PortfoliosLab logo
JOE vs. WFC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between JOE and WFC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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 data...

Key characteristics

Sharpe Ratio

JOE:

-0.72

WFC:

0.71

Sortino Ratio

JOE:

-0.85

WFC:

1.26

Omega Ratio

JOE:

0.90

WFC:

1.17

Calmar Ratio

JOE:

-0.37

WFC:

1.05

Martin Ratio

JOE:

-0.91

WFC:

2.85

Ulcer Index

JOE:

19.93%

WFC:

9.10%

Daily Std Dev

JOE:

27.11%

WFC:

33.92%

Max Drawdown

JOE:

-84.33%

WFC:

-79.01%

Current Drawdown

JOE:

-41.11%

WFC:

-7.07%

Fundamentals

Market Cap

JOE:

$2.72B

WFC:

$243.67B

EPS

JOE:

$1.33

WFC:

$5.56

PE Ratio

JOE:

35.07

WFC:

13.47

PEG Ratio

JOE:

-2.72

WFC:

1.79

PS Ratio

JOE:

6.64

WFC:

3.15

PB Ratio

JOE:

3.50

WFC:

1.45

Total Revenue (TTM)

JOE:

$409.15M

WFC:

$79.42B

Gross Profit (TTM)

JOE:

$179.77M

WFC:

$80.49B

EBITDA (TTM)

JOE:

$180.21M

WFC:

$50.15B

Returns By Period

In the year-to-date period, JOE achieves a 4.12% return, which is significantly lower than WFC's 7.72% return. Over the past 10 years, JOE has outperformed WFC with an annualized return of 11.52%, while WFC has yielded a comparatively lower 6.03% annualized return.


JOE

YTD

4.12%

1M

10.50%

6M

-10.61%

1Y

-19.42%

5Y*

23.45%

10Y*

11.52%

WFC

YTD

7.72%

1M

20.45%

6M

4.28%

1Y

23.90%

5Y*

30.19%

10Y*

6.03%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

JOE vs. WFC — Risk-Adjusted Performance Rank

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

JOE
The Risk-Adjusted Performance Rank of JOE is 1919
Overall Rank
The Sharpe Ratio Rank of JOE is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of JOE is 1515
Sortino Ratio Rank
The Omega Ratio Rank of JOE is 1616
Omega Ratio Rank
The Calmar Ratio Rank of JOE is 2525
Calmar Ratio Rank
The Martin Ratio Rank of JOE is 2828
Martin Ratio Rank

WFC
The Risk-Adjusted Performance Rank of WFC is 7676
Overall Rank
The Sharpe Ratio Rank of WFC is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of WFC is 7171
Sortino Ratio Rank
The Omega Ratio Rank of WFC is 7272
Omega Ratio Rank
The Calmar Ratio Rank of WFC is 8484
Calmar Ratio Rank
The Martin Ratio Rank of WFC is 7878
Martin 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.

JOE vs. WFC - Risk-Adjusted Performance 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.


The current JOE Sharpe Ratio is -0.72, which is lower than the WFC Sharpe Ratio of 0.71. 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 data...

Dividends

JOE vs. WFC - Dividend Comparison

JOE's dividend yield for the trailing twelve months is around 1.16%, less than WFC's 2.14% yield.


TTM20242023202220212020201920182017201620152014
JOE
The St. Joe Company
1.16%1.16%0.73%1.03%0.61%0.16%0.00%0.00%0.00%0.00%0.00%0.00%
WFC
Wells Fargo & Company
2.14%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%2.46%

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. For additional features, visit the drawdowns tool.


Loading data...

Volatility

JOE vs. WFC - Volatility Comparison

The St. Joe Company (JOE) has a higher volatility of 8.12% compared to Wells Fargo & Company (WFC) at 6.90%. 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 data...

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


0.005.00B10.00B15.00B20.00B20212022202320242025
94.20M
20.15B
(JOE) Total Revenue
(WFC) Total Revenue
Values in USD except per share items

JOE vs. WFC - Profitability Comparison

The chart below illustrates the profitability comparison between The St. Joe Company and Wells Fargo & Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
37.8%
100.0%
(JOE) Gross Margin
(WFC) Gross Margin
JOE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The St. Joe Company reported a gross profit of 35.60M and revenue of 94.20M. Therefore, the gross margin over that period was 37.8%.

WFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Wells Fargo & Company reported a gross profit of 20.15B and revenue of 20.15B. Therefore, the gross margin over that period was 100.0%.

JOE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The St. Joe Company reported an operating income of 16.89M and revenue of 94.20M, resulting in an operating margin of 17.9%.

WFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Wells Fargo & Company reported an operating income of 19.21B and revenue of 20.15B, resulting in an operating margin of 95.3%.

JOE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The St. Joe Company reported a net income of 17.46M and revenue of 94.20M, resulting in a net margin of 18.5%.

WFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Wells Fargo & Company reported a net income of 4.89B and revenue of 20.15B, resulting in a net margin of 24.3%.