Wells Fargo (Brazil) Performance
| WFCO34 Stock | BRL 108.25 2.58 2.33% |
On a scale of 0 to 100, Wells Fargo holds a performance score of 19. The firm maintains a market beta of -0.22, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wells Fargo are expected to decrease at a much lower rate. During the bear market, Wells Fargo is likely to outperform the market. Please check Wells Fargo's sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Wells Fargo's historical returns will revert.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, Wells Fargo sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 234.2 B |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 7,517 in Wells Fargo on September 19, 2024 and sell it today you would earn a total of 3,308 from holding Wells Fargo or generate 44.01% return on investment over 90 days. Wells Fargo is generating 0.6185% of daily returns and assumes 2.4554% volatility on return distribution over the 90 days horizon. Simply put, 21% of stocks are less volatile than Wells, and 88% 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 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 = 0.2519
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| Small Returns | WFCO34 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.46 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.62 actual daily | 12 88% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 19% 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 | 0.0693 | |||
| Return On Asset | 0.0067 | |||
| Profit Margin | 0.18 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | 897.7 B | |||
| Shares Outstanding | 15.34 B | |||
| Price To Earning | 31.44 X | |||
| Price To Book | 1.02 X | |||
| Price To Sales | 11.03 X | |||
| Revenue | 73.78 B | |||
| Cash And Equivalents | 336.31 B | |||
| Cash Per Share | 22.15 X | |||
| Total Debt | 174.87 B | |||
| Book Value Per Share | 10.49 X | |||
| Cash Flow From Operations | (11.53 B) | |||
| Earnings Per Share | 4.15 X | |||
| Total Asset | 1.88 T | |||
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.
Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. Wells Fargo Company was founded in 1852 and is headquartered in San Francisco, California. WELLS FARGO operates under BanksDiversified classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 239209 people.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.| Wells Fargo has accumulated about 336.31 B in cash with (11.53 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 22.15. |
- 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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