WFC:NYE-Wells Fargo & Company (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 60.16

Change

+0.44 (+0.74)%

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: 2024-07-11 )

Largest Industry Peers for Banks - Diversified

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

-0.34 (-1.34%)

USD 333.58B
JPM-PC JPMorgan Chase & Co

-0.20 (-0.79%)

USD 331.09B
BML-PG Bank of America Corporation

-0.13 (-0.59%)

USD 306.20B
BML-PH Bank of America Corporation

-0.13 (-0.55%)

USD 305.34B
BAC Bank of America Corp

-1.92 (-4.86%)

USD 291.61B
BAC-PE Bank of America Corporation

-0.01 (-0.04%)

USD 279.72B
BML-PL Bank of America Corporation

-0.06 (-0.27%)

USD 274.39B
BML-PJ Bank of America Corporation

-0.04 (-0.17%)

USD 266.45B
BAC-PK Bank of America Corporation

-0.02 (-0.08%)

USD 251.12B
BAC-PB Bank of America Corporation

N/A

USD 250.58B

ETFs Containing WFC

XUFB:LSE Xtrackers MSCI USA Banks .. 15.43 % 0.00 %

-106.90 (0%)

USD 0.01B
BNKS:AU BetaShares Global Banks C.. 6.55 % 0.00 %

-0.34 (0%)

USD 0.04B
HUBL-U:CA 6.53 % 0.00 %

N/A

N/A
ZFN:CA BMO SIA Focused North Ame.. 6.48 % 0.00 %

-1.65 (0%)

CAD 0.16B
CALL-U:CA Evolve US Banks Enhanced .. 6.23 % 0.00 %

N/A

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

-1.53 (0%)

N/A
IUS2:XETRA iShares S&P U.S. Banks UC.. 6.14 % 0.00 %

-0.33 (0%)

USD 0.33B
BFIN:CA Brompton North American F.. 5.38 % 0.96 %

-0.81 (0%)

CAD 0.05B
AILV 4.78 % 0.00 %

N/A

N/A
FINU 4.64 % 0.95 %

N/A

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

-1.41 (0%)

USD 0.02B
BAMV 4.15 % 0.00 %

N/A

N/A
ZPDF:F SPDR S&P U.S. Financials .. 3.64 % 0.00 %

-2.50 (0%)

USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 3.64 % 0.00 %

-2.42 (0%)

N/A
ZPDF:XETRA SPDR S&P U.S. Financials .. 3.63 % 0.00 %

-1.93 (0%)

USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 3.63 % 0.00 %

-1.26 (0%)

N/A
IUFS:SW iShares S&P 500 Financial.. 3.63 % 0.00 %

-0.49 (0%)

USD 1.25B
XUSF:CA iShares S&P U.S. Financia.. 3.63 % 0.00 %

-2.03 (0%)

N/A
HESG:CA 3.62 % 0.00 %

N/A

N/A
XUFN:F Xtrackers (IE) Public Lim.. 3.60 % 0.00 %

-1.64 (0%)

USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 3.60 % 0.00 %

-1.25 (0%)

USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 3.60 % 0.00 %

N/A

USD 0.98B
IUFS:LSE iShares S&P 500 Financial.. 3.50 % 0.00 %

-0.37 (0%)

USD 1.12B
UIFS:LSE iShares S&P 500 USD Finan.. 3.50 % 0.00 %

-32.50 (0%)

USD 1.23B
QDVH:XETRA iShares S&P 500 Financial.. 3.50 % 0.00 %

-0.48 (0%)

USD 1.12B
XSFN:LSE db x-trackers MSCI USA Fi.. 3.49 % 0.00 %

-86.50 (0%)

USD 0.95B
XUFN:LSE db x-trackers MSCI USA Fi.. 3.49 % 0.00 %

-1.04 (0%)

USD 0.95B
ZWH.U:CA 3.26 % 0.72 %

N/A

N/A
FFLV 3.26 % 0.00 %

N/A

N/A
SJIM 3.10 % 0.00 %

N/A

N/A
FNCL Fidelity® MSCI Financial.. 3.00 % 0.08 %

-1.51 (0%)

USD 1.71B
BUSA 2.98 % 0.00 %

N/A

N/A
QUVU 2.90 % 0.00 %

N/A

N/A
DXGE:CA Dynamic Active Global Equ.. 2.90 % 0.00 %

-0.32 (0%)

N/A
PQVG:LSE Invesco S&P 500 QVM UCITS.. 2.78 % 0.00 %

-141.00 (0%)

USD 0.03B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 2.78 % 0.00 %

-1.81 (0%)

USD 0.03B
PQVM:PA Invesco S&P 500 QVM UCITS.. 2.75 % 0.00 %

-2.20 (0%)

USD 0.03B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 2.75 % 0.00 %

-2.13 (0%)

USD 0.02B
HFG:CA Hamilton Global Financial.. 2.71 % 0.00 %

-0.76 (0%)

CAD 0.05B
HEA:CA 2.60 % 0.00 %

N/A

N/A
HEA-U:CA 2.60 % 0.00 %

N/A

N/A
XDWF:F Xtrackers (IE) Public Lim.. 2.14 % 0.00 %

-1.08 (0%)

USD 0.41B
XDWF:XETRA db x-trackers MSCI World .. 2.14 % 0.00 %

-1.28 (0%)

USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 2.14 % 0.00 %

-0.79 (0%)

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

-1.89 (0%)

N/A
WFIN:SW SPDR MSCI World Financial.. 2.14 % 0.00 %

-3.39 (0%)

N/A
JAVA JPMorgan Active Value ETF 2.11 % 0.00 %

-1.02 (0%)

USD 1.44B
FMIL 2.11 % 0.00 %

N/A

N/A
REVS Columbia Research Enhance.. 2.11 % 0.00 %

-0.41 (0%)

USD 0.05B
ZDY.U:CA 1.94 % 0.33 %

N/A

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

+0.33 (+0%)

CAD 0.14B
FYLG Global X Funds - Global X.. 1.72 % 0.00 %

-0.61 (0%)

N/A
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

-23.50 (0%)

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

-24.25 (0%)

USD 0.08B
UC86:LSE UBS(Lux)Fund Solutions .. 1.45 % 0.00 %

-0.26 (0%)

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

-0.67 (0%)

N/A
GGUE:XETRA UBS Global Gender Equalit.. 1.25 % 0.00 %

-0.47 (0%)

USD 0.23B
GGUE:F UBS (Irl) ETF Public Limi.. 1.25 % 0.00 %

-0.24 (0%)

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

-0.53 (0%)

USD 0.27B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.25 % 0.00 %

-0.58 (0%)

USD 0.15B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.25 % 0.00 %

-0.54 (0%)

USD 8.23M
GENDED:SW UBS (Irl) ETF plc - Globa.. 1.25 % 0.00 %

-0.86 (0%)

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

N/A

N/A
DFUV Dimensional US Marketwide.. 1.05 % 0.00 %

-1.06 (0%)

USD 10.78B
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

+0.18 (+0%)

USD 1.55B
VOOM:XETRA Amundi Global Gender Equa.. 0.86 % 0.00 %

-0.54 (0%)

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

-0.28 (0%)

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

-0.51 (0%)

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

-0.11 (0%)

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

-0.96 (0%)

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

-1.05 (0%)

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

-0.29 (0%)

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

-25.25 (0%)

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

+0.09 (+0%)

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

-0.41 (0%)

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

+0.10 (+0%)

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

-0.43 (0%)

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 %

+0.15 (+0%)

USD 0.04B
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 %

N/A

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

+0.11 (+0%)

N/A
ZC3G:LSE 0.45 % 0.00 %

N/A

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

-1.37 (0%)

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

-1.43 (0%)

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

-1.77 (0%)

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

-0.36 (0%)

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

-0.40 (0%)

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

+0.88 (+0%)

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 %

+0.02 (+0%)

USD 3.01B
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 %

-0.51 (0%)

USD 0.94B
DHVW 0.00 % 0.10 %

N/A

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

-8.56 (0%)

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

+0.72 (+0%)

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
IBDR iShares iBonds Dec 2026 T.. 0.00 % 0.10 %

+0.09 (+0%)

USD 2.76B
IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

+0.37 (+0%)

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

-2.00 (0%)

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

-2.85 (0%)

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

-2.01 (0%)

N/A
JHMF 0.00 % 0.47 %

N/A

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

-2.49 (0%)

USD 1.71B
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 %

+0.18 (+0%)

USD 0.02B
MFUS PIMCO RAFI Dynamic Multi-.. 0.00 % 0.29 %

-1.13 (0%)

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

+0.22 (+0%)

USD 8.77B
SPLB SPDR Barclays Long Term C.. 0.00 % 0.08 %

+0.33 (+0%)

USD 0.86B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

+0.12 (+0%)

USD 7.66B
DFNL 0.00 % 0.64 %

N/A

N/A
FTXO First Trust Nasdaq Bank E.. 0.00 % 0.60 %

-1.20 (0%)

USD 0.11B
AMCA 0.00 % 0.15 %

N/A

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

+0.43 (+0%)

USD 0.26B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.57 %

-0.49 (0%)

CAD 0.12B
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 %

+0.01 (+0%)

CAD 0.03B
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.00 %

-0.92 (0%)

CAD 0.36B
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

N/A

USD 9.27M
BNKO 0.00 % 0.00 %

N/A

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

N/A

USD 0.35B
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 0.00 % 0.00 %

-0.29 (0%)

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 %

+0.26 (+0%)

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

+0.58 (+0%)

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

-1.27 (0%)

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 %

-3.48 (0%)

N/A
VFH Vanguard Financials Index.. 0.00 % 0.10 %

-2.67 (0%)

USD 9.90B
XLF Financial Select Sector S.. 0.00 % 0.13 %

-1.06 (0%)

USD 42.69B
ZBK:CA BMO Equal Weight US Banks.. 0.00 % 0.37 %

-1.44 (0%)

CAD 0.78B
HID:CA 0.00 % 0.40 %

N/A

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

-2.46 (0%)

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

-1.55 (0%)

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

-2.31 (0%)

N/A
XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

-1.07 (0%)

N/A
XMGD:LSE 0.00 % 0.00 %

N/A

N/A
IUS2:F iShares S&P U.S. Banks UC.. 0.00 % 0.00 %

-0.29 (0%)

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

-0.41 (0%)

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

-1.84 (0%)

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

-0.71 (0%)

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

-0.83 (0%)

USD 0.05B
EQOP 0.00 % 0.00 %

N/A

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

+0.23 (+0%)

USD 9.36M
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

-0.68 (0%)

USD 0.19B

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 22.23% 89% A- 89% A-
Dividend Return 1.42% 5% F 38% F
Total Return 23.65% 82% B 89% A-
Trailing 12 Months  
Capital Gain 37.63% 84% B 91% A-
Dividend Return 3.20% 7% C- 47% F
Total Return 40.84% 82% B 92% A
Trailing 5 Years  
Capital Gain 27.03% 71% C- 63% D
Dividend Return 12.54% 18% F 50% F
Total Return 39.57% 68% D+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 13.24% 87% B+ 76% C+
Dividend Return 15.73% 84% B 77% C+
Total Return 2.48% 11% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 44.65% 13% F 21% F
Risk Adjusted Return 35.22% 56% F 56% F
Market Capitalization 262.57B 59% 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 25% 66%
Price/Book Ratio 1.22 35% 62%
Price / Cash Flow Ratio 5.24 53% 59%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 10.26% 55% 59%
Return on Invested Capital 4.58% 59% 41%
Return on Assets 0.98% 64% 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