…
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Its serves to independent offices and consumer banks. The company was founded in 1852 and is headquartered in San Francisco, California.
Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Wells Fargo & Company is a diversified U.S. bank providing consumer, commercial, mortgage, wealth and corporate banking services with a large deposit base and branch network. Long-term drivers include net interest income, cross-selling to a broad customer base, scale and digital investment that may support revenue diversification and cost efficiency.
Key risks include ongoing regulatory and legal exposure from past misconduct and compliance remediation, sensitivity to interest-rate cycles and credit losses in an economic downturn, and competitive pressure from larger banks and fintech entrants.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Income before tax | 14969.00M | 28816.00M | 581.00M | 24198.00M | 28538.00M |
| Minority interest | -300.00M | -1690.00M | 1033.00M | 492.00M | 483.00M |
| Net income | 13182.00M | 21548.00M | 3301.00M | 19549.00M | 22393.00M |
| Selling general administrative | 35090.00M | 36408.00M | 35833.00M | 35610.00M | 34134.00M |
| Selling and marketing expenses | 505.00M | 600.00M | 600.00M | 1076.00M | - |
| Gross profit | 73785.00M | 78492.00M | 72340.00M | 85063.00M | 86408.00M |
| Reconciled depreciation | 6832.00M | 7890.00M | 8736.00M | 7075.00M | 5593.00M |
| Ebit | 17511.00M | 27126.00M | 296.00M | 23706.00M | 47242.00M |
| Ebitda | 24343.00M | 35016.00M | 9032.00M | 23814.00M | 48300.00M |
| Depreciation and amortization | 6832.00M | 7890.00M | 8736.00M | 108.00M | 1058.00M |
| Operating income | 17511.00M | 27126.00M | 296.00M | 23706.00M | 42707.00M |
| Other operating expenses | -56274.00M | -51366.00M | -72044.00M | 31289.00M | 43701.00M |
| Interest expense | 9074.00M | 3915.00M | 7963.00M | 18852.00M | 14652.00M |
| Tax provision | 2087.00M | 5578.00M | -3005.00M | 4157.00M | 5662.00M |
| Interest income | 54024.00M | 39694.00M | 47798.00M | 66083.00M | 64647.00M |
| Net interest income | 44950.00M | 35779.00M | 39835.00M | 47231.00M | 49995.00M |
| Extraordinary items | - | - | - | - | -164.00M |
| Income tax expense | 2087.00M | 5578.00M | -3005.00M | 4157.00M | 5662.00M |
| Total revenue | 73785.00M | 78492.00M | 72340.00M | 85063.00M | 86408.00M |
| Total operating expenses | -56274.00M | -51366.00M | -72044.00M | 31289.00M | -43701.00M |
| Cost of revenue | - | - | - | - | 16396.00M |
| Total other income expense net | -2542.00M | 1690.00M | 285.00M | 492.00M | -14169.00M |
| Net income from continuing ops | 12882.00M | 23238.00M | 3586.00M | 20041.00M | 22876.00M |
| Net income applicable to common shares | 12067.00M | 20256.00M | 1710.00M | 17938.00M | 20689.00M |
| Preferred stock and other adjustments | 1115.00M | 1292.00M | - | 1611.00M | 1704.00M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Total assets | 1881016.00M | 1948068.00M | 1955163.00M | 1927555.00M | 1895883.00M |
| Intangible assets | 10480.00M | 8189.00M | 7437.00M | 12947.00M | 16092.00M |
| Earning assets | - | 909871.00M | 901899.00M | 811571.00M | 787205.00M |
| Other current assets | 14049.00M | 1009477.00M | 962067.00M | 1089913.00M | 1056627.00M |
| Total liab | 1699141.00M | 1757958.00M | 1769243.00M | 1739571.00M | 1698817.00M |
| Total stockholder equity | 179889.00M | 187606.00M | 184887.00M | 187146.00M | 196166.00M |
| Other current liab | -51145.00M | -34409.00M | -58999.00M | -104512.00M | -92430.00M |
| Common stock | 9136.00M | 9136.00M | 9136.00M | 9136.00M | 9136.00M |
| Capital stock | 28584.00M | 29193.00M | 30272.00M | 30685.00M | 32350.00M |
| Retained earnings | 187649.00M | 180322.00M | 162890.00M | 166697.00M | 158163.00M |
| Other liab | 130.00M | 2787.00M | 4758.00M | 7278.00M | 8991.00M |
| Good will | 25173.00M | 25180.00M | 26392.00M | 26390.00M | 26418.00M |
| Other assets | 988132.00M | 869378.00M | 847881.00M | 889003.00M | 1056627.00M |
| Cash | 159157.00M | 234230.00M | 264612.00M | 141250.00M | 173287.00M |
| Total current liabilities | 51145.00M | 34409.00M | 58999.00M | 104512.00M | 13357.00M |
| Net debt | 66858.00M | -39132.00M | 7337.00M | 191453.00M | 161544.00M |
| Short term debt | 51145.00M | 34409.00M | 58999.00M | 104512.00M | 105787.00M |
| Short long term debt | 51145.00M | 34409.00M | 58999.00M | 12109.00M | 13357.00M |
| Short long term debt total | 226015.00M | 195098.00M | 271949.00M | 332703.00M | 334831.00M |
| Other stockholder equity | -22963.00M | -20207.00M | -8469.00M | -8925.00M | 11989.00M |
| Property plant equipment | 8350.00M | 8571.00M | 20601.00M | 9309.00M | 8920.00M |
| Total current assets | 287659.00M | 426333.00M | 501091.00M | 424540.00M | 238408.00M |
| Long term investments | 116033.00M | 1193508.00M | 563467.00M | 952714.00M | 1453920.00M |
| Net tangible assets | 135268.00M | 142369.00M | 137906.00M | 139207.00M | 146534.00M |
| Short term investments | 113594.00M | 177244.00M | 220392.00M | 263459.00M | 269912.00M |
| Net receivables | 14908.00M | 14859.00M | 16087.00M | 19831.00M | 19696.00M |
| Long term debt | 194955.00M | 170113.00M | 212950.00M | 237270.00M | 237543.00M |
| Inventory | 137.00M | 112.00M | 159.00M | 303.00M | 451.00M |
| Accounts payable | 69056.00M | 70957.00M | 1404381.00M | 75163.00M | 69317.00M |
| Noncontrolling interest in consolidated entity | 1986.00M | 2504.00M | - | 838.00M | 900.00M |
| Accumulated other comprehensive income | -13381.00M | -1702.00M | 194.00M | -1311.00M | -6336.00M |
| Common stock total equity | 9136.00M | 9136.00M | 9136.00M | 9136.00M | 9136.00M |
| Preferred stock total equity | 19448.00M | 20057.00M | - | 21549.00M | 23214.00M |
| Retained earnings total equity | 187649.00M | 180322.00M | - | 166697.00M | 158163.00M |
| Treasury stock | -82853.00M | -79757.00M | -67791.00M | -68831.00M | -47194.00M |
| Non currrent assets other | -605225.00M | -652357.00M | -606191.00M | -614012.00M | -600848.00M |
| Non current assets total | 605225.00M | 652357.00M | 606191.00M | 614012.00M | 600848.00M |
| Capital lease obligations | 22.00M | 26.00M | 28.00M | 32.00M | 36.00M |
| Long term debt total | 194955.00M | 170113.00M | 212950.00M | 237270.00M | 237543.00M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Investments | 33593.00M | 22958.00M | 28663.00M | 13953.00M | 9118.00M |
| Change to liabilities | -231.00M | 1467.00M | -3314.00M | 2429.00M | -865.00M |
| Total cashflows from investing activities | -42476.00M | -7619.00M | 122554.00M | -29631.00M | -7754.00M |
| Net borrowings | 50714.00M | -70449.00M | -72724.00M | -8890.00M | 9561.00M |
| Total cash from financing activities | -59645.00M | -11238.00M | -1243.00M | -9136.00M | -70979.00M |
| Change to operating activities | -9368.00M | 16944.00M | -10784.00M | 6251.00M | 5980.00M |
| Net income | 12882.00M | 23238.00M | 3586.00M | 20041.00M | 22876.00M |
| Change in cash | -75073.00M | -30382.00M | 123362.00M | -32037.00M | -42660.00M |
| Begin period cash flow | 234230.00M | 264612.00M | 141250.00M | 173287.00M | 215947.00M |
| End period cash flow | 159157.00M | 234230.00M | 264612.00M | 141250.00M | 173287.00M |
| Total cash from operating activities | 27048.00M | -11525.00M | 2051.00M | 6730.00M | 36073.00M |
| Issuance of capital stock | 0.00M | 5756.00M | 3687.00M | 380.00M | 632.00M |
| Depreciation | 6832.00M | 7890.00M | 8736.00M | 7075.00M | 5593.00M |
| Other cashflows from investing activities | -76069.00M | -30577.00M | 37252.00M | -43584.00M | -16872.00M |
| Dividends paid | -5293.00M | -3627.00M | -6142.00M | -9589.00M | 9314.00M |
| Sale purchase of stock | -6033.00M | -21139.00M | -7017.00M | -26083.00M | -22783.00M |
| Other cashflows from financing activities | -28732.00M | -361.00M | 76692.00M | 87152.00M | 1051.00M |
| Change to netincome | 10172.00M | -55937.00M | -33573.00M | 16795.00M | 30178.00M |
| Capital expenditures | 0.00M | 0.00M | 0.00M | 2666.00M | 5288.00M |
| Cash flows other operating | 10275.00M | 35055.00M | - | -19569.00M | 1167.00M |
| Cash and cash equivalents changes | -75073.00M | -30382.00M | - | -32037.00M | -42660.00M |
| Change in working capital | 30067.00M | 33806.00M | 23624.00M | 22406.00M | 44517.00M |
| Stock based compensation | - | -5343.00M | 1766.00M | 2274.00M | 2255.00M |
| Other non cash items | -23808.00M | -69824.00M | -54111.00M | -51455.00M | -41365.00M |
| Free cash flow | 27048.00M | -11525.00M | 2051.00M | 6730.00M | 30785.00M |
Sector: Financial Services Industry: Banks - Diversified
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
|---|---|---|---|---|---|---|
| WFC Wells Fargo & Company |
-0.02 0.02% |
83.94 | 10.74 | 9.81 | 2.34 | 1.11 |
| JPM JPMorgan Chase & Co |
-2.85 0.84% |
334.49 | 15.10 | 14.01 | 5.03 | 2.63 |
| IDCBF Industrial and Commercial Bank of China |
- -% |
1.00 | 6.53 | 6.02 | 0.67 | 0.56 |
| IDCBY Industrial and Commercial Bank of China |
0.10 0.52% |
20.26 | 6.49 | 6.00 | 0.65 | 0.55 |
| ACGBY Agricultural Bank of China PK |
0.12 0.55% |
21.89 | 6.92 | 6.73 | 0.67 | 0.60 |
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Its serves to independent offices and consumer banks. The company was founded in 1852 and is headquartered in San Francisco, California.
420 Montgomery Street, San Francisco, CA, United States, 94104
866 249 3302
227363
| Name | Title | Year Born |
|---|---|---|
| Mr. Charles W. Scharf | Pres, CEO & Director | 1965 |
| Mr. Michael P. Santomassimo | Sr. EVP & CFO | 1975 |
| Mr. Scott E. Powell | Sr. EVP & COO | 1962 |
| Mr. Jonathan Geoffrey Weiss | Sr. EVP and CEO of Corp. & Investment Banking | 1958 |
| Mr. Ather Williams III | Sr. EVP and Head of Strategy, Digital & Innovation | 1971 |
| Ms. Muneera S. Carr | Chief Accounting Officer, Exec. VP & Controller | 1969 |
| Mr. Saul Van Beurden | Sr. EVP & Head of Technology | 1970 |
| Mr. David Owen | Chief Admin. Officer | NA |
| Mr. John M. Campbell | Director of Investor Relations | NA |
| Ms. Ellen Reilly Patterson Esq., J.D. | Sr. EVP & Gen. Counsel | 1974 |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.