Wells Competitors
| WFC Stock | USD 88.04 1.92 2.23% |
Wells Fargo vs Nt International Correlation
Poor diversification
The correlation between Wells Fargo and ANTMX is 0.63 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Wells Fargo and ANTMX in the same portfolio, assuming nothing else is changed.
Moving together with Wells Stock
Moving against Wells Stock
The current year's Return On Tangible Assets is expected to grow to 0.01. The current year's Return On Capital Employed is expected to grow to 0.08. At present, Wells Fargo's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 2.2 T, whereas Non Current Assets Total are forecasted to decline to about 73.4 B.Wells Fargo Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wells Fargo and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Wells and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Wells Fargo does not affect the price movement of the other competitor.
High positive correlations
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Risk-Adjusted Indicators
There is a big difference between Wells Stock performing well and Wells Fargo Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Wells Fargo's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| WTM | 0.74 | 0.08 | 0.03 | 0.27 | 0.65 | 1.39 | 8.03 | |||
| OALC | 0.61 | 0.05 | (0.04) | 0.46 | 0.86 | 1.07 | 3.40 | |||
| 444859BR2 | 0.73 | (0.11) | 0.00 | 1.57 | 0.00 | 1.19 | 12.88 | |||
| SCRYX | 1.02 | 0.18 | 0.21 | 0.22 | 0.71 | 2.15 | 14.85 | |||
| ABHYX | 0.08 | 0.00 | (0.35) | 0.11 | 0.00 | 0.23 | 0.92 | |||
| MSTSX | 0.66 | 0.12 | 0.13 | 0.24 | 0.37 | 0.93 | 12.28 | |||
| VIASP | 0.33 | 0.06 | (0.07) | 1.99 | 0.25 | 0.93 | 2.46 | |||
| EPASX | 0.49 | 0.06 | (0.01) | 0.34 | 0.41 | 1.39 | 3.02 | |||
| FGRO | 322.28 | 183.38 | 5.20 | (0.70) | 17.20 | 1.35 | 5,625 | |||
| ANTMX | 0.71 | 0.07 | 0.06 | 0.18 | 0.77 | 1.40 | 3.31 |
Cross Equities Net Income Analysis
Compare Wells Fargo and related stocks such as White Mountains Insurance, Unified Series Trust, and HUMANA INC Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WTM | (45 M) | 767.9 M | 207.4 M | 321.6 M | 312.2 M | 295.2 M | 401.8 M | 627.2 M | (141.2 M) | 414.5 M | 708.7 M | (275.4 M) | 792.8 M | 509.2 M | 230.4 M | 265 M | 325.1 M |
Wells Fargo and related stocks such as White Mountains Insurance, Unified Series Trust, and HUMANA INC Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Wells Fargo financial statement analysis. It represents the amount of money remaining after all of Wells Fargo operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Wells Fargo Competitive Analysis
The better you understand Wells Fargo competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wells Fargo's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Wells Fargo's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Wells Fargo Competition Performance Charts
Five steps to successful analysis of Wells Fargo Competition
Wells Fargo's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Wells Fargo in relation to its competition. Wells Fargo's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Wells Fargo in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Wells Fargo's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wells Fargo, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Wells Fargo position
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Check out Wells Fargo Correlation with its peers. For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Is Diversified Banks space 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 0.13 | Dividend Share 1.7 | Earnings Share 6.26 | Revenue Per Share | Quarterly Revenue Growth 0.05 |
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 if Wells Fargo is a good investment 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.