WFC:NYE-Wells Fargo & Company (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 53.26

Change

0.00 (0.00)%

Market Cap

USD 262.57B

Volume

0.03B

Analyst Target

USD 29.74
Analyst Rating

N/A

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: 2024-08-03 )

Largest Industry Peers for Banks - Diversified

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

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JPM-PC JPMorgan Chase & Co

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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 Bank of America Corp

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BML-PL Bank of America Corporation

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USD 288.69B
BAC-PE Bank of America Corporation

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USD 285.90B
BML-PJ Bank of America Corporation

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USD 267.03B
BAC-PK Bank of America Corporation

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USD 253.02B
BAC-PB Bank of America Corporation

N/A

USD 251.68B

ETFs Containing WFC

BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

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

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KBWB Invesco KBW Bank ETF 7.07 % 0.35 %

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USD 1.71B
BNKS:AU BetaShares Global Banks C.. 6.38 % 0.00 %

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USD 0.04B
CALL-B:CA Evolve US Banks Enhanced .. 6.23 % 0.00 %

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AILV 4.78 % 0.00 %

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FINU 4.64 % 0.95 %

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GABF Gabelli Financial Service.. 4.46 % 0.00 %

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

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CAD 0.46B
BAMV 4.15 % 0.00 %

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

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

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HESG:CA 3.62 % 0.00 %

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SXLF:SW SPDR S&P U.S. Financials .. 3.41 % 0.00 %

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IUFS:SW iShares S&P 500 Financial.. 3.41 % 0.00 %

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USD 1.38B
XUFN:SW Xtrackers MSCI USA Financ.. 3.39 % 0.00 %

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USD 1.00B
ZWH.U:CA 3.26 % 0.72 %

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XLF Financial Select Sector S.. 3.22 % 0.13 %

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USD 45.92B
IUFS:LSE iShares S&P 500 Financial.. 3.21 % 0.00 %

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USD 1.12B
SJIM 3.10 % 0.00 %

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FFLV 3.09 % 0.00 %

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VFH Vanguard Financials Index.. 2.97 % 0.10 %

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USD 10.19B
DXGE:CA Dynamic Active Global Equ.. 2.90 % 0.00 %

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QUVU 2.79 % 0.00 %

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BUSA 2.74 % 0.00 %

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HFG:CA Hamilton Global Financial.. 2.71 % 0.00 %

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

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JAVA JPMorgan Active Value ETF 2.23 % 0.00 %

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USD 1.53B
XWFS:LSE Xtrackers MSCI World Fina.. 2.14 % 0.00 %

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

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WFIN:SW SPDR MSCI World Financial.. 2.02 % 0.00 %

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REVS Columbia Research Enhance.. 2.02 % 0.00 %

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USD 0.06B
ZDY.U:CA 1.94 % 0.33 %

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FMIL 1.91 % 0.00 %

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NSCC:CA NBI Sustainable Canadian .. 1.77 % 0.00 %

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

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MFUS PIMCO RAFI Dynamic Multi-.. 1.49 % 0.29 %

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USD 0.16B
UC81:LSE UBS Barclays US Liquid Co.. 1.46 % 0.00 %

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

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

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

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HIDV AB US High Dividend ETF 1.26 % 0.00 %

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

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

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GENDER:SW UBS (Irl) ETF plc - Globa.. 1.21 % 0.00 %

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USD 0.31B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.21 % 0.00 %

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USD 0.22B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.21 % 0.00 %

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USD 8.30M
IBDU iShares Trust - iShares i.. 0.91 % 0.00 %

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USD 1.75B
VOOM:F Lyxor Index Fund - Lyxor .. 0.86 % 0.00 %

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

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

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

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

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

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

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

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

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

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

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

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USD 0.04B
CBUSE:SW UBS(Lux)Fund Solutions .. 0.51 % 0.00 %

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

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

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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 %

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

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

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

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BIV Vanguard Intermediate-Ter.. 0.00 % 0.07 %

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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 2.89B
CLU 0.00 % 0.74 %

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CLU:CA 0.00 % 0.72 %

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COMT iShares GSCI Commodity Dy.. 0.00 % 0.48 %

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USD 0.93B
DHVW 0.00 % 0.10 %

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FAS Direxion Daily Financial .. 0.00 % 1.04 %

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FAZ Direxion Daily Financial .. 0.00 % 0.95 %

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FAZZ 0.00 % 0.45 %

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FBU:CA 0.00 % 0.84 %

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FHF:CA 0.00 % 0.77 %

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FINZ 0.00 % 0.95 %

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FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

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USD 1.78B
HEA:CA 0.00 % 0.00 %

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

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USD 2.83B
IBND SPDR® Bloomberg Internat.. 0.00 % 0.50 %

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IXG iShares Global Financials.. 0.00 % 0.46 %

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IYF iShares U.S. Financials E.. 0.00 % 0.42 %

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IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

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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 %

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

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

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USD 0.95B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

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USD 7.69B
DFNL 0.00 % 0.64 %

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

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USD 0.11B
AMCA 0.00 % 0.15 %

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KORP American Century Diversif.. 0.00 % 0.45 %

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USD 0.30B
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 %

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

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CAD 0.34B
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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BNKS:LSE iShares S&P U.S. Banks 0.00 % 0.00 %

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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 %

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SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

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

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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 %

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HID:CA 0.00 % 0.40 %

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

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

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

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USD 1.30B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

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

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

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XMGD:LSE 0.00 % 0.00 %

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

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USD 1.00B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

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USD 1.00B
PQVM:PA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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USD 0.03B
IUS2:F iShares S&P U.S. Banks UC.. 0.00 % 0.00 %

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

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QVMP:F PowerShares Global Funds .. 0.00 % 0.00 %

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

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USD 0.10B
XDWF:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 0.41B
XUFN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 1.16B
ZPDF:F SPDR S&P U.S. Financials .. 0.00 % 0.00 %

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USD 0.36B
XMDU:F 0.00 % 0.00 %

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XMGD:F 0.00 % 0.00 %

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IUS2:XETRA iShares S&P U.S. Banks UC.. 0.00 % 0.00 %

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USD 0.33B
QDVH:XETRA iShares S&P 500 Financial.. 0.00 % 0.00 %

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USD 1.12B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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USD 0.02B
XDWF:XETRA Xtrackers MSCI World Fina.. 0.00 % 0.00 %

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USD 0.41B
XUFN:XETRA db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

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USD 1.16B
XMDU:XETRA 0.00 % 0.00 %

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XMGD:XETRA 0.00 % 0.00 %

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ZPDF:XETRA SPDR S&P U.S. Financials .. 0.00 % 0.00 %

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USD 0.36B
KDFI 0.00 % 0.00 %

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MIG 0.00 % 0.00 %

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

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USD 0.06B
EQOP 0.00 % 0.00 %

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GSIG Goldman Sachs Access Inve.. 0.00 % 0.00 %

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USD 9.49M
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

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USD 0.22B
GGUE:XETRA UBS Global Gender Equalit.. 0.00 % 0.00 %

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

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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 8.21% 77% C+ 70% C-
Dividend Return 1.42% 5% F 37% F
Total Return 9.63% 74% C 68% D+
Trailing 12 Months  
Capital Gain 18.75% 81% B- 81% B-
Dividend Return 2.34% 5% F 36% F
Total Return 21.09% 77% C+ 81% B-
Trailing 5 Years  
Capital Gain 15.43% 63% D 55% F
Dividend Return 12.87% 16% F 48% F
Total Return 28.31% 57% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 14.73% 86% B+ 78% C+
Dividend Return 17.19% 84% B 79% B-
Total Return 2.46% 9% A- 53% F
Risk Return Profile  
Volatility (Standard Deviation) 43.97% 14% F 21% F
Risk Adjusted Return 39.10% 56% F 58% F
Market Capitalization 262.57B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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.

Superior Dividend Growth

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

What to not like:
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