Wells Fargo Stock Buy Hold or Sell Recommendation

WFC Stock  USD 57.77  0.26  0.45%   
Considering the 90-day investment horizon and your highly speculative risk level, our recommendation regarding Wells Fargo is 'Strong Buy'. Macroaxis provides Wells Fargo buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WFC positions. The advice algorithm takes into account all of Wells Fargo's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
57.69
Target Price
50.61
Hype Value
57.86
Market Value
57.77
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wells Fargo given historical horizon and risk tolerance towards Wells Fargo. When Macroaxis issues a 'buy' or 'sell' recommendation for Wells Fargo, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.
In addition, we conduct extensive research on individual companies such as Wells and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Wells Fargo. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in census.

Execute Wells Fargo Buy or Sell Advice

The Wells recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wells Fargo. Macroaxis does not own or have any residual interests in Wells Fargo or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wells Fargo's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Wells FargoBuy Wells Fargo
Strong Buy

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Wells Fargo has a Risk Adjusted Performance of 0.1457, Jensen Alpha of 0.1815, Total Risk Alpha of 0.005, Sortino Ratio of 0.1781 and Treynor Ratio of 0.2839
Our trade recommendation module provides unbiased trade advice that can be used to complement current average analyst sentiment on Wells Fargo. Our trade recommendation engine provides an advice for the entity potential to grow from the perspective of an investor's risk tolerance and investing horizon. To make sure Wells Fargo is not overpriced, please check out all Wells Fargo fundamentals, including its price to book, total debt, number of employees, as well as the relationship between the ebitda and short ratio . Given that Wells Fargo has a price to earning of 12.32 X, we strongly advise you to confirm Wells Fargo market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevalent risk tolerance and investing horizon.

Wells Fargo Trading Alerts and Improvement Suggestions

Wells Fargo has a strong financial position based on the latest SEC filings
Over 77.0% of the company outstanding shares are owned by institutional investors
On 1st of March 2024 Wells Fargo paid $ 0.35 per share dividend to its current shareholders
Latest headline from benzinga.com: North American Financial 15 Split Corp. Monthly Dividend Declaration for Class A Preferred Share

Wells Fargo Returns Distribution Density

The distribution of Wells Fargo's historical returns is an attempt to chart the uncertainty of Wells Fargo's future price movements. The chart of the probability distribution of Wells Fargo stock daily returns describes the distribution of returns around its average expected value. We use Wells Fargo price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wells Fargo returns is essential to provide solid investment advice for Wells Fargo.
Mean Return
0.35
Value At Risk
-1.49
Potential Upside
2.77
Standard Deviation
1.60
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wells Fargo historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Wells Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wells Fargo is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wells Fargo backward and forwards among themselves. Wells Fargo's institutional investor refers to the entity that pools money to purchase Wells Fargo's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Primecap Management Company2023-12-31
42.8 M
Morgan Stanley - Brokerage Accounts2023-12-31
39.9 M
Amvescap Plc.2023-12-31
39.8 M
Ameriprise Financial Inc2023-12-31
39.4 M
Northern Trust Corp2023-12-31
35.4 M
Arrowstreet Capital Limited Partnership2023-12-31
31.4 M
Nuveen Asset Management, Llc2023-12-31
30.3 M
Davis Selected Advisers2023-12-31
29.4 M
Goldman Sachs Group Inc2023-12-31
27.5 M
Vanguard Group Inc2023-12-31
321.7 M
Blackrock Inc2023-12-31
261.3 M
Note, although Wells Fargo's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Wells Fargo Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash(32.0B)123.4B(30.4B)(75.1B)76.9B80.7B
Free Cash Flow7.2B2.1B(11.5B)27.0B40.4B42.4B
Depreciation7.1B8.7B7.9B6.8B6.3B3.3B
Other Non Cash Items(51.5B)(54.1B)(69.8B)(23.8B)3.6B3.8B
Dividends Paid9.6B6.1B3.6B5.3B(5.9B)(5.6B)
Net Income20.0B3.6B23.2B12.9B19.0B10.7B
End Period Cash Flow141.3B264.6B234.2B159.2B236.1B247.9B
Investments14.0B28.7B23.0B33.6B4.3B4.6B
Net Borrowings(8.9B)(72.7B)(70.4B)50.7B45.6B47.9B
Change To Netincome16.8B(33.6B)(55.9B)10.2B11.7B12.3B

Wells Fargo Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wells Fargo or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wells Fargo's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wells stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.18
β
Beta against NYSE Composite1.21
σ
Overall volatility
1.44
Ir
Information ratio 0.13

Wells Fargo Volatility Alert

Wells Fargo has relatively low volatility with skewness of 1.65 and kurtosis of 6.1. However, we advise all investors to independently investigate Wells Fargo to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wells Fargo's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wells Fargo's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Wells Fargo Implied Volatility

Wells Fargo's implied volatility exposes the market's sentiment of Wells Fargo stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Wells Fargo's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Wells Fargo stock will not fluctuate a lot when Wells Fargo's options are near their expiration.

Wells Fargo Fundamentals Vs Peers

Comparing Wells Fargo's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wells Fargo's direct or indirect competition across all of the common fundamentals between Wells Fargo and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wells Fargo or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wells Fargo's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Wells Fargo to competition
FundamentalsWells FargoPeer Average
Return On Equity0.1-0.31
Return On Asset0.01-0.14
Profit Margin0.25 %(1.27) %
Operating Margin0.29 %(5.51) %
Current Valuation96.16 B16.62 B
Shares Outstanding3.58 B571.82 M
Shares Owned By Insiders0.07 %10.09 %
Shares Owned By Institutions77.08 %39.21 %
Number Of Shares Shorted35.23 M4.71 M
Price To Earning12.32 X28.72 X
Price To Book1.24 X9.51 X
Price To Sales2.67 X11.42 X
Revenue82.6 B9.43 B
Gross Profit72.25 B27.38 B
EBITDA43.27 B3.9 B
Net Income19.03 B570.98 M
Cash And Equivalents358.38 B2.7 B
Cash Per Share94.05 X5.01 X
Total Debt219.47 B5.32 B
Debt To Equity8.26 %48.70 %
Book Value Per Share46.20 X1.93 K
Cash Flow From Operations40.36 B971.22 M
Short Ratio1.81 X4.00 X
Earnings Per Share4.83 X3.12 X
Price To Earnings To Growth1.18 X4.89 X
Target Price57.27
Number Of Employees226 K18.84 K
Beta1.2-0.15
Market Capitalization205.74 B19.03 B
Total Asset1.93 T29.47 B
Retained Earnings201.14 B9.33 B
Z Score0.828.72
Annual Yield0.02 %
Note: Purchase by Wright Michael W of 7500 shares of Wells Fargo [view details]

Wells Fargo Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wells . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Wells Fargo Buy or Sell Advice

When is the right time to buy or sell Wells Fargo? Buying financial instruments such as Wells Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total195.1B226.0B219.5B159.0B
Total Assets1.9T1.9T1.9T979.5B

Use Investing Ideas to Build Portfolios

In addition to having Wells Fargo in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Healthcare Funds Thematic Idea Now

Healthcare Funds
Healthcare Funds Theme
Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. The Healthcare Funds theme has 34 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Funds Theme or any other thematic opportunities.
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When determining whether Wells Fargo offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wells Fargo's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wells Fargo Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wells Fargo Stock:
Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.
Note that the Wells Fargo information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running Wells Fargo's price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Is Wells Fargo's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wells Fargo. If investors know Wells will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wells Fargo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.15
Dividend Share
1.3
Earnings Share
4.83
Revenue Per Share
20.931
Quarterly Revenue Growth
0.006
The market value of Wells Fargo is measured differently than its book value, which is the value of Wells that is recorded on the company's balance sheet. Investors also form their own opinion of Wells Fargo's value that differs from its market value or its book value, called intrinsic value, which is Wells Fargo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wells Fargo's market value can be influenced by many factors that don't directly affect Wells Fargo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wells Fargo is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.