Wells Fargo Stock Alpha and Beta Analysis
WFC Stock | USD 61.10 0.75 1.24% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Wells Fargo. It also helps investors analyze the systematic and unsystematic risks associated with investing in Wells Fargo over a specified time horizon. Remember, high Wells Fargo's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Wells Fargo's market risk premium analysis include:
Beta 1 | Alpha 0.35 | Risk 1.38 | Sharpe Ratio 0.26 | Expected Return 0.36 |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Wells |
Wells Fargo Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Wells Fargo market risk premium is the additional return an investor will receive from holding Wells Fargo long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wells Fargo. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Wells Fargo's performance over market.α | 0.35 | β | 1.00 |
Wells Fargo expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Wells Fargo's Buy-and-hold return. Our buy-and-hold chart shows how Wells Fargo performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Wells Fargo Market Price Analysis
Market price analysis indicators help investors to evaluate how Wells Fargo stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wells Fargo shares will generate the highest return on investment. By understating and applying Wells Fargo stock market price indicators, traders can identify Wells Fargo position entry and exit signals to maximize returns.
Wells Fargo Return and Market Media
The median price of Wells Fargo for the period between Wed, Jan 24, 2024 and Tue, Apr 23, 2024 is 56.47 with a coefficient of variation of 7.32. The daily time series for the period is distributed with a sample standard deviation of 3.97, arithmetic mean of 54.17, and mean deviation of 3.55. The Stock received substential amount of media coverage during this period. Price Growth (%) |
Timeline |
Wells Fargo dividend paid on 1st of March 2024 | 03/01/2024 |
1 | The first Black-led credit union in Minnesota secures first state charter in 23 years | 03/21/2024 |
2 | Decoding Wells Fargos Options Activity Whats the Big Picture | 03/26/2024 |
3 | Acquisition by Ronald Sargent of 650 shares of Wells Fargo subject to Rule 16b-3 | 04/01/2024 |
4 | Economic uncertainty reigns as the grip of inflation persists | 04/09/2024 |
5 | Market Highlights Big Tech rebounds sharply, Costco in the gold game, and 5 small caps to watch today | 04/11/2024 |
6 | Why AnaptysBio Stock Zoomed Nearly 8 percent Higher This Week | 04/12/2024 |
7 | Earnings call Johnson Johnson posts solid Q1 growth, eyes MA strategy | 04/16/2024 |
8 | Earnings call Prologis reports mixed Q1 results amid market headwinds | 04/17/2024 |
9 | Raucous Knicks fans will be pivotal X factor in 76ers showdown Gives me goose bumps | 04/19/2024 |
About Wells Fargo Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Wells or other stocks. Alpha measures the amount that position in Wells Fargo has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0186 | 0.0337 | 0.0327 | 0.0235 | Price To Sales Ratio | 2.48 | 2.13 | 2.2 | 2.18 |
Wells Fargo Upcoming Company Events
As portrayed in its financial statements, the presentation of Wells Fargo's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wells Fargo's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Wells Fargo's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Wells Fargo. Please utilize our Beneish M Score to check the likelihood of Wells Fargo's management manipulating its earnings.
12th of April 2024 Upcoming Quarterly Report | View | |
12th of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
10th of January 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
Build Portfolio with Wells Fargo
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Wells Fargo Backtesting, Wells Fargo Valuation, Wells Fargo Correlation, Wells Fargo Hype Analysis, Wells Fargo Volatility, Wells Fargo History and analyze Wells Fargo Performance. For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.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 the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Complementary Tools for Wells Stock analysis
When running Wells Fargo's 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 the 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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Wells Fargo technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.