Wells Fargo Stock Buy Hold or Sell Recommendation
| WFC Stock | USD 76.17 1.04 1.35% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Wells Fargo is 'Strong Buy'. 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.
Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide. In addition, we conduct extensive research on individual companies such as Wells and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Wells Fargo. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Wells |
Execute Wells Fargo Buy or Sell Advice
The Wells recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wells Fargo. Macroaxis does not own or have any residual interests in Wells Fargo or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wells Fargo's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Wells Fargo Trading Alerts and Improvement Suggestions
| Wells Fargo has a strong financial position based on the latest SEC filings | |
| Over 77.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Acquisition by Garcia Fabian T of 100 shares of Wells Fargo subject to Rule 16b-3 |
Wells Fargo Returns Distribution Density
The distribution of Wells Fargo's historical returns is an attempt to chart the uncertainty of Wells Fargo's future price movements. The chart of the probability distribution of Wells Fargo daily returns describes the distribution of returns around its average expected value. We use Wells Fargo price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wells Fargo returns is essential to provide solid investment advice for Wells Fargo.
| Mean Return | 0.47 | Value At Risk | -2.18 | Potential Upside | 3.60 | Standard Deviation | 2.41 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wells Fargo historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wells Stock Institutional Investors
| Shares | Norges Bank | 2024-06-30 | 45 M | State Farm Mutual Automobile Ins Co | 2024-09-30 | 43.6 M | Amvescap Plc. | 2024-06-30 | 38 M | Ameriprise Financial Inc | 2024-06-30 | 35.9 M | Primecap Management Company | 2024-09-30 | 32 M | Northern Trust Corp | 2024-09-30 | 31 M | Arrowstreet Capital Limited Partnership | 2024-06-30 | 30.2 M | Nuveen Asset Management, Llc | 2024-06-30 | 29.2 M | Legal & General Group Plc | 2024-06-30 | 24.2 M | Vanguard Group Inc | 2024-09-30 | 307 M | Blackrock Inc | 2024-06-30 | 254 M |
Wells Fargo Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (32.0B) | 123.4B | (30.4B) | (75.1B) | 76.9B | 80.7B | |
| Free Cash Flow | 7.2B | 2.1B | (11.5B) | 27.0B | 40.4B | 42.4B | |
| Depreciation | 7.1B | 8.7B | 7.9B | 6.8B | 6.3B | 3.3B | |
| Other Non Cash Items | (51.5B) | (54.1B) | (69.8B) | (23.8B) | 9.7B | 10.2B | |
| Dividends Paid | 9.6B | 6.1B | 3.6B | 5.3B | (5.9B) | (5.6B) | |
| Net Income | 20.0B | 3.6B | 23.2B | 12.9B | 19.1B | 10.7B | |
| End Period Cash Flow | 141.3B | 264.6B | 234.2B | 159.2B | 236.1B | 247.9B | |
| Investments | 14.0B | 28.7B | 23.0B | 33.6B | 4.3B | 4.6B | |
| Net Borrowings | (8.9B) | (72.7B) | (70.4B) | 50.7B | 45.6B | 47.9B | |
| Change To Netincome | 16.8B | (33.6B) | (55.9B) | 10.2B | 11.7B | 12.3B |
Wells Fargo Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wells Fargo or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wells Fargo's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wells stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 2.11 | |
σ | Overall volatility | 2.46 | |
Ir | Information ratio | 0.14 |
Wells Fargo Volatility Alert
Wells Fargo has relatively low volatility with skewness of 2.18 and kurtosis of 11.19. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wells Fargo's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wells Fargo's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Wells Fargo Fundamentals Vs Peers
Comparing Wells Fargo's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wells Fargo's direct or indirect competition across all of the common fundamentals between Wells Fargo and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wells Fargo or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wells Fargo's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wells Fargo to competition |
| Fundamentals | Wells Fargo | Peer Average |
| Return On Equity | 0.0991 | -0.31 |
| Return On Asset | 0.0095 | -0.14 |
| Profit Margin | 0.23 % | (1.27) % |
| Operating Margin | 0.32 % | (5.51) % |
| Current Valuation | 218.21 B | 16.62 B |
| Shares Outstanding | 3.33 B | 571.82 M |
| Shares Owned By Insiders | 0.07 % | 10.09 % |
| Shares Owned By Institutions | 77.00 % | 39.21 % |
| Number Of Shares Shorted | 36.6 M | 4.71 M |
| Price To Earning | 12.32 X | 28.72 X |
| Price To Book | 1.56 X | 9.51 X |
| Price To Sales | 3.26 X | 11.42 X |
| Revenue | 77.2 B | 9.43 B |
| Gross Profit | 72.25 B | 27.38 B |
| EBITDA | 27.91 B | 3.9 B |
| Net Income | 19.14 B | 570.98 M |
| Cash And Equivalents | 358.38 B | 2.7 B |
| Cash Per Share | 94.05 X | 5.01 X |
| Total Debt | 219.47 B | 5.32 B |
| Debt To Equity | 8.26 % | 48.70 % |
| Book Value Per Share | 49.22 X | 1.93 K |
| Cash Flow From Operations | 40.36 B | 971.22 M |
| Short Ratio | 1.95 X | 4.00 X |
| Earnings Per Share | 4.81 X | 3.12 X |
| Price To Earnings To Growth | 3.60 X | 4.89 X |
| Target Price | 69.54 | |
| Number Of Employees | 220.17 K | 18.84 K |
| Beta | 1.14 | -0.15 |
| Market Capitalization | 253.61 B | 19.03 B |
| Total Asset | 1.93 T | 29.47 B |
| Retained Earnings | 201.14 B | 9.33 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 3.29 % |
Note: Purchase by Wright Michael W of 7500 shares of Wells Fargo [view details]
Wells Fargo Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wells . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 238231.0 | |||
| Daily Balance Of Power | (0.55) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 77.09 | |||
| Day Typical Price | 76.78 | |||
| Price Action Indicator | (1.44) | |||
| Period Momentum Indicator | (1.04) | |||
| Relative Strength Index | 69.76 |
About Wells Fargo Buy or Sell Advice
When is the right time to buy or sell Wells Fargo? Buying financial instruments such as Wells Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Wells Fargo in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Railroads Thematic Idea Now
Railroads
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Railroads Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Wells Fargo Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Is Diversified Banks space 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 (0.04) | Dividend Share 1.45 | Earnings Share 4.81 | Revenue Per Share 22.23 | Quarterly Revenue Growth (0.02) |
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.