Wells Fargo Net Worth

Wells Fargo Net Worth Breakdown

  WFC
The net worth of Wells Fargo is the difference between its total assets and liabilities. Wells Fargo's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Wells Fargo's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Wells Fargo's net worth can be used as a measure of its financial health and stability which can help investors to decide if Wells Fargo is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Wells Fargo stock.

Wells Fargo Net Worth Analysis

Wells Fargo's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Wells Fargo's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Wells Fargo's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Wells Fargo's net worth analysis. One common approach is to calculate Wells Fargo's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Wells Fargo's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Wells Fargo's net worth. This approach calculates the present value of Wells Fargo's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Wells Fargo's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Wells Fargo's net worth. This involves comparing Wells Fargo's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Wells Fargo's net worth relative to its peers.

Enterprise Value

311.76 Billion

To determine if Wells Fargo is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Wells Fargo's net worth research are outlined below:
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 Quarterly Good Will

25.17 Billion

Wells Fargo uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Wells Fargo. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wells Fargo's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
12th of April 2024
Upcoming Quarterly Report
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12th of July 2024
Next Financial Report
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31st of March 2024
Next Fiscal Quarter End
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10th of January 2025
Next Fiscal Year End
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31st of December 2023
Last Quarter Report
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31st of December 2023
Last Financial Announcement
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Know Wells Fargo's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wells Fargo is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wells Fargo backward and forwards among themselves. Wells Fargo's institutional investor refers to the entity that pools money to purchase Wells Fargo's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Norges Bank2024-06-30
45 M
State Farm Mutual Automobile Ins Co2024-09-30
43.6 M
Amvescap Plc.2024-06-30
38 M
Ameriprise Financial Inc2024-06-30
35.9 M
Primecap Management Company2024-09-30
32 M
Northern Trust Corp2024-09-30
31 M
Arrowstreet Capital Limited Partnership2024-06-30
30.2 M
Nuveen Asset Management, Llc2024-06-30
29.2 M
Legal & General Group Plc2024-06-30
24.2 M
Vanguard Group Inc2024-09-30
307 M
Blackrock Inc2024-06-30
254 M
Note, although Wells Fargo's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow Wells Fargo's market capitalization trends

The company currently falls under 'Mega-Cap' category with a total capitalization of 257.54 B.

Market Cap

289.41 Billion

Project Wells Fargo's profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.03  0.03 
Return On Assets 0.01  0.01 
Return On Equity 0.10  0.15 
The company has Net Profit Margin of 0.23 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.32 %, which entails that for every 100 dollars of revenue, it generated $0.32 of operating income.
When accessing Wells Fargo's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Wells Fargo's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Wells Fargo's profitability and make more informed investment decisions.
Please note, the presentation of Wells Fargo's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wells Fargo's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Wells Fargo's management manipulating its earnings.

Evaluate Wells Fargo's management efficiency

At present, Wells Fargo's Return On Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.15, whereas Return On Capital Employed is forecasted to decline to 0.03. At present, Wells Fargo's Other Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Intangible Assets is expected to grow to about 11.6 B, whereas Total Assets are forecasted to decline to about 979.5 B. Wells Fargo's management efficiency ratios could be used to measure how well Wells Fargo manages its routine affairs as well as how well it operates its assets and liabilities.
Last ReportedProjected for Next Year
Book Value Per Share 50.82  53.36 
Tangible Book Value Per Share 41.69  43.77 
Enterprise Value Over EBITDA 5.87  5.58 
Price Book Value Ratio 0.98  0.93 
Enterprise Value Multiple 5.87  5.58 
Price Fair Value 0.98  0.93 
Enterprise Value296.9 B311.8 B
The strategic decisions made by Wells Fargo management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Enterprise Value Revenue
5.7346
Revenue
77.9 B
Quarterly Revenue Growth
(0.02)
Revenue Per Share
22.23
Return On Equity
0.0991
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wells Fargo insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wells Fargo's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wells Fargo insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Wells Fargo Corporate Filings

25th of November 2024
Prospectus used primarily for registering securities for public sale.
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13th of November 2024
Other Reports
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13A
12th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
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10Q
31st of October 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
Wells Fargo time-series forecasting models is one of many Wells Fargo's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wells Fargo's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Wells Fargo Earnings per Share Projection vs Actual

Wells Fargo Corporate Directors

Mark ChancyIndependent DirectorProfile
Donald JamesIndependent DirectorProfile
Ronald SargentIndependent DirectorProfile
Theodore CraverIndependent DirectorProfile

Already Invested in Wells Fargo?

The danger of trading Wells Fargo is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wells Fargo is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wells Fargo. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wells Fargo is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in 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.
For information on how to trade Wells Stock refer to our How to Trade Wells Stock guide.
You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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.