WFC:NYE-Wells Fargo & Company

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 47.87

Change

0.00 (0.00)%

Market Cap

USD 262.57B

Volume

0.02B

Analyst Target

USD 61.26
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Wells Fargo & Co is a diversified financial services company. It provides retail, corporate and commercial banking services through banking stores and offices, the internet and other distribution channels to individuals, businesses and institutions.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Banks

Symbol Name Price(Change) Market Cap
JPM JP Morgan Chase & Co.

+0.82 (+0.81%)

USD 340.85B
BAC Bank of America Corporation

+1.90 (+7.16%)

USD 279.21B
HSBC HSBC Holdings plc.

+0.32 (+0.78%)

USD 166.46B
C Citigroup Inc.

+0.81 (+1.32%)

USD 147.30B
ASB.P.D Associated Banc-Corp Depositar..

+0.29 (+1.23%)

USD 143.40B
FRC.P.D First Republic Bank San Franci..

+0.04 (+0.17%)

USD 127.99B
RY Royal Bank Of Canada

+0.51 (+0.70%)

USD 106.25B
TD Toronto Dominion Bank (The)

+1.00 (+1.91%)

USD 97.79B
ITUB Itau Unibanco Banco Holding SA..

-0.10 (-1.00%)

USD 96.62B
BSBR Banco Santander Brasil SA Amer..

-0.05 (-0.40%)

USD 93.77B

ETFs Containing WFC

KBWB Invesco KBW Bank ETF 8.00 % 0.35 %

+1.26 (+0.00%)

USD 0.74B
BANK:CA BMO Global Banks Hedged t.. 7.55 % 0.40 %

N/A

CAD 7.77M
IYG iShares U.S. Financial Se.. 7.51 % 0.43 %

+2.79 (+0.00%)

USD 1.47B
RUBY:CA RBC U.S. Banks Yield Inde.. 7.16 % 0.00 %

+0.23 (+0.00%)

CAD 0.01B
RUBY.U:CA RBC U.S. Banks Yield Inde.. 7.16 % 0.00 %

N/A

CAD 3.89M
XLF SPDR Select Sector Fund -.. 6.96 % 0.13 %

+0.53 (+0.00%)

USD 24.32B
VFH Vanguard Financials 6.23 % 0.10 %

+1.39 (+0.00%)

USD 6.64B
FNCL Fidelity MSCI Financials .. 6.22 % 0.08 %

+0.76 (+0.00%)

USD 1.11B
RWW Oppenheimer S&P Financial.. 6.22 % 0.46 %

+1.37 (+0.00%)

USD 0.04B
RWW Oppenheimer S&P Financial.. 6.22 % 0.46 %

+1.37 (+0.00%)

USD 0.04B
FINU ProShares UltraPro Financ.. 5.81 % 0.95 %

+4.37 (+0.00%)

USD 0.03B
CALL:CA Evolve US Banks Enhanced .. 5.70 % 0.70 %

+1.26 (+0.00%)

CAD 1.37M
CALL.B:CA Evolve US Banks Enhanced .. 5.70 % 0.70 %

N/A

CAD 2.20M
ZBK:CA BMO Equal Weight US Banks.. 5.56 % 0.39 %

+0.66 (+0.00%)

CAD 0.84B
DFNL Davis Select Financial ET.. 4.90 % 0.64 %

+0.38 (+0.00%)

USD 0.14B
SHE SPDR Series Trust SSGA Ge.. 4.88 % 0.20 %

+0.14 (+0.00%)

USD 0.33B
DWLD Davis Select Worldwide ET.. 4.76 % 0.65 %

+0.22 (+0.00%)

USD 0.19B
FSF:CA First Asset Global Financ.. 4.42 % 1.41 %

N/A

CAD 0.14B
DUSA Davis Select U.S. Equity .. 4.39 % 0.63 %

+0.20 (+0.00%)

USD 0.16B
IYF iShares U.S. Financial 4.24 % 0.43 %

+1.87 (+0.00%)

USD 1.75B
WUSA WisdomTree U.S. Domestic .. 4.03 % 0.33 %

N/A

USD 2.33M
DGRW WisdomTree U.S. Dividend .. 3.90 % 0.28 %

+0.06 (+0.00%)

USD 2.42B
DGR.B:CA WisdomTree U.S. Quality D.. 3.88 % 0.40 %

N/A

CAD 0.07B
DGR:CA WisdomTree U.S. Quality D.. 3.88 % 0.42 %

+0.08 (+0.00%)

CAD 0.02B
FTXO First Trust Nasdaq Bank E.. 3.86 % 0.60 %

+0.58 (+0.00%)

USD 0.17B
DQD:CA WisdomTree U.S. Quality D.. 3.86 % 0.48 %

+0.17 (+0.00%)

CAD 0.02B
JHMF John Hancock Multifactor .. 3.76 % 0.50 %

+0.70 (+0.00%)

USD 0.07B
HID.B:CA WisdomTree U.S. High Divi.. 3.30 % 0.37 %

N/A

CAD 0.01B
HID:CA WisdomTree U.S. High Divi.. 3.30 % 0.41 %

N/A

CAD 0.01B
DHS WisdomTree U.S. High Divi.. 3.30 % 0.38 %

+0.11 (+0.00%)

USD 0.87B
JKF iShares Morningstar Large.. 3.25 % 0.25 %

+0.33 (+0.00%)

USD 0.45B
IXG iShares Global Financial 3.24 % 0.47 %

+0.98 (+0.00%)

USD 0.37B
AMCA iShares Russell 1000 Pure.. 2.81 % 0.15 %

+0.24 (+0.00%)

USD 0.01B
HUSE Strategy Shares US Market.. 2.75 % 0.95 %

+0.16 (+0.00%)

USD 0.01B
FAS Direxion Financial Bull 3.. 2.71 % 1.04 %

+2.46 (+0.00%)

USD 2.04B
DGRO iShares Core Dividend Gro.. 2.43 % 0.08 %

+0.11 (+0.00%)

USD 5.48B
MGV Vanguard Mega Cap Value 2.15 % 0.07 %

+0.28 (+0.00%)

USD 2.14B
SPYV SPDR Series Trust Portfol.. 1.95 % 0.15 %

+0.14 (+0.00%)

USD 2.40B
VOOV Vanguard S&P 500 Value 1.95 % 0.15 %

+0.60 (+0.00%)

USD 0.90B
IVE iShares S&P 500 Value 1.95 % 0.18 %

+0.66 (+0.00%)

USD 14.94B
DLN WisdomTree U.S. LargeCap .. 1.86 % 0.28 %

+0.21 (+0.00%)

USD 1.97B
IUSV iShares Core S&P U.S. Val.. 1.82 % 0.05 %

+0.33 (+0.00%)

USD 4.85B
JVAL JPMorgan U.S. Value Facto.. 1.75 % 0.12 %

+0.08 (+0.00%)

N/A
DTD WisdomTree U.S. Total Div.. 1.55 % 0.28 %

+0.29 (+0.00%)

USD 0.60B
EPS WisdomTree U.S. Earnings .. 1.46 % 0.28 %

+0.14 (+0.00%)

USD 0.21B
VLU SPDR S&P 1500 Value Tilt 1.37 % 0.13 %

+0.59 (+0.00%)

USD 0.02B
DHVW Diamond Hill Valuation-We.. 1.35 % 0.10 %

+0.16 (+0.00%)

USD 0.02B
CLU.C:CA iShares US Fundamental In.. 1.32 % 0.74 %

N/A

CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.32 % 0.72 %

N/A

CAD 0.16B
PRF Invesco FTSE RAFI US 1000 1.31 % 0.39 %

+0.29 (+0.00%)

USD 5.08B
USSD WisdomTree Strong Dollar .. 1.25 % 0.33 %

N/A

USD 1.49M
EXT WisdomTree U.S. Total Ear.. 1.23 % 0.28 %

+0.18 (+0.00%)

USD 0.09B

Market Performance

  Market Performance vs. Industry/Classification (Banks) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.88% 45% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.88% 45% F 40% F
Trailing 12 Months  
Capital Gain -23.47% 24% F 22% F
Dividend Return 2.62% 30% F 49% F
Total Return -20.85% 24% F 22% F
Trailing 5 Years  
Capital Gain 4.20% 33% F 55% F
Dividend Return 16.37% 43% F 55% F
Total Return 20.57% 28% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 2.66% 59% F 57% F
Dividend Return 5.55% 37% F 51% F
Total Return 2.90% 38% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 11.69% 54% F 61% D-
Risk Adjusted Return 47.47% 33% F 55% F
Market Capitalization 262.57B 98% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.90 48% F 50% F
Price/Book Ratio 1.26 40% F 55% F
Price / Cash Flow Ratio 2.74 20% F 44% F
Price/Free Cash Flow Ratio 6.41 50% F 62% D-
Management Effectiveness  
Return on Equity 10.55% 58% F 58% F
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.13% 64% D 36% F
Debt to Equity Ratio 134.25% 37% F 27% F

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

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

Positive free cash flow

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

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.

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.

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