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

Investment Horizon

  

Risk Tolerance

  
Symbol
Execute Advice
Wells Fargo Company -- USA Stock  

USD 54.6  0.45  0.83%

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 0.0218, jensen alpha of (0.016677), total risk alpha of (0.039888), sortino ratio of (0.001493) and treynor ratio of 0.018
Macroaxis buy or sell recommendation module provides unbiased buy or sell advice that can be used to complement current average analyst sentiment on Wells Fargo. Our buy or sell recommendation engine ##verb4## current market data to analyse the entity potential to grow from the prospective of investors 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 200, 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 Return0.03762Value At Risk1.44
Potential Upside1.58Standard Deviation0.91
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Berkshire Hathaway IncCommon Shares464.2 M25.6 B
Vanguard Group IncCommon Shares317.8 M17.5 B
Blackrock IncCommon Shares279.8 M15.4 B
State Street CorpCommon Shares198.3 M10.9 B
Capital World InvestorsCommon Shares133 M7.3 B
Fmr LlcCommon Shares129.8 M7.2 B
Price T Rowe Associates IncCommon Shares71 M3.9 B

Wells Fargo Greeks

α
Alpha over DOW
=0.02
βBeta against DOW=1.53
σ
Overall volatility
=0.79
 IrInformation ratio =0.0014

Wells Fargo Volatility Alert

Wells Fargo Company has low volatility with Treynor Ratio of 0.02, Maximum Drawdown of 4.19 and kurtosis of 1.29. However, we advice all investors to further analyze Wells Fargo Company to make certain all market information is desiminated and is consistent with the current expectations 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 Margin24.86 % (5.5) %
Operating Margin38.32 % (10.91) %
Current Valuation214.08 B152.14 B
Shares Outstanding4.92 B1.43 B
Shares Owned by Insiders79.58 % 6.91 %
Number of Shares Shorted2003.24 M
Price to Earning13.96 times40.69 times
Price to Book1.46 times14.44 times
Price to Sales3.13 times17.81 times
Revenue85.04 B9.85 B
Net Income19.52 B517.71 M
Cash and Equivalents393.3 B3.89 B
Cash per Share79.81 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 Operations10.55 B1.25 B
Short Ratio0.23 times2.09 times
Earnings Per Share3.87 times2.3 times
Price to Earnings To Growth1.63 times1.22 times
Number of Employees268.8 K10.67 K
Beta1.050.34
Market Capitalization266.11 B29.78 B
Total Asset1787.63 B126.86 B
Retained Earnings120.87 B38.24 B
Five Year Return2.67 %
Last Dividend Paid1.56
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Acquisition by Enrique Hernandez of 4040 shares of Wells Fargo subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.0218
Market Risk Adjusted Performance0.028
Mean Deviation0.6509
Semi Deviation0.774
Downside Deviation0.8354
Coefficient Of Variation2408.01
Standard Deviation0.9059
Variance0.8206
Information Ratio(0.001377)
Jensen Alpha(0.016677)
Total Risk Alpha(0.039888)
Sortino Ratio(0.001493)
Treynor Ratio0.018
Maximum Drawdown4.19
Value At Risk(1.44)
Potential Upside1.58
Downside Variance0.698
Semi Variance0.599
Expected Short fall(0.83)
Skewness0.135
Kurtosis1.29

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 106.2 Billion. Wells Fargo totals roughly 214.08 Billion in current valuation claiming about 202% of stocks in Banking industry.