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Wells Fargo & Company 2019 Annual Report © 2020 Wells Fargo & Company. All rights reserved. Deposit products offered through Wells Fargo Bank, N.A. Member FDIC. CCM3520 (Rev 00, 1/each) WELLS FARGO &...

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Wells Fargo & Company 2019 Annual Report
© 2020 Wells Fargo & Company. All rights reserved.
Deposit products offered through Wells Fargo Bank, N.A. Member FDIC.
CCM3520 (Rev 00, 1/each)
WELLS FARGO & COMPANY
420 MONTGOMERY STREET | SAN FRANCISCO, CA | 94104
XXXXXXXXXX | WELLSFARGO.COM
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Wells Fargo & Company
2019 Annual Report
Wells Fargo’s Extensive Network
digital (online and mobile) active customers
mobile active users
*Number of domestic and global locations. Includes Wells Fargo Advisors Private Client Group and Financial Network locations.
*Data as of November 2019.*
Data as of December 31, 2019.
N U M B E R O F D O M E S T I C L O C AT I O N S B Y S TAT E
CT: 90
MD: 121
NJ: 336
DC: 40
MA: 33
RI: 6
DE: 22
NH: 6
VT: 7
1
4
7
2
5
8
3
6
9
AK
53
1
2
4
5
6
7
8
9
3
WA
189
OR
128
CA
1,232
NV
119
ID
85
MT
43
ND
27
SD
55
NE
54
KS
31
OK
15
TX
740
MN
182
IA
85
MO
36
AR
37
LA
20
MS
25
AL
140
GA
302
SC
149
NC
352
FL
701
IL
103
MI
42
IN
34
OH
63
VA
313
WV
10
PA
324
NY
191
ME
4
KY
9
TN
44
WI
82
WY
30
CO
198
NM
91
UT
115
AZ
259
HI
6
Argentina
Australia
Bahamas
Bangladesh
Brazil
Canada
Cayman Islands
Chile
China
Colombia
Dominican Republic
France
Germany
Hong Kong
India
Ireland
Israel
Italy
Japan
Luxembourg
Netherlands
New Zealand
Philippines
Singapore
South Korea
Sweden
Taiwan
Thailand
United Arab Emirates
United Kingdom
Vietnam
A R O U N D T H E W O R L D
LOCATIONS*
7.4K
CUSTOMERS
70M+
MOBILE BANKING**
24.4M
ATMs
13K
WELLSFARGO.COM**
30.3M
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Contents
2 L e t t e r f r o m C h a i r o f t h e B o a r d
8 L e t t e r f r o m C E O
2 3 O u r P e r f o r m a n c e
2 4 B o a r d o f D i r e c t o r s
2 6 C o r p o r a t e R e s p o n s i b i l i t y : XXXXXXXXXX
E n v i r o n m e n t a l , S o c i a l , a n d G o v e r n a n c e H i g h l i g h t s
XXXXXXXXXXF i n a n c i a l R e p o r t
2 5 9 S t o c k P e r f o r m a n c e
E L I Z A B E T H A . D U K E
C h a i r , B o a r d o f D i r e c t o r s
W e l l s F a r g o & C o m p a n y
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3
F e b r u a r y 2 0 , XXXXXXXXXX
2019
ought a great deal of
change to Wells Fargo, including
the selection of our new CEO,
Charlie Scharf. Through it all,
the company’s foundational
commitment to helping
customers succeed fnancially
has remained a constant.
Working together, the company and our board continue to make
progress in our ongoing transformation. Although much work remains,
I am optimistic about our future as we move forward.
The board decided to conduct an external search for a new CEO after
Tim Sloan announced his retirement. I am pleased that our search led
to the appointment of Charlie as our CEO and president. Charlie is an
experienced CEO who has excelled at strategic leadership and execution.
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With more than 24 years in leadership roles in the banking
and payments industries, Charlie has demonstrated a strong
track record in initiating and leading change, driving results,
strengthening operational risk and compliance, and innovating
amid a rapidly evolving digital landscape.
Charlie embodies the traits our board’s search committee was
looking for in Wells Fargo’s next leader — namely, financial and
usiness acumen, integrity, passion for diversity and inclusion, and
commitment to strong talent management. His proven ability to
uild strong relationships with stakeholders, including customers,
employees, regulators, and investors, will be especially important
to rebuilding trust and resolving key regulatory issues. He has led
organizations in all our major business lines, and his experience with
usinesses that operate at the scale and complexity of Wells Fargo
has prepared him well for this role.
What we have observed in the first few months of Charlie’s
tenure only confirms our initial high expectations. He
ings to
Wells Fargo a willingness and ability to make important changes,
an urgency to address our regulatory issues, and a recognition of
the importance of actively engaging with our stakeholders. He is
actively developing his strategic priorities for the company and
evaluating them in light of our risk appetite and the capacity of
our risk management framework. He is making key organizational
changes and has already demonstrated a commitment to direct
and transparent communications.
I wish to thank the members of the board’s search committee —
Chair Jim Quigley, Wayne Hewett, Maria Mo
is, and Ron Sargent —
for conducting a thorough and successful search that was
comprehensive in its diligence and reach. I also would like to thank
Allen Parker for his exemplary service as interim CEO and president.
His leadership during a time of transition enabled Wells Fargo and
our team members to continue moving forward in a focused and
transparent way.
4
5
N E W B O A R D M E M B E R S
As the company makes important changes, so does the Board
of Directors. We continued our efforts to further enhance board
efectiveness by adding more directors with expertise in fnancial
services, regulatory matters, and financial reporting.
In June 2019, we welcomed Chuck Noski to the board. Chuck
ings
oad experience as a corporate director through service
on numerous boards, including Booking Holdings Inc., and until
ecently Microsoft Corporation. He also has financial industry
experience through his prior roles as a director of Morgan Stanley
and as CFO of Bank of America. In addition to his extensive
experience in public accounting and as CFO of Fortune 500
companies, he is the immediate past chairman of the Board
of Trustees of the Financial Accounting Foundation, overseer
of the Financial Accounting Standards Board. Chuck serves on
our board’s Audit Committee.
Dick Payne joined the board in October. Dick is a seasoned
anking professional with more than 40 years of experience
in corporate and commercial banking as well as capital markets
with large financial institutions, serving middle-market and large
corporate customers in many of the same geographic markets and
usinesses served by Wells Fargo. He has a deep understanding
of banking and the regulatory environment and
ings experience
and valuable perspective to the board.
Both new directors are already contributing to our progress as
we work to transform Wells Fargo, meet the expectations of our
egulators, and rebuild trust with our stakeholders.
I also wish to thank John Baker, a member of the Board of Directors,
for his years of service and many contributions to the board.
John will retire as a director at the company’s 2020 annual meeting
of shareholders.
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L O N G -T E R M S H A R E H O L D E R VA L U E
While much of the work underway is necessary to meet our
egulatory requirements, it will also make us a stronger, nimbler, and
more efcient company. The board’s oversight is ultimately focused
on ensuring the alignment of strategy with risk management, and
our ability to satisfy the fnancial needs of customers while creating
value for shareholders. Several examples of actions taken over the
past few years include the following:
We changed the organizational structure of Wells Fargo from
a decentralized to a centralized model.
We reviewed, and continue to review, all business processes for
effectiveness and standardization.
We continued to make strategic choices about the businesses we
are in. Over the past few years, we have divested businesses that
did not meet our strategic objectives, such as the institutional
etirement business, commercial real estate
okerage, crop
insurance, property and casualty insurance, stock transfer agent,
and payroll services businesses.
In the Consumer Bank, management has continually reviewed and
evaluated the
anch network, closing some
anches and selling others
as a result of our customers’ steady migration to digital channels.
Throughout 2017 and 2018, the Auto business intentionally slowed
its originations in order to make needed changes to its business
structure, including centralizing back-off ice functions from over
50 locations into four hubs across the country, re-engineering
processes to improve eff iciency and the customer experience, and
etter managing risk. Following this restructuring, the Auto portfolio
Answered Same Day Oct 21, 2021

Solution

Khushboo answered on Oct 27 2021
163 Votes
1. Company selected:
Wells Fargo & Company
2. General information about the company:
It is an American multinational organization which is into financial services and world’s fourth largest bank in terms of market capitalization. The company is headquartered at San Francisco, California and regional/ managerial offices throughout the world. The shares are listed on New York stock exchange and it was founded in 1852. The founders of the company were Henry Wells and Williams Fargo. The major products of the organization are banking, credit card, forex exchange and trading, risk management, AMC and
okerages, treasury and wealth management services etc. and the company operates in insurance and banking financial services sector. The CEO of the organization is Charles W. Scharf. The chairman of the organization is Elizabeth A. Duke. The cu
ent fiscal year is ended on December 31, 2019. The auditing firm of the organization is KPMG LLP who has done audit for fiscal year ended 2019 and has concluded that the company is having no major audit observations and the financial reports have been prepared in compliance with all laws and regulations. The cu
ent price of the shares as on 26th October 2020 is $22.70 per share. As on cu
ent date, the 52 Week high price was 54.75 per share and 52- week low price was $22 per share (Wells Fargo, 2020). The company is also having more than 258000 employees across the world and having around 9000
anches across the globe.
3. Future outlook of the organization:
The company is focusing to expand its business and to provide or offer reliable and door to door services to the people of united states. The company is committed to innovation and expanding its business on digital platform rather than manual banking platform. The company want to expend its business and operation through online communication channels and platform and the company has started various digital programs such as accelerator program where the organization is investing into startups (Bill Streeter, 2019). Another program is Digital Cash which will accelerate the blockchain world for digital cu
ency. Thus, the main objective or future outlook of the organization is to concentrate on digital platform and technology expansion (Robert Maisano, 2019).
4. Income statement analysis:
The major items of income statements are gross profit, operating profit and net income which are as below for last three years:
    Particulars
    2019
    2018
    2017
    Gross profit (M)
     44,544
     48,251
     47,029
    Gross profit ratio (
    67.41%
    74.64%
    79.83%
     
     
     
     
    Operating income (M)
     24,198
     28,538
     27,377
    Ratio- operating income
    23.29%
    28.24%
    28.01%
     
     
     
     
    Net income (M)
     17,938
     20,689
     20,554
    Ratio - Net income
    21.09%
    23.94%
    23.25%
The gross profit of the company has been considered the net interest income after provisioning for credit losses and gross margin has been calculated based on gross interest income. The gross profit margin has been reduced year on year basis which is not a positive indicator for the organization. The gross margin ratio has been declined from 79% to 67% which the entity needs to reconsider its operational sources of income and expenses. The operating revenue of the organization has also been declined from 27,377 million to 24,198 over the period of three year i.e. decline by approximately 5% which the entity also needs to reconsider. The entity’s net income has also been declined by 2% approximately over the period of three years (Wells Fargo, 2019). The organization need to analyze the items of income statement and should take necessary steps which can be helpful to improve the profitability of the organization in future. Thus, we can conclude that the net income of the organization is declining over the period of three years, but the amount or rate of return is still higher than industry average which is a healthy indicator for the organization. The company is not having other major expenditures other than operating expenses which is also a healthy indicator for the organization.
5. Horizontal analysis:
Under horizontal analysis, the income statement changes have been analyzed for two years i.e. 2019 and 2018 as compared to their preceding years and the major analysis or highlights are as below:
· The total interest income has been increased by 2.22% and 9.74% in year 2019 and 2018 respectively. The major increase is on account of increase in other interest income and interest income on debt securities (Wells Fargo, 2019).
· The total interest expenses have been increased by 28.67% and 56.67% in year 2019 and 2018 respectively. The increase in major expenses are on account of increase in interest expenses on deposits by 53% and 86% in year 2019 and 2018 respectively.
· The net interest income has been declined by 7.68% in year 2019. The non- interest income has been declined by 6.23% in year 2018 whereas increased by 3.90% in year 2019 which is a healthy indicator for the organization.
· The non- interest expenses have been increased by 3.66% in year 2019 which have been resulted in decline in operational income by 15.21% which is also a concern for the organization.
· The net income has been declined by 13.30% in cu
ent year which shows that the return for investors in cu
ent year have declined to some extent.
6. Vertical analysis:
Under vertical analysis, the income statement is analyzed in relation to total revenue and the balance sheet is analyzed in relation to total assets for year 2019 and 2018 and the major highlights are as below:
· The total interest income is around 63% of total revenue and other incomes are 37% of total revenue in both years (Wells Fargo, 2019). The major portion of revenue includes interest income on loans and debt securities and trust and investment fee during both years under analysis.
· The total interest expenses are around 18% of total revenue and non- interest expenses are around 55% of major expenses which shows that the entity is incu
ing major expenses on salary and commission to its employees. The income tax expenses contribute around 4% of total revenue.
· The liabilities are 90% approximately of total assets and equity is 10% of total assets in both year which shows that the assets are majorly financed from outside liabilities.
· The cash and cash equivalents are around 7%-9% of total assets and the loans are around 50% of total assets which shows that the entity has mainly recoverable value of loans in both years. The other major assets are debt securities held for sale which are around 13% of total assets.
· The major liabilities are deposits which are around 68% of total assets in both...
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