By analyzing existing technical and fundamental indicators between Wells Fargo and BBT Corp, you can compare the effects of market volatilities on both companies' prices and check if they can diversify away market risk if combined in one of your portfolios. You can also utilize pair trading strategies for matching a long position in BBT Corp with a short position in Wells Fargo. Check out our
pair correlation module for more information.
Let's begin by analyzing the assets.
The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Wells Fargo has an asset utilization ratio of 4.37 percent. This suggests that the company is making $0.0437 for each dollar of assets. An increasing asset utilization means that Wells Fargo is more efficient with each dollar of assets it utilizes for everyday operations.
Investment perspective, in general, refers to a viewpoint or opinion regarding investment opportunity in Vanguard. It encompasses the assessment of an investment's potential risks and rewards, and expectations for its
performance over time. Several factors influence the investment perspective on Vanguard, including investment goals, risk tolerance, time horizon, market conditions, and research and analysis. Investors have varying goals, such as capital preservation, income generation, or long-term growth. Risk tolerance plays a significant role in shaping an investor's perspective, with some being more risk-averse and others willing to take on higher risks for potential returns.
Instrument Allocation
The asset allocation of funds such as Vanguard usually varies among a different mix of asset classes. Balanced mutual funds invest not only in bonds, which focus primarily on income, and stocks, which aim for investment growth, but also keep some reserve in cash or even exotic instruments. Below we show the current asset allocation of Vanguard Sp 500
DetailsWill Wells pull back in February 2022?
Current risk adjusted performance is at 0.12.
As of the 13th of January 2022, Wells Fargo maintains the Downside Deviation of 2.09,
mean deviation of 1.58, and Market Risk Adjusted Performance of 0.1766. Relative to
fundamental indicators, the
technical analysis model lets you check existing technical drivers of Wells Fargo, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to analyze and collect data for nineteen
technical drivers for Wells Fargo, which can be compared to its rivals. Please check out
Wells Fargo treynor ratio, as well as the
relationship between the downside variance and
kurtosis to decide if Wells Fargo is priced fairly, providing market reflects its latest price of 56.54 per share. Given that Wells Fargo has
jensen alpha of 0.1656, we strongly advise you to confirm Wells Fargo's prevalent market performance to make sure the company can sustain itself at a future point.
Our Conclusion on Wells Fargo
Whereas some firms within the banks—diversified industry are still a little expensive, even after the recent corrections, Wells Fargo may offer a potential longer-term growth to investors. While some short-term oriented investors may not share our view, we believe it may be a good time to acquire new shares of Wells.
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Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America, focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Vanguard Sp 500. Please refer to our
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