PortfoliosLab logoPortfoliosLab logo
JOE vs. WFC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

JOE vs. WFC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The St. Joe Company (JOE) and Wells Fargo & Company (WFC). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

JOE vs. WFC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JOE
The St. Joe Company
8.64%33.68%-24.64%57.12%-25.07%23.45%114.56%50.57%-27.04%-5.00%
WFC
Wells Fargo & Company
-13.13%35.57%46.48%22.94%-11.92%61.15%-41.65%21.44%-21.83%13.21%

Fundamentals

Market Cap

JOE:

$3.71B

WFC:

$259.23B

EPS

JOE:

$2.00

WFC:

$6.60

PE Ratio

JOE:

32.21

WFC:

12.21

PEG Ratio

JOE:

2.22

WFC:

1.05

PS Ratio

JOE:

7.25

WFC:

2.30

PB Ratio

JOE:

4.78

WFC:

1.58

Total Revenue (TTM)

JOE:

$513.26M

WFC:

$113.26B

Gross Profit (TTM)

JOE:

$477.51M

WFC:

$81.08B

EBITDA (TTM)

JOE:

$176.05M

WFC:

$29.35B

Returns By Period

In the year-to-date period, JOE achieves a 8.64% return, which is significantly higher than WFC's -13.13% return. Over the past 10 years, JOE has outperformed WFC with an annualized return of 15.23%, while WFC has yielded a comparatively lower 8.20% annualized return.


JOE

1D
2.47%
1M
-11.27%
YTD
8.64%
6M
30.44%
1Y
39.75%
3Y*
16.80%
5Y*
8.86%
10Y*
15.23%

WFC

1D
1.21%
1M
-2.43%
YTD
-13.13%
6M
0.65%
1Y
15.44%
3Y*
32.53%
5Y*
17.97%
10Y*
8.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

JOE vs. WFC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JOE
JOE Risk / Return Rank: 7878
Overall Rank
JOE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
JOE Sortino Ratio Rank: 7676
Sortino Ratio Rank
JOE Omega Ratio Rank: 7272
Omega Ratio Rank
JOE Calmar Ratio Rank: 7979
Calmar Ratio Rank
JOE Martin Ratio Rank: 8383
Martin Ratio Rank

WFC
WFC Risk / Return Rank: 5656
Overall Rank
WFC Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
WFC Sortino Ratio Rank: 5151
Sortino Ratio Rank
WFC Omega Ratio Rank: 5252
Omega Ratio Rank
WFC Calmar Ratio Rank: 5656
Calmar Ratio Rank
WFC Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JOE vs. WFC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The St. Joe Company (JOE) and Wells Fargo & Company (WFC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


JOEWFCDifference

Sharpe ratio

Return per unit of total volatility

1.26

0.53

+0.73

Sortino ratio

Return per unit of downside risk

1.93

0.87

+1.06

Omega ratio

Gain probability vs. loss probability

1.24

1.12

+0.12

Calmar ratio

Return relative to maximum drawdown

2.28

0.64

+1.63

Martin ratio

Return relative to average drawdown

7.19

1.99

+5.19

JOE vs. WFC - Sharpe Ratio Comparison

The current JOE Sharpe Ratio is 1.26, which is higher than the WFC Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of JOE and WFC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


JOEWFCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.53

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.60

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.26

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.33

-0.24

Correlation

The correlation between JOE and WFC is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

JOE vs. WFC - Dividend Comparison

JOE's dividend yield for the trailing twelve months is around 0.93%, less than WFC's 2.17% yield.


TTM20252024202320222021202020192018201720162015
JOE
The St. Joe Company
0.93%0.98%1.16%0.73%1.03%0.61%0.16%0.00%0.00%0.00%0.00%0.00%
WFC
Wells Fargo & Company
2.17%1.82%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%

Drawdowns

JOE vs. WFC - Drawdown Comparison

The maximum JOE drawdown since its inception was -84.33%, which is greater than WFC's maximum drawdown of -79.01%. Use the drawdown chart below to compare losses from any high point for JOE and WFC.


Loading graphics...

Drawdown Indicators


JOEWFCDifference

Max Drawdown

Largest peak-to-trough decline

-84.33%

-79.01%

-5.32%

Max Drawdown (1Y)

Largest decline over 1 year

-16.94%

-22.75%

+5.81%

Max Drawdown (5Y)

Largest decline over 5 years

-48.43%

-37.10%

-11.33%

Max Drawdown (10Y)

Largest decline over 10 years

-48.43%

-64.46%

+16.03%

Current Drawdown

Current decline from peak

-17.86%

-16.00%

-1.86%

Average Drawdown

Average peak-to-trough decline

-51.48%

-15.34%

-36.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.36%

7.35%

-1.99%

Volatility

JOE vs. WFC - Volatility Comparison

The St. Joe Company (JOE) has a higher volatility of 10.89% compared to Wells Fargo & Company (WFC) at 8.00%. This indicates that JOE's price experiences larger fluctuations and is considered to be riskier than WFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


JOEWFCDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.89%

8.00%

+2.89%

Volatility (6M)

Calculated over the trailing 6-month period

23.04%

19.90%

+3.14%

Volatility (1Y)

Calculated over the trailing 1-year period

31.81%

29.39%

+2.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.67%

30.17%

+2.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.29%

32.16%

+0.13%

Financials

JOE vs. WFC - Financials Comparison

This section allows you to compare key financial metrics between The St. Joe Company and Wells Fargo & Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
128.90M
21.29B
(JOE) Total Revenue
(WFC) Total Revenue
Values in USD except per share items