WFC vs. AAPL
Compare and contrast key facts about Wells Fargo & Company (WFC) and Apple Inc (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFC or AAPL.
Performance
WFC vs. AAPL - Performance Comparison
Returns By Period
In the year-to-date period, WFC achieves a 53.44% return, which is significantly higher than AAPL's 19.53% return. Over the past 10 years, WFC has underperformed AAPL with an annualized return of 6.20%, while AAPL has yielded a comparatively higher 24.39% annualized return.
WFC
53.44%
15.60%
22.39%
77.29%
9.17%
6.20%
AAPL
19.53%
-3.06%
20.23%
20.71%
29.37%
24.39%
Fundamentals
| WFC | AAPL | |
|---|---|---|
| Market Cap | $244.98B | $3.46T |
| EPS | $4.82 | $6.07 |
| PE Ratio | 15.27 | 37.73 |
| PEG Ratio | 3.43 | 2.37 |
| Total Revenue (TTM) | $85.03B | $391.04B |
| Gross Profit (TTM) | $79.11B | $180.68B |
| EBITDA (TTM) | $50.48B | $134.66B |
Key characteristics
| WFC | AAPL | |
|---|---|---|
| Sharpe Ratio | 2.65 | 0.90 |
| Sortino Ratio | 3.65 | 1.43 |
| Omega Ratio | 1.50 | 1.18 |
| Calmar Ratio | 3.16 | 1.22 |
| Martin Ratio | 13.11 | 2.85 |
| Ulcer Index | 5.84% | 7.08% |
| Daily Std Dev | 28.88% | 22.51% |
| Max Drawdown | -79.01% | -81.80% |
| Current Drawdown | -1.02% | -3.06% |
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Correlation
The correlation between WFC and AAPL is 0.23, 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.
Risk-Adjusted Performance
WFC vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and Apple Inc (AAPL). 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
WFC vs. AAPL - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.04%, more than AAPL's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | 2.04% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
WFC vs. AAPL - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for WFC and AAPL. For additional features, visit the drawdowns tool.
Volatility
WFC vs. AAPL - Volatility Comparison
Wells Fargo & Company (WFC) has a higher volatility of 13.98% compared to Apple Inc (AAPL) at 5.16%. This indicates that WFC's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WFC vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Wells Fargo & Company and Apple Inc. 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