Wintrust Financial Stock Performance
| WTFC Stock | USD 113.45 0.59 0.52% |
The firm maintains a market beta of 1.2, 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. At this point, Wintrust Financial has a negative expected return of -0.13%. Please make sure to check out Wintrust Financial's skewness, as well as the relationship between the rate of daily change and relative strength index , to decide if Wintrust Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wintrust Financial has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.04) | Five Day Return 4.65 | Year To Date Return (8.08) | Ten Year Return 139.02 | All Time Return 1.2 K |
Forward Dividend Yield 0.0176 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 2 | Dividend Date 2025-02-20 |
1 | Acquisition by Connelly Elizabeth H. of 514 shares of Wintrust Financial at 108.53 subject to Rule 16b-3 | 12/31/2024 |
2 | Wintrust Financial shareholders have earned a 15 percent CAGR over the last five years | 01/14/2025 |
3 | Wintrust Financial Corporation Announces Cash Dividends, Increasing Quarterly Common Stock Dividend Rate by 11.1 | 01/23/2025 |
4 | Disposition of 2363 shares by David Stoehr of Wintrust Financial at 131.32 subject to Rule 16b-3 | 01/28/2025 |
5 | Norris Perne French LLP MI Has 1.30 Million Stock Position in Wintrust Financial Co. | 01/31/2025 |
6 | Acquisition by Edward Wehmer of 417 shares of Wintrust Financial at 25.16 subject to Rule 16b-3 | 02/05/2025 |
7 | Wintrust Financial Corp to Present at RBC Capital Markets Global Financial Institutions ... | 02/25/2025 |
8 | Disposition of 9546 shares by Edward Wehmer of Wintrust Financial at 123.48 subject to Rule 16b-3 | 02/26/2025 |
9 | Disposition of 9480 shares by David Dykstra of Wintrust Financial at 123.64 subject to Rule 16b-3 | 02/27/2025 |
10 | GWK Investment Management LLC Acquires 4,899 Shares of Wintrust Financial Co. | 02/28/2025 |
11 | Wintrust Financial Full Year 2024 Earnings EPS Beats Expectations | 03/05/2025 |
12 | After Plunging -18.15 percent in 4 Weeks, Heres Why the Trend Might Reverse for Wintrust | 03/12/2025 |
13 | If You Invested 1000 In This Stock 5 Years Ago, You Would Have This Much Today | 03/17/2025 |
14 | one8zero8 LLC Purchases Shares of 16,375 Wintrust Financial Co. - MarketBeat | 03/20/2025 |
| Begin Period Cash Flow | 423.5 M |
Wintrust |
Wintrust Financial Relative Risk vs. Return Landscape
If you would invest 12,394 in Wintrust Financial on December 22, 2024 and sell it today you would lose (1,049) from holding Wintrust Financial or give up 8.46% of portfolio value over 90 days. Wintrust Financial is currently does not generate positive expected returns and assumes 1.7029% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% 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 = -0.078
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WTFC |
Estimated Market Risk
| 1.7 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wintrust Financial is not performing at its full potential. However, 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 Wintrust Financial 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 | 0.0115 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.43 % | ||||
| Current Valuation | 7.57 B | ||||
| Shares Outstanding | 66.71 M | ||||
| Price To Earning | 14.54 X | ||||
| Price To Book | 1.28 X | ||||
| Price To Sales | 3.24 X | ||||
| Revenue | 3.48 B | ||||
| Gross Profit | 2.35 B | ||||
| EBITDA | 58.71 M | ||||
| 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 | 89.21 X | ||||
| Cash Flow From Operations | 721.56 M | ||||
| Earnings Per Share | 10.31 X | ||||
| Market Capitalization | 7.61 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 | ||
| Days Of Inventory On Hand | -2 M | -2.1 M | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| 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 generated a negative expected return over the last 90 days | |
| Wintrust Financial has a poor financial position based on the latest SEC disclosures | |
| Over 97.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: one8zero8 LLC Purchases Shares of 16,375 Wintrust Financial Co. - MarketBeat |
- 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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