WTFC vs. CRS
WTFC (Wintrust Financial Corporation) and CRS (Carpenter Technology Corporation) are both stocks. WTFC operates in Banks - Regional (Financial Services), while CRS operates in Metal Fabrication (Industrials). Over the past 10 years, WTFC returned 12.69%/yr vs 33.02%/yr for CRS. At a 0.40 correlation, their price movements are largely independent.
Performance
WTFC vs. CRS - Performance Comparison
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Returns By Period
In the year-to-date period, WTFC achieves a 9.86% return, which is significantly lower than CRS's 56.63% return. Over the past 10 years, WTFC has underperformed CRS with an annualized return of 12.69%, while CRS has yielded a comparatively higher 33.02% annualized return.
WTFC
- 1D
- 3.02%
- 1M
- 1.73%
- YTD
- 9.86%
- 6M
- 12.52%
- 1Y
- 29.10%
- 3Y*
- 34.55%
- 5Y*
- 15.34%
- 10Y*
- 12.69%
CRS
- 1D
- 1.14%
- 1M
- 10.70%
- YTD
- 56.63%
- 6M
- 56.68%
- 1Y
- 100.30%
- 3Y*
- 118.54%
- 5Y*
- 64.27%
- 10Y*
- 33.02%
WTFC vs. CRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTFC Wintrust Financial Corporation | 9.86% | 13.94% | 36.83% | 12.00% | -5.54% | 51.10% | -11.77% | 8.16% | -18.56% | 14.36% |
CRS Carpenter Technology Corporation | 56.63% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
Correlation
The correlation between WTFC and CRS is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Apr 17, 1998 | 0.40 |
The correlation between WTFC and CRS shifts across timeframes, from 0.35 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WTFC:
$129.77M
CRS:
$24.78B
WTFC:
$16.92
CRS:
$9.51
WTFC:
9.01
CRS:
51.82
WTFC:
0.83
CRS:
0.04
WTFC:
1.87
CRS:
8.20
WTFC:
0.02
CRS:
11.98
WTFC:
$4.15B
CRS:
$3.03B
WTFC:
$2.01B
CRS:
$900.50M
WTFC:
$943.92M
CRS:
$745.50M
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Return for Risk
WTFC vs. CRS — Risk / Return Rank
WTFC
CRS
WTFC vs. CRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wintrust Financial Corporation (WTFC) and Carpenter Technology Corporation (CRS). 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.
| WTFC | CRS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 5.29 | -3.77 |
| Martin ratioReturn relative to average drawdown | 4.05 | 12.44 | -8.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTFC | CRS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.12 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.39 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.68 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.34 | -0.08 |
Drawdowns
WTFC vs. CRS - Drawdown Comparison
The maximum WTFC drawdown since its inception was -83.58%, roughly equal to the maximum CRS drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for WTFC and CRS.
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Drawdown Indicators
| WTFC | CRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.58% | -84.68% | +1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -19.30% | -19.08% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -31.02% | -28.74% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -40.71% | -44.04% | +3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -74.50% | -74.70% | +0.20% |
Current DrawdownCurrent decline from peak | -5.14% | 0.00% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -23.18% | -27.25% | +4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.20% | 8.09% | -0.89% |
Volatility
WTFC vs. CRS - Volatility Comparison
The current volatility for Wintrust Financial Corporation (WTFC) is 6.51%, while Carpenter Technology Corporation (CRS) has a volatility of 11.84%. This indicates that WTFC experiences smaller price fluctuations and is considered to be less risky than CRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTFC | CRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 11.84% | -5.33% |
Volatility (6M)Calculated over the trailing 6-month period | 18.27% | 33.02% | -14.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.16% | 47.52% | -21.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.90% | 46.60% | -14.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.32% | 48.81% | -11.49% |
Dividends
WTFC vs. CRS - Dividend Comparison
WTFC's dividend yield for the trailing twelve months is around 1.38%, more than CRS's 0.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.16% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
WTFC Wintrust Financial Corporation | 1.38% | 1.43% | 1.44% | 1.73% | 1.61% | 1.37% | 1.83% | 1.41% | 1.14% | 0.68% | 0.66% | 0.91% |
Financials
WTFC vs. CRS - Financials Comparison
This section allows you to compare key financial metrics between Wintrust Financial Corporation and Carpenter Technology Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WTFC vs. CRS - Profitability Comparison
WTFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Wintrust Financial Corporation reported a gross profit of 0.00 and revenue of 927.56M. Therefore, the gross margin over that period was 0.0%.
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carpenter Technology Corporation reported a gross profit of 251.80M and revenue of 811.50M. Therefore, the gross margin over that period was 31.0%.
WTFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Wintrust Financial Corporation reported an operating income of 19.15M and revenue of 927.56M, resulting in an operating margin of 2.1%.
CRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carpenter Technology Corporation reported an operating income of 186.50M and revenue of 811.50M, resulting in an operating margin of 23.0%.
WTFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Wintrust Financial Corporation reported a net income of 227.39M and revenue of 927.56M, resulting in a net margin of 24.5%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carpenter Technology Corporation reported a net income of 139.60M and revenue of 811.50M, resulting in a net margin of 17.2%.
Frequently Asked Questions
WTFC and CRS have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRS has higher volatility (11.84%) compared to WTFC (6.51%). In terms of maximum drawdown, WTFC dropped -83.58% vs CRS's -84.68%.
CRS currently has the higher Sharpe Ratio (2.12 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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