Wells Fargo Stock Performance
WFC Stock | USD 60.35 1.61 2.74% |
On a scale of 0 to 100, Wells Fargo holds a performance score of 20. The firm maintains a market beta of 0.97, which attests to possible diversification benefits within a given portfolio. Wells Fargo returns are very sensitive to returns on the market. As the market goes up or down, Wells Fargo is expected to follow. Please check Wells Fargo's downside variance, and the relationship between the treynor ratio and kurtosis , to make a quick decision on whether Wells Fargo's historical returns will revert.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady technical and fundamental indicators, Wells Fargo exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.74 | Five Day Return 4.76 | Year To Date Return 22.34 | Ten Year Return 22.86 | All Time Return 6.8 K |
Forward Dividend Yield 0.0238 | Payout Ratio 0.2103 | Last Split Factor 2:1 | Forward Dividend Rate 1.4 | Dividend Date 2024-03-01 |
Wells Fargo dividend paid on 1st of March 2024 | 03/01/2024 |
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Begin Period Cash Flow | 159.2 B |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 4,819 in Wells Fargo on January 21, 2024 and sell it today you would earn a total of 1,216 from holding Wells Fargo or generate 25.23% return on investment over 90 days. Wells Fargo is generating 0.3669% of daily returns assuming volatility of 1.3711% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Wells, and above 93% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
Risk |
Wells Fargo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wells Fargo, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2676
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Estimated Market Risk
1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
0.37 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
0.27 actual daily | 20 80% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding it to a well-diversified portfolio.
Wells Fargo Fundamentals Growth
Wells Stock prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Stock performance.
Return On Equity | 0.1 | ||||
Return On Asset | 0.0098 | ||||
Profit Margin | 0.24 % | ||||
Operating Margin | 0.28 % | ||||
Current Valuation | 74.55 B | ||||
Shares Outstanding | 3.5 B | ||||
Price To Earning | 12.32 X | ||||
Price To Book | 1.22 X | ||||
Price To Sales | 2.55 X | ||||
Revenue | 82.6 B | ||||
Gross Profit | 72.25 B | ||||
EBITDA | 43.27 B | ||||
Net Income | 19.03 B | ||||
Cash And Equivalents | 358.38 B | ||||
Cash Per Share | 94.05 X | ||||
Total Debt | 219.47 B | ||||
Debt To Equity | 8.26 % | ||||
Book Value Per Share | 46.36 X | ||||
Cash Flow From Operations | 40.36 B | ||||
Earnings Per Share | 4.80 X | ||||
Market Capitalization | 205.69 B | ||||
Total Asset | 1.93 T | ||||
Retained Earnings | 201.14 B | ||||
About Wells Fargo Performance
To evaluate Wells Fargo Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wells Fargo generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wells Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wells Fargo market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wells's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | 0.00 | 0.00 | |
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.01 | 0.01 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.10 | 0.15 |
Things to note about Wells Fargo performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wells Fargo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Wells Fargo has a strong financial position based on the latest SEC filings | |
Over 79.0% of the company outstanding shares are owned by institutional investors | |
On 1st of March 2024 Wells Fargo paid $ 0.35 per share dividend to its current shareholders | |
Latest headline from investing.com: Earnings call Prologis reports mixed Q1 results amid market headwinds |
- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's stock. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wells Fargo. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.Note that the Wells Fargo information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Complementary Tools for Wells Stock analysis
When running Wells Fargo's price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Is Wells Fargo's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wells Fargo. If investors know Wells will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wells Fargo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.02) | Dividend Share 1.35 | Earnings Share 4.8 | Revenue Per Share 21.366 | Quarterly Revenue Growth 0.021 |
The market value of Wells Fargo is measured differently than its book value, which is the value of Wells that is recorded on the company's balance sheet. Investors also form their own opinion of Wells Fargo's value that differs from its market value or its book value, called intrinsic value, which is Wells Fargo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wells Fargo's market value can be influenced by many factors that don't directly affect Wells Fargo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wells Fargo is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.