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Wells Fargo & Company (WFC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9497461015
CUSIP949746101
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$211.33B
EPS$4.80
PE Ratio12.57
PEG Ratio23.68
Revenue (TTM)$77.60B
Gross Profit (TTM)$72.25B
Year Range$35.55 - $60.85
Target Price$58.50
Short %1.12%
Short Ratio2.01

Share Price Chart


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Wells Fargo & Company

Popular comparisons: WFC vs. BAC, WFC vs. SPY, WFC vs. VOO, WFC vs. XLF, WFC vs. V, WFC vs. VTI, WFC vs. AAPL, WFC vs. T, WFC vs. RYLD, WFC vs. VGT

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.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2024FebruaryMarchApril
58.04%
17.96%
WFC (Wells Fargo & Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

Wells Fargo & Company had a return of 25.01% year-to-date (YTD) and 52.89% in the last 12 months. Over the past 10 years, Wells Fargo & Company had an annualized return of 5.23%, while the S&P 500 had an annualized return of 10.42%, indicating that Wells Fargo & Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date25.01%5.05%
1 month6.95%-4.27%
6 months57.24%18.82%
1 year52.89%21.22%
5 years (annualized)8.27%11.38%
10 years (annualized)5.23%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.95%11.56%4.26%
2023-1.04%-2.67%13.12%10.38%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WFC is 90, placing it in the top 10% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of WFC is 9090
Wells Fargo & Company(WFC)
The Sharpe Ratio Rank of WFC is 9494Sharpe Ratio Rank
The Sortino Ratio Rank of WFC is 9292Sortino Ratio Rank
The Omega Ratio Rank of WFC is 8989Omega Ratio Rank
The Calmar Ratio Rank of WFC is 8888Calmar Ratio Rank
The Martin Ratio Rank of WFC is 8989Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


WFC
Sharpe ratio
The chart of Sharpe ratio for WFC, currently valued at 2.10, compared to the broader market-2.00-1.000.001.002.003.002.10
Sortino ratio
The chart of Sortino ratio for WFC, currently valued at 3.06, compared to the broader market-4.00-2.000.002.004.003.06
Omega ratio
The chart of Omega ratio for WFC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for WFC, currently valued at 1.44, compared to the broader market0.001.002.003.004.005.001.44
Martin ratio
The chart of Martin ratio for WFC, currently valued at 7.33, compared to the broader market0.0010.0020.0030.007.33
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Wells Fargo & Company Sharpe ratio is 2.10. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.10
1.81
WFC (Wells Fargo & Company)
Benchmark (^GSPC)

Dividends

Dividend History

Wells Fargo & Company granted a 2.21% dividend yield in the last twelve months. The annual payout for that period amounted to $1.35 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.35$1.30$1.10$0.60$1.22$1.92$1.64$1.54$1.52$1.48$1.35$1.15

Dividend yield

2.21%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.35$0.00
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
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
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
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
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
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
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
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
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
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.2%
Wells Fargo & Company has a dividend yield of 2.21%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%21.2%
Wells Fargo & Company has a payout ratio of 21.23%, which is quite average when compared to the overall market. This suggests that Wells Fargo & Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril0
-4.64%
WFC (Wells Fargo & Company)
Benchmark (^GSPC)

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 79.02%, occurring on Mar 5, 2009. Recovery took 1008 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.02%Sep 22, 2008114Mar 5, 20091008Mar 7, 20131122
-64.46%Jan 29, 2018695Oct 29, 2020321Feb 8, 20221016
-64.18%Oct 31, 1973232Oct 1, 1974996Sep 11, 19781228
-43.62%Oct 8, 2007194Jul 15, 200846Sep 18, 2008240
-41.7%Jun 24, 1981267Jul 14, 1982177Mar 24, 1983444

Volatility

Volatility Chart

The current Wells Fargo & Company volatility is 5.47%, 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.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
5.47%
3.30%
WFC (Wells Fargo & Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wells Fargo & Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items