Wintrust Financial Corporation (WTFC)
Company Info
| ISIN | US97650W1080 |
|---|---|
| CUSIP | 97650W108 |
| Sector | Financial Services |
| Industry | Banks - Regional |
| IPO Date | Apr 16, 1998 |
Highlights
| Market Cap | $8.89B |
|---|---|
| EPS (TTM) | $9.55 |
| PE Ratio | 14.00 |
| PEG Ratio | 4.57 |
| Total Revenue (TTM) | $3.46B |
| Gross Profit (TTM) | $2.84B |
| EBITDA (TTM) | $545.70M |
| Year Range | $81.46 - $134.82 |
| Target Price | $129.75 |
| Short % | 1.26% |
| Short Ratio | 1.97 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: WTFC vs. PNFP, WTFC vs. ONB, WTFC vs. NXST, WTFC vs. PNC, WTFC vs. SPY, WTFC vs. JPM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wintrust Financial Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wintrust Financial Corporation had a return of 43.67% year-to-date (YTD) and 58.38% in the last 12 months. Over the past 10 years, Wintrust Financial Corporation had an annualized return of 12.66%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 43.67% | 24.72% |
| 1 month | 16.59% | 2.30% |
| 6 months | 29.24% | 12.31% |
| 1 year | 58.38% | 32.12% |
| 5 years (annualized) | 16.87% | 13.81% |
| 10 years (annualized) | 12.66% | 11.31% |
Monthly Returns
The table below presents the monthly returns of WTFC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.56% | -0.16% | 8.34% | -7.42% | 2.50% | -0.05% | 9.78% | 1.02% | -0.25% | 6.78% | 43.67% | ||
| 2023 | 8.22% | 1.14% | -20.82% | -6.28% | -6.42% | 14.24% | 16.17% | -7.56% | -2.72% | -1.07% | 15.28% | 8.26% | 12.00% |
| 2022 | 7.98% | 1.64% | -6.47% | -6.04% | 0.48% | -8.28% | 7.35% | -1.58% | -3.31% | 14.80% | -1.99% | -7.56% | -5.54% |
| 2021 | -1.47% | 22.94% | 2.91% | 1.72% | 4.72% | -5.96% | -5.59% | 5.27% | 7.39% | 10.12% | -0.76% | 3.76% | 51.10% |
| 2020 | -10.75% | -15.23% | -38.48% | 27.51% | 1.85% | 2.97% | -1.88% | 2.36% | -7.97% | 22.92% | 11.27% | 12.11% | -11.77% |
| 2019 | 6.99% | 3.92% | -8.61% | 13.17% | -10.81% | 8.00% | -2.21% | -11.84% | 2.86% | -1.25% | 6.80% | 4.40% | 8.16% |
| 2018 | 4.29% | -1.39% | 1.82% | 3.95% | 3.19% | -5.49% | 0.78% | 1.15% | -4.08% | -10.36% | 1.84% | -14.04% | -18.56% |
| 2017 | -1.34% | 3.13% | -6.21% | 2.52% | -2.78% | 11.17% | -1.48% | -3.14% | 7.55% | 3.81% | 3.33% | -1.77% | 14.36% |
| 2016 | -13.25% | 1.28% | 4.33% | 17.32% | 2.65% | -4.26% | 3.53% | 5.50% | -0.02% | -2.92% | 22.31% | 10.22% | 51.05% |
| 2015 | -7.04% | 8.59% | 1.25% | 2.22% | 3.02% | 6.55% | 1.01% | -5.22% | 4.76% | -5.50% | 4.45% | -7.81% | 4.68% |
| 2014 | -4.97% | 5.84% | 5.14% | -7.89% | -2.55% | 5.55% | 0.72% | 0.74% | -4.08% | 3.69% | -3.31% | 4.63% | 2.30% |
| 2013 | 1.01% | -1.30% | 1.48% | -3.19% | 5.24% | 1.43% | 6.87% | -2.89% | 3.61% | 5.94% | 4.25% | 1.68% | 26.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WTFC is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wintrust Financial Corporation (WTFC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Wintrust Financial Corporation provided a 1.37% dividend yield over the last twelve months, with an annual payout of $1.80 per share. The company has been increasing its dividends for 13 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.80 | $1.60 | $1.36 | $1.24 | $1.12 | $1.00 | $0.76 | $0.56 | $0.48 | $0.44 | $0.40 | $0.18 |
Dividend yield | 1.37% | 1.73% | 1.61% | 1.37% | 1.83% | 1.41% | 1.14% | 0.68% | 0.66% | 0.91% | 0.86% | 0.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Wintrust Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $1.80 | |
| 2023 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $1.60 |
| 2022 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $1.36 |
| 2021 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $1.24 |
| 2020 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.12 |
| 2019 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2018 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.76 |
| 2017 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.56 |
| 2016 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.48 |
| 2015 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.44 |
| 2014 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Wintrust Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wintrust Financial Corporation was 83.58%, occurring on Mar 5, 2009. Recovery took 1937 trading sessions.
The current Wintrust Financial Corporation drawdown is 2.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.58% | Dec 3, 2004 | 1070 | Mar 5, 2009 | 1937 | Nov 10, 2016 | 3007 |
| -74.5% | May 22, 2018 | 459 | Mar 18, 2020 | 412 | Nov 3, 2021 | 871 |
| -40.93% | Aug 4, 1998 | 364 | Jan 21, 2000 | 324 | May 8, 2001 | 688 |
| -40.71% | Feb 9, 2022 | 315 | May 11, 2023 | 220 | Mar 27, 2024 | 535 |
| -28.04% | Aug 23, 2002 | 33 | Oct 9, 2002 | 215 | Aug 18, 2003 | 248 |
Volatility
Volatility Chart
The current Wintrust Financial Corporation volatility is 15.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Wintrust Financial Corporation compared to its peers in the Banks - Regional industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WTFC in comparison to other companies of the Banks - Regional industry. Currently, WTFC has a PE value of 14.0. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WTFC in comparison to other companies of the Banks - Regional industry. Currently, WTFC has a PEG value of 4.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wintrust Financial Corporation.
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Income Statement
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