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Wintrust Financial Corporation (WTFCM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US97650W4050

CUSIP

97650W405

Sector

Financial Services

IPO Date

Jul 9, 2015

Highlights

Market Cap

$3.57B

EPS (TTM)

$7.11

PE Ratio

3.54

Total Revenue (TTM)

$3.45B

Gross Profit (TTM)

$2.93B

EBITDA (TTM)

$222.06M

Year Range

$21.59 - $25.16

Short %

0.02%

Short Ratio

0.43

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.


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.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.02%
9.31%
WTFCM (Wintrust Financial Corporation)
Benchmark (^GSPC)

Returns By Period

Wintrust Financial Corporation had a return of 1.82% year-to-date (YTD) and 11.94% in the last 12 months.


WTFCM

YTD

1.82%

1M

0.52%

6M

6.02%

1Y

11.94%

5Y*

3.12%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of WTFCM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.46%1.82%
20248.22%-4.07%1.72%3.25%1.99%1.02%0.12%1.39%2.30%0.76%0.80%-0.95%17.36%
20238.70%-1.20%-6.14%2.50%-7.00%7.24%-3.00%-4.10%2.68%-4.87%4.97%3.37%1.62%
2022-0.93%-1.73%-0.35%0.08%-2.67%-1.81%6.78%-3.31%-2.66%0.90%-0.49%-0.97%-7.27%
2021-1.39%-3.40%2.45%3.67%0.86%0.37%0.29%3.00%-2.88%1.16%-0.47%0.21%3.67%
20204.39%-11.83%-6.92%3.74%-3.25%7.05%0.58%0.73%0.08%1.87%4.63%4.06%3.53%
201914.94%-0.07%-1.90%0.18%2.01%0.42%1.53%0.42%4.02%-0.85%-2.02%2.35%21.92%
2018-2.65%0.85%1.10%-1.58%0.04%1.23%-0.11%1.23%-0.36%-2.84%-0.96%-0.40%-4.47%
20174.17%2.93%-1.12%-0.26%1.74%2.18%3.15%1.83%0.31%-2.41%-0.36%1.74%14.60%
20160.41%0.94%2.44%0.75%3.28%1.93%3.02%0.68%1.16%-5.88%-2.05%-3.13%3.20%
20151.62%1.16%2.43%1.22%4.07%0.53%11.49%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, WTFCM is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WTFCM is 8888
Overall Rank
The Sharpe Ratio Rank of WTFCM is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of WTFCM is 8484
Sortino Ratio Rank
The Omega Ratio Rank of WTFCM is 8585
Omega Ratio Rank
The Calmar Ratio Rank of WTFCM is 9191
Calmar Ratio Rank
The Martin Ratio Rank of WTFCM is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Wintrust Financial Corporation (WTFCM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WTFCM, currently valued at 1.59, compared to the broader market-2.000.002.001.591.74
The chart of Sortino ratio for WTFCM, currently valued at 2.29, compared to the broader market-4.00-2.000.002.004.006.002.292.35
The chart of Omega ratio for WTFCM, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.32
The chart of Calmar ratio for WTFCM, currently valued at 2.14, compared to the broader market0.002.004.006.002.142.61
The chart of Martin ratio for WTFCM, currently valued at 11.57, compared to the broader market0.0010.0020.0030.0011.5710.66
WTFCM
^GSPC

The current Wintrust Financial Corporation Sharpe ratio is 1.59. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Wintrust Financial Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.59
1.74
WTFCM (Wintrust Financial Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Wintrust Financial Corporation provided a 6.52% dividend yield over the last twelve months, with an annual payout of $1.64 per share. The company has been increasing its dividends for 9 consecutive years.


3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.502015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$1.64$1.64$1.64$1.64$1.64$1.64$1.64$1.64$1.64$1.64$0.91

Dividend yield

6.52%6.64%7.29%6.89%5.99%5.85%5.67%6.53%5.87%6.34%3.42%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.41$0.00$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.41$1.64
2023$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2022$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2021$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2020$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2019$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2018$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2017$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2016$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2015$0.50$0.00$0.00$0.41$0.91

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.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February00
WTFCM (Wintrust Financial Corporation)
Benchmark (^GSPC)

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 46.79%, occurring on Mar 18, 2020. Recovery took 309 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.79%Feb 10, 202027Mar 18, 2020309Jun 9, 2021336
-28.3%Nov 10, 2021377May 11, 2023183Feb 2, 2024560
-13.21%Sep 29, 201650Dec 8, 2016152Jul 19, 2017202
-9.65%Oct 24, 2017294Dec 24, 201818Jan 22, 2019312
-6.8%Feb 4, 20166Feb 11, 20169Feb 25, 201615

Volatility

Volatility Chart

The current Wintrust Financial Corporation volatility is 0.67%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
0.67%
3.07%
WTFCM (Wintrust Financial Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wintrust Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0120.03.5
The chart displays the price to earnings (P/E) ratio for WTFCM in comparison to other companies of the Banks - Regional industry. Currently, WTFCM has a PE value of 3.5. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-5.00.05.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for WTFCM in comparison to other companies of the Banks - Regional industry. Currently, WTFCM has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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