Wells Fargo Stock Fundamentals
WFC Stock | USD 57.77 0.26 0.45% |
Wells Fargo fundamentals help investors to digest information that contributes to Wells Fargo's financial success or failures. It also enables traders to predict the movement of Wells Stock. The fundamental analysis module provides a way to measure Wells Fargo's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wells Fargo stock.
At present, Wells Fargo's Other Operating Expenses is projected to increase significantly based on the last few years of reporting. The current year's Total Operating Expenses is expected to grow to about 58.3 B, whereas Operating Income is forecasted to decline to about 17.1 B. Wells | Select Account or Indicator |
Wells Debt To Equity Analysis
Wells Fargo's Debt to Equity is calculated by dividing the Total Debt of a company by its Equity. If the debt exceeds equity of a company, then the creditors have more stakes in a firm than the stockholders. In other words, Debt to Equity ratio provides analysts with insights about composition of both equity and debt, and its influence on the valuation of the company.
More About Debt To Equity | All Equity Analysis
2021 | 2022 | 2023 | 2024 (projected) | Operating Income | 28.9B | 15.0B | 21.6B | 17.1B | Other Operating Expenses | 53.8B | 57.3B | 55.6B | 58.3B |
D/E | = | Total DebtTotal Equity |
Current Wells Fargo Debt To Equity | 8.26 % |
Most of Wells Fargo's fundamental indicators, such as Debt To Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wells Fargo is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
High Debt to Equity ratio typically indicates that a firm has been borrowing aggressively to finance its growth and as a result may experience a burden of additional interest expense. This may reduce earnings or future growth. On the other hand a small D/E ratio may indicate that a company is not taking enough advantage from financial leverage. Debt to Equity ratio measures how the company is leveraging borrowing against the capital invested by the owners.
Competition |
Wells Total Stockholder Equity
Total Stockholder Equity |
|
According to the company disclosure, Wells Fargo has a Debt To Equity of 8.26%. This is 74.85% lower than that of the Banks sector and significantly higher than that of the Financials industry. The debt to equity for all United States stocks is 83.04% higher than that of the company.
Wells Fargo Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wells Fargo's current stock value. Our valuation model uses many indicators to compare Wells Fargo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wells Fargo competition to find correlations between indicators driving Wells Fargo's intrinsic value. More Info.Wells Fargo is rated first in cash and equivalents category among related companies. It is rated first in price to earning category among related companies . The ratio of Cash And Equivalents to Price To Earning for Wells Fargo is about 29,089,285,714 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Wells Fargo by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Wells Fargo's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wells Fargo's earnings, one of the primary drivers of an investment's value.Wells Cash Per Share Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wells Fargo's direct or indirect competition against its Cash Per Share to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Wells Fargo could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics of similar companies.Wells Fargo is currently under evaluation in cash per share category among related companies.
Wells Fargo ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Wells Fargo's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Wells Fargo's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Wells Fundamentals
Return On Equity | 0.1 | ||||
Return On Asset | 0.01 | ||||
Profit Margin | 0.25 % | ||||
Operating Margin | 0.29 % | ||||
Current Valuation | 96.16 B | ||||
Shares Outstanding | 3.58 B | ||||
Shares Owned By Insiders | 0.07 % | ||||
Shares Owned By Institutions | 77.08 % | ||||
Number Of Shares Shorted | 35.23 M | ||||
Price To Earning | 12.32 X | ||||
Price To Book | 1.24 X | ||||
Price To Sales | 2.67 X | ||||
Revenue | 82.6 B | ||||
Gross Profit | 72.25 B | ||||
EBITDA | 43.27 B | ||||
Net Income | 19.03 B | ||||
Cash And Equivalents | 358.38 B | ||||
Cash Per Share | 94.05 X | ||||
Total Debt | 219.47 B | ||||
Debt To Equity | 8.26 % | ||||
Book Value Per Share | 46.20 X | ||||
Cash Flow From Operations | 40.36 B | ||||
Short Ratio | 1.81 X | ||||
Earnings Per Share | 4.83 X | ||||
Price To Earnings To Growth | 1.18 X | ||||
Target Price | 57.27 | ||||
Number Of Employees | 226 K | ||||
Beta | 1.2 | ||||
Market Capitalization | 205.74 B | ||||
Total Asset | 1.93 T | ||||
Retained Earnings | 201.14 B | ||||
Z Score | 0.82 | ||||
Annual Yield | 0.02 % | ||||
Five Year Return | 3.29 % | ||||
Net Asset | 1.93 T | ||||
Last Dividend Paid | 1.3 |
About Wells Fargo Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wells Fargo's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wells Fargo using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wells Fargo based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Last Reported | Projected for 2024 | ||
Total Revenue | 82.6 B | 49.6 B | |
Cost Of Revenue | 14.8 B | 8.2 B | |
Ebit Per Revenue | 0.26 | 0.25 |
Wells Fargo Investors Sentiment
The influence of Wells Fargo's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Wells. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Wells Fargo's public news can be used to forecast risks associated with an investment in Wells. The trend in average sentiment can be used to explain how an investor holding Wells can time the market purely based on public headlines and social activities around Wells Fargo. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Wells Fargo's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Wells Fargo's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Wells Fargo's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Wells Fargo.
Wells Fargo Implied Volatility | 33.54 |
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Wells Fargo in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Wells Fargo's short interest history, or implied volatility extrapolated from Wells Fargo options trading.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.ABBV | AbbVie Inc | |
HBI | Hanesbrands | |
MIDU | Direxion Daily Mid |
Check out Wells Fargo Piotroski F Score and Wells Fargo Altman Z Score analysis. 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 Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Complementary Tools for Wells Stock analysis
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.
Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |
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.