WTFC:NGS-Wintrust Financial Corporation (USD)

EQUITY | Banks - Regional | Nasdaq Global Select

Last Closing

USD 103.37

Change

0.00 (0.00)%

Market Cap

USD 3.38B

Volume

0.26M

Analyst Target

USD 50.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Wintrust Financial Corp is a financial holding company. The Company provides community banking, specialty finance and wealth management services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-08 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
FITB Fifth Third Bancorp

N/A

USD 29.54B
FCNCA First Citizens BancShares Inc

N/A

USD 27.22B
HBAN Huntington Bancshares Incorpor..

N/A

USD 22.88B
FITBI Fifth Third Bancorp

N/A

USD 17.96B
EWBC East West Bancorp Inc

N/A

USD 13.51B
CBSH Commerce Bancshares Inc

N/A

USD 8.16B
PNFP Pinnacle Financial Partners In..

N/A

USD 8.08B
ZION Zions Bancorporation

N/A

USD 7.81B
SSB SouthState Corporation

N/A

USD 7.44B
GGAL Grupo Financiero Galicia SA AD..

N/A

USD 7.42B

ETFs Containing WTFC

QABA First Trust NASDAQ® ABA .. 4.14 % 0.60 %

N/A

USD 0.11B
NSCS Nuveen Small Cap Select E.. 2.38 % 0.00 %

N/A

USD 7.46M

Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.45% 74% C 77% C+
Dividend Return 1.46% 22% F 39% F
Total Return 12.91% 72% C 77% C+
Trailing 12 Months  
Capital Gain 36.17% 80% B- 85% B
Dividend Return 2.31% 22% F 37% F
Total Return 38.48% 80% B- 85% B
Trailing 5 Years  
Capital Gain 56.62% 87% B+ 77% C+
Dividend Return 10.48% 18% F 41% F
Total Return 67.11% 86% B+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 21.43% 93% A 79% B-
Dividend Return 23.39% 93% A 79% B-
Total Return 1.96% 22% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 40.75% 20% F 44% F
Risk Adjusted Return 57.41% 90% A- 83% B
Market Capitalization 3.38B 97% N/A 90% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Regional) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.20 63% 69%
Price/Book Ratio 1.40 17% 59%
Price / Cash Flow Ratio 3.83 91% 43%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 11.86% 78% 81%
Return on Invested Capital -1.91% 16% 51%
Return on Assets 1.10% 74% 68%
Debt to Equity Ratio 67.60% 34% 33%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.