WFC:NYE-Wells Fargo & Company

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 47.35

Change

+0.09 (+0.19)%

Market Cap

USD 262.57B

Volume

0.02B

Analyst Target

USD 56.44
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: 2019-04-23 )

Largest Industry Peers for Banks

ETFs Containing WFC

XUFB:LSE Xtrackers MSCI USA Banks .. 16.30 % 0.00 %

+6.80 (+-1.60%)

USD 0.03B
IUS2:F iShares S&P U.S. Banks UC.. 7.02 % 0.00 %

N/A

USD 0.33B
IUS2:XETRA iShares S&P U.S. Banks UC.. 7.02 % 0.00 %

-0.01 (-1.60%)

USD 0.33B
CALL-B:CA Evolve US Banks Enhanced .. 6.93 % 0.00 %

-0.24 (-1.60%)

CAD 4.71M
BNKS:AU BetaShares Global Banks C.. 6.68 % 0.00 %

-0.09 (-1.60%)

USD 0.04B
CALL-U:CA Evolve US Banks Enhanced .. 6.31 % 0.00 %

-0.40 (-1.60%)

N/A
AILV 4.78 % 0.00 %

N/A

N/A
FINU 4.64 % 0.95 %

N/A

N/A
BAMV 3.91 % 0.00 %

N/A

N/A
GABF Gabelli Financial Service.. 3.86 % 0.00 %

-0.05 (-1.60%)

USD 0.01B
QDVH:F iShares S&P 500 Financial.. 3.64 % 0.00 %

-0.03 (-1.60%)

USD 1.12B
QDVH:XETRA iShares S&P 500 Financial.. 3.64 % 0.00 %

-0.02 (-1.60%)

USD 1.12B
SXLF:SW SPDR S&P U.S. Financials .. 3.63 % 0.00 %

+0.13 (+-1.60%)

N/A
HESG:CA 3.62 % 0.00 %

N/A

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

N/A

CAD 3.55M
IUFS:SW iShares S&P 500 Financial.. 3.61 % 0.00 %

+0.03 (+-1.60%)

USD 1.12B
ZPDF:F SPDR S&P U.S. Financials .. 3.60 % 0.00 %

-0.04 (-1.60%)

USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 3.60 % 0.00 %

-0.12 (-1.60%)

USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 3.60 % 0.00 %

-0.02 (-1.60%)

USD 0.36B
IUFS:LSE iShares S&P 500 Financial.. 3.58 % 0.00 %

-0.01 (-1.60%)

USD 1.08B
UIFS:LSE iShares S&P 500 USD Finan.. 3.58 % 0.00 %

-1.75 (-1.60%)

USD 1.08B
XUFN:SW Xtrackers MSCI USA Financ.. 3.53 % 0.00 %

N/A

USD 1.13B
XSFN:LSE db x-trackers MSCI USA Fi.. 3.52 % 0.00 %

-4.00 (-1.60%)

USD 1.11B
XUFN:F Xtrackers (IE) Public Lim.. 3.51 % 0.00 %

-0.12 (-1.60%)

USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 3.51 % 0.00 %

-0.07 (-1.60%)

USD 1.16B
XUFN:LSE db x-trackers MSCI USA Fi.. 3.50 % 0.00 %

-0.01 (-1.60%)

USD 1.11B
PWV Invesco Dynamic Large Cap.. 3.41 % 0.55 %

-0.15 (-1.60%)

USD 0.88B
ZWH.U:CA 3.26 % 0.72 %

N/A

N/A
DXGE:CA Dynamic Active Global Equ.. 3.13 % 0.00 %

-0.04 (-1.60%)

CAD 0.04B
VFH Vanguard Financials Index.. 3.12 % 0.10 %

+0.13 (+-1.60%)

USD 8.94B
SJIM 3.10 % 0.00 %

N/A

N/A
MHOT:AU VanEck Morningstar Wide M.. 2.80 % 0.00 %

-0.10 (-1.60%)

N/A
VVGM:XETRA VanEck Morningstar Global.. 2.40 % 0.00 %

-0.05 (-1.60%)

USD 0.07B
FAS Direxion Daily Financial .. 2.34 % 1.04 %

+0.54 (+-1.60%)

USD 2.45B
WFIN:SW SPDR MSCI World Financial.. 2.13 % 0.00 %

+0.25 (+-1.60%)

N/A
XDWF:F Xtrackers (IE) Public Lim.. 2.12 % 0.00 %

-0.07 (-1.60%)

USD 0.41B
XDWF:XETRA db x-trackers MSCI World .. 2.12 % 0.00 %

-0.01 (-1.60%)

USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 2.12 % 0.00 %

-0.02 (-1.60%)

USD 0.41B
FNCW:LSE SPDR® MSCI World Financi.. 2.12 % 0.00 %

+0.04 (+-1.60%)

USD 0.29B
QUVU 2.11 % 0.00 %

N/A

N/A
FMIL 2.04 % 0.00 %

N/A

N/A
IUVL:SW iShares Edge MSCI USA Val.. 2.03 % 0.00 %

-0.01 (-1.60%)

USD 1.94B
IXG iShares Global Financials.. 2.03 % 0.46 %

+0.30 (+-1.60%)

USD 0.40B
IUVD:LSE iShares Edge MSCI USA Val.. 2.00 % 0.00 %

-0.02 (-1.60%)

USD 2.01B
IUVF:LSE iShares Edge MSCI USA Val.. 2.00 % 0.00 %

-4.25 (-1.60%)

USD 2.01B
IUVL:LSE iShares Edge MSCI USA Val.. 2.00 % 0.00 %

-0.04 (-1.60%)

USD 2.01B
QDVI:F iShares IV Public Limited.. 2.00 % 0.00 %

-0.07 (-1.60%)

USD 2.09B
QDVI:XETRA iShares Edge MSCI USA Val.. 2.00 % 0.00 %

-0.05 (-1.60%)

USD 2.09B
JAVA JPMorgan Active Value ETF 1.96 % 0.00 %

-0.03 (-1.60%)

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

N/A

N/A
NSCC:CA NBI Sustainable Canadian .. 1.77 % 0.00 %

+0.03 (+-1.60%)

CAD 0.12B
FYLG Global X Funds - Global X.. 1.69 % 0.00 %

+0.05 (+-1.60%)

USD 2.64M
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

N/A

USD 0.30B
UC82:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

+1.00 (+-1.60%)

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

+0.01 (+-1.60%)

USD 0.30B
OPEN:F iShares VI Public Limited.. 1.28 % 0.00 %

-0.03 (-1.60%)

USD 0.06B
OPEN:XETRA iShares VI Public Limited.. 1.28 % 0.00 %

-0.01 (-1.60%)

USD 0.06B
DFLV Dimensional ETF Trust - D.. 1.26 % 0.00 %

-0.14 (-1.60%)

USD 1.73B
PFT:SW Invesco FTSE RAFI US 1000.. 1.24 % 0.00 %

N/A

USD 0.49B
GGUE:XETRA UBS Global Gender Equalit.. 1.21 % 0.00 %

-0.03 (-1.60%)

USD 0.23B
GGUE:F UBS (Irl) ETF Public Limi.. 1.20 % 0.00 %

-0.07 (-1.60%)

N/A
GENDER:SW UBS (Irl) ETF plc - Globa.. 1.20 % 0.00 %

-0.11 (-1.60%)

N/A
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.20 % 0.00 %

N/A

USD 0.15B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.20 % 0.00 %

-0.50 (-1.60%)

USD 8.53M
GENDED:SW UBS (Irl) ETF plc - Globa.. 1.20 % 0.00 %

-0.03 (-1.60%)

USD 0.06B
GENDEG:SW UBS (Irl) ETF plc - Globa.. 1.20 % 0.00 %

N/A

USD 0.04B
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

+0.07 (+-1.60%)

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

N/A

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

-0.11 (-1.60%)

USD 0.26B
SYBQ:XETRA SPDR Barclays 0-5 Sterlin.. 0.70 % 0.00 %

-0.01 (-1.60%)

USD 0.26B
UC76:LSE UBS Barclays US Liquid Co.. 0.64 % 0.00 %

+0.04 (+-1.60%)

USD 0.08B
UC85:LSE UBS Barclays US Liquid Co.. 0.64 % 0.00 %

+4.00 (+-1.60%)

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

+0.05 (+-1.60%)

USD 0.21B
UEF9:F UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.01 (+-1.60%)

USD 0.08B
UEF0:XETRA UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.05 (+-1.60%)

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

+0.02 (+-1.60%)

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

N/A

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

+0.01 (+-1.60%)

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

N/A

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

N/A

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

N/A

USD 0.09B
ZC3G:LSE 0.45 % 0.00 %

N/A

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

-0.10 (-1.60%)

USD 0.19B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.42 % 0.00 %

-0.08 (-1.60%)

USD 0.19B
SUSC:SW SPDR® Bloomberg 0-3 Year.. 0.42 % 0.00 %

N/A

USD 0.19B
LCRP:LSE SPDR Barclays 10+ U.S. Co.. 0.32 % 0.00 %

+0.10 (+-1.60%)

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

+0.15 (+-1.60%)

USD 0.10B
BIV Vanguard Intermediate-Ter.. 0.00 % 0.07 %

+0.35 (+-1.60%)

USD 17.20B
BSCK 0.00 % 0.10 %

N/A

N/A
BSCL 0.00 % 0.10 %

N/A

N/A
BSCO Invesco BulletShares 2024.. 0.00 % 0.10 %

+0.01 (+-1.60%)

USD 3.45B
CLU 0.00 % 0.74 %

N/A

N/A
CLU:CA 0.00 % 0.72 %

N/A

N/A
COMT iShares GSCI Commodity Dy.. 0.00 % 0.48 %

-0.40 (-1.60%)

USD 0.64B
DHVW 0.00 % 0.10 %

N/A

N/A
FAZ Direxion Daily Financial .. 0.00 % 0.95 %

-0.07 (-1.60%)

USD 0.13B
FAZZ 0.00 % 0.45 %

N/A

N/A
FBU:CA 0.00 % 0.84 %

N/A

N/A
FHF:CA First Trust Nasdaq Clean .. 0.00 % 0.77 %

N/A

CAD 0.01B
FINZ 0.00 % 0.95 %

N/A

N/A
FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

+0.11 (+-1.60%)

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

-0.17 (-1.60%)

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

-0.18 (-1.60%)

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 %

+0.03 (+-1.60%)

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

+0.19 (+-1.60%)

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

-0.30 (-1.60%)

USD 54.72B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+0.10 (+-1.60%)

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

+0.21 (+-1.60%)

USD 1.30B
JHMF 0.00 % 0.47 %

N/A

N/A
KBWB Invesco KBW Bank ETF 0.00 % 0.35 %

+0.35 (+-1.60%)

USD 1.51B
ONEK 0.00 % 0.10 %

N/A

N/A
RALS 0.00 % 0.95 %

N/A

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

+0.07 (+-1.60%)

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

+0.09 (+-1.60%)

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

+0.17 (+-1.60%)

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

+0.02 (+-1.60%)

USD 7.61B
DFNL 0.00 % 0.64 %

N/A

N/A
DUSA 0.00 % 0.63 %

N/A

N/A
DWLD 0.00 % 0.64 %

N/A

N/A
AMCA 0.00 % 0.15 %

N/A

N/A
KORP American Century Diversif.. 0.00 % 0.45 %

+0.23 (+-1.60%)

USD 0.26B
BVNSC 0.00 % 0.00 %

N/A

N/A
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

N/A

CAD 0.05B
GOAT 0.00 % 0.00 %

N/A

N/A
AWTM 0.00 % 0.00 %

N/A

N/A
PMNT:CA PIMCO Global Short Maturi.. 0.00 % 0.00 %

N/A

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

+0.14 (+-1.60%)

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

-0.05 (-1.60%)

USD 0.01B
BNKO 0.00 % 0.00 %

N/A

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

+0.04 (+-1.60%)

USD 0.26B
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
HEA-U:CA Horizons Enhanced Income .. 0.00 % 0.00 %

N/A

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

N/A

N/A
BNKS:LSE iShares S&P U.S. Banks 0.00 % 0.00 %

N/A

USD 0.34B
RWW 0.00 % 0.46 %

N/A

N/A
RWW 0.00 % 0.00 %

N/A

N/A
RWW 0.00 % 0.69 %

N/A

N/A
RWW 0.00 % 0.00 %

N/A

N/A
RWW 0.00 % 0.46 %

N/A

N/A
SEF ProShares Short Financial.. 0.00 % 0.95 %

-0.02 (-1.60%)

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

-0.05 (-1.60%)

USD 0.02B
SPVU Invesco S&P 500® Enhance.. 0.00 % 0.16 %

+0.12 (+-1.60%)

USD 0.11B
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 %

+0.24 (+-1.60%)

USD 0.70B
VLUE 0.00 % 0.15 %

N/A

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

+0.10 (+-1.60%)

USD 38.44B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.37 %

+0.10 (+-1.60%)

CAD 0.72B
HID:CA 0.00 % 0.40 %

N/A

N/A
GENE:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

-19.90 (-1.60%)

USD 0.10B
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.01 (+-1.60%)

USD 0.36B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

+0.18 (+-1.60%)

USD 0.29B
XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.03 (+-1.60%)

USD 0.41B
XMGD:LSE 0.00 % 0.00 %

N/A

N/A
SYBN:F SPDR Barclays 10+ U.S. Co.. 0.00 % 0.00 %

+0.11 (+-1.60%)

USD 0.10B
XMDU:F 0.00 % 0.00 %

N/A

N/A
XMGD:F 0.00 % 0.00 %

N/A

N/A
XMDU:XETRA 0.00 % 0.00 %

N/A

N/A
XMGD:XETRA 0.00 % 0.00 %

N/A

N/A
HFG:CA Hamilton Global Financial.. 0.00 % 0.00 %

+0.06 (+-1.60%)

CAD 0.05B
KDFI 0.00 % 0.00 %

N/A

N/A
GENG:LSE UBS (Irl) ETF plc - Globa.. 0.00 % 0.00 %

+0.70 (+-1.60%)

USD 0.20M
REVS Columbia Research Enhance.. 0.00 % 0.00 %

-0.02 (-1.60%)

USD 0.04B
MIG 0.00 % 0.00 %

N/A

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

-0.08 (-1.60%)

USD 0.05B
EQOP 0.00 % 0.00 %

N/A

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

+0.08 (+-1.60%)

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

-0.03 (-1.60%)

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 2.76% 14% F 19% F
Dividend Return 0.98% 24% F 50% F
Total Return 3.73% 13% F 20% F
Trailing 12 Months  
Capital Gain -10.00% 32% F 26% F
Dividend Return 3.23% 39% F 54% F
Total Return -6.77% 33% F 26% F
Trailing 5 Years  
Capital Gain -4.52% 25% F 40% F
Dividend Return 15.47% 40% F 53% F
Total Return 10.95% 20% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 0.69% 45% F 50% F
Dividend Return 3.58% 25% F 44% F
Total Return 2.90% 37% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 11.97% 54% F 59% D-
Risk Adjusted Return 29.88% 26% F 44% F
Market Capitalization 262.57B 98% N/A 99% N/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 58% 59%
Price/Book Ratio 1.24 45% 57%
Price / Cash Flow Ratio 1.76 54% 65%
Price/Free Cash Flow Ratio 10.50 30% 51%
Management Effectiveness  
Return on Equity 11.59% 69% 65%
Return on Invested Capital N/A N/A N/A
Return on Assets 1.23% 69% 38%
Debt to Equity Ratio 150.25% 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 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.