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

Company Info

ISIN

US97650W5040

CUSIP

97650W504

IPO Date

May 7, 2020

Highlights

EPS (TTM)

$7.11

PE Ratio

3.55

Total Revenue (TTM)

$3.51B

Gross Profit (TTM)

$2.77B

EBITDA (TTM)

$887.74M

Year Range

$23.07 - $25.28

Short %

0.16%

Short Ratio

0.30

Share Price Chart


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Wintrust Financial Corporation

Performance

Performance Chart


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S&P 500

Returns By Period

Wintrust Financial Corporation (WTFCP) returned 2.74% year-to-date (YTD) and 8.82% over the past 12 months.


WTFCP

YTD

2.74%

1M

0.44%

6M

3.15%

1Y

8.82%

3Y*

4.95%

5Y*

6.27%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.60%0.52%0.48%0.68%0.44%2.74%
20240.94%2.32%0.15%1.50%-0.72%0.08%1.47%0.44%1.64%0.68%0.60%0.40%9.88%
2023-0.00%-1.46%-9.81%4.18%-1.48%6.51%-2.83%-1.14%0.64%3.41%2.63%0.80%0.49%
20221.54%-3.17%6.62%-5.64%1.13%-2.33%2.59%-2.45%-3.83%3.64%-0.51%5.12%1.91%
2021-0.84%-2.65%3.39%-0.43%2.01%0.88%1.95%0.56%0.28%-1.33%-1.31%-0.48%1.87%
20203.16%0.70%-0.69%3.02%3.10%-0.26%3.91%4.55%18.73%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 99, WTFCP is among the top 1% 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 WTFCP is 9999
Overall Rank
The Sharpe Ratio Rank of WTFCP is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of WTFCP is 9999
Sortino Ratio Rank
The Omega Ratio Rank of WTFCP is 9898
Omega Ratio Rank
The Calmar Ratio Rank of WTFCP is 9898
Calmar Ratio Rank
The Martin Ratio Rank of WTFCP is 100100
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 (WTFCP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Wintrust Financial Corporation Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 3.33
  • 5-Year: 0.46
  • All Time: 0.50

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Wintrust Financial Corporation compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Wintrust Financial Corporation provided a 6.82% dividend yield over the last twelve months, with an annual payout of $1.72 per share. The company has been increasing its dividends for 4 consecutive years.


4.00%4.50%5.00%5.50%6.00%6.50%7.00%7.50%$0.00$0.50$1.00$1.5020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$1.72$1.72$1.72$1.72$1.72$1.15

Dividend yield

6.82%6.88%7.06%6.60%6.29%4.04%

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$0.43$0.00$0.43
2024$0.00$0.00$0.43$0.00$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.43$1.72
2023$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2022$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2021$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2020$0.72$0.00$0.00$0.43$1.15

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.


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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 26.10%, occurring on May 4, 2023. Recovery took 185 trading sessions.

The current Wintrust Financial Corporation drawdown is 0.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.1%Apr 1, 2022274May 4, 2023185Jan 30, 2024459
-6.73%Sep 20, 2021122Mar 14, 202213Mar 31, 2022135
-5.21%Dec 31, 202038Feb 25, 202125Apr 1, 202163
-3.53%Jun 9, 20203Jun 11, 202046Aug 17, 202049
-3.24%May 6, 20215May 12, 202112May 28, 202117
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Wintrust Financial Corporation, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -51.4%.


0.000.501.001.502.002.50AprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2021FebruaryMarchAprilMayJune
1.77
0
Actual
Estimate

Valuation

The Valuation section provides an overview of how Wintrust Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WTFCP, comparing it with other companies in the Banks - Regional industry. Currently, WTFCP has a P/E ratio of 3.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WTFCP relative to other companies in the Banks - Regional industry. Currently, WTFCP has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WTFCP in comparison with other companies in the Banks - Regional industry. Currently, WTFCP has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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