USOI vs WFC

Comparison between UBS AG London Branch (USOI, Company) and Wells Fargo & Company (WFC, Company).

USOI vs WFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USOI(COMPANY)	WFC(COMPANY)
Market Cap	$242B	$246B
Max Drawdown	39.19%	79.60%
Sharpe Ratio	1.86	0.22
5Y Beta	N/A	1.00
Industry	N/A	Banks - Diversified
P/E Ratio	-50.39	11.61
Forward P/E	N/A	11.43
PEG Ratio	N/A	0.77
Dividend Yield	N/A	2.22%
5Y Dividends CAGR	N/A	40.63%
5Y EPS CAGR	N/A	32.94%
Debt to Equity	467.72%	121.20%
Free Cash Flow Yield	15.72%	0.48%
P/S Ratio	N/A	3.03
P/B Ratio	N/A	1.49

Market Cap

USOI

$242B

Winner

WFC

$246B

Max Drawdown

Winner

USOI

39.19%

WFC

79.60%

Sharpe Ratio

Winner

USOI

1.86

WFC

0.22

5Y Beta

USOI

N/A

WFC

1.00

Industry

USOI

N/A

WFC

Banks - Diversified

P/E Ratio

Winner

USOI

-50.39

WFC

11.61

Forward P/E

USOI

N/A

WFC

11.43

PEG Ratio

USOI

N/A

WFC

0.77

Dividend Yield

USOI

N/A

WFC

2.22%

5Y Dividends CAGR

USOI

N/A

WFC

40.63%

5Y EPS CAGR

USOI

N/A

WFC

32.94%

Debt to Equity

USOI

467.72%

Winner

WFC

121.20%

Free Cash Flow Yield

Winner

USOI

15.72%

WFC

0.48%

P/S Ratio

USOI

N/A

WFC

3.03

P/B Ratio

USOI

N/A

WFC

1.49

USOI vs WFC - Historical Returns

Returns include dividend reinvestment.

Period	USOI	WFC
1 month	+8.10%	-10.12%
3 months	+28.66%	-19.58%
6 months	+37.93%	-11.14%
1 year	+45.67%	+6.02%
5 years(CAGR)	N/A	+12.89%
10 years(CAGR)	N/A	+7.40%
Max(CAGR)	+17.46%	+7.41%

Winner

USOI

+8.10%

WFC

-10.12%

Winner

USOI

+28.66%

WFC

-19.58%

Winner

USOI

+37.93%

WFC

-11.14%

Winner

USOI

+45.67%

WFC

+6.02%

5Y(CAGR)

USOI

N/A

WFC

+12.89%

10Y(CAGR)

USOI

N/A

WFC

+7.40%

Max(CAGR)

Winner

USOI

+17.46%

WFC

+7.41%

USOI vs WFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USOI	WFC
2026	+40.03%	-19.69%
2025	-9.43%	+35.66%
2024	+6.91%	+46.15%
2023	N/A	+21.46%
2022	N/A	-16.66%
2021	N/A	+63.73%
2020	N/A	-41.61%
2019	N/A	+19.18%
2018	N/A	-22.36%
2017	N/A	+11.39%
2016	N/A	+7.53%
2015	N/A	+2.07%
2014	N/A	+25.14%
2013	N/A	+33.32%
2012	N/A	+23.48%
2011	N/A	-11.23%
2010	N/A	+14.23%
2009	N/A	-7.77%
2008	N/A	+5.69%
2007	N/A	-12.57%
2006	N/A	+15.04%
2005	N/A	+4.88%
2004	N/A	+10.32%
2003	N/A	+24.92%
2002	N/A	+10.33%
2001	N/A	-17.66%
2000	N/A	+45.45%
1999	N/A	-13.36%

USOI vs WFC Drawdown Comparison

The maximum drawdown for USOI was -19.44%, occurring on May 5, 2025. Recovery took 281 trading sessions.

The maximum drawdown for WFC was -78.98%, occurring on Mar 5, 2009. Recovery took 1122 trading sessions.

The current USOI drawdown is -4.99%. The current WFC drawdown is -20.68%.

Rank	USOI	WFC
#1	-19.44% Jan 15, 2025 - Mar 2, 2026	-78.98% Sep 19, 2008 - Mar 7, 2013
#2	-13.81% Jul 17, 2024 - Jan 15, 2025	-64.47% Jan 26, 2018 - Feb 8, 2022
#3	-5.99% Apr 13, 2026 - Apr 21, 2026	-43.56% Oct 5, 2007 - Sep 18, 2008
#4	-5.25% Apr 29, 2026 - May 6, 2026	-37.07% Feb 9, 2022 - Mar 4, 2024
#5	-3.87% Mar 20, 2026 - Mar 27, 2026	-35.23% Nov 16, 1999 - Jun 2, 2000
#6	-1.77% Jul 11, 2024 - Jul 17, 2024	-29.24% Dec 28, 2000 - Jul 14, 2003
#7	-1.29% Apr 23, 2026 - Apr 27, 2026	-24.73% Feb 6, 2025 - Jul 1, 2025
#8	-1.20% Mar 6, 2026 - Mar 12, 2026	-22.76% Jan 6, 2026 - Mar 13, 2026
#9	-0.94% Mar 31, 2026 - Apr 2, 2026	-22.43% Jul 22, 2015 - Dec 7, 2016
#10	-0.72% Apr 6, 2026 - Apr 13, 2026	-19.77% Jun 2, 2000 - Oct 3, 2000
#11	-0.60% Jul 5, 2024 - Jul 11, 2024	-16.65% May 15, 2024 - Oct 14, 2024
#12	-0.59% Jun 24, 2024 - Jun 27, 2024	-15.81% Mar 1, 2017 - Dec 5, 2017
#13	-0.33% Jun 20, 2024 - Jun 24, 2024	-12.69% Oct 3, 2000 - Nov 9, 2000
#14	-0.27% Jun 6, 2024 - Jun 10, 2024	-11.11% Nov 26, 2024 - Jan 21, 2025
#15	-0.21% Jun 27, 2024 - Jul 1, 2024	-10.33% Sep 19, 2014 - Nov 3, 2014

Correlation

Correlation between USOI and WFC is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (1999 - 2026)

USOI vs WFC dividend yield comparison.

Year	USOI	WFC
2026	18.33%	1.19%
2025	27.21%	1.82%
2024	12.54%	2.14%
2023	0.00%	2.64%
2022	0.00%	2.66%
2021	0.00%	1.25%
2020	0.00%	4.04%
2019	0.00%	3.57%
2018	0.00%	3.56%
2017	0.00%	2.54%
2016	0.00%	2.75%
2015	0.00%	2.71%
2014	0.00%	2.46%
2013	0.00%	2.53%
2012	0.00%	2.57%
2011	0.00%	1.74%
2010	0.00%	0.65%
2009	0.00%	1.82%
2008	0.00%	4.41%
2007	0.00%	3.91%
2006	0.00%	3.04%
2005	0.00%	3.18%
2004	0.00%	2.99%
2003	0.00%	2.55%
2002	0.00%	2.35%
2001	0.00%	2.30%
2000	0.00%	1.62%
1999	0.00%	0.49%