WFC:NYE-Wells Fargo & Company (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 60.93

Change

-0.53 (-0.86)%

Market Cap

USD 262.57B

Volume

0.01B

Analyst Target

USD 29.74
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: 2024-05-22 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM-PD JPMorgan Chase & Co

+0.05 (+0.20%)

USD 338.92B
JPM-PC JPMorgan Chase & Co

+0.04 (+0.16%)

USD 337.26B
BML-PH Bank of America Corporation

+0.05 (+0.22%)

USD 312.93B
BML-PG Bank of America Corporation

+0.14 (+0.61%)

USD 310.44B
BAC Bank of America Corp

-0.42 (-1.05%)

USD 306.12B
BML-PL Bank of America Corporation

+0.14 (+0.57%)

USD 300.64B
BAC-PE Bank of America Corporation

-0.05 (-0.20%)

USD 296.00B
BML-PJ Bank of America Corporation

+0.10 (+0.42%)

USD 277.44B
BAC-PK Bank of America Corporation

-0.13 (-0.51%)

USD 254.83B
BAC-PB Bank of America Corporation

-0.03 (-0.12%)

USD 254.18B

ETFs Containing WFC

BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

N/A

USD 9.27M
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

N/A

N/A
DBPG:XETRA Xtrackers S&P 500 2x Leve.. 7.56 % 0.00 %

-0.10 (-0.02%)

USD 0.32B
FTXO First Trust Nasdaq Bank E.. 6.81 % 0.60 %

-0.33 (-0.02%)

USD 0.11B
KBWB Invesco KBW Bank ETF 6.77 % 0.35 %

-0.41 (-0.02%)

USD 1.71B
HUBL:CA Harvest US Bank Leaders I.. 6.55 % 1.57 %

-0.10 (-0.02%)

CAD 0.12B
HUBL-U:CA Harvest US Bank Leaders I.. 6.55 % 0.00 %

N/A

N/A
CALL-B:CA Evolve US Banks Enhanced .. 6.23 % 0.00 %

N/A

N/A
BNKS:AU BetaShares Global Banks C.. 6.18 % 0.00 %

N/A

USD 0.04B
IUS2:XETRA iShares S&P U.S. Banks UC.. 5.71 % 0.00 %

-0.04 (-0.02%)

USD 0.33B
DFNL 4.78 % 0.64 %

N/A

N/A
AILV 4.78 % 0.00 %

N/A

N/A
FINU 4.64 % 0.95 %

N/A

N/A
GABF Gabelli Financial Service.. 4.49 % 0.00 %

-0.20 (-0.02%)

USD 0.02B
FSF:CA CI Global Financial Secto.. 4.20 % 1.11 %

N/A

CAD 0.46B
BAMV 4.15 % 0.00 %

N/A

N/A
GXLF:LSE SPDR® S&P® U.S. Financi.. 3.63 % 0.00 %

-0.40 (-0.02%)

N/A
XUSF:CA iShares S&P U.S. Financia.. 3.63 % 0.00 %

-1.28 (-0.02%)

N/A
HESG:CA 3.62 % 0.00 %

N/A

N/A
ZWH.U:CA 3.26 % 0.72 %

N/A

N/A
ZPDF:F SPDR S&P U.S. Financials .. 3.23 % 0.00 %

-0.64 (-0.02%)

USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 3.23 % 0.00 %

-0.47 (-0.02%)

USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 3.23 % 0.00 %

-0.38 (-0.02%)

N/A
XUFN:F Xtrackers (IE) Public Lim.. 3.22 % 0.00 %

-0.37 (-0.02%)

USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 3.22 % 0.00 %

-0.29 (-0.02%)

USD 1.16B
IUFS:SW iShares S&P 500 Financial.. 3.22 % 0.00 %

+0.01 (+-0.02%)

USD 1.44B
XUFN:SW Xtrackers MSCI USA Financ.. 3.18 % 0.00 %

N/A

USD 1.02B
SJIM 3.10 % 0.00 %

N/A

N/A
FFLV 3.09 % 0.00 %

N/A

N/A
XLF Financial Select Sector S.. 3.08 % 0.13 %

-0.38 (-0.02%)

USD 42.83B
QDVH:XETRA iShares S&P 500 Financial.. 3.07 % 0.00 %

-0.12 (-0.02%)

USD 1.12B
IUFS:LSE iShares S&P 500 Financial.. 3.02 % 0.00 %

-0.12 (-0.02%)

USD 1.12B
DXGE:CA Dynamic Active Global Equ.. 2.90 % 0.00 %

-0.09 (-0.02%)

N/A
VFH Vanguard Financials Index.. 2.82 % 0.10 %

-1.01 (-0.02%)

USD 10.12B
QUVU 2.79 % 0.00 %

N/A

N/A
BUSA 2.74 % 0.00 %

N/A

N/A
HFG:CA Hamilton Global Financial.. 2.71 % 0.00 %

-0.02 (-0.02%)

CAD 0.05B
HEA-U:CA 2.60 % 0.00 %

N/A

N/A
FNCL Fidelity® MSCI Financial.. 2.59 % 0.08 %

-0.63 (-0.02%)

USD 1.78B
XWFS:LSE Xtrackers MSCI World Fina.. 2.14 % 0.00 %

-0.07 (-0.02%)

N/A
FNCW:LSE SPDR® MSCI World Financi.. 2.14 % 0.00 %

-0.36 (-0.02%)

N/A
JAVA JPMorgan Active Value ETF 2.08 % 0.00 %

-0.24 (-0.02%)

USD 1.58B
WFIN:SW SPDR MSCI World Financial.. 2.02 % 0.00 %

-0.17 (-0.02%)

N/A
LCDS JPMorgan Fundamental Data.. 1.98 % 0.00 %

-0.01 (-0.02%)

N/A
ZDY.U:CA 1.94 % 0.33 %

N/A

N/A
XDWF:F Xtrackers (IE) Public Lim.. 1.93 % 0.00 %

N/A

USD 0.41B
XDWF:XETRA Xtrackers MSCI World Fina.. 1.93 % 0.00 %

-0.13 (-0.02%)

USD 0.41B
REVS Columbia Research Enhance.. 1.92 % 0.00 %

+0.02 (+-0.02%)

USD 0.06B
FMIL 1.91 % 0.00 %

N/A

N/A
PAYF:CA Purpose Enhanced Premium .. 1.82 % 0.00 %

+0.02 (+-0.02%)

CAD 0.01B
NSCC:CA NBI Sustainable Canadian .. 1.77 % 0.00 %

+0.02 (+-0.02%)

CAD 0.15B
FYLG Global X Funds - Global X.. 1.72 % 0.00 %

-0.16 (-0.02%)

N/A
MFUS PIMCO RAFI Dynamic Multi-.. 1.49 % 0.29 %

+0.04 (+-0.02%)

USD 0.18B
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

-0.50 (-0.02%)

USD 0.27B
UC82:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

+2.25 (+-0.02%)

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

+0.02 (+-0.02%)

USD 0.27B
DFLV Dimensional ETF Trust - D.. 1.39 % 0.00 %

+0.04 (+-0.02%)

N/A
HIDV AB US High Dividend ETF 1.26 % 0.00 %

+0.18 (+-0.02%)

USD 0.01B
GENDED:SW UBS (Irl) ETF plc - Globa.. 1.25 % 0.00 %

N/A

N/A
GENDEG:SW UBS (Irl) ETF plc - Globa.. 1.25 % 0.00 %

N/A

N/A
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

+0.02 (+-0.02%)

USD 1.79B
VOOM:F Lyxor Index Fund - Lyxor .. 0.86 % 0.00 %

+0.05 (+-0.02%)

USD 0.06B
QUIG:CA Mackenzie US Investment G.. 0.70 % 0.28 %

N/A

CAD 0.55B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.70 % 0.00 %

-0.01 (-0.02%)

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

-0.01 (-0.02%)

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

+0.03 (+-0.02%)

USD 0.09B
UC85:LSE UBS Barclays US Liquid Co.. 0.64 % 0.00 %

+3.25 (+-0.02%)

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

+0.03 (+-0.02%)

USD 0.18B
UEF9:F UBS Barclays US Liquid Co.. 0.51 % 0.00 %

-0.02 (-0.02%)

USD 0.09B
UEF0:XETRA UBS Barclays US Liquid Co.. 0.51 % 0.00 %

+0.03 (+-0.02%)

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

N/A

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

N/A

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

+0.02 (+-0.02%)

USD 0.05B
CBUSE:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

N/A

USD 0.18B
CBUS:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

+0.01 (+-0.02%)

N/A
CBUSAC:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

+0.03 (+-0.02%)

N/A
ZC3G:LSE 0.45 % 0.00 %

N/A

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

+0.11 (+-0.02%)

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

-0.03 (-0.02%)

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

N/A

USD 0.18B
LCRP:LSE SPDR Barclays 10+ U.S. Co.. 0.32 % 0.00 %

-0.02 (-0.02%)

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

+0.06 (+-0.02%)

N/A
BIV Vanguard Intermediate-Ter.. 0.00 % 0.07 %

+0.14 (+-0.02%)

N/A
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 %

N/A

USD 2.80B
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 %

+0.36 (+-0.02%)

USD 0.95B
DHVW 0.00 % 0.10 %

N/A

N/A
FAS Direxion Daily Financial .. 0.00 % 1.04 %

-3.87 (-0.02%)

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

+0.11 (+-0.02%)

N/A
FAZZ 0.00 % 0.45 %

N/A

N/A
FBU:CA 0.00 % 0.84 %

N/A

N/A
FHF:CA 0.00 % 0.77 %

N/A

N/A
FINZ 0.00 % 0.95 %

N/A

N/A
HEA:CA 0.00 % 0.00 %

N/A

N/A
IBDR iShares iBonds Dec 2026 T.. 0.00 % 0.10 %

+0.02 (+-0.02%)

USD 2.87B
IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

+0.16 (+-0.02%)

N/A
IXG iShares Global Financials.. 0.00 % 0.46 %

-0.21 (-0.02%)

N/A
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

-0.37 (-0.02%)

N/A
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

-0.68 (-0.02%)

N/A
JHMF 0.00 % 0.47 %

N/A

N/A
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 %

+0.02 (+-0.02%)

USD 0.02B
SPIB SPDR Barclays Intermediat.. 0.00 % 0.08 %

+0.04 (+-0.02%)

USD 9.29B
SPLB SPDR Barclays Long Term C.. 0.00 % 0.08 %

+0.05 (+-0.02%)

USD 1.03B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

+0.02 (+-0.02%)

USD 7.68B
AMCA 0.00 % 0.15 %

N/A

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

+0.08 (+-0.02%)

USD 0.31B
BVNSC 0.00 % 0.00 %

N/A

N/A
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 0.03B
BNKO 0.00 % 0.00 %

N/A

N/A
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
HID-B:CA 0.00 % 0.00 %

N/A

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

-0.05 (-0.02%)

N/A
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 %

+0.10 (+-0.02%)

N/A
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

+0.17 (+-0.02%)

N/A
SPVU Invesco S&P 500® Enhance.. 0.00 % 0.16 %

-0.12 (-0.02%)

N/A
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 %

-1.38 (-0.02%)

N/A
HID:CA 0.00 % 0.40 %

N/A

N/A
DXU:CA Dynamic Active U.S. Divid.. 0.00 % 0.82 %

+0.20 (+-0.02%)

N/A
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

-0.40 (-0.02%)

N/A
UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

-9.63 (-0.02%)

USD 1.44B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

-0.23 (-0.02%)

N/A
XS2D:LSE Xtrackers S&P 500 2x Leve.. 0.00 % 0.00 %

+0.23 (+-0.02%)

USD 0.36B
XUFB:LSE Xtrackers MSCI USA Banks .. 0.00 % 0.00 %

-13.90 (-0.02%)

USD 0.01B
XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

-0.10 (-0.02%)

N/A
XMGD:LSE 0.00 % 0.00 %

N/A

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

-24.25 (-0.02%)

USD 1.02B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

-0.22 (-0.02%)

USD 1.02B
IUS2:F iShares S&P U.S. Banks UC.. 0.00 % 0.00 %

-0.08 (-0.02%)

N/A
QDVH:F iShares S&P 500 Financial.. 0.00 % 0.00 %

-0.16 (-0.02%)

N/A
QVMP:F PowerShares Global Funds .. 0.00 % 0.00 %

+0.19 (+-0.02%)

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

+0.03 (+-0.02%)

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
KDFI 0.00 % 0.00 %

N/A

N/A
MIG 0.00 % 0.00 %

N/A

N/A
EQOP 0.00 % 0.00 %

N/A

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

+0.06 (+-0.02%)

USD 9.54M
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

-0.04 (-0.02%)

USD 0.22B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.79% 90% A- 92% A
Dividend Return 1.42% 13% F 54% F
Total Return 25.21% 90% A- 92% A
Trailing 12 Months  
Capital Gain 49.08% 88% B+ 90% A-
Dividend Return 3.43% 10% F 49% F
Total Return 52.51% 90% A- 91% A-
Trailing 5 Years  
Capital Gain 31.97% 50% F 60% D-
Dividend Return 12.87% 18% F 49% F
Total Return 44.83% 39% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.45% 83% B 71% C-
Dividend Return 12.97% 80% B- 72% C
Total Return 2.52% 15% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 45.27% 15% F 22% F
Risk Adjusted Return 28.65% 51% F 50% F
Market Capitalization 262.57B 61% D- 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) 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 20% 67%
Price/Book Ratio 1.22 37% 62%
Price / Cash Flow Ratio 5.28 55% 60%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 10.26% 54% 59%
Return on Invested Capital 4.58% 59% 42%
Return on Assets 0.98% 66% 32%
Debt to Equity Ratio 111.76% 49% 32%

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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.

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.

Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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