WFC vs. V
Compare and contrast key facts about Wells Fargo & Company (WFC) and Visa Inc. (V).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFC or V.
Performance
WFC vs. V - Performance Comparison
Returns By Period
In the year-to-date period, WFC achieves a 55.03% return, which is significantly higher than V's 19.84% return. Over the past 10 years, WFC has underperformed V with an annualized return of 6.42%, while V has yielded a comparatively higher 18.23% annualized return.
WFC
55.03%
17.03%
23.35%
79.41%
9.57%
6.42%
V
19.84%
7.90%
10.98%
25.52%
12.30%
18.23%
Fundamentals
| WFC | V | |
|---|---|---|
| Market Cap | $241.59B | $603.71B |
| EPS | $4.81 | $9.70 |
| PE Ratio | 15.09 | 31.94 |
| PEG Ratio | 3.38 | 1.93 |
| Total Revenue (TTM) | $81.33B | $35.93B |
| Gross Profit (TTM) | $81.33B | $28.36B |
| EBITDA (TTM) | $26.98B | $24.80B |
Key characteristics
| WFC | V | |
|---|---|---|
| Sharpe Ratio | 2.70 | 1.57 |
| Sortino Ratio | 3.70 | 2.10 |
| Omega Ratio | 1.51 | 1.30 |
| Calmar Ratio | 3.21 | 2.07 |
| Martin Ratio | 13.38 | 5.26 |
| Ulcer Index | 5.84% | 4.90% |
| Daily Std Dev | 28.89% | 16.45% |
| Max Drawdown | -79.01% | -51.90% |
| Current Drawdown | 0.00% | -0.22% |
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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.
Risk-Adjusted Performance
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.
Dividends
WFC vs. V - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.02%, more than V's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | 2.02% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
V Visa Inc. | 0.69% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
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.
Volatility
WFC vs. V - Volatility Comparison
Wells Fargo & Company (WFC) has a higher volatility of 13.93% compared to Visa Inc. (V) at 6.07%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities