Wintrust Financial Stock Performance
| WTFC Stock | USD 134.07 0.77 0.58% |
On a scale of 0 to 100, Wintrust Financial holds a performance score of 21. The firm maintains a market beta of 1.29, 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. Please check Wintrust Financial's maximum drawdown, accumulation distribution, relative strength index, as well as the relationship between the semi variance and day typical price , to make a quick decision on whether Wintrust Financial's historical returns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wintrust Financial are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady technical and fundamental indicators, Wintrust Financial exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.58 | Five Day Return 1.88 | Year To Date Return 8.11 | Ten Year Return 142.49 | All Time Return 1.4 K |
Forward Dividend Yield 0.0161 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 2 | Dividend Date 2025-05-22 |
1 | Decoding Wintrust Financial Corp A Strategic SWOT Insight | 05/06/2025 |
| Wintrust Financial dividend paid on 22nd of May 2025 | 05/22/2025 |
2 | Disposition of 15492 shares by David Dykstra of Wintrust Financial at 115.48 subject to Rule 16b-3 | 05/30/2025 |
3 | Wintrust Financial Corp Announces Upcoming Earnings Release and Conference Call WTFC ... | 06/20/2025 |
4 | If You Invested 1000 In This Stock 5 Years Ago, You Would Have This Much Today | 06/23/2025 |
5 | Acquisition by Washington Alex E Iii of 548 shares of Wintrust Financial at 112.46 subject to Rule 16b-3 | 06/30/2025 |
6 | Where Wintrust Financial Stands With Analysts | 07/08/2025 |
7 | Wintrust Financial Earnings Expected to Grow Should You Buy | 07/14/2025 |
8 | Louisiana State Employees Retirement System Boosts Stock Holdings in Wintrust Financial Corporation | 07/16/2025 |
9 | Earnings Outlook For Wintrust Finl | 07/18/2025 |
| Begin Period Cash Flow | 423.5 M | |
| Total Cashflows From Investing Activities | -5.9 B |
Wintrust Financial Relative Risk vs. Return Landscape
If you would invest 10,099 in Wintrust Financial on April 21, 2025 and sell it today you would earn a total of 3,308 from holding Wintrust Financial or generate 32.76% return on investment over 90 days. Wintrust Financial is currently generating 0.4644% in daily expected returns and assumes 1.6743% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Wintrust, and 91% 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 = 0.2774
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Estimated Market Risk
| 1.67 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.46 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average Wintrust Financial is performing at about 21% 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 | 0.0113 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.44 % | ||||
| Current Valuation | 8.07 B | ||||
| Shares Outstanding | 66.93 M | ||||
| Price To Earning | 14.54 X | ||||
| Price To Book | 1.45 X | ||||
| Price To Sales | 3.76 X | ||||
| Revenue | 3.97 B | ||||
| Gross Profit | 2.38 B | ||||
| EBITDA | 1.05 B | ||||
| Net Income | 695.04 M | ||||
| Cash And Equivalents | 4.46 B | ||||
| Cash Per Share | 73.40 X | ||||
| Total Debt | 4.24 B | ||||
| Debt To Equity | 8.74 % | ||||
| Book Value Per Share | 92.47 X | ||||
| Cash Flow From Operations | 721.56 M | ||||
| Earnings Per Share | 10.11 X | ||||
| Market Capitalization | 8.97 B | ||||
| Total Asset | 64.88 B | ||||
| Retained Earnings | 3.9 B | ||||
About Wintrust Financial Performance
By analyzing Wintrust Financial's fundamental ratios, stakeholders can gain valuable insights into Wintrust Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wintrust Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wintrust Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.08 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.11 | 0.07 |
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.| Wintrust Financial has a poor financial position based on the latest SEC disclosures | |
| Over 98.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from benzinga.com: Earnings Outlook For Wintrust Finl |
- 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.
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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