WTFC:NGS-Wintrust Financial Corporation (USD)

EQUITY | Banks - Regional | Nasdaq Global Select

Last Closing

USD 113.45

Change

-0.59 (-0.52)%

Market Cap

USD 3.38B

Volume

1.53M

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: 2025-03-21 )

Largest Industry Peers for Banks - Regional

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

N/A

USD 29.21B
FCNCA First Citizens BancShares Inc

N/A

USD 27.49B
HBAN Huntington Bancshares Incorpor..

N/A

USD 23.87B
FITBI Fifth Third Bancorp

N/A

USD 18.29B
EWBC East West Bancorp Inc

N/A

USD 13.07B
GGAL Grupo Financiero Galicia SA AD..

N/A

USD 10.92B
SSB SouthState Corporation

N/A

USD 10.22B
PNFP Pinnacle Financial Partners In..

N/A

USD 8.84B
CBSH Commerce Bancshares Inc

N/A

USD 8.74B
ZION Zions Bancorporation

N/A

USD 8.15B

ETFs Containing WTFC

QABA First Trust NASDAQ® ABA .. 4.00 % 0.60 %

N/A

USD 0.11B
KBWR Invesco KBW Regional Bank.. 3.51 % 0.35 %

N/A

USD 0.06B
PJFM PGIM ETF Trust - PGIM Jen.. 2.83 % 0.00 %

N/A

USD 0.01B
DFAS Dimensional U.S. Small Ca.. 0.00 % 0.00 %

N/A

USD 9.28B
NSCS Nuveen Small Cap Select E.. 0.00 % 0.00 %

N/A

USD 7.63M

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 -9.03% 23% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.03% 21% F 41% F
Trailing 12 Months  
Capital Gain 14.12% 49% F 76% C+
Dividend Return 1.36% 11% F 31% F
Total Return 15.48% 44% F 75% C
Trailing 5 Years  
Capital Gain 270.51% 96% N/A 89% A-
Dividend Return 22.34% 44% F 60% D-
Total Return 292.85% 96% N/A 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 25.50% 91% A- 79% B-
Dividend Return 27.39% 90% A- 80% B-
Total Return 1.89% 20% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 36.53% 24% F 49% F
Risk Adjusted Return 74.97% 89% A- 89% A-
Market Capitalization 3.38B 97% N/A 91% 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 59% 67%
Price/Book Ratio 1.40 20% 59%
Price / Cash Flow Ratio 4.49 89% 42%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 11.84% 78% 81%
Return on Invested Capital -4.27% 8% 46%
Return on Assets 1.15% 76% 67%
Debt to Equity Ratio N/A N/A N/A

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 assets

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
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.