Wells Fargo & Company (WFC)
Wells Fargo & Company is an American multinational financial services company with operations worldwide. It is the fourth-largest bank in the US by assets and the third-largest bank by market capitalization. Wells Fargo is known for its retail banking, mortgage lending, consumer finance, and investment banking services. It also provides other services such as private equity, commercial banking, and wealth management.
Company Info
US9497461015
949746101
Jun 1, 1972
Highlights
$244.98B
$4.82
15.27
3.43
$85.03B
$79.11B
$50.48B
$41.43 - $74.70
$68.63
1.05%
2.08
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wells Fargo & Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wells Fargo & Company had a return of 56.05% year-to-date (YTD) and 79.54% in the last 12 months. Over the past 10 years, Wells Fargo & Company had an annualized return of 6.32%, while the S&P 500 had an annualized return of 11.16%, indicating that Wells Fargo & Company did not perform as well as the benchmark.
WFC
56.05%
16.13%
27.07%
79.54%
9.53%
6.32%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of WFC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.95% | 11.56% | 4.26% | 2.35% | 1.59% | -0.88% | -0.08% | -0.71% | -3.39% | 14.92% | 56.05% | ||
| 2023 | 13.51% | 0.42% | -20.08% | 6.34% | 0.93% | 7.21% | 8.15% | -9.85% | -1.04% | -2.67% | 13.12% | 10.38% | 22.94% |
| 2022 | 12.13% | -0.35% | -9.20% | -9.97% | 5.48% | -14.42% | 12.00% | 0.32% | -7.98% | 14.35% | 4.93% | -13.89% | -11.92% |
| 2021 | -0.99% | 21.43% | 8.02% | 15.31% | 3.93% | -3.06% | 1.44% | -0.09% | 1.55% | 10.24% | -6.25% | 0.42% | 61.15% |
| 2020 | -12.75% | -12.05% | -29.74% | 1.22% | -7.03% | -3.29% | -5.23% | -0.04% | -2.65% | -8.76% | 28.09% | 10.35% | -41.65% |
| 2019 | 7.10% | 2.00% | -3.15% | 0.19% | -7.46% | 6.65% | 2.30% | -2.72% | 8.31% | 2.36% | 6.49% | -1.21% | 21.44% |
| 2018 | 8.42% | -10.67% | -10.27% | -0.86% | 4.69% | 2.69% | 3.34% | 2.82% | -10.12% | 1.27% | 2.80% | -15.11% | -21.83% |
| 2017 | 2.21% | 3.45% | -3.84% | -3.27% | -4.35% | 8.35% | -2.65% | -4.63% | 7.99% | 1.80% | 1.29% | 7.44% | 13.21% |
| 2016 | -7.60% | -5.87% | 3.07% | 3.35% | 2.26% | -6.68% | 1.35% | 6.75% | -12.83% | 3.91% | 15.98% | 4.14% | 4.64% |
| 2015 | -5.29% | 6.22% | -0.71% | 1.29% | 2.25% | 0.50% | 2.90% | -7.24% | -3.71% | 5.43% | 2.47% | -1.34% | 1.84% |
| 2014 | -0.13% | 3.07% | 7.15% | -0.20% | 3.03% | 3.51% | -3.16% | 1.77% | 0.84% | 2.35% | 3.30% | 0.62% | 24.11% |
| 2013 | 2.63% | 0.72% | 5.44% | 2.68% | 7.61% | 1.78% | 5.40% | -4.92% | 0.58% | 3.32% | 3.85% | 3.14% | 36.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WFC is 94, placing it in the top 6% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wells Fargo & Company (WFC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Wells Fargo & Company provided a 2.00% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.30 | $1.10 | $0.60 | $1.22 | $1.92 | $1.64 | $1.54 | $1.52 | $1.48 | $1.35 | $1.15 |
Dividend yield | 2.00% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
Monthly Dividends
The table displays the monthly dividend distributions for Wells Fargo & Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $1.50 | |
| 2023 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $1.30 |
| 2022 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.10 |
| 2021 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.60 |
| 2020 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $1.22 |
| 2019 | $0.45 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $1.92 |
| 2018 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $1.64 |
| 2017 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $1.54 |
| 2016 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $1.52 |
| 2015 | $0.00 | $0.35 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $1.48 |
| 2014 | $0.00 | $0.30 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $1.35 |
| 2013 | $0.25 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.15 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Wells Fargo & Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wells Fargo & Company was 79.01%, occurring on Mar 5, 2009. Recovery took 1008 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.01% | Sep 22, 2008 | 114 | Mar 5, 2009 | 1008 | Mar 7, 2013 | 1122 |
| -64.46% | Jan 29, 2018 | 695 | Oct 29, 2020 | 321 | Feb 8, 2022 | 1016 |
| -64.2% | Oct 31, 1973 | 232 | Oct 1, 1974 | 996 | Sep 11, 1978 | 1228 |
| -43.62% | Oct 8, 2007 | 194 | Jul 15, 2008 | 46 | Sep 18, 2008 | 240 |
| -41.69% | Jun 19, 1981 | 270 | Jul 14, 1982 | 177 | Mar 24, 1983 | 447 |
Volatility
Volatility Chart
The current Wells Fargo & Company volatility is 13.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Wells Fargo & Company compared to its peers in the Banks - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WFC in comparison to other companies of the Banks - Diversified industry. Currently, WFC has a PE value of 15.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WFC in comparison to other companies of the Banks - Diversified industry. Currently, WFC has a PEG value of 3.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wells Fargo & Company.
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Income Statement
| TTM | |
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Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |