Wall Financial Stock Performance
| WFC Stock | CAD 18.01 0.49 2.65% |
The firm maintains a market beta of 0.52, which attests to possible diversification benefits within a given portfolio. 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, Wall Financial has a negative expected return of -0.26%. Please make sure to check out Wells Fargo's kurtosis, and the relationship between the value at risk and rate of daily change , to decide if Wall Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Wall Financial has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's fundamental indicators remain very healthy which may send shares a bit higher in December 2024. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Last Split Factor 2:1 | Dividend Date 2023-03-03 | Ex Dividend Date 2023-02-16 | Last Split Date 2006-08-14 |
1 | Top US Dividend Stocks Including Citizens Financial Services - Simply Wall St | 09/30/2024 |
| Begin Period Cash Flow | 25.4 M |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 2,157 in Wall Financial on August 24, 2024 and sell it today you would lose (356.00) from holding Wall Financial or give up 16.5% of portfolio value over 90 days. Wall Financial is producing return of less than zero assuming 2.1259% volatility of returns over the 90 days investment horizon. Simply put, 18% of all 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 stocks, such as Wall Financial, 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 = -0.1236
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WFC |
Estimated Market Risk
| 2.13 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 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 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 | 0.042 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 1.23 B | ||||
| Shares Outstanding | 32.15 M | ||||
| Price To Earning | 5.95 X | ||||
| Price To Book | 3.51 X | ||||
| Price To Sales | 3.11 X | ||||
| Revenue | 155.2 M | ||||
| Gross Profit | 61.09 M | ||||
| EBITDA | 68.76 M | ||||
| Net Income | 22.23 M | ||||
| Cash And Equivalents | 25.41 M | ||||
| Cash Per Share | 1.57 X | ||||
| Total Debt | 633.85 M | ||||
| Debt To Equity | 237.40 % | ||||
| Current Ratio | 0.45 X | ||||
| Book Value Per Share | 5.27 X | ||||
| Cash Flow From Operations | 14.22 M | ||||
| Earnings Per Share | 0.77 X | ||||
| Market Capitalization | 598.01 M | ||||
| Total Asset | 896.28 M | ||||
| Retained Earnings | 133.64 M | ||||
| Working Capital | (254.33 M) | ||||
About Wells Fargo Performance
By examining Wells Fargo's fundamental ratios, stakeholders can obtain critical insights into Wells Fargo's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Wells Fargo is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 228.82 | 148.86 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.10 | 0.17 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.14 | 0.17 |
Things to note about Wall Financial 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 Wall Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wall Financial generated a negative expected return over the last 90 days | |
| Wall Financial has a very high chance of going through financial distress in the upcoming years | |
| Wall Financial has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Wall Financial has accumulated 633.85 M in total debt with debt to equity ratio (D/E) of 237.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Wall Financial has a current ratio of 0.44, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Wells Fargo until it has trouble settling it off, either with new capital or with free cash flow. So, Wells Fargo's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Wall Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Wells to invest in growth at high rates of return. When we think about Wells Fargo's use of debt, we should always consider it together with cash and equity. | |
| About 70.0% of Wells Fargo outstanding shares are owned by insiders |
- 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.
Other Information on Investing in Wells Stock
Wells Fargo financial ratios help investors to determine whether Wells Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.