WFC:NYE-Wells Fargo & Company (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 57.4

Change

+0.13 (+0.23)%

Market Cap

USD 262.57B

Volume

0.02B

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: 2024-06-14 )

Largest Industry Peers for Banks - Diversified

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BAC-PE Bank of America Corporation

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BML-PL Bank of America Corporation

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USD 276.49B
BML-PJ Bank of America Corporation

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USD 267.72B
BAC-PB Bank of America Corporation

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USD 250.28B

ETFs Containing WFC

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

N/A

USD 0.98B
XUFB:LSE Xtrackers MSCI USA Banks .. 16.59 % 0.00 %

-7.50 (0%)

USD 0.02B
FTXO First Trust Nasdaq Bank E.. 8.08 % 0.60 %

N/A

USD 0.10B
KBWB Invesco KBW Bank ETF 7.90 % 0.35 %

N/A

USD 1.47B
IUS2:F iShares S&P U.S. Banks UC.. 7.20 % 0.00 %

+0.08 (+0%)

USD 0.33B
IUS2:XETRA iShares S&P U.S. Banks UC.. 7.20 % 0.00 %

-0.02 (0%)

USD 0.33B
BNKS:AU BetaShares Global Banks C.. 6.92 % 0.00 %

+0.08 (+0%)

USD 0.04B
HUBL:CA Harvest US Bank Leaders I.. 6.76 % 1.57 %

+0.05 (+0%)

CAD 0.11B
ZFN:CA BMO SIA Focused North Ame.. 6.57 % 0.00 %

+0.01 (+0%)

CAD 0.15B
HUBL-U:CA Harvest US Bank Leaders I.. 6.53 % 0.00 %

+0.16 (+0%)

N/A
ZBK:CA BMO Equal Weight US Banks.. 6.40 % 0.37 %

-0.09 (0%)

CAD 0.65B
ZWK:CA BMO Covered Call US Banks.. 6.38 % 0.00 %

-0.06 (0%)

CAD 0.34B
CALL-B:CA Evolve US Banks Enhanced .. 6.36 % 0.00 %

N/A

CAD 4.71M
CALL-U:CA Evolve US Banks Enhanced .. 6.27 % 0.00 %

N/A

N/A
DFNL 5.75 % 0.64 %

N/A

N/A
BFIN:CA Brompton North American F.. 5.60 % 0.96 %

N/A

CAD 0.05B
SPVU Invesco S&P 500® Enhance.. 4.96 % 0.16 %

N/A

USD 0.11B
DUSA 4.89 % 0.63 %

N/A

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AILV 4.78 % 0.00 %

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FINU 4.64 % 0.95 %

N/A

N/A
GABF Gabelli Financial Service.. 4.46 % 0.00 %

N/A

USD 0.01B
XY7D:XETRA Global X S&P 500® Covere.. 4.29 % 0.00 %

+0.05 (+0%)

N/A
IYG iShares U.S. Financial Se.. 4.18 % 0.42 %

N/A

USD 1.30B
BAMV 4.11 % 0.00 %

N/A

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IYF iShares U.S. Financials E.. 3.89 % 0.42 %

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USD 2.58B
SXLF:SW SPDR S&P U.S. Financials .. 3.84 % 0.00 %

N/A

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IUFS:SW iShares S&P 500 Financial.. 3.84 % 0.00 %

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USD 1.11B
XUSF:CA iShares S&P U.S. Financia.. 3.84 % 0.00 %

N/A

CAD 3.66M
ZPDF:F SPDR S&P U.S. Financials .. 3.77 % 0.00 %

+0.30 (+0%)

USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 3.77 % 0.00 %

+0.03 (+0%)

USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 3.77 % 0.00 %

-0.07 (0%)

USD 0.36B
XSFN:LSE db x-trackers MSCI USA Fi.. 3.68 % 0.00 %

-6.25 (0%)

USD 1.12B
XUFN:LSE db x-trackers MSCI USA Fi.. 3.68 % 0.00 %

+0.08 (+0%)

USD 1.12B
XUFN:F Xtrackers (IE) Public Lim.. 3.68 % 0.00 %

N/A

USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 3.68 % 0.00 %

+0.02 (+0%)

USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 3.68 % 0.00 %

N/A

USD 1.12B
XLF Financial Select Sector S.. 3.68 % 0.13 %

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USD 38.02B
QDVH:F iShares S&P 500 Financial.. 3.67 % 0.00 %

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USD 1.12B
QDVH:XETRA iShares S&P 500 Financial.. 3.67 % 0.00 %

N/A

USD 1.12B
IUFS:LSE iShares S&P 500 Financial.. 3.66 % 0.00 %

+0.01 (+0%)

USD 1.12B
UIFS:LSE iShares S&P 500 USD Finan.. 3.66 % 0.00 %

-2.25 (0%)

USD 1.11B
HESG:CA 3.62 % 0.00 %

N/A

N/A
VFH Vanguard Financials Index.. 3.33 % 0.10 %

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USD 9.02B
ZWH.U:CA 3.26 % 0.72 %

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FFLV 3.20 % 0.00 %

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SEF ProShares Short Financial.. 3.19 % 0.95 %

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USD 0.01B
SKF ProShares UltraShort Fina.. 3.19 % 0.95 %

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USD 0.01B
SJIM 3.10 % 0.00 %

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FNCL Fidelity® MSCI Financial.. 3.09 % 0.08 %

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USD 1.58B
TEQI T. Rowe Price Equity Inco.. 3.04 % 0.00 %

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USD 0.16B
BUSA 2.97 % 0.00 %

N/A

N/A
DXGE:CA Dynamic Active Global Equ.. 2.92 % 0.00 %

-0.02 (0%)

CAD 0.04B
QUVU 2.92 % 0.00 %

N/A

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FAS Direxion Daily Financial .. 2.73 % 1.04 %

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USD 2.08B
HFG:CA Hamilton Global Financial.. 2.71 % 0.00 %

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CAD 0.05B
REVS Columbia Research Enhance.. 2.61 % 0.00 %

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USD 0.05B
HEA:CA Horizons Enhanced Income .. 2.60 % 0.00 %

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CAD 0.16B
HEA-U:CA Horizons Enhanced Income .. 2.60 % 0.00 %

N/A

CAD 0.03B
RAFE PIMCO RAFI ESG U.S. ETF P.. 2.40 % 0.00 %

N/A

USD 0.05B
ZVU:CA BMO MSCI USA Value ETF 2.22 % 0.33 %

N/A

CAD 0.04B
XDWF:F Xtrackers (IE) Public Lim.. 2.18 % 0.00 %

+0.16 (+0%)

USD 0.41B
XDWF:XETRA db x-trackers MSCI World .. 2.18 % 0.00 %

+0.04 (+0%)

USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 2.18 % 0.00 %

N/A

USD 0.60B
FNCW:LSE SPDR® MSCI World Financi.. 2.17 % 0.00 %

-0.06 (0%)

USD 0.30B
WFIN:SW SPDR MSCI World Financial.. 2.17 % 0.00 %

+0.09 (+0%)

N/A
IXG iShares Global Financials.. 2.06 % 0.46 %

N/A

USD 0.38B
FMIL 1.97 % 0.00 %

N/A

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

N/A

N/A
JAVA JPMorgan Active Value ETF 1.90 % 0.00 %

N/A

USD 1.19B
FYLG Global X Funds - Global X.. 1.78 % 0.00 %

N/A

USD 2.64M
NSCC:CA NBI Sustainable Canadian .. 1.77 % 0.00 %

+0.09 (+0%)

CAD 0.14B
VMAX REX VolMAXX Long VIX Futu.. 1.66 % 0.00 %

N/A

USD 5.93M
IWX iShares Russell Top 200 V.. 1.54 % 0.20 %

N/A

USD 2.16B
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

-3.00 (0%)

USD 0.28B
UC82:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

+0.75 (+0%)

USD 0.06B
UC86:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

+0.01 (+0%)

USD 0.28B
DFLV Dimensional ETF Trust - D.. 1.38 % 0.00 %

N/A

USD 1.73B
OPEN:F iShares VI Public Limited.. 1.34 % 0.00 %

N/A

USD 0.06B
OPEN:XETRA iShares VI Public Limited.. 1.34 % 0.00 %

-0.02 (0%)

USD 0.06B
FNDX Schwab Fundamental U.S. L.. 1.33 % 0.25 %

N/A

USD 15.31B
GGUE:XETRA UBS Global Gender Equalit.. 1.24 % 0.00 %

+0.02 (+0%)

USD 0.23B
GGUE:F UBS (Irl) ETF Public Limi.. 1.24 % 0.00 %

N/A

N/A
GENDER:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

N/A

USD 0.11B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

N/A

USD 0.15B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

N/A

USD 8.55M
GENDED:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

-0.01 (0%)

USD 0.05B
GENDEG:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

N/A

USD 0.04B
PFT:PA Invesco FTSE RAFI US 1000.. 1.16 % 0.00 %

-0.05 (0%)

USD 0.52B
6PSA:F Invesco Markets III plc -.. 1.16 % 0.00 %

+0.14 (+0%)

USD 0.50B
6PSA:XETRA Invesco Markets III plc -.. 1.16 % 0.00 %

-0.05 (0%)

USD 0.50B
PFT:SW Invesco FTSE RAFI US 1000.. 1.16 % 0.00 %

N/A

USD 0.52B
VOOV Vanguard S&P 500 Value In.. 1.09 % 0.15 %

N/A

USD 4.62B
VRVIX Vanguard Russell 1000 Val.. 1.02 % 0.00 %

N/A

USD 9.85B
VONV Vanguard Russell 1000 Val.. 1.00 % 0.12 %

N/A

USD 8.25B
IWD iShares Russell 1000 Valu.. 0.98 % 0.19 %

N/A

USD 54.47B
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

N/A

USD 1.40B
VOOM:XETRA Amundi Global Gender Equa.. 0.86 % 0.00 %

-0.01 (0%)

USD 0.06B
VOOM:F Lyxor Index Fund - Lyxor .. 0.86 % 0.00 %

-0.05 (0%)

USD 0.06B
ELLE:PA Lyxor Global Gender Equal.. 0.86 % 0.00 %

-0.03 (0%)

N/A
QUIG:CA Mackenzie US Investment G.. 0.70 % 0.28 %

-0.18 (0%)

CAD 0.58B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.70 % 0.00 %

+0.06 (+0%)

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

+0.07 (+0%)

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

+0.02 (+0%)

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

+1.50 (+0%)

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

+0.08 (+0%)

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

+0.01 (+0%)

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

+0.02 (+0%)

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

+0.01 (+0%)

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 (0%)

USD 0.03B
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 %

+0.07 (+0%)

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

+0.02 (+0%)

USD 0.10B
ZC3G:LSE 0.45 % 0.00 %

N/A

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

N/A

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

-0.02 (0%)

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

-0.04 (0%)

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

-0.01 (0%)

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

+0.07 (+0%)

USD 0.09B
BIV Vanguard Intermediate-Ter.. 0.04 % 0.07 %

N/A

USD 17.69B
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 3.19B
CLU 0.00 % 0.74 %

N/A

N/A
CLU:CA 0.00 % 0.72 %

N/A

N/A
DHVW 0.00 % 0.10 %

N/A

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

N/A

USD 0.14B
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
FNDB Schwab Fundamental U.S. B.. 0.00 % 0.25 %

N/A

USD 0.75B
IBDR iShares iBonds Dec 2026 T.. 0.00 % 0.10 %

N/A

USD 2.72B
IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

N/A

USD 0.16B
JHMF 0.00 % 0.47 %

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ONEK 0.00 % 0.10 %

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RALS 0.00 % 0.95 %

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RFCI RiverFront Dynamic Core I.. 0.00 % 0.51 %

N/A

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

N/A

USD 8.17B
SPLB SPDR Barclays Long Term C.. 0.00 % 0.08 %

N/A

USD 0.77B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

N/A

USD 7.68B
AMCA 0.00 % 0.15 %

N/A

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KORP American Century Diversif.. 0.00 % 0.45 %

N/A

USD 0.25B
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 %

N/A

CAD 0.03B
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

N/A

USD 0.01B
BNKO 0.00 % 0.00 %

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BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

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USD 0.30B
BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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HID-B:CA 0.00 % 0.00 %

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

-0.02 (0%)

USD 0.28B
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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THRK 0.00 % 0.10 %

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USSD 0.00 % 0.33 %

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UYG ProShares Ultra Financial.. 0.00 % 0.95 %

N/A

USD 0.65B
HID:CA 0.00 % 0.40 %

N/A

N/A
GEND:LSE Amundi Global Gender Equa.. 0.00 % 0.00 %

-0.04 (0%)

USD 0.05B
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.06 (+0%)

USD 0.37B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

+0.11 (+0%)

USD 0.33B
XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.06 (+0%)

USD 0.62B
XMGD:LSE 0.00 % 0.00 %

N/A

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

+0.16 (+0%)

USD 0.10B
XMDU:F 0.00 % 0.00 %

N/A

N/A
XMGD:F 0.00 % 0.00 %

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XMDU:XETRA 0.00 % 0.00 %

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XMGD:XETRA 0.00 % 0.00 %

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KDFI 0.00 % 0.00 %

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N/A
MIG 0.00 % 0.00 %

N/A

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EQOP 0.00 % 0.00 %

N/A

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

N/A

USD 9.31M

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 16.62% 95% A 89% A-
Dividend Return 1.42% 10% F 46% F
Total Return 18.04% 95% A 88% B+
Trailing 12 Months  
Capital Gain 36.08% 93% A 91% A-
Dividend Return 3.32% 10% F 50% F
Total Return 39.40% 93% A 91% A-
Trailing 5 Years  
Capital Gain 25.90% 50% F 61% D-
Dividend Return 13.03% 18% F 49% F
Total Return 38.93% 39% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.03% 84% B 75% C
Dividend Return 14.53% 84% B 76% C+
Total Return 2.50% 14% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 45.00% 14% F 21% F
Risk Adjusted Return 32.28% 56% F 54% 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 23% 69%
Price/Book Ratio 1.22 37% 62%
Price / Cash Flow Ratio 4.94 55% 62%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 10.26% 53% 58%
Return on Invested Capital 4.58% 60% 41%
Return on Assets 0.98% 63% 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