Wells Fargo (Germany) Performance
| NWT Stock | 67.25 0.99 1.45% |
On a scale of 0 to 100, Wells Fargo holds a performance score of 17. The firm maintains a market beta of 2.26, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wells Fargo will likely underperform. Please check Wells Fargo's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Wells Fargo's historical returns will revert.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Wells Fargo unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 234.2 B |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 4,775 in Wells Fargo on September 15, 2024 and sell it today you would earn a total of 1,950 from holding Wells Fargo or generate 40.84% return on investment over 90 days. Wells Fargo is generating 0.5579% of daily returns and assumes 2.5205% volatility on return distribution over the 90 days horizon. Simply put, 22% of stocks are less volatile than Wells, and 89% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wells Fargo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wells Fargo, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2213
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | NWT | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.52 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.56 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding it to a well-diversified portfolio.
Wells Fargo Fundamentals Growth
Wells Stock prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Stock performance.
| Return On Equity | 0.0693 | |||
| Return On Asset | 0.0067 | |||
| Profit Margin | 0.18 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | (45.19 B) | |||
| Shares Outstanding | 3.79 B | |||
| Price To Book | 1.04 X | |||
| Price To Sales | 1.95 X | |||
| Revenue | 73.78 B | |||
| EBITDA | 24.34 B | |||
| Total Debt | 174.87 B | |||
| Book Value Per Share | 41.96 X | |||
| Cash Flow From Operations | 27.05 B | |||
| Earnings Per Share | 2.96 X | |||
| Total Asset | 1.88 T | |||
About Wells Fargo Performance
Assessing Wells Fargo's fundamental ratios provides investors with valuable insights into Wells Fargo's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Wells Fargo is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Wells Fargo performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wells Fargo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 75.0% of the company shares are owned by institutional investors |
- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's stock. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
Additional 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.