Company Analysis Wells Fargo
1. Summary
Advantages
- Price (74.01 $) is less than fair price (97.46 $)
- The stock's return over the last year (30.48%) is higher than the sector average (21.82%).
- Current debt level 8.97% is below 100% and has decreased over 5 years from 17.26%.
Disadvantages
- Dividends (2.32%) are below the sector average (2.98%).
- The company's current efficiency (ROE=10.81%) is lower than the sector average (ROE=16.53%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Wells Fargo | Financials | Index | |
|---|---|---|---|
| 7 days | -1.2% | 15.4% | 0.6% |
| 90 days | 11.6% | 1% | 6.3% |
| 1 year | 30.5% | 21.8% | 11.6% |
WFC vs Sector: Wells Fargo has outperformed the "Financials" sector by 8.67% over the past year.
WFC vs Market: Wells Fargo has outperformed the market by 18.91% over the past year.
Stable price: WFC is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WFC with weekly volatility of 0.5862% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (74.01 $) is lower than the fair price (97.46 $).
Price significantly below the fair price: The current price (74.01 $) is 31.7% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (12.38) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (12.38) is lower than that of the market as a whole (62.08).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.35) is lower than that of the sector as a whole (2.7).
P/BV vs Market: The company's P/BV (1.35) is lower than that of the market as a whole (20.84).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.13) is lower than that of the sector as a whole (4.12).
P/S vs Market: The company's P/S indicator (3.13) is lower than that of the market as a whole (16.02).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.45) is higher than that of the sector as a whole (-69.15).
EV/Ebitda vs Market: The company's EV/Ebitda (11.45) is lower than that of the market as a whole (27.1).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 99.53% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (99.53%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (10.81%) is lower than that of the sector as a whole (16.53%).
ROE vs Market: The company's ROE (10.81%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (1.02%) is lower than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (1.02%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.32% is below the average for the sector '2.98%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.32% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 2.32% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (31.6%) are at a comfortable level.
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