PortfoliosLab logoPortfoliosLab logo
WTFC vs. CFR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WTFC vs. CFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wintrust Financial Corporation (WTFC) and Cullen/Frost Bankers, Inc. (CFR). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

WTFC vs. CFR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WTFC
Wintrust Financial Corporation
-0.28%13.94%36.83%12.00%-5.54%51.10%-11.77%8.16%-18.56%14.36%
CFR
Cullen/Frost Bankers, Inc.
9.01%-2.76%27.86%-16.06%8.66%48.17%-7.58%14.60%-4.84%9.93%

Fundamentals

Market Cap

WTFC:

$158.81M

CFR:

$8.72B

EPS

WTFC:

$18.11

CFR:

$10.13

PE Ratio

WTFC:

7.67

CFR:

13.53

PEG Ratio

WTFC:

0.71

CFR:

1.24

PS Ratio

WTFC:

1.54

CFR:

3.19

PB Ratio

WTFC:

0.02

CFR:

1.97

Total Revenue (TTM)

WTFC:

$4.10B

CFR:

$2.75B

Gross Profit (TTM)

WTFC:

$1.94B

CFR:

$2.19B

EBITDA (TTM)

WTFC:

$921.45M

CFR:

$837.67M

Returns By Period

In the year-to-date period, WTFC achieves a -0.28% return, which is significantly lower than CFR's 9.01% return. Over the past 10 years, WTFC has outperformed CFR with an annualized return of 13.79%, while CFR has yielded a comparatively lower 12.92% annualized return.


WTFC

1D
4.04%
1M
-3.55%
YTD
-0.28%
6M
5.68%
1Y
25.51%
3Y*
26.18%
5Y*
14.70%
10Y*
13.79%

CFR

1D
1.30%
1M
-0.82%
YTD
9.01%
6M
9.77%
1Y
12.88%
3Y*
12.78%
5Y*
7.59%
10Y*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WTFC vs. CFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTFC
WTFC Risk / Return Rank: 6767
Overall Rank
WTFC Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WTFC Sortino Ratio Rank: 6161
Sortino Ratio Rank
WTFC Omega Ratio Rank: 6363
Omega Ratio Rank
WTFC Calmar Ratio Rank: 7070
Calmar Ratio Rank
WTFC Martin Ratio Rank: 7272
Martin Ratio Rank

CFR
CFR Risk / Return Rank: 5757
Overall Rank
CFR Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
CFR Sortino Ratio Rank: 5151
Sortino Ratio Rank
CFR Omega Ratio Rank: 5353
Omega Ratio Rank
CFR Calmar Ratio Rank: 6161
Calmar Ratio Rank
CFR Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTFC vs. CFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wintrust Financial Corporation (WTFC) and Cullen/Frost Bankers, Inc. (CFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


WTFCCFRDifference

Sharpe ratio

Return per unit of total volatility

0.79

0.47

+0.32

Sortino ratio

Return per unit of downside risk

1.22

0.81

+0.41

Omega ratio

Gain probability vs. loss probability

1.17

1.11

+0.06

Calmar ratio

Return relative to maximum drawdown

1.34

0.88

+0.46

Martin ratio

Return relative to average drawdown

3.72

1.93

+1.79

WTFC vs. CFR - Sharpe Ratio Comparison

The current WTFC Sharpe Ratio is 0.79, which is higher than the CFR Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of WTFC and CFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


WTFCCFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.47

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.25

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.39

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.47

-0.21

Correlation

The correlation between WTFC and CFR is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

WTFC vs. CFR - Dividend Comparison

WTFC's dividend yield for the trailing twelve months is around 1.48%, less than CFR's 2.92% yield.


TTM20252024202320222021202020192018201720162015
WTFC
Wintrust Financial Corporation
1.48%1.43%1.44%1.73%1.61%1.37%1.83%1.41%1.14%0.68%0.66%0.91%
CFR
Cullen/Frost Bankers, Inc.
2.92%3.12%2.79%3.30%2.42%2.33%3.27%2.86%2.93%2.38%2.44%3.50%

Drawdowns

WTFC vs. CFR - Drawdown Comparison

The maximum WTFC drawdown since its inception was -83.58%, which is greater than CFR's maximum drawdown of -56.86%. Use the drawdown chart below to compare losses from any high point for WTFC and CFR.


Loading graphics...

Drawdown Indicators


WTFCCFRDifference

Max Drawdown

Largest peak-to-trough decline

-83.58%

-56.86%

-26.72%

Max Drawdown (1Y)

Largest decline over 1 year

-19.30%

-15.20%

-4.10%

Max Drawdown (5Y)

Largest decline over 5 years

-40.71%

-45.62%

+4.91%

Max Drawdown (10Y)

Largest decline over 10 years

-74.50%

-56.86%

-17.64%

Current Drawdown

Current decline from peak

-13.89%

-6.16%

-7.73%

Average Drawdown

Average peak-to-trough decline

-23.27%

-11.86%

-11.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.95%

7.02%

-0.07%

Volatility

WTFC vs. CFR - Volatility Comparison

Wintrust Financial Corporation (WTFC) has a higher volatility of 7.77% compared to Cullen/Frost Bankers, Inc. (CFR) at 4.62%. This indicates that WTFC's price experiences larger fluctuations and is considered to be riskier than CFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


WTFCCFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.77%

4.62%

+3.15%

Volatility (6M)

Calculated over the trailing 6-month period

20.85%

15.83%

+5.02%

Volatility (1Y)

Calculated over the trailing 1-year period

32.29%

27.45%

+4.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.13%

30.38%

+1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.43%

33.45%

+3.98%

Financials

WTFC vs. CFR - Financials Comparison

This section allows you to compare key financial metrics between Wintrust Financial Corporation and Cullen/Frost Bankers, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
956.33M
580.87M
(WTFC) Total Revenue
(CFR) Total Revenue
Values in USD except per share items

WTFC vs. CFR - Profitability Comparison

The chart below illustrates the profitability comparison between Wintrust Financial Corporation and Cullen/Frost Bankers, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
98.1%
Portfolio components
WTFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Wintrust Financial Corporation reported a gross profit of 0.00 and revenue of 956.33M. Therefore, the gross margin over that period was 0.0%.

CFR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cullen/Frost Bankers, Inc. reported a gross profit of 569.65M and revenue of 580.87M. Therefore, the gross margin over that period was 98.1%.

WTFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Wintrust Financial Corporation reported an operating income of 16.37M and revenue of 956.33M, resulting in an operating margin of 1.7%.

CFR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cullen/Frost Bankers, Inc. reported an operating income of 197.98M and revenue of 580.87M, resulting in an operating margin of 34.1%.

WTFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Wintrust Financial Corporation reported a net income of 223.02M and revenue of 956.33M, resulting in a net margin of 23.3%.

CFR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cullen/Frost Bankers, Inc. reported a net income of 166.25M and revenue of 580.87M, resulting in a net margin of 28.6%.