WFC:NYE-Wells Fargo & Company (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 60.97

Change

+0.38 (+0.63)%

Market Cap

USD 262.57B

Volume

9.52M

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: 2024-07-02 )

Largest Industry Peers for Banks - Diversified

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

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JPM-PD JPMorgan Chase & Co

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JPM-PC JPMorgan Chase & Co

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BAC Bank of America Corp

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BML-PH Bank of America Corporation

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BML-PG Bank of America Corporation

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BAC-PE Bank of America Corporation

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USD 279.13B
BML-PL Bank of America Corporation

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USD 276.73B
BML-PJ Bank of America Corporation

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USD 264.48B
BAC-PB Bank of America Corporation

N/A

USD 250.48B

ETFs Containing WFC

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

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USD 1.00B
BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 0.01B
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 0.32B
BNKS:LSE iShares S&P U.S. Banks 6.78 % 0.00 %

N/A

USD 0.21B
IUS2:F iShares S&P U.S. Banks UC.. 6.78 % 0.00 %

-0.01 (0%)

USD 0.33B
IUS2:XETRA iShares S&P U.S. Banks UC.. 6.77 % 0.00 %

-0.01 (0%)

USD 0.33B
BNKS:AU BetaShares Global Banks C.. 6.70 % 0.00 %

+0.04 (+0%)

USD 0.04B
HUBL-U:CA Harvest US Bank Leaders I.. 6.53 % 0.00 %

N/A

N/A
ZWK:CA BMO Covered Call US Banks.. 6.38 % 0.00 %

-0.14 (0%)

CAD 0.33B
CALL-U:CA Evolve US Banks Enhanced .. 6.27 % 0.00 %

N/A

N/A
CALL-B:CA Evolve US Banks Enhanced .. 6.27 % 0.00 %

+0.34 (+0%)

CAD 4.71M
AILV 4.78 % 0.00 %

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FINU 4.64 % 0.95 %

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

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

+0.03 (+0%)

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BAMV 4.11 % 0.00 %

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IYG iShares U.S. Financial Se.. 4.03 % 0.42 %

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USD 1.32B
IYF iShares U.S. Financials E.. 3.83 % 0.42 %

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USD 2.58B
XUSF:CA iShares S&P U.S. Financia.. 3.77 % 0.00 %

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CAD 3.65M
ZPDF:F SPDR S&P U.S. Financials .. 3.76 % 0.00 %

+0.08 (+0%)

USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 3.76 % 0.00 %

+0.02 (+0%)

USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 3.76 % 0.00 %

+0.13 (+0%)

USD 0.37B
SXLF:SW SPDR S&P U.S. Financials .. 3.76 % 0.00 %

-0.02 (0%)

N/A
IUFS:SW iShares S&P 500 Financial.. 3.76 % 0.00 %

N/A

USD 1.13B
XUFN:F Xtrackers (IE) Public Lim.. 3.68 % 0.00 %

+0.09 (+0%)

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

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

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USD 1.13B
HESG:CA 3.62 % 0.00 %

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QDVH:XETRA iShares S&P 500 Financial.. 3.49 % 0.00 %

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USD 1.12B
QDVH:F iShares S&P 500 Financial.. 3.49 % 0.00 %

-0.01 (0%)

USD 1.12B
ZWH.U:CA 3.26 % 0.72 %

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FFLV 3.20 % 0.00 %

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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.. 3.05 % 0.08 %

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USD 1.60B
TEQI T. Rowe Price Equity Inco.. 3.04 % 0.00 %

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USD 0.19B
BUSA 2.97 % 0.00 %

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QUVU 2.92 % 0.00 %

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DXGE:CA Dynamic Active Global Equ.. 2.87 % 0.00 %

+0.02 (+0%)

CAD 0.03B
HFG:CA Hamilton Global Financial.. 2.71 % 0.00 %

-0.21 (0%)

CAD 0.05B
HEA-U:CA Horizons Enhanced Income .. 2.60 % 0.00 %

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CAD 0.03B
REVS Columbia Research Enhance.. 2.51 % 0.00 %

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USD 0.05B
XDWF:F Xtrackers (IE) Public Lim.. 2.18 % 0.00 %

+0.12 (+0%)

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

+0.11 (+0%)

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

+0.13 (+0%)

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

+0.23 (+0%)

USD 0.31B
WFIN:SW SPDR MSCI World Financial.. 2.17 % 0.00 %

+0.79 (+0%)

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RAFE PIMCO RAFI ESG U.S. ETF P.. 2.00 % 0.00 %

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USD 0.05B
FMIL 1.97 % 0.00 %

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ZDY.U:CA 1.94 % 0.33 %

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JAVA JPMorgan Active Value ETF 1.88 % 0.00 %

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USD 1.27B
FYLG Global X Funds - Global X.. 1.78 % 0.00 %

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

-0.01 (0%)

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

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USD 5.93M
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

+0.50 (+0%)

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

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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 %

+0.02 (+0%)

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

+0.03 (+0%)

USD 0.06B
GGUE:XETRA UBS Global Gender Equalit.. 1.24 % 0.00 %

+0.09 (+0%)

USD 0.23B
GENDER:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

-0.02 (0%)

USD 0.16B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

+0.03 (+0%)

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

N/A

USD 8.54M
GENDED:SW UBS (Irl) ETF plc - Globa.. 1.24 % 0.00 %

+0.05 (+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 %

+0.04 (+0%)

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

+0.02 (+0%)

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

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USD 0.52B
IWD iShares Russell 1000 Valu.. 0.97 % 0.19 %

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USD 55.71B
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

N/A

USD 1.43B
VOOM:XETRA Amundi Global Gender Equa.. 0.86 % 0.00 %

+0.03 (+0%)

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

-0.01 (0%)

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

+0.42 (+0%)

CAD 0.53B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.70 % 0.00 %

-0.05 (0%)

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

-0.06 (0%)

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

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

N/A

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

+0.04 (+0%)

USD 0.17B
UEF9:F UBS Barclays US Liquid Co.. 0.51 % 0.00 %

N/A

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

N/A

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

-0.02 (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 %

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USD 0.17B
CBUS:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

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

-0.05 (0%)

USD 0.10B
ZC3G:LSE 0.45 % 0.00 %

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

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

-0.05 (0%)

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

-0.03 (0%)

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

-0.02 (0%)

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

-0.02 (0%)

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

N/A

USD 17.69B
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 3.13B
CLU 0.00 % 0.74 %

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CLU:CA 0.00 % 0.72 %

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DHVW 0.00 % 0.10 %

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FAS Direxion Daily Financial .. 0.00 % 1.04 %

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USD 2.16B
FAZ Direxion Daily Financial .. 0.00 % 0.95 %

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USD 0.13B
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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HEA:CA Horizons Enhanced Income .. 0.00 % 0.00 %

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CAD 0.16B
IBDR iShares iBonds Dec 2026 T.. 0.00 % 0.10 %

N/A

USD 2.74B
IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

N/A

USD 0.16B
IWX iShares Russell Top 200 V.. 0.00 % 0.20 %

N/A

USD 2.18B
IXG iShares Global Financials.. 0.00 % 0.46 %

N/A

USD 0.36B
JHMF 0.00 % 0.47 %

N/A

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

N/A

USD 1.46B
ONEK 0.00 % 0.10 %

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

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USD 6.86B
RALS 0.00 % 0.95 %

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RFCI RiverFront Dynamic Core I.. 0.00 % 0.51 %

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USD 0.03B
MFUS PIMCO RAFI Dynamic Multi-.. 0.00 % 0.29 %

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USD 0.15B
SPIB SPDR Barclays Intermediat.. 0.00 % 0.08 %

N/A

USD 8.30B
SPLB SPDR Barclays Long Term C.. 0.00 % 0.08 %

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USD 0.78B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

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USD 7.60B
DFNL 0.00 % 0.64 %

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DUSA 0.00 % 0.63 %

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FTXO First Trust Nasdaq Bank E.. 0.00 % 0.60 %

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USD 0.10B
AMCA 0.00 % 0.15 %

N/A

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

N/A

USD 0.25B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.57 %

-0.01 (0%)

CAD 0.11B
BVNSC 0.00 % 0.00 %

N/A

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

+0.05 (+0%)

CAD 0.05B
GOAT 0.00 % 0.00 %

N/A

N/A
ZFN:CA BMO SIA Focused North Ame.. 0.00 % 0.00 %

+0.43 (+0%)

CAD 0.16B
AWTM 0.00 % 0.00 %

N/A

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

-0.07 (0%)

CAD 0.03B
BNKO 0.00 % 0.00 %

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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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N/A
VRVIX Vanguard Russell 1000 Val.. 0.00 % 0.00 %

N/A

USD 9.85B
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 %

N/A

USD 0.01B
SPVU Invesco S&P 500® Enhance.. 0.00 % 0.16 %

N/A

USD 0.11B
THRK 0.00 % 0.10 %

N/A

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USSD 0.00 % 0.33 %

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UYG ProShares Ultra Financial.. 0.00 % 0.95 %

N/A

USD 0.66B
VFH Vanguard Financials Index.. 0.00 % 0.10 %

N/A

USD 9.16B
VONV Vanguard Russell 1000 Val.. 0.00 % 0.12 %

N/A

USD 9.25B
VOOV Vanguard S&P 500 Value In.. 0.00 % 0.15 %

N/A

USD 4.65B
XLF Financial Select Sector S.. 0.00 % 0.13 %

N/A

USD 38.18B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.37 %

-0.10 (0%)

CAD 0.65B
HID:CA 0.00 % 0.40 %

N/A

N/A
ZVU:CA BMO MSCI USA Value ETF 0.00 % 0.33 %

-0.10 (0%)

CAD 0.04B
IUFS:LSE iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.02 (+0%)

USD 1.12B
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.00 %

+0.05 (+0%)

USD 0.06B
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

+0.11 (+0%)

USD 0.37B
UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

+2.25 (+0%)

USD 1.13B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

+0.31 (+0%)

USD 0.31B
XUFB:LSE Xtrackers MSCI USA Banks .. 0.00 % 0.00 %

-0.40 (0%)

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

+0.12 (+0%)

USD 0.61B
XMGD:LSE 0.00 % 0.00 %

N/A

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

+5.00 (+0%)

USD 1.14B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+0.07 (+0%)

USD 1.14B
6PSA:F Invesco Markets III plc -.. 0.00 % 0.00 %

+0.12 (+0%)

USD 0.50B
SYBN:F SPDR Barclays 10+ U.S. Co.. 0.00 % 0.00 %

-0.03 (0%)

USD 0.10B
XMDU:F 0.00 % 0.00 %

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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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MIG 0.00 % 0.00 %

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EQOP 0.00 % 0.00 %

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

N/A

USD 9.31M
GGUE:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

+0.05 (+0%)

N/A
VOOM:F Lyxor Index Fund - Lyxor .. 0.00 % 0.00 %

+0.07 (+0%)

USD 0.06B

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 23.87% 91% A- 92% A
Dividend Return 1.42% 7% C- 39% F
Total Return 25.29% 91% A- 92% A
Trailing 12 Months  
Capital Gain 40.48% 91% A- 92% A
Dividend Return 3.23% 7% C- 47% F
Total Return 43.71% 91% A- 92% A
Trailing 5 Years  
Capital Gain 27.93% 70% C- 65% D
Dividend Return 12.46% 18% F 49% F
Total Return 40.39% 67% D+ 65% D
Average Annual (5 Year Horizon)  
Capital Gain 12.82% 86% B+ 76% C+
Dividend Return 15.31% 84% B 77% C+
Total Return 2.49% 12% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 44.79% 14% F 21% F
Risk Adjusted Return 34.19% 56% F 57% 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 28% 68%
Price/Book Ratio 1.22 37% 62%
Price / Cash Flow Ratio 5.02 55% 60%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 10.26% 53% 59%
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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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