NWBI vs. WFC
Compare and contrast key facts about Northwest Bancshares, Inc. (NWBI) and Wells Fargo & Company (WFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWBI or WFC.
Key characteristics
| NWBI | WFC | |
|---|---|---|
| YTD Return | 25.13% | 51.82% |
| 1Y Return | 36.99% | 74.43% |
| 3Y Return (Ann) | 7.34% | 15.63% |
| 5Y Return (Ann) | 3.61% | 9.12% |
| 10Y Return (Ann) | 6.72% | 6.16% |
| Sharpe Ratio | 1.29 | 2.69 |
| Sortino Ratio | 2.22 | 3.68 |
| Omega Ratio | 1.26 | 1.50 |
| Calmar Ratio | 1.51 | 3.19 |
| Martin Ratio | 4.37 | 13.29 |
| Ulcer Index | 8.49% | 5.84% |
| Daily Std Dev | 28.75% | 28.87% |
| Max Drawdown | -64.95% | -79.01% |
| Current Drawdown | -2.79% | 0.00% |
Fundamentals
| NWBI | WFC | |
|---|---|---|
| Market Cap | $1.90B | $241.59B |
| EPS | $0.76 | $4.81 |
| PE Ratio | 19.58 | 15.09 |
| PEG Ratio | 1.87 | 3.38 |
| Total Revenue (TTM) | $703.80M | $81.33B |
| Gross Profit (TTM) | $652.34M | $81.33B |
| EBITDA (TTM) | $261.00K | $26.98B |
Correlation
The correlation between NWBI and WFC is 0.40, 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
In the year-to-date period, NWBI achieves a 25.13% return, which is significantly lower than WFC's 51.82% return. Over the past 10 years, NWBI has outperformed WFC with an annualized return of 6.72%, while WFC has yielded a comparatively lower 6.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
NWBI vs. WFC - Dividend Comparison
NWBI's dividend yield for the trailing twelve months is around 5.46%, more than WFC's 2.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWBI Northwest Bancshares, Inc. | 5.46% | 6.41% | 5.72% | 5.58% | 5.97% | 4.33% | 4.01% | 3.83% | 3.33% | 4.18% | 12.93% | 3.38% |
WFC Wells Fargo & Company | 2.06% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
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.
Volatility
NWBI vs. WFC - Volatility Comparison
Northwest Bancshares, Inc. (NWBI) has a higher volatility of 15.46% compared to Wells Fargo & Company (WFC) at 13.85%. This indicates that NWBI'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.
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.
Total Revenue: Total amount of money received from sales and other business activities