WFC:NYE-Wells Fargo & Company (USD)

COMMON STOCK | Banks—Diversified | NYE

Last Closing Price

USD 49.18

Change

0.00 (0.00)%

Market Cap

USD 203.33B

Volume

0.03B

Average Target Price

USD 52.58 (+6.92%)
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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-18 )

Largest Industry Peers for Banks—Diversified

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

N/A

USD426.21B 12.89 -2.44
JPM-PC JPMorgan Chase & Co

N/A

USD376.61B 2.68 -0.00
JPM-PD JPMorgan Chase & Co

N/A

USD366.95B 2.58 -0.00
BAC Bank of America Corporation

N/A

USD306.70B 12.62 7.24
BML-PL Bank of America Corporation

N/A

USD302.61B 8.93 0.00
BAC-PL Bank of America Corporation

N/A

USD295.25B 545.91 0.00
BAC-PE Bank of America Corporation

N/A

USD294.10B 9.00 0.00
BML-PG Bank of America Corporation

N/A

USD293.95B 7.92 0.00
BML-PH Bank of America Corporation

N/A

USD290.83B 7.80 0.00
BML-PJ Bank of America Corporation

N/A

USD280.91B 8.83 0.00

ETFs Containing WFC

Symbol Name Weight Mer Price(Change) Market Cap
XUFB:LSE Xtrackers MSCI USA Banks .. 15.17 % 0.12 %

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USD3.04M
BANK:CA BMO Global Banks Hedged t.. 7.48 % 0.39 %

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USD4.39M
BNKS:LSE iShares S&P U.S. Bank.. 7.33 % 0.35 %

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USD4.61M
IUS2:XETRA iShares S&P U.S. Bank.. 7.30 % 0.35 %

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USD7.76M
IUS2:F iShares S&P U.S. Bank.. 7.30 % 0.35 %

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USD7.76M
ZWK:CA BMO Covered Call US Banks.. 6.76 % 0.00 %

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USD0.02B
HUBL:CA Harvest US Bank Leaders I.. 6.66 % 1.57 %

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USD3.49M
HUBL-U:CA Harvest US Bank Leaders I.. 6.66 % 1.57 %

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XUFN:LSE Xtrackers MSCI USA Financ.. 6.45 % 0.12 %

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USD0.13B
QDVH:XETRA iShares S&P 500 Finan.. 6.34 % 0.15 %

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USD1.38B
UIFS:LSE iShares S&P 500 Finan.. 6.34 % 0.15 %

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USD1.38B
QDVH:F iShares S&P 500 Finan.. 6.34 % 0.15 %

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USD1.38B
ZPDF:F SPDR S&P U.S. Financi.. 6.33 % 0.15 %

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USD0.60B
ZPDF:XETRA SPDR S&P U.S. Financi.. 6.33 % 0.15 %

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USD0.60B
SXLF:LSE SPDR S&P U.S. Financi.. 6.32 % 0.15 %

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USD0.54B
XUFN:XETRA Xtrackers MSCI USA Financ.. 6.32 % 0.12 %

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USD0.13B
XSFN:LSE Xtrackers MSCI USA Financ.. 6.32 % 0.12 %

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USD0.13B
IUFS:LSE iShares S&P 500 Finan.. 6.30 % 0.15 %

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USD0.81B
XHD:CA iShares U.S. High Dividen.. 5.96 % 0.33 %

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USD0.21B
XHU:CA iShares U.S. High Dividen.. 5.95 % 0.33 %

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USD0.09B
XMDU:XETRA Xtrackers (IE) Public Lim.. 5.23 % 0.35 %

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USD5.13M
CALL:CA Evolve US Banks Enhanced .. 5.22 % 0.45 %

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USD4.71M
XMDU:F Xtrackers Morningstar US .. 5.20 % 0.35 %

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USD5.00M
ZBK:CA BMO Equal Weight US Banks.. 5.19 % 0.37 %

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USD0.66B
DQD:CA WisdomTree U.S. Quality D.. 3.71 % 0.49 %

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USD0.04B
DGR-B:CA WisdomTree U.S. Quality D.. 3.70 % 0.37 %

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WTDM:F WisdomTree US Quality Div.. 3.69 % 0.33 %

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USD0.04B
WTDM:XETRA WisdomTree US Quality Div.. 3.69 % 0.33 %

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USD0.04B
DGRP:LSE WisdomTree US Quality Div.. 3.69 % 0.33 %

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USD0.04B
DGRG:LSE WisdomTree US Quality Div.. 3.69 % 0.33 %

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USD0.04B
DGR:CA WisdomTree U.S. Quality D.. 3.62 % 0.43 %

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USD0.12B
DGRA:LSE WisdomTree US Quality Div.. 3.61 % 0.33 %

N/A

USD0.03B
DGRW:LSE WisdomTree US Quality Div.. 3.61 % 0.33 %

N/A

USD0.03B
ZWH-U:CA BMO US High Dividend Cove.. 3.43 % 0.72 %

N/A

N/A
ZWH:CA BMO US High Dividend Cove.. 3.43 % 0.71 %

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USD0.75B
HID-B:CA WisdomTree U.S. High Divi.. 3.39 % 0.40 %

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WTD9:F WisdomTree US Equity Inco.. 3.39 % 0.29 %

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WTEU:XETRA WisdomTree US Equity Inco.. 3.39 % 0.29 %

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WTDY:F WisdomTree US Equity Inco.. 3.39 % 0.35 %

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WTDY:XETRA WisdomTree US Equity Inco.. 3.39 % 0.35 %

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DHSP:LSE WisdomTree US Equity Inco.. 3.39 % 0.29 %

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WTD9:XETRA WisdomTree US Equity Inco.. 3.39 % 0.29 %

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DHS:LSE WisdomTree US Equity Inco.. 3.39 % 0.29 %

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WTEU:F WisdomTree US Equity Inco.. 3.39 % 0.29 %

N/A

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XMGD:LSE Xtrackers Morningstar Glo.. 3.38 % 0.45 %

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

N/A

USD3.18M
XDWF:LSE Xtrackers MSCI World Fina.. 3.34 % 0.30 %

N/A

USD0.17B
XDWF:XETRA Xtrackers MSCI World Fina.. 3.33 % 0.30 %

N/A

USD0.31B
XDWF:F Xtrackers MSCI World Fina.. 3.33 % 0.30 %

N/A

USD0.31B
WFIN:LSE SPDR MSCI World Financial.. 3.28 % 0.30 %

N/A

USD0.13B
HID:CA WisdomTree U.S. High Divi.. 3.24 % 0.40 %

N/A

USD4.31M
DHSA:LSE WisdomTree US Equity Inco.. 3.19 % 0.29 %

N/A

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DHSG:LSE WisdomTree US Equity Inco.. 3.19 % 0.35 %

N/A

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DHSD:LSE WisdomTree US Equity Inco.. 3.19 % 0.29 %

N/A

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

N/A

USD3.08M
BVNSC Brandes Value NextShares 2.80 % 0.41 %

N/A

USD4.83M
UINC:LSE First Trust US Equity Inc.. 2.71 % 0.65 %

N/A

USD0.11B
MOAT:LSE VanEck Vectors Morningsta.. 2.61 % 0.49 %

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USD0.14B
GMVM:XETRA VanEck Vectors Morningsta.. 2.60 % 0.49 %

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USD0.21B
HEA:CA Horizons Enhanced Income .. 2.19 % 0.83 %

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USD0.03B
ZDY-U:CA BMO US Dividend ETF (USD) 2.03 % 0.33 %

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ZDY:CA BMO US Dividend ETF (CAD) 2.03 % 0.32 %

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USD1.33B
AFLT:PA Amundi Index Solutions - .. 1.72 % 0.00 %

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AFLE:PA Amundi Index Solutions - .. 1.72 % 0.00 %

N/A

N/A
GINC:LSE First Trust Global Equity.. 1.69 % 0.70 %

N/A

USD0.02B
FGBL:PA First Trust Global Equity.. 1.69 % 0.60 %

N/A

USD0.02B
FGBL:LSE First Trust Global Equity.. 1.69 % 0.60 %

N/A

USD0.02B
UC86:LSE UBS ETF - Bloomberg Barcl.. 1.68 % 0.18 %

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UC82:LSE UBS ETF - Bloomberg Barcl.. 1.68 % 0.23 %

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UEF7:F UBS ETF - Bloomberg Barcl.. 1.56 % 0.18 %

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UEF8:XETRA UBS ETF - Bloomberg Barcl.. 1.56 % 0.23 %

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UC81:LSE UBS ETF - Bloomberg Barcl.. 1.56 % 0.18 %

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FCRR:CA Fidelity U.S. Dividend fo.. 1.52 % 0.39 %

N/A

USD0.06B
PFT:PA Invesco FTSE RAFI US 1000.. 1.50 % 0.39 %

N/A

USD0.34B
6PSA:XETRA Invesco FTSE RAFI US 1000.. 1.50 % 0.39 %

N/A

USD0.34B
6PSA:F Invesco FTSE RAFI US 1000.. 1.50 % 0.39 %

N/A

USD0.34B
PSRF:LSE Invesco FTSE RAFI US 1000.. 1.50 % 0.39 %

N/A

USD0.34B
PRUS:LSE Invesco FTSE RAFI US 1000.. 1.46 % 0.39 %

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USD0.32B
SUSC:LSE SPDR Bloomberg Barclays 0.. 0.77 % 0.20 %

N/A

USD0.13B
SYBF:F SPDR Bloomberg Barclays 0.. 0.76 % 0.20 %

N/A

USD0.12B
SYBF:XETRA SPDR Bloomberg Barclays 0.. 0.76 % 0.20 %

N/A

USD0.12B
SUSD:LSE SPDR Bloomberg Barclays 0.. 0.76 % 0.20 %

N/A

USD0.12B
H41I:XETRA HSBC Economic Scale World.. 0.59 % 0.25 %

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USD0.44B
HEWA:LSE HSBC Economic Scale World.. 0.59 % 0.25 %

N/A

USD0.44B
H41I:F HSBC Economic Scale World.. 0.59 % 0.25 %

N/A

USD0.44B
ZC3G:LSE BMO Bloomberg Barclays 3-.. 0.47 % 0.30 %

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USD0.05B
SYBR:XETRA SPDR Bloomberg Barclays 1.. 0.24 % 0.20 %

N/A

USD0.07B
SYBR:F SPDR Bloomberg Barclays 1.. 0.24 % 0.20 %

N/A

USD0.07B
SYBC:XETRA SPDR Bloomberg Barclays E.. 0.21 % 0.20 %

N/A

USD0.56B
EUCO:PA SPDR Bloomberg Barclays E.. 0.15 % 0.20 %

N/A

USD0.44B
EUCO:LSE SPDR Bloomberg Barclays E.. 0.15 % 0.20 %

N/A

USD0.44B
SYBC:F SPDR Bloomberg Barclays E.. 0.15 % 0.20 %

N/A

USD0.44B
RUBY Rubius Therapeutics, Inc 0.00 % 0.00 %

N/A

USD0.79B

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 -8.59% 4% F 4% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.59% 4% F 4% F
Trailing 12 Months  
Capital Gain -1.66% 33% F 24% F
Dividend Return 3.84% 39% F 71% C-
Total Return 2.18% 48% F 26% F
Trailing 5 Years  
Capital Gain -4.76% 53% F 33% F
Dividend Return 15.67% 47% F 57% F
Total Return 10.90% 53% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -1.87% 48% F 25% F
Dividend Return 3.01% 50% F 63% D
Total Return 1.14% 52% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 12.85% 95% A 61% D-
Risk Adjusted Return 8.90% 52% F 26% F
Market Capitalization 203.33B 48% F 99% 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 12.14 26% F 75% C
Price/Book Ratio 1.22 26% F 62% D-
Price / Cash Flow Ratio N/A N/A N/A N/A N/A
EV/EBITDA -5.11 98% A+ 86% B
Management Effectiveness  
Return on Equity 10.41% 68% D+ 62% D-
Return on Invested Capital 5.18% 60% D- 42% F
Return on Assets 1.05% 62% D- 25% F
Debt to Equity Ratio 136.85% 36% F 24% F
Technical Ratios  
Short Ratio 2.26 52% F 53% F
Short Percent 0.93% 82% B- 88% B+
Beta 1.10 87% B+ 37% 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

STA Verdict 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.

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.

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

Low Revenue Growth

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