Wells Stock Performance

WFC
 Stock
  

USD 39.92  0.75  1.91%   

The firm maintains a market beta of 1.2722, which attests to a somewhat significant risk relative to the market. Let's try to break down what Wells's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wells Fargo will likely underperform. Even though it is essential to pay attention to Wells Fargo historical price patterns, it is always good to be careful when utilizing equity current price history. Our philosophy towards determining any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Wells Fargo exposes twenty-one different technical indicators, which can help you to evaluate its performance. Wells Fargo has an expected return of -0.26%. Please be advised to check out Wells Fargo treynor ratio, as well as the relationship between the downside variance and kurtosis to decide if Wells Fargo performance from the past will be repeated at some point in the near future.
  
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Wells Performance
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Over the last 90 days Wells Fargo has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Stock's technical and fundamental indicators remain somewhat strong which may send shares a bit higher in August 2022. The current disturbance may also be a sign of long term up-swing for the company investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0251
Payout Ratio
0.19
Last Split Factor
2:1
Forward Annual Dividend Rate
1.0
Dividend Date
2022-06-01
Ex Dividend Date
2022-05-05
Last Split Date
2006-08-14

Wells Price Channel

Fifty Two Week Low36.54
Target High Price70.00
Fifty Two Week High60.30
Payout Ratio15.59%
Trailing Annual Dividend Yield1.87%
Target Low Price39.30

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  4,786  in Wells Fargo on April 5, 2022 and sell it today you would lose (794.00)  from holding Wells Fargo or give up 16.59% of portfolio value over 90 days. Wells Fargo is generating negative expected returns assuming volatility of 2.3807% on return distribution over 90 days investment horizon. In other words, 20% of stocks are less volatile than Wells, and above 99% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon Wells Fargo is expected to under-perform the market. In addition to that, the company is 1.64 times more volatile than its market benchmark. It trades about -0.11 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of volatility.

Wells Fargo Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wells Fargo, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1111

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Negative ReturnsWFC
Estimated Market Risk
 2.38
  actual daily
 
 20 %
of total potential
 
2020
Expected Return
 -0.26
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.11
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Wells Fargo is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding it to a well-diversified portfolio.

About Wells Fargo Performance

To evaluate Wells Fargo Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wells Fargo generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wells Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wells Fargo stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Wells's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Average Assets 1.10  1.24 
Return on Average Equity 11.57  12.37 
Return on Invested Capital 0.0196  0.0209 
Return on Sales 0.34  0.32 
Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. Wells Fargo operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 246577 people.

Things to note about Wells Fargo

Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Wells Fargo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions

Wells Fargo generated a negative expected return over the last 90 days
Wells Fargo has about 416.97 B in cash with (7.86 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 110.01, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Wells Fargo has a frail financial position based on the latest SEC disclosures
Roughly 74.0% of the company outstanding shares are owned by institutional investors
Latest headline from seekingalpha.com: Wells Fargo Stock Still Not A Good Idea - Seeking Alpha
Check out Your Current Watchlist. Note that the Wells Fargo information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Complementary Tools for Wells Stock analysis

When running Wells Fargo price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Is Wells Fargo's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wells Fargo. If investors know Wells will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wells Fargo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.14
Market Capitalization
151.3 B
Quarterly Revenue Growth YOY
-0.061
Return On Assets
0.0115
Return On Equity
0.12
The market value of Wells Fargo is measured differently than its book value, which is the value of Wells that is recorded on the company's balance sheet. Investors also form their own opinion of Wells Fargo's value that differs from its market value or its book value, called intrinsic value, which is Wells Fargo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wells Fargo's market value can be influenced by many factors that don't directly affect Wells Fargo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine Wells Fargo value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.