Wintrust Financial Stock Five Year Return
| WTFC Stock | USD 100.13 0.25 0.25% |
Wintrust Financial fundamentals help investors to digest information that contributes to Wintrust Financial's financial success or failures. It also enables traders to predict the movement of Wintrust Stock. The fundamental analysis module provides a way to measure Wintrust Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wintrust Financial stock.
Wintrust | Five Year Return |
Wintrust Financial Company Five Year Return Analysis
Wintrust Financial's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wintrust Financial Five Year Return | 1.44 % |
Most of Wintrust Financial's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wintrust Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Wintrust Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Wintrust Financial is extremely important. It helps to project a fair market value of Wintrust Stock properly, considering its historical fundamentals such as Five Year Return. Since Wintrust Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Wintrust Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Wintrust Financial's interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
Wintrust Return On Tangible Assets
Return On Tangible Assets |
|
According to the company disclosure, Wintrust Financial has a Five Year Return of 1.44%. This is much higher than that of the Banks sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.
Wintrust Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wintrust Financial's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Wintrust Financial could also be used in its relative valuation, which is a method of valuing Wintrust Financial by comparing valuation metrics of similar companies.Wintrust Financial is currently under evaluation in five year return category among related companies.
Wintrust Fundamentals
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0114 | |||
| Profit Margin | 0.29 % | |||
| Operating Margin | 0.46 % | |||
| Current Valuation | 7.97 B | |||
| Shares Outstanding | 61.75 M | |||
| Shares Owned By Insiders | 1.43 % | |||
| Shares Owned By Institutions | 96.12 % | |||
| Number Of Shares Shorted | 1.86 M | |||
| Price To Earning | 14.54 X | |||
| Price To Book | 1.20 X | |||
| Price To Sales | 2.78 X | |||
| Revenue | 2.89 B | |||
| Gross Profit | 1.88 B | |||
| EBITDA | 53.3 M | |||
| Net Income | 1.84 B | |||
| Cash And Equivalents | 4.46 B | |||
| Cash Per Share | 73.40 X | |||
| Total Debt | 3.66 B | |||
| Debt To Equity | 8.74 % | |||
| Book Value Per Share | 81.38 X | |||
| Cash Flow From Operations | 1.84 B | |||
| Short Ratio | 4.46 X | |||
| Earnings Per Share | 9.67 X | |||
| Price To Earnings To Growth | 4.57 X | |||
| Target Price | 116.0 | |||
| Number Of Employees | 5.52 K | |||
| Beta | 1.2 | |||
| Market Capitalization | 6.17 B | |||
| Total Asset | 56.26 B | |||
| Retained Earnings | 3.35 B | |||
| Annual Yield | 0.02 % | |||
| Five Year Return | 1.44 % | |||
| Net Asset | 56.26 B | |||
| Last Dividend Paid | 1.65 |
About Wintrust Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wintrust Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wintrust Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wintrust Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Wintrust Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wintrust Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wintrust Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wintrust Financial Stock:Check out Wintrust Financial Piotroski F Score and Wintrust Financial Altman Z Score analysis. For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.Note that the Wintrust Financial information on this page should be used as a complementary analysis to other Wintrust Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.
Complementary Tools for Wintrust Stock analysis
When running Wintrust Financial's price analysis, check to measure Wintrust Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wintrust Financial is operating at the current time. Most of Wintrust Financial's value examination focuses on studying past and present price action to predict the probability of Wintrust Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wintrust Financial's price. Additionally, you may evaluate how the addition of Wintrust Financial to your portfolios can decrease your overall portfolio volatility.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |
Is Wintrust Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wintrust Financial. If investors know Wintrust will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wintrust Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.032 | Dividend Share 1.65 | Earnings Share 9.67 | Revenue Per Share 35.846 | Quarterly Revenue Growth 0.074 |
The market value of Wintrust Financial is measured differently than its book value, which is the value of Wintrust that is recorded on the company's balance sheet. Investors also form their own opinion of Wintrust Financial's value that differs from its market value or its book value, called intrinsic value, which is Wintrust Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wintrust Financial's market value can be influenced by many factors that don't directly affect Wintrust Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wintrust Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wintrust Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wintrust Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.