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

Correlation

The correlation between WFC and V is 0.44, 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.


-0.50.00.51.00.4

Performance

WFC vs. V - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
38.15%
30.79%
WFC
V

Key characteristics

Sharpe Ratio

WFC:

1.89

V:

1.62

Sortino Ratio

WFC:

2.75

V:

2.18

Omega Ratio

WFC:

1.36

V:

1.31

Calmar Ratio

WFC:

3.20

V:

2.22

Martin Ratio

WFC:

8.53

V:

5.60

Ulcer Index

WFC:

6.26%

V:

4.94%

Daily Std Dev

WFC:

28.25%

V:

17.03%

Max Drawdown

WFC:

-79.01%

V:

-51.90%

Current Drawdown

WFC:

-4.34%

V:

-2.30%

Fundamentals

Market Cap

WFC:

$254.89B

V:

$672.32B

EPS

WFC:

$5.37

V:

$9.93

PE Ratio

WFC:

14.43

V:

35.10

PEG Ratio

WFC:

3.43

V:

2.31

Total Revenue (TTM)

WFC:

$80.14B

V:

$36.80B

Gross Profit (TTM)

WFC:

$81.61B

V:

$31.17B

EBITDA (TTM)

WFC:

$49.21B

V:

$25.99B

Returns By Period

The year-to-date returns for both stocks are quite close, with WFC having a 10.88% return and V slightly lower at 10.47%. Over the past 10 years, WFC has underperformed V with an annualized return of 6.43%, while V has yielded a comparatively higher 18.61% annualized return.


WFC

YTD

10.88%

1M

0.44%

6M

38.15%

1Y

48.74%

5Y*

13.07%

10Y*

6.43%

V

YTD

10.47%

1M

7.90%

6M

30.79%

1Y

23.75%

5Y*

11.61%

10Y*

18.61%

*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

WFC vs. V — Risk-Adjusted Performance Rank

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

WFC
The Risk-Adjusted Performance Rank of WFC is 9191
Overall Rank
The Sharpe Ratio Rank of WFC is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of WFC is 9090
Sortino Ratio Rank
The Omega Ratio Rank of WFC is 8989
Omega Ratio Rank
The Calmar Ratio Rank of WFC is 9595
Calmar Ratio Rank
The Martin Ratio Rank of WFC is 9090
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8686
Overall Rank
The Sharpe Ratio Rank of V is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8383
Sortino Ratio Rank
The Omega Ratio Rank of V is 8484
Omega Ratio Rank
The Calmar Ratio Rank of V is 9292
Calmar Ratio Rank
The Martin Ratio Rank of V is 8383
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.

WFC vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and Visa Inc. (V). 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.


Sharpe ratio
The chart of Sharpe ratio for WFC, currently valued at 1.89, compared to the broader market-2.000.002.001.891.62
The chart of Sortino ratio for WFC, currently valued at 2.75, compared to the broader market-4.00-2.000.002.004.006.002.752.18
The chart of Omega ratio for WFC, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.31
The chart of Calmar ratio for WFC, currently valued at 3.20, compared to the broader market0.002.004.006.003.202.22
The chart of Martin ratio for WFC, currently valued at 8.53, compared to the broader market-10.000.0010.0020.0030.008.535.60
WFC
V

The current WFC Sharpe Ratio is 1.89, which is comparable to the V Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of WFC and V, 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 Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.89
1.62
WFC
V

Dividends

WFC vs. V - Dividend Comparison

WFC's dividend yield for the trailing twelve months is around 2.00%, more than V's 0.64% yield.


TTM20242023202220212020201920182017201620152014
WFC
Wells Fargo & Company
2.00%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%2.46%
V
Visa Inc.
0.64%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

WFC vs. V - Drawdown Comparison

The maximum WFC drawdown since its inception was -79.01%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for WFC and V. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.34%
-2.30%
WFC
V

Volatility

WFC vs. V - Volatility Comparison

Wells Fargo & Company (WFC) has a higher volatility of 4.96% compared to Visa Inc. (V) at 3.95%. This indicates that WFC's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
4.96%
3.95%
WFC
V

Financials

WFC vs. V - Financials Comparison

This section allows you to compare key financial metrics between Wells Fargo & Company and Visa 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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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