WFC:NYE-Wells Fargo & Company

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 49.56

Change

-0.25 (-0.50)%

Market Cap

USD 262.57B

Volume

0.02B

Analyst Target

USD 57.00
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: 2019-02-21 )

Largest Industry Peers for Banks

ETFs Containing WFC

COMT iShares GSCI Commodity Dy.. 1,000.00 % 0.48 %

+0.03 (+0%)

USD 0.64B
KBWB Invesco KBW Bank ETF 7.84 % 0.35 %

+1.26 (+0%)

USD 1.51B
HUBL:CA Harvest US Bank Leaders I.. 6.87 % 1.57 %

+0.11 (+0%)

CAD 0.11B
CALL-U:CA Evolve US Banks Enhanced .. 6.31 % 0.00 %

+0.13 (+0%)

N/A
ZBK:CA BMO Equal Weight US Banks.. 6.26 % 0.37 %

+0.51 (+0%)

CAD 0.72B
BNKS:AU BetaShares Global Banks C.. 5.86 % 0.00 %

+0.02 (+0%)

USD 0.04B
SPVU Invesco S&P 500® Enhance.. 4.91 % 0.16 %

+0.73 (+0%)

USD 0.11B
BFIN:CA Brompton North American F.. 4.84 % 0.96 %

+0.24 (+0%)

CAD 0.05B
AILV 4.78 % 0.00 %

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FINU 4.64 % 0.95 %

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QYLD:LSE Global X NASDAQ 100 Cover.. 4.26 % 0.00 %

-0.09 (0%)

USD 0.08B
QYLP:LSE Global X NASDAQ 100 Cover.. 4.26 % 0.00 %

-0.07 (0%)

USD 0.08B
BAMV 3.91 % 0.00 %

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GABF Gabelli Financial Service.. 3.86 % 0.00 %

+0.30 (+0%)

USD 0.01B
HESG:CA 3.62 % 0.00 %

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XUSF:CA iShares S&P U.S. Financia.. 3.62 % 0.00 %

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CAD 3.55M
GXLF:LSE SPDR® S&P® U.S. Financi.. 3.40 % 0.00 %

-0.01 (0%)

USD 0.33B
SXLF:SW SPDR S&P U.S. Financials .. 3.40 % 0.00 %

+0.16 (+0%)

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IUFS:SW iShares S&P 500 Financial.. 3.37 % 0.00 %

+0.01 (+0%)

USD 1.08B
XUFN:SW Xtrackers MSCI USA Financ.. 3.33 % 0.00 %

+0.11 (+0%)

USD 1.11B
ZWH.U:CA 3.26 % 0.72 %

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DXGE:CA Dynamic Active Global Equ.. 3.13 % 0.00 %

+0.13 (+0%)

CAD 0.04B
SJIM 3.10 % 0.00 %

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MHOT:AU VanEck Morningstar Wide M.. 2.80 % 0.00 %

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MOAT:AU VanEck Morningstar Wide M.. 2.71 % 0.00 %

+0.81 (+0%)

USD 0.81B
VVGM:XETRA VanEck Morningstar Global.. 2.40 % 0.00 %

+0.13 (+0%)

USD 0.07B
GOGB:LSE VanEck Morningstar Global.. 2.36 % 0.00 %

+0.05 (+0%)

USD 0.07B
GOAT:LSE VanEck Morningstar Global.. 2.32 % 0.00 %

+0.02 (+0%)

USD 0.06B
GOAT:AU VanEck Morningstar World .. 2.18 % 0.00 %

+0.15 (+0%)

USD 0.04B
QUVU 2.11 % 0.00 %

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KBE SPDR® S&P Bank ETF 2.08 % 0.35 %

+1.46 (+0%)

USD 1.69B
FMIL 2.06 % 0.00 %

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FNCW:LSE SPDR® MSCI World Financi.. 1.99 % 0.00 %

-0.05 (0%)

USD 0.25B
WFIN:SW SPDR MSCI World Financial.. 1.99 % 0.00 %

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XWFS:LSE Xtrackers MSCI World Fina.. 1.98 % 0.00 %

+0.05 (+0%)

USD 0.38B
JAVA JPMorgan Active Value ETF 1.96 % 0.00 %

+0.89 (+0%)

USD 0.93B
ZDY.U:CA 1.94 % 0.33 %

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NSCC:CA NBI Sustainable Canadian .. 1.77 % 0.00 %

+0.04 (+0%)

CAD 0.12B
FYLG Global X Funds - Global X.. 1.66 % 0.00 %

+0.19 (+0%)

USD 2.50M
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

+2.50 (+0%)

USD 0.29B
UC82:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

+1.75 (+0%)

USD 0.07B
UC86:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

+0.04 (+0%)

USD 0.29B
DFLV Dimensional ETF Trust - D.. 1.26 % 0.00 %

+0.38 (+0%)

USD 1.42B
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

+0.08 (+0%)

USD 1.14B
QUIG:CA Mackenzie US Investment G.. 0.70 % 0.28 %

+0.39 (+0%)

CAD 0.48B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.70 % 0.00 %

+0.06 (+0%)

USD 0.28B
SYBQ:XETRA SPDR Barclays 0-5 Sterlin.. 0.70 % 0.00 %

+0.04 (+0%)

USD 0.28B
UC76:LSE UBS Barclays US Liquid Co.. 0.64 % 0.00 %

+0.06 (+0%)

USD 0.07B
UC85:LSE UBS Barclays US Liquid Co.. 0.64 % 0.00 %

+5.75 (+0%)

USD 0.06B
UEF0:F UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.06 (+0%)

USD 0.22B
UEF9:F UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.08 (+0%)

USD 0.07B
UEF0:XETRA UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.07 (+0%)

USD 0.36B
UEF9:XETRA UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.06 (+0%)

USD 0.08B
CBUSH:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

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USD 0.06B
CBUSS:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

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USD 0.03B
CBUSE:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

+0.02 (+0%)

USD 0.21B
CBUS:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

-0.06 (0%)

USD 0.07B
CBUSAC:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

+0.03 (+0%)

USD 0.08B
ZC3G:LSE 0.45 % 0.00 %

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SYBF:F SSgA SPDR ETFs Europe I p.. 0.42 % 0.00 %

+0.13 (+0%)

USD 0.22B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.42 % 0.00 %

+0.09 (+0%)

USD 0.22B
SUSC:SW SPDR® Bloomberg 0-3 Year.. 0.42 % 0.00 %

+0.24 (+0%)

USD 0.20B
LCRP:LSE SPDR Barclays 10+ U.S. Co.. 0.32 % 0.00 %

+0.08 (+0%)

USD 0.09B
LUSC:LSE SPDR Barclays 10+ U.S. Co.. 0.32 % 0.00 %

+0.15 (+0%)

USD 0.09B
BIV Vanguard Intermediate-Ter.. 0.00 % 0.07 %

+0.29 (+0%)

USD 17.20B
BSCK 0.00 % 0.10 %

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BSCL 0.00 % 0.10 %

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BSCO Invesco BulletShares 2024.. 0.00 % 0.10 %

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USD 3.66B
CLU 0.00 % 0.74 %

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CLU:CA 0.00 % 0.72 %

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CVY Invesco Zacks Multi-Asset.. 0.00 % 0.65 %

+0.27 (+0%)

USD 0.11B
DHVW 0.00 % 0.10 %

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FAS Direxion Daily Financial .. 0.00 % 1.04 %

+3.78 (+0%)

USD 2.06B
FAZ Direxion Daily Financial .. 0.00 % 0.95 %

-0.34 (0%)

USD 0.14B
FAZZ 0.00 % 0.45 %

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FBU:CA 0.00 % 0.84 %

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FHF:CA First Trust Nasdaq Clean .. 0.00 % 0.77 %

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CAD 0.01B
FINZ 0.00 % 0.95 %

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FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

+0.75 (+0%)

USD 1.58B
FNDB Schwab Fundamental U.S. B.. 0.00 % 0.25 %

+0.89 (+0%)

USD 0.71B
FNDX Schwab Fundamental U.S. L.. 0.00 % 0.25 %

+0.91 (+0%)

USD 14.50B
HEA:CA Horizons Enhanced Income .. 0.00 % 0.00 %

N/A

CAD 0.14B
IBDR iShares iBonds Dec 2026 T.. 0.00 % 0.10 %

+0.04 (+0%)

USD 2.48B
IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

+0.04 (+0%)

USD 0.17B
IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

+2.89 (+0%)

USD 54.72B
IXG iShares Global Financials.. 0.00 % 0.46 %

+0.74 (+0%)

USD 0.37B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+1.27 (+0%)

USD 2.52B
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

+0.83 (+0%)

USD 1.30B
JHMF 0.00 % 0.47 %

N/A

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MOAT 0.00 % 0.49 %

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ONEK 0.00 % 0.10 %

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PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+0.57 (+0%)

USD 6.76B
RALS 0.00 % 0.95 %

N/A

N/A
RFCI RiverFront Dynamic Core I.. 0.00 % 0.51 %

+0.07 (+0%)

USD 0.03B
SPIB SPDR Barclays Intermediat.. 0.00 % 0.08 %

+0.11 (+0%)

USD 7.74B
SPLB SPDR Barclays Long Term C.. 0.00 % 0.08 %

+0.22 (+0%)

USD 0.84B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

+0.04 (+0%)

USD 7.61B
DFNL 0.00 % 0.64 %

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DUSA 0.00 % 0.63 %

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DWLD 0.00 % 0.64 %

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AMCA 0.00 % 0.15 %

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KORP American Century Diversif.. 0.00 % 0.45 %

+0.19 (+0%)

USD 0.26B
BVNSC 0.00 % 0.00 %

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GOAT 0.00 % 0.00 %

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AWTM 0.00 % 0.00 %

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PMNT:CA PIMCO Global Short Maturi.. 0.00 % 0.00 %

+0.03 (+0%)

CAD 0.04B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.00 %

+0.24 (+0%)

CAD 0.34B
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

-0.31 (0%)

USD 0.01B
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

+1.93 (+0%)

USD 0.26B
BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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HEA-U:CA Horizons Enhanced Income .. 0.00 % 0.00 %

N/A

CAD 0.03B
HID-B:CA 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.69 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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SEF ProShares Short Financial.. 0.00 % 0.95 %

-0.12 (0%)

USD 0.01B
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

-0.27 (0%)

USD 0.02B
THRK 0.00 % 0.10 %

N/A

N/A
USSD 0.00 % 0.33 %

N/A

N/A
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

+1.51 (+0%)

USD 0.64B
VFH Vanguard Financials Index.. 0.00 % 0.10 %

+1.35 (+0%)

USD 10.01B
VLUE 0.00 % 0.15 %

N/A

N/A
XLF Financial Select Sector S.. 0.00 % 0.13 %

+0.49 (+0%)

USD 36.31B
HID:CA 0.00 % 0.40 %

N/A

N/A
IUFS:LSE iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.02 (+0%)

USD 1.03B
IUVD:LSE iShares Edge MSCI USA Val.. 0.00 % 0.00 %

+0.04 (+0%)

USD 2.17B
IUVF:LSE iShares Edge MSCI USA Val.. 0.00 % 0.00 %

+4.75 (+0%)

USD 2.17B
IUVL:LSE iShares Edge MSCI USA Val.. 0.00 % 0.00 %

+0.06 (+0%)

USD 2.17B
PRUS:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

+0.15 (+0%)

USD 0.46B
PSRF:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

+12.25 (+0%)

USD 0.46B
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.04 (+0%)

USD 0.32B
UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

+1.38 (+0%)

USD 1.03B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

-0.08 (0%)

USD 0.25B
XUFB:LSE Xtrackers MSCI USA Banks .. 0.00 % 0.00 %

+10.50 (+0%)

USD 0.03B
XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.01 (+0%)

USD 0.38B
XMGD:LSE 0.00 % 0.00 %

N/A

N/A
XSFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+2.00 (+0%)

USD 1.08B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

-0.01 (0%)

USD 1.08B
QDVH:F iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.06 (+0%)

USD 1.03B
SYBN:F SPDR Barclays 10+ U.S. Co.. 0.00 % 0.00 %

+0.15 (+0%)

USD 0.09B
XDWF:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+0.09 (+0%)

USD 0.37B
XUFN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+0.10 (+0%)

USD 1.08B
ZPDF:F SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.24 (+0%)

USD 0.33B
XMDU:F 0.00 % 0.00 %

N/A

N/A
XMGD:F 0.00 % 0.00 %

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QDVH:XETRA iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.02 (+0%)

USD 1.03B
XDWF:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.03 (+0%)

USD 0.37B
XUFN:XETRA db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+0.04 (+0%)

USD 1.08B
XMDU:XETRA 0.00 % 0.00 %

N/A

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XMGD:XETRA 0.00 % 0.00 %

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N/A
ZPDF:XETRA SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.10 (+0%)

USD 0.33B
HFG:CA Hamilton Global Financial.. 0.00 % 0.00 %

N/A

CAD 0.05B
KDFI 0.00 % 0.00 %

N/A

N/A
REVS Columbia Research Enhance.. 0.00 % 0.00 %

+0.31 (+0%)

USD 0.04B
MIG 0.00 % 0.00 %

N/A

N/A
RAFE PIMCO RAFI ESG U.S. ETF P.. 0.00 % 0.00 %

+0.43 (+0%)

USD 0.05B
EQOP 0.00 % 0.00 %

N/A

N/A
GSIG Goldman Sachs Access Inve.. 0.00 % 0.00 %

+0.09 (+0%)

USD 9.31M
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

+0.67 (+0%)

USD 0.15B

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 7.55% 43% F 36% F
Dividend Return 0.98% 37% F 56% F
Total Return 8.53% 48% F 39% F
Trailing 12 Months  
Capital Gain -17.03% 18% F 19% F
Dividend Return 2.85% 35% F 50% F
Total Return -14.18% 20% F 19% F
Trailing 5 Years  
Capital Gain 8.68% 43% F 57% F
Dividend Return 16.82% 41% F 56% F
Total Return 25.50% 28% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 1.77% 51% F 55% F
Dividend Return 4.66% 31% F 49% F
Total Return 2.89% 37% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 12.04% 54% F 59% D-
Risk Adjusted Return 38.67% 28% F 50% F
Market Capitalization 262.57B 98% N/A 100% F

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 52% 55%
Price/Book Ratio 1.30 44% 56%
Price / Cash Flow Ratio 2.81 26% 46%
Price/Free Cash Flow Ratio 11.39 35% 50%
Management Effectiveness  
Return on Equity 11.13% 61% 61%
Return on Invested Capital N/A N/A N/A
Return on Assets 1.18% 62% 36%
Debt to Equity Ratio 148.75% 28% 24%

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.

Highly 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.

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.

Overpriced compared to book value

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

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.

Below median total returns

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

Overpriced on free cash flow basis

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

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

Low Dividend Growth

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