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NWBI vs. WFC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NWBI and WFC is 0.43, 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

NWBI vs. WFC - Performance Comparison

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

1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%2,800.00%3,000.00%December2025FebruaryMarchAprilMay
2,001.38%
2,624.47%
NWBI
WFC

Key characteristics

Sharpe Ratio

NWBI:

0.69

WFC:

0.65

Sortino Ratio

NWBI:

1.29

WFC:

1.21

Omega Ratio

NWBI:

1.16

WFC:

1.17

Calmar Ratio

NWBI:

0.74

WFC:

1.00

Martin Ratio

NWBI:

1.77

WFC:

2.71

Ulcer Index

NWBI:

11.09%

WFC:

9.09%

Daily Std Dev

NWBI:

28.58%

WFC:

33.71%

Max Drawdown

NWBI:

-64.95%

WFC:

-79.01%

Current Drawdown

NWBI:

-14.28%

WFC:

-9.52%

Fundamentals

Market Cap

NWBI:

$1.61B

WFC:

$240.32B

EPS

NWBI:

$0.90

WFC:

$5.56

PE Ratio

NWBI:

13.99

WFC:

13.28

PEG Ratio

NWBI:

1.87

WFC:

1.82

PS Ratio

NWBI:

3.11

WFC:

3.11

PB Ratio

NWBI:

0.99

WFC:

1.48

Total Revenue (TTM)

NWBI:

$647.93M

WFC:

$79.42B

Gross Profit (TTM)

NWBI:

$689.55M

WFC:

$80.49B

EBITDA (TTM)

NWBI:

$62.75M

WFC:

$50.15B

Returns By Period

In the year-to-date period, NWBI achieves a -2.06% return, which is significantly lower than WFC's 4.89% return. Both investments have delivered pretty close results over the past 10 years, with NWBI having a 5.73% annualized return and WFC not far ahead at 5.74%.


NWBI

YTD

-2.06%

1M

14.83%

6M

-10.47%

1Y

19.64%

5Y*

9.64%

10Y*

5.73%

WFC

YTD

4.89%

1M

18.09%

6M

6.12%

1Y

22.64%

5Y*

26.33%

10Y*

5.74%

*Annualized

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Risk-Adjusted Performance

NWBI vs. WFC — Risk-Adjusted Performance Rank

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

NWBI
The Risk-Adjusted Performance Rank of NWBI is 7474
Overall Rank
The Sharpe Ratio Rank of NWBI is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of NWBI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of NWBI is 7070
Omega Ratio Rank
The Calmar Ratio Rank of NWBI is 7979
Calmar Ratio Rank
The Martin Ratio Rank of NWBI is 7272
Martin Ratio Rank

WFC
The Risk-Adjusted Performance Rank of WFC is 7676
Overall Rank
The Sharpe Ratio Rank of WFC is 7575
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.

NWBI vs. WFC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northwest Bancshares, Inc. (NWBI) 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 NWBI Sharpe Ratio is 0.69, which is comparable to the WFC Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of NWBI 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.67
0.65
NWBI
WFC

Dividends

NWBI vs. WFC - Dividend Comparison

NWBI's dividend yield for the trailing twelve months is around 6.39%, more than WFC's 2.66% yield.


TTM20242023202220212020201920182017201620152014
NWBI
Northwest Bancshares, Inc.
6.39%6.07%6.41%5.72%5.58%5.97%4.33%4.01%3.83%3.33%4.18%12.93%
WFC
Wells Fargo & Company
2.66%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%2.46%

Drawdowns

NWBI vs. WFC - Drawdown Comparison

The maximum NWBI drawdown since its inception was -64.95%, smaller than the maximum WFC drawdown of -79.01%. Use the drawdown chart below to compare losses from any high point for NWBI and WFC. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.28%
-9.52%
NWBI
WFC

Volatility

NWBI vs. WFC - Volatility Comparison

Northwest Bancshares, Inc. (NWBI) and Wells Fargo & Company (WFC) have volatilities of 8.70% and 8.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
8.70%
8.50%
NWBI
WFC

Financials

NWBI vs. WFC - Financials Comparison

This section allows you to compare key financial metrics between Northwest Bancshares, Inc. 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
180.60M
20.15B
(NWBI) Total Revenue
(WFC) Total Revenue
Values in USD except per share items

NWBI vs. WFC - Profitability Comparison

The chart below illustrates the profitability comparison between Northwest Bancshares, Inc. 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

65.0%70.0%75.0%80.0%85.0%90.0%95.0%100.0%20212022202320242025
100.0%
100.0%
(NWBI) Gross Margin
(WFC) Gross Margin
NWBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Northwest Bancshares, Inc. reported a gross profit of 180.60M and revenue of 180.60M. Therefore, the gross margin over that period was 100.0%.

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%.

NWBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Northwest Bancshares, Inc. reported an operating income of 2.11M and revenue of 180.60M, resulting in an operating margin of 1.2%.

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%.

NWBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Northwest Bancshares, Inc. reported a net income of 43.46M and revenue of 180.60M, resulting in a net margin of 24.1%.

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%.