Wells Fargo Buy Hold or Sell Recommendation

WFC -- USA Stock  

USD 51.29  1.60  3.03%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Wells Fargo Company is 'Strong Hold'. 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 available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from WFC buy-and-hold prospective. See also Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Wells FargoBuy Wells Fargo
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon Wells Fargo Company has a risk adjusted performance of 0.18, jensen alpha of 0.12, total risk alpha of 0.021549, sortino ratio of 0.0 and treynor ratio of 0.37
Macroaxis buy or sell advice tool can be used to complement Wells Fargo Company recommendation provided by experts. It analyzes the company potential to grow against your specific risk preferences and investment horizon. To make sure Wells Fargo Company is not overpriced, please check out all Wells Fargo fundamentals including its Revenue, Cash Flow from Operations, Retained Earnings, as well as the relationship between Cash per Share and Number of Employees . Given that Wells Fargo has Price to Earning of 12.54 times, 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.

Wells Fargo Thematic Classifications

Dividend Beast IdeaDividend Beast
Solid, dividend paying stocks and ETFs
Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies

Wells Fargo Returns Distribution Density

Mean Return0.21Value At Risk2.05
Potential Upside1.63Standard Deviation1.28
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Longview Partners Guernsey LtdCommon Shares16.6 M871.7 M
Bank Of MontrealCommon Shares10.3 M540.2 M
State Of New Jersey Common Pension Fund DCommon Shares4.3 M226.3 M
First Manhattan CoCommon Shares4.2 M222.2 M
Strs OhioCommon Shares3.8 M201.6 M
SwedbankCommon Shares3.3 M173 M
Factory Mutual Insurance CoCommon Shares2.7 M142.8 M

Wells Fargo Greeks

α
Alpha over DOW
=0.12
β
Beta against DOW=0.60
σ
Overall volatility
=1.26
Ir
Information ratio =0.04

Wells Fargo Volatility Alert

Wells Fargo Company exhibits very low volatility with skewness of 0.09 and kurtosis of -0.76. However, we advise investors to further study Wells Fargo Company technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Wells Fargo to competition

Wells Fargo Fundamental Vs Peers

FundamentalsWells FargoPeer Average
Return On Equity11.30 % (15.17) %
Return On Asset1.21 % (15.64) %
Profit Margin26.22 % (5.50) %
Current Valuation268.91 B152.14 B
Shares Outstanding4.71 B1.43 B
Shares Owned by Insiders77.80 % 6.91 %
Number of Shares Shorted19.66 M3.24 M
Price to Earning12.54 times40.69 times
Price to Book1.41 times14.44 times
Price to Sales2.92 times17.81 times
Revenue85.73 B9.85 B
Gross Profit85.86 B21.75 B
Net Income20.72 B517.71 M
Cash and Equivalents346.13 B3.89 B
Cash per Share73.46 times5.17 times
Total Debt335.36 B7.36 B
Debt to Equity8.26 % 0.72 %
Book Value Per Share37.58 times13.64 times
Cash Flow from Operations24.29 B1.25 B
Short Ratio0.96 times2.09 times
Earnings Per Share4.23 times2.30 times
Price to Earnings To Growth1.30 times1.22 times
Number of Employees261.7 K10.67 K
Beta1.350.34
Market Capitalization250.18 B29.78 B
Total Asset1787.63 B126.86 B
Retained Earnings120.87 B38.24 B
Five Year Return2.73 %
Last Dividend Paid1.72
   Acquisition by Wright Michael W of 873 shares of Wells Fargo subject to Rule 16b-3 [view details]

Wells Fargo Market Momentum

Wells Fargo Alerts

Trading Alerts and Improvement Suggestions

Wells Fargo generates negative expected return over the last 30 days
Wells Fargo has high likelihood to experience some financial distress in the next 2 years
About 78.0% of the company outstanding shares are owned by insiders
Latest headline from MacroaxisInsider: Acquisition by Elizabeth Duke of 498 shares of Wells Fargo subject to Rule 16b-3

Latest Analysts View

Wells Fargo Current Analysts Recommendations

Target Median Price63.00
Target Mean Price61.93
Recommendation Mean2.50
Target High Price70.00
Number Of Analyst Opinions28
Target Low Price46.50
See also Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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