Wells Fargo Buy or Sell Recommendation

Macroaxis provides Wells Fargo Company buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Wells Fargo positions. The advice algorithm takes into account all of Wells Fargo Company available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Wells Fargo buy-and-hold prospective. See also Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Wells Fargo Company -- USA Stock  

USD 63.95  0.27  0.42%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Wells Fargo Company is 'Strong Hold'.
For the selected time horizon Wells Fargo Company has a risk adjusted performance of 0.1173, jensen alpha of 0.0087, total risk alpha of (0.25), sortino ratio of 0.0207 and treynor ratio of 0.2284
Macroaxis provides unbiased buy or sell advice on Wells Fargo that should be used to complement current analysts and expert consensus on Wells Fargo. Our recommendation engine determines the company potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure Wells Fargo Company is not overpriced, please check out all Wells Fargo fundamentals including its Price to Sales, Cash Flow from Operations, Retained Earnings, as well as the relationship between Cash per Share and Number of Employees . Given that Wells Fargo has Number of Shares Shorted of 100, we strongly advise you confirm Wells Fargo market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your prevalent risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.24Value At Risk1.03
Potential Upside2.21Standard Deviation0.97
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Schwab Charles Investment Management IncCommon Shares15.8 M958.4 M
Bank Of MontrealCommon Shares13.2 M801.4 M
Uss Investment Management LtdCommon Shares5.2 M314.6 M
Vontobel Asset Management IncCommon Shares3.7 M228.1 M
National Pension ServiceCommon Shares3.7 M223.4 M
Gateway Investment Advisers LlcCommon Shares2.5 M149.4 M
Factory Mutual Insurance CoCommon Shares2.2 M133 M

Wells Fargo Greeks

α
Alpha over DOW
=0.008683
β
Beta against DOW=1.03
σ
Overall volatility
=1.5
Ir
Information ratio =0.0151

Wells Fargo Volatility Alert

Wells Fargo Company exhibits relatively low volatility with skewness of 0.73 and kurtosis of 0.23. However, we advice investors to further investigate Wells Fargo Company to make sure all market statistics is disseminated and is consistent with investors' estimations about Wells Fargo upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare Wells Fargo to competition
FundamentalsWells FargoPeer Average
Return On Equity10.4 % (15.17) %
Return On Asset1.1 % (15.64) %
Profit Margin24.85 % (5.5) %
Operating Margin39.5 % (10.91) %
Current Valuation258.67 B152.14 B
Shares Outstanding4.92 B1.43 B
Shares Owned by Insiders79.58 % 6.91 %
Number of Shares Shorted1003.24 M
Price to Earning16.16 times40.69 times
Price to Book1.69 times14.44 times
Price to Sales3.62 times17.81 times
Revenue85.04 B9.85 B
Net Income19.52 B517.71 M
Cash and Equivalents391.99 B3.89 B
Cash per Share79.61 times5.17 times
Total Debt342.2 B7.36 B
Debt to Equity8.26 % 0.72 %
Book Value Per Share36.99 times13.64 times
Cash Flow from Operations22.47 B1.25 B
Short Ratio0.16 times2.09 times
Earnings Per Share3.87 times2.3 times
Price to Earnings To Growth1.47 times1.22 times
Number of Employees268.8 K10.67 K
Beta1.040.34
Market Capitalization308.01 B29.78 B
Total Asset1787.63 B126.86 B
Retained Earnings120.87 B38.24 B
Five Year Return2.69 %
Last Dividend Paid1.56
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Wells Fargo exotic insider transaction detected [view details]
Risk Adjusted Performance0.1173
Market Risk Adjusted Performance0.2384
Mean Deviation0.7569
Semi Deviation0.3722
Downside Deviation0.7028
Coefficient Of Variation395.36
Standard Deviation0.9667
Variance0.9345
Information Ratio0.0151
Jensen Alpha0.0087
Total Risk Alpha(0.25)
Sortino Ratio0.0207
Treynor Ratio0.2284
Maximum Drawdown3.58
Value At Risk(1.03)
Potential Upside2.21
Downside Variance0.494
Semi Variance0.1385
Expected Short fall(0.99)
Skewness0.7277
Kurtosis0.2288

Current Valuation

Wells Fargo Current Valuation Analysis
Wells Fargo Company is rated first in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Banking industry is at this time estimated at about (64.21 Billion). Wells Fargo adds roughly 258.67 Billion in current valuation claiming only tiny portion of stocks in Banking industry.