ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Wells Fargo & Co. ?
1
Positive results in Jun 25
- ROCE(HY) Highest at 1.05%
- DIVIDEND PER SHARE(HY) Highest at USD 0
- GROSS NPA (%)(Q) Lowest at 0.84%
2
With ROA of 0.70%, it has a fair valuation with a 2.04 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 20.52%, its profits have risen by 9.2% ; the PEG ratio of the company is 1
3
Market Beating performance in long term as well as near term
- Along with generating 20.52% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Wells Fargo & Co. should be less than 10%
- Overall Portfolio exposure to Major Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Major Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Wells Fargo & Co. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Wells Fargo & Co.
23.47%
1.87
29.06%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
8.30%
EBIT Growth (5y)
10.22%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
27.96%
Pledged Shares
0
Institutional Holding
78.47%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
18
Industry P/E
Price to Book Value
2.04
EV to EBIT
20.98
EV to EBITDA
14.31
EV to Capital Employed
2.24
EV to Sales
3.84
PEG Ratio
0.95
Dividend Yield
0.95%
ROCE (Latest)
10.68%
ROE (Latest)
11.42%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
No Trend
Bullish
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
ROCE(HY)
Highest at 1.05%
DIVIDEND PER SHARE(HY)
Highest at USD 0
GROSS NPA (%)
(Q
CASH AND EQV(HY)
Highest at USD 70,337 MM
OPERATING PROFIT MARGIN(Q)
Highest at 29.79 %
PRE-TAX PROFIT(Q)
Highest at USD 6,562 MM
NET PROFIT(Q)
Highest at USD 5,600.36 MM
EPS(Q)
Highest at USD 1.6
-4What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at USD 6,163 MM
ROCE(HY)
Lowest at 1.05%
Here's what is working for Wells Fargo & Co.
Non Performing Loans (%)
Lowest at 0.84%
in the last four Semi-Annual periodsMOJO Watch
Proportion of stressed loans given by the bank are falling
Non Performing Loans (%)
Dividend per share
Highest at USD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Operating Profit Margin
Highest at 29.79 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 6,562 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 5,600.36 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 1.6
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Cash and Eqv
Highest at USD 70,337 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Here's what is not working for Wells Fargo & Co.
Operating Cash Flow
Lowest at USD 6,163 MM
in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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