Wells Competitors

WFC Stock  USD 57.77  0.26  0.45%   
Wells Fargo competes with Progressive Corp, Comfort Systems, JPMorgan Chase, JPMorgan Chase, and Bank Of America; as well as few others. The company runs under Banks sector within Financials industry. Analyzing Wells Fargo competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Wells Fargo to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wells Fargo Correlation with its peers.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Wells Fargo competition on your existing holdings.
  
At present, Wells Fargo's Return On Equity is projected to slightly decrease based on the last few years of reporting. At present, Wells Fargo's Total Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 625.2 B, whereas Total Assets are forecasted to decline to about 979.5 B.
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Wells Fargo's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Wells Fargo in the context of predictive analytics.
Hype
Prediction
LowEstimatedHigh
56.1357.5859.03
Details
Intrinsic
Valuation
LowRealHigh
56.1657.6159.06
Details
Naive
Forecast
LowNextHigh
55.0456.5057.95
Details
26 Analysts
Consensus
LowTargetHigh
46.0650.6156.18
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wells Fargo. Your research has to be compared to or analyzed against Wells Fargo's peers to derive any actionable benefits. When done correctly, Wells Fargo's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Wells Fargo.

Wells Fargo Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wells Fargo and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Wells and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Wells Fargo does not affect the price movement of the other competitor.
PGR
FIX
JPM-PD
JPM-PC
BML-PG
TATT
PGR
0.860.810.730.940.77
PGR
FIX
0.860.710.570.830.64
FIX
JPM-PD
0.810.710.830.790.8
JPM-PD
JPM-PC
0.730.570.830.680.77
JPM-PC
BML-PG
0.940.830.790.680.72
BML-PG
TATT
0.770.640.80.770.72
TATT
PGR
FIX
JPM-PD
JPM-PC
BML-PG
TATT
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Wells Stock performing well and Wells Fargo Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Wells Fargo's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Cross Equities Net Income Analysis

Compare Wells Fargo and related stocks such as Progressive Corp, Comfort Systems USA, and JPMorgan Chase Net Income Over Time
Select Fundamental
201020112012201320142015201620172018201920202021202220232024
PGR25.5 MB902.3 M1.2 B1.3 B1.3 BB1.6 B2.6 BB5.7 B3.4 B721.5 M3.9 B4.1 B
FIX(2.8 M)(36.8 M)13.5 M27.3 M23.1 M49.4 M64.9 M55.3 M112.9 M114.3 M150.1 M143.3 M245.9 M323.4 M339.6 M
TATT700 K(1 M)(1.7 M)2.8 M1.4 M5.8 M62 K2.4 M(4.4 M)806 K(3.3 M)(3.9 M)(1.7 M)4.7 M4.9 M

Wells Fargo and related stocks such as Progressive Corp, Comfort Systems USA, and JPMorgan Chase Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Wells Fargo financial statement analysis. It represents the amount of money remaining after all of Wells Fargo operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Wells Fargo Competitive Analysis

The better you understand Wells Fargo competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wells Fargo's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Wells Fargo's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
WFCPGRFIXJPM-PDJPM-PCBML-PGTATT
 0.45 
 57.77 
Wells
 0.75 
 206.41 
Progressive
 0.31 
 309.54 
Comfort
 0.64 
 25.06 
JPMorgan
 0.20 
 25.14 
JPMorgan
 0.14 
 22.00 
Bank
 3.48 
 11.88 
Tat
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Wells Fargo Competition Performance Charts

Five steps to successful analysis of Wells Fargo Competition

Wells Fargo's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Wells Fargo in relation to its competition. Wells Fargo's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Wells Fargo in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Wells Fargo's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wells Fargo, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Wells Fargo position

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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 Correlation with its peers.
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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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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.