Wells Fargo Preferred Stock Performance
| WFC-PD Preferred Stock | 16.90 0.08 0.47% |
The firm maintains a market beta of 0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wells Fargo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wells Fargo is expected to be smaller as well. At this point, Wells Fargo has a negative expected return of -0.087%. Please make sure to check out Wells Fargo's kurtosis, and the relationship between the maximum drawdown and rate of daily change , to decide if Wells Fargo performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wells Fargo has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental indicators, Wells Fargo is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 234.2 B |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 1,787 in Wells Fargo on February 12, 2025 and sell it today you would lose (97.00) from holding Wells Fargo or give up 5.43% of portfolio value over 90 days. Wells Fargo is producing return of less than zero assuming 0.7777% volatility of returns over the 90 days investment horizon. Simply put, 6% of all preferred stocks have less volatile historical return distribution than Wells Fargo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 preferred 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 = -0.1119
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WFC-PD |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wells Fargo is not performing at its full potential. However, 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 Wells Fargo to a well-diversified portfolio.
Wells Fargo Fundamentals Growth
Wells Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Preferred Stock performance.
| Return On Equity | 0.0872 | ||||
| Return On Asset | 0.0084 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.24 % | ||||
| Current Valuation | (1.35 B) | ||||
| Revenue | 73.78 B | ||||
| EBITDA | 24.34 B | ||||
| Total Debt | 226.01 B | ||||
| Book Value Per Share | 43.94 X | ||||
| Cash Flow From Operations | 27.05 B | ||||
| Earnings Per Share | 4.83 X | ||||
| Total Asset | 1.88 T | ||||
| Retained Earnings | 187.65 B | ||||
About Wells Fargo Performance
By analyzing Wells Fargo's fundamental ratios, stakeholders can gain valuable insights into Wells Fargo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wells Fargo has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wells Fargo has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Wells Fargo performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Preferred 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 generated a negative expected return over the last 90 days |
- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's preferred stock. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Wells Preferred 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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