Wells Fargo Stock Performance
| WFC Stock | USD 80.64 0.93 1.17% |
On a scale of 0 to 100, Wells Fargo holds a performance score of 20. The firm maintains a market beta of 1.06, which attests to a somewhat significant risk relative to the market. Wells Fargo returns are very sensitive to returns on the market. As the market goes up or down, Wells Fargo is expected to follow. Please check Wells Fargo's treynor ratio, kurtosis, period momentum indicator, as well as the relationship between the downside variance and day median price , to make a quick decision on whether Wells Fargo's historical returns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, Wells Fargo exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.17 | Five Day Return (1.90) | Year To Date Return 14.89 | Ten Year Return 38.91 | All Time Return 7.7 K |
Forward Dividend Yield 0.02 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.6 | Dividend Date 2025-06-01 |
1 | Acquisition by Steven Black of 3728 shares of Wells Fargo subject to Rule 16b-3 | 04/29/2025 |
2 | Acquisition by Van Beurden Saul of 21688 shares of Wells Fargo subject to Rule 16b-3 | 05/06/2025 |
3 | Acquisition by Steven Black of 1104 shares of Wells Fargo subject to Rule 16b-3 | 07/01/2025 |
4 | Dollars demise greatly exaggerated as Trumps growth agenda to spur recovery | 07/07/2025 |
5 | ASX to gain after Wall Street hits another record A rises | 07/10/2025 |
6 | Will Wells Fargo price continue to surge in August | 07/15/2025 |
7 | Analyst Lowers Price Target for MCW, Maintains Overweight Rating MCW Stock News | 07/18/2025 |
| Begin Period Cash Flow | 236.1 B | |
| Total Cashflows From Investing Activities | -15.7 B |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 6,366 in Wells Fargo on April 21, 2025 and sell it today you would earn a total of 1,698 from holding Wells Fargo or generate 26.67% return on investment over 90 days. Wells Fargo is generating 0.3873% of daily returns assuming volatility of 1.5128% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Wells, and above 93% of all equities are expected to generate higher returns over the next 90 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 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 = 0.256
| Best Portfolio | Best Equity | |||
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| Small Returns | WFC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.51 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.39 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 20% 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.
Wells Fargo Fundamentals Growth
Wells 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 Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0103 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.28 % | ||||
| Current Valuation | 227.73 B | ||||
| Shares Outstanding | 3.22 B | ||||
| Price To Earning | 12.32 X | ||||
| Price To Book | 1.58 X | ||||
| Price To Sales | 3.36 X | ||||
| Revenue | 125.4 B | ||||
| Gross Profit | 77.25 B | ||||
| EBITDA | 30.92 B | ||||
| Net Income | 19.96 B | ||||
| Cash And Equivalents | 358.38 B | ||||
| Cash Per Share | 94.05 X | ||||
| Total Debt | 281.88 B | ||||
| Debt To Equity | 8.26 % | ||||
| Book Value Per Share | 51.08 X | ||||
| Cash Flow From Operations | 3.04 B | ||||
| Earnings Per Share | 5.82 X | ||||
| Market Capitalization | 259.69 B | ||||
| Total Asset | 1.93 T | ||||
| Retained Earnings | 214.2 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.11 | 0.15 |
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. 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.| Over 79.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Analyst Lowers Price Target for MCW, Maintains Overweight Rating MCW Stock News |
- 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 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 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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