Wintrust Financial Stock Performance
| WTFC Stock | USD 99.30 1.99 2.05% |
Wintrust Financial has a performance score of 1 on a scale of 0 to 100. The firm maintains a market beta of 1.17, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wintrust Financial will likely underperform. Wintrust Financial right now maintains a risk of 1.45%. Please check out Wintrust Financial semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Wintrust Financial will be following its historical returns.
Risk-Adjusted Performance
1 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Wintrust Financial are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Wintrust Financial is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 1.54 | Five Day Return 4.76 | Year To Date Return 8.84 | Ten Year Return 116 | All Time Return 740.25 |
Forward Dividend Yield 0.0181 | Payout Ratio 0.1323 | Last Split Factor 3:2 | Forward Dividend Rate 1.8 | Dividend Date 2024-02-22 |
1 | Acquisition by Edward Wehmer of 36272 shares of Wintrust Financial subject to Rule 16b-3 | 01/29/2024 |
| Wintrust Financial dividend paid on 22nd of February 2024 | 02/22/2024 |
2 | Payment of 16235 shares by Edward Wehmer of Wintrust Financial subject to Rule 16b-3 | 03/01/2024 |
3 | Disposition of 9500 shares by Edward Wehmer of Wintrust Financial at 99.36 subject to Rule 16b-3 | 03/05/2024 |
4 | Disposition of 3310 shares by Edward Wehmer of Wintrust Financial at 102.84 subject to Rule 16b-3 | 03/27/2024 |
5 | Acquisition by Connelly Elizabeth H. of 572 shares of Wintrust Financial at 92.75 subject to Rule 16b-3 | 03/28/2024 |
6 | Unveiling Wintrust Q1 Outlook Wall Street Estimates for Key Metrics | 04/12/2024 |
7 | Wintrust agrees to buy Macatawa Bank for 510M in stock | 04/15/2024 |
8 | Why Earnings Season Could Be Great for Wintrust Financial | 04/16/2024 |
9 | Wintrust Financial Corporation Reports Record First Quarter 2024 Net Income | 04/17/2024 |
10 | Earnings call Wintrust reports record net income, plans Macatawa acquisition | 04/18/2024 |
11 | Wintrust Financial Corporation Q1 2024 Earnings Call Transcript | 04/19/2024 |
12 | BRODSKY SMITH SHAREHOLDER UPDATE Notifying Investors of the Following Investigations Macatawa Bank Corporation , Shockwave Medical, Inc. , Apartment Income REIT... | 04/22/2024 |
| Begin Period Cash Flow | 489.6 M |
Wintrust |
Wintrust Financial Relative Risk vs. Return Landscape
If you would invest 9,842 in Wintrust Financial on January 24, 2024 and sell it today you would earn a total of 88.00 from holding Wintrust Financial or generate 0.89% return on investment over 90 days. Wintrust Financial is currently generating 0.0246% in daily expected returns and assumes 1.4451% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of stocks are less volatile than Wintrust, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Wintrust Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wintrust Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wintrust Financial, and traders can use it to determine the average amount a Wintrust Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.017
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| Negative Returns | WTFC |
Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Wintrust Financial is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wintrust Financial by adding it to a well-diversified portfolio.
Wintrust Financial Fundamentals Growth
Wintrust Stock prices reflect investors' perceptions of the future prospects and financial health of Wintrust Financial, and Wintrust Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wintrust Stock performance.
| 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 | ||||
| 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 | ||||
| Earnings Per Share | 9.67 X | ||||
| Market Capitalization | 6.13 B | ||||
| Total Asset | 56.26 B | ||||
| Retained Earnings | 3.35 B | ||||
About Wintrust Financial Performance
To evaluate Wintrust Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wintrust Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wintrust Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wintrust Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wintrust's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.4 K | -1.5 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0 | 0 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.06 |
Things to note about Wintrust Financial performance evaluation
Checking the ongoing alerts about Wintrust Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wintrust Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 96.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from benzinga.com: BRODSKY SMITH SHAREHOLDER UPDATE Notifying Investors of the Following Investigations Macatawa Bank Corporation , Shockwave Medical, Inc. , Apartment Income REIT Corp. , Model N, Inc. |
- Analyzing Wintrust Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wintrust Financial's stock is overvalued or undervalued compared to its peers.
- Examining Wintrust Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wintrust Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wintrust Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wintrust Financial's stock. These opinions can provide insight into Wintrust Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wintrust Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.
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.
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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.