree U.S. High Divi.. 3.02 % 0.38 %

-2.66 (-4.70%)

USD0.84B
FAZ Direxion Daily Financial .. 3.00 % 1.07 %

+6.77 (+17.83%)

USD0.20B
JHMF John Hancock Multifactor .. 3.00 % 0.40 %

-1.70 (-6.04%)

USD0.03B
XDWF:F Xtrackers MSCI World Fina.. 2.90 % 0.30 %

-0.44 (-3.50%)

USD0.25B
XDWF:XETRA Xtrackers MSCI World Fina.. 2.90 % 0.30 %

-0.75 (-5.74%)

USD0.25B
IYF iShares U.S. Financials E.. 2.85 % 0.42 %

-6.05 (-6.22%)

USD1.60B
XDWF:LSE Xtrackers MSCI World Fina.. 2.81 % 0.30 %

-0.96 (-6.65%)

USD0.25B
BVNSC Brandes Value NextShares 2.80 % 0.41 %

N/A

USD4.83M
QDEF FlexShares Quality Divide.. 2.78 % 0.37 %

-1.51 (-4.15%)

USD0.48B
WFIN:LSE SPDR MSCI World Financial.. 2.76 % 0.30 %

-1.97 (-6.39%)

USD0.10B
SBUY:LSE Invesco Global Buyback Ac.. 2.73 % 0.39 %

N/A

USD0.04B
IXG iShares Global Financials.. 2.41 % 0.46 %

-2.72 (-5.76%)

USD0.46B
FAS Direxion Daily Financial .. 2.20 % 0.99 %

-4.22 (-17.99%)

USD1.09B
AMCA iShares Russell 1000 Pure.. 1.88 % 0.15 %

N/A

USD4.15M
ZDY:CA BMO US Dividend ETF (CAD) 1.77 % 0.30 %

-1.28 (-4.92%)

USD1.33B
ZDY-U:CA BMO US Dividend ETF (USD) 1.77 % 0.30 %

-1.27 (-6.57%)

N/A
UC86:LSE UBS ETF - Bloomberg Barcl.. 1.76 % 0.18 %

N/A

N/A
UC81:LSE UBS ETF - Bloomberg Barcl.. 1.64 % 0.18 %

+15.00 (+1.33%)

N/A
UEF8:XETRA UBS ETF - Bloomberg Barcl.. 1.60 % 0.23 %

N/A

N/A
UEF7:F UBS ETF - Bloomberg Barcl.. 1.60 % 0.18 %

+0.12 (+0.91%)

N/A
UC82:LSE UBS ETF - Bloomberg Barcl.. 1.60 % 0.23 %

N/A

N/A
JVAL JPMorgan U.S. Value Facto.. 1.41 % 0.12 %

-1.03 (-5.10%)

USD0.07B
EPS WisdomTree U.S. Earnings .. 1.38 % 0.08 %

-1.26 (-4.48%)

USD0.39B
QUIG:CA Mackenzie US Investment G.. 1.37 % 0.28 %

+1.58 (+1.64%)

USD0.58B
6PSA:XETRA Invesco FTSE RAFI US 1000.. 1.29 % 0.39 %

-0.73 (-5.10%)

USD0.27B
PSRF:LSE Invesco FTSE RAFI US 1000.. 1.29 % 0.39 %

-65.25 (-5.19%)

USD0.27B
6PSA:F Invesco FTSE RAFI US 1000.. 1.29 % 0.39 %

N/A

USD0.27B
PFT:PA Invesco FTSE RAFI US 1000.. 1.29 % 0.39 %

-0.46 (-3.31%)

USD0.27B
VLU SPDR S&P 1500 Value Tilt .. 1.29 % 0.13 %

-3.94 (-4.79%)

USD0.02B
PRF Invesco FTSE RAFI US 1000.. 1.28 % 0.39 %

-4.40 (-4.76%)

USD4.85B
PRUS:LSE Invesco FTSE RAFI US 1000.. 1.24 % 0.39 %

N/A

USD0.27B
PYF-B:CA Purpose Premium Yield Fun.. 0.95 % 0.76 %

N/A

N/A
PYF:CA Purpose Premium Yield Fun.. 0.95 % 0.73 %

-0.21 (-1.31%)

USD0.14B
PYF-U:CA Purpose Premium Yield Fun.. 0.95 % 0.72 %

N/A

N/A
SYBF:F SPDR Bloomberg Barclays 0.. 0.47 % 0.20 %

+0.24 (+0.53%)

USD0.10B
SYBF:XETRA SPDR Bloomberg Barclays 0.. 0.47 % 0.20 %

+0.26 (+0.58%)

USD0.10B
ZC3G:LSE BMO Bloomberg Barclays 3-.. 0.45 % 0.30 %

N/A

USD0.05B
SYB1:XETRA SPDR Bloomberg Barclays U.. 0.35 % 0.20 %

-0.18 (-0.62%)

USD0.02B
SYB1:F SPDR Bloomberg Barclays U.. 0.35 % 0.20 %

N/A

USD0.02B
SYBR:F SPDR Bloomberg Barclays 1.. 0.28 % 0.20 %

-0.28 (-0.97%)

USD0.06B
SYBR:XETRA SPDR Bloomberg Barclays 1.. 0.28 % 0.20 %

-0.16 (-0.55%)

USD0.06B
SYBC:F SPDR Bloomberg Barclays E.. 0.14 % 0.20 %

-0.08 (-0.14%)

USD0.44B
EUCO:PA SPDR Bloomberg Barclays E.. 0.14 % 0.20 %

-0.20 (-0.35%)

USD0.44B
SYBC:XETRA SPDR Bloomberg Barclays E.. 0.14 % 0.20 %

-0.17 (-0.30%)

USD0.44B
EUCO:LSE SPDR Bloomberg Barclays E.. 0.14 % 0.20 %

N/A

USD0.44B
AFLE:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.28 (+0.60%)

N/A
RUBY Rubius Therapeutics, Inc 0.00 % 0.00 %

-0.44 (-9.89%)

USD0.34B
AFLT:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+1.34 (+1.30%)

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Banks—Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -50.61% 13% F 20% F
Dividend Return 0.95% 27% F 55% F
Total Return -49.67% 13% F 20% F
Trailing 12 Months  
Capital Gain -44.89% 38% F 26% F
Dividend Return 4.11% 45% F 77% C+
Total Return -40.78% 38% F 27% F
Trailing 5 Years  
Capital Gain -51.13% 47% F 26% F
Dividend Return 15.17% 58% F 58% F
Total Return -35.96% 47% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -2.15% 48% F 25% F
Dividend Return 3.06% 50% F 63% D
Total Return 0.91% 52% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 13.52% 95% A 61% D-
Risk Adjusted Return 6.76% 52% F 26% F
Market Capitalization 117.37B 43% F 98% A+
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—Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 7.09 43% F 79% C+
Price/Book Ratio 0.71 38% F 68% D+
Price / Cash Flow Ratio 17.44 35% F 15% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 10.41% 63% D 59% F
Return on Invested Capital 5.19% 54% F 44% F
Return on Assets 1.05% 46% F 25% F
Debt to Equity Ratio 113.06% 63% D 31% F
Technical Ratios  
Short Ratio 1.40 48% F 60% D-
Short Percent 1.32% 20% F 84% B
Beta 1.15 78% C+ 34% 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

Fundamental Analysis Breakdown

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.

Positive cash flow

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

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.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Earnings Growth

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

Low Revenue Growth

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