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
HSBC.P.A HSBC Holdings plc. ADR SER A R..

N/A

USD 21,208.44B
JPM JP Morgan Chase & Co.

N/A

USD 356.26B
BAC Bank of America Corporation

N/A

USD 266.61B
HSBC HSBC Holdings plc.

N/A

USD 164.97B
C Citigroup Inc.

N/A

USD 156.05B
ASB.P.D Associated Banc-Corp Depositar..

N/A

USD 150.42B
HDB HDFC Bank Limited

N/A

USD 116.70B
RY Royal Bank Of Canada

N/A

USD 110.79B
TD Toronto Dominion Bank (The)

N/A

USD 103.53B
MTU Mitsubishi UFJ Financial Group..

N/A

USD 87.40B

ETFs Containing WFC

KBWB Invesco KBW Bank ETF 7.74 % 0.35 %

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USD 0.53B
RUBY.U:CA RBC U.S. Banks Yield Inde.. 7.26 % 0.33 %

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CAD 2.77M
BANK:CA BMO Global Banks Hedged t.. 6.94 % 0.39 %

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CAD 7.96M
RUBY:CA RBC U.S. Banks Yield Inde.. 6.56 % 0.33 %

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CAD 0.01B
IYG iShares U.S. Financial Se.. 6.34 % 0.43 %

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USD 1.38B
XLF SPDR Select Sector Fund -.. 6.01 % 0.13 %

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USD 23.83B
FINU ProShares UltraPro Financ.. 5.95 % 0.95 %

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USD 0.03B
VFH Vanguard Financials 5.49 % 0.10 %

N/A

USD 7.42B
RWW Invesco Exchange-Traded F.. 5.47 % 0.46 %

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USD 0.03B
RWW Invesco Exchange-Traded F.. 5.47 % 0.46 %

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USD 0.03B
FNCL Fidelity MSCI Financials .. 5.27 % 0.08 %

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USD 1.14B
DUSA Davis Select U.S. Equity .. 4.80 % 0.63 %

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USD 0.19B
DWLD Davis Select Worldwide ET.. 4.78 % 0.64 %

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USD 0.22B
DFNL Davis Select Financial ET.. 4.73 % 0.64 %

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USD 0.14B
SHE SPDR Series Trust SSGA Ge.. 4.67 % 0.20 %

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USD 0.28B
FSF:CA CI First Asset Global Fin.. 4.24 % 1.11 %

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CAD 0.22B
WUSA WisdomTree U.S. Domestic .. 4.03 % 0.33 %

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USD 2.33M
IYF iShares U.S. Financial 3.54 % 0.43 %

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USD 1.70B
DQD:CA WisdomTree U.S. Quality D.. 3.53 % 0.48 %

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CAD 0.03B
DGR:CA WisdomTree U.S. Quality D.. 3.50 % 0.42 %

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CAD 0.02B
DGR.B:CA WisdomTree U.S. Quality D.. 3.50 % 0.40 %

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CAD 0.07B
DGRW WisdomTree U.S. Quality D.. 3.48 % 0.28 %

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USD 2.65B
JHMF John Hancock Multifactor .. 3.25 % 0.50 %

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USD 0.05B
HID:CA WisdomTree U.S. High Divi.. 3.10 % 0.41 %

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CAD 3.15M
HID.B:CA WisdomTree U.S. High Divi.. 3.10 % 0.37 %

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CAD 1.09M
DHS WisdomTree U.S. High Divi.. 3.01 % 0.38 %

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USD 0.96B
IXG iShares Global Financial 2.85 % 0.46 %

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USD 0.35B
FAS Direxion Financial Bull 3.. 2.50 % 1.04 %

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USD 1.49B
AMCA iShares Russell 1000 Pure.. 2.45 % 0.15 %

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USD 0.01B
DGRO iShares Core Dividend Gro.. 2.17 % 0.08 %

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USD 7.60B
FDVV Fidelity High Dividend 2.09 % 0.30 %

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USD 0.34B
VOOV Vanguard S&P 500 Value 1.73 % 0.15 %

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USD 0.97B
SPYV SPDR Series Trust Portfol.. 1.72 % 0.06 %

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USD 2.68B
IVE iShares S&P 500 Value 1.71 % 0.18 %

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USD 15.25B
JVAL JPMorgan U.S. Value Facto.. 1.71 % 0.12 %

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USD 0.05B
DLN WisdomTree U.S. LargeCap .. 1.68 % 0.28 %

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USD 2.07B
ZDY:CA BMO US Dividend ETF 1.63 % 0.32 %

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CAD 1.36B
ZDY.U:CA BMO US Dividend ETF 1.63 % 0.33 %

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CAD 0.04B
IUSV iShares Core S&P U.S. Val.. 1.60 % 0.04 %

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USD 5.50B
VLU SPDR S&P 1500 Value Tilt 1.50 % 0.13 %

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USD 0.02B
DTD WisdomTree U.S. Total Div.. 1.41 % 0.28 %

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USD 0.68B
CLU:CA iShares US Fundamental In.. 1.39 % 0.72 %

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CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 1.39 % 0.74 %

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CAD 0.12B
PRF Invesco FTSE RAFI US 1000 1.39 % 0.39 %

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USD 5.42B
EPS WisdomTree U.S. LargeCap .. 1.30 % 0.28 %

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USD 0.26B
USSD WisdomTree Strong Dollar .. 1.25 % 0.33 %

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USD 1.49M
PYF.B:CA Purpose Premium Yield Fun.. 0.25 % 0.76 %

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CAD 1.02M
PYF.U:CA Purpose Premium Yield Fun.. 0.25 % 0.72 %

N/A

CAD 3.00M

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