WELLS FARGO & CO (WFC)       37.18  -0.29 (-0.77%)

37.18  -0.29 (-0.77%)

US9497461015 - Common Stock - After market: 37.17 -0.01 (-0.03%)


Fundamental Rating

3

Taking everything into account, WFC scores 3 out of 10 in our fundamental rating. WFC was compared to 372 industry peers in the Banks industry. Both the profitability and financial health of WFC have multiple concerns. WFC is cheap, but on the other hand it scores bad on growth




Profitability

Profitability Rating

1

WFC has a Piotroski-F score of 4.00. This indicates an average health and profitability for WFC.
WFC's Return On Assets of 0.64% is worse than the rest of the industry. The industry average Return On Assets is 1.10%. 91% of the industry peers have a better Return On Assets.

WFC's Return On Equity of 6.71% is worse than the rest of the industry. The industry average Return On Equity is 11.77%. 95% of the industry peers have a better Return On Equity.
WFC has a Profit Margin of 16.35%. This is below the industry average of 29.30%. 95% of the industry peers outperform WFC.
VS Industry

ROA (0.64%) VS Industry: 9% outperformed.

0.04
7.28

ROE (6.71%) VS Industry: 5% outperformed.

0.12
50.89

Profit Margin (16.35%) VS Industry: 5% outperformed.

1.32
51.15

Valuation

Valuation Rating

7

With a Price/Earnings Ratio of 10.30, the valuation of WFC can be described as very reasonable.
With a Forward Price/Earnings Ratio of 7.72, the valuation of WFC can be described as cheap.
WFC's low PEG Ratio, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

When comparing the current price to the book value of WFC, it is valued rather cheaply. It is trading at 0.78 times its book value.
Compared to an average industry price book ratio of 0.96, WFC is valued rather cheaply
Compared to an average industry Price/Earning Ratio of 8.25, WFC is valued slightly more expensive.
VS Industry

Price/Earnings (10.3) VS Industry: 25% outperformed.

391.33
0.30

Price/Book (0.78) VS Industry: 71% outperformed.

4.31
0.03

Growth

Growth Rating

3

The EPS growth is accelerating: in the next 5 years the growth will be better than in the last years.
When comparing the Revenue growth rate of the last 5 years to the growth rate of the upcoming 5 years, we see that the growth is accelerating.
Measured over the past 5 years, WFC shows a decrease in Earnings Per Share. The EPS has been decreasing by -2.42% on average per year.
The Earnings Per Share is expected to grow by 5.49% on average over the next 5 years.

Looking at the last year, WFC shows a decrease in Revenue. The Revenue has decreased by -6.00% in the last year.
Measured over the past 5 years, WFC shows a decrease in Revenue. The Revenue has been decreasing by -3.55% on average per year.
Based on estimates for the next 5 years, WFC will show a small growth in Revenue. The Revenue will grow by 4.48% on average per year.
WFC shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -26.33%.

PastFuture
5Y3Y1Y1Y2Y3Y5Y
EPS-2.42% -5.88% -26.33% 33.44% 21.16% 17.88% 5.49%
Revenue-3.55% -5.28% -6% 6.98% 3.7% 4.48% N/A

Health

Health Rating

1

The Piotroski-F score of WFC is 4.00. This is a neutral score and indicates average health and profitability for WFC.

Compared to an average industry Debt to Equity Ratio of 0.16, WFC is requires more financing than its industry peers. 91% of its industry peers have a better Debt to Equity Ratio.
VS Industry

Debt/Equity (0.97) VS Industry: 9% outperformed.

5.95
0.00

Dividend

Dividend Rating

5

WFC's Dividend Yield is a higher than the S&P500 average which is at 2.60.
WFC has been paying a dividend for at least 10 years, so it has a reliable track record.
With a Yearly Dividend Yield of 3.18%, WFC has a reasonable but not impressive dividend return.

Compared to an average industry Dividend Yield of 3.19, WFC has a dividend in line with its industry peers.
43.86% of the earnings are spent on dividend by WFC. This is a bit on the high side, but may be sustainable.
The dividend of WFC decreases each year by -16.95%.
VS Industry

Dividend Yield (3.18%) VS Industry: 48% outperformed.

0.09
19.43

WELLS FARGO & CO37.18

NYSE:WFC (3/28/2023, 7:04:00 PM)-0.29 (-0.77%)

After market: 37.17 -0.01 (-0.03%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupBanks
GICS IndustryBanks
Earnings (Last)01-13 2023-01-13/bmo
Earnings (Next)04-14 2023-04-14/bmo
Inst Owners75.25%
Inst Owner Change2.68%
Ins Owners0.06%
Ins Owner Change33.85%
Market Cap141.06B
Analysts79.38
Price Target54.41 (46.34%)
Dividend
Industry RankSector Rank
Dividend Yield 3.18%
Dividend Growth(5Y)-16.95%
DP43.86%
Div Incr Years1
Div Non Decr Years1
Ex-Date02-02 2023-02-02 (0.3)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)4.44%
Min EPS beat(2)-8.87%
Max EPS beat(2)17.75%
EPS beat(4)3
Avg EPS beat(4)4.71%
Min EPS beat(4)-8.87%
Max EPS beat(4)17.75%
Revenue beat(2)1
Avg Revenue beat(2)0.13%
Min Revenue beat(2)-2.57%
Max Revenue beat(2)2.83%
Revenue beat(4)1
Avg Revenue beat(4)-1.43%
Min Revenue beat(4)-3.81%
Max Revenue beat(4)2.83%
PT rev (1m)0.16%
PT rev (3m)-0.76%
EPS NQ rev (1m)0%
EPS NQ rev (3m)4.31%
EPS NY rev (1m)-6.45%
EPS NY rev (3m)-6.45%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.17%
Revenue NY rev (1m)-2.84%
Revenue NY rev (3m)-2.84%
Valuation
Industry RankSector Rank
PE 10.3
Fwd PE 7.72
P/S 1.91
P/FCF 5.22
P/OCF 5.22
P/B 0.78
P/tB 0.98
EV/EBITDA N/A
EPS(TTM)3.61
EY9.71%
EPS(NY)4.82
Fwd EY12.96%
FCF(TTM)7.13
FCFY19.18%
OCF(TTM)7.13
OCFY19.18%
SpS19.45
BVpS47.42
TBVpS37.98
PEG (NY)0.31
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 0.64%
ROE 6.71%
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM 16.35%
GM N/A
ROICexgc(3y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc(3y)N/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3Y-7.77%
PM growth 5Y-6.8%
GM growth 3YN/A
GM growth 5YN/A
F-Score4
Asset Turnover0.04
Health
Industry RankSector Rank
Debt/Equity 0.97
Debt/FCF 8.36
Debt/EBITDA N/A
Cap/Depr N/A
Profit Quality 224.15%
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score4
WACC6.5%
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
Growth
EPS 1Y-26.33%
EPS 3Y-5.88%
EPS 5Y-2.42%
EPS growth Q2Q-51.2%
EPS Next Y33.44%
EPS Next 2Y21.16%
EPS Next 3Y17.88%
EPS Next 5Y5.49%
Revenue growth 1Y-6%
Revenue growth 3Y-5.28%
Revenue growth 5Y-3.55%
Revenue growth Q2Q-5.73%
Revenue Next Year6.98%
Revenue Next 2Y3.7%
Revenue Next 3Y4.48%
Revenue Next 5YN/A
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y334.69%
FCF growth 3Y58.99%
FCF growth 5Y7.75%
OCF growth 1Y334.69%
OCF growth 3Y58.99%
OCF growth 5Y7.75%

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