WTFC vs. CRS
Compare and contrast key facts about Wintrust Financial Corporation (WTFC) and Carpenter Technology Corporation (CRS).
Performance
WTFC vs. CRS - Performance Comparison
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WTFC vs. CRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTFC Wintrust Financial Corporation | -0.28% | 13.94% | 36.83% | 12.00% | -5.54% | 51.10% | -11.77% | 8.16% | -18.56% | 14.36% |
CRS Carpenter Technology Corporation | 25.26% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
Fundamentals
WTFC:
$158.81M
CRS:
$19.83B
WTFC:
$18.11
CRS:
$8.62
WTFC:
7.67
CRS:
45.71
WTFC:
0.71
CRS:
0.04
WTFC:
1.54
CRS:
6.75
WTFC:
0.02
CRS:
9.99
WTFC:
$4.10B
CRS:
$2.94B
WTFC:
$1.94B
CRS:
$849.50M
WTFC:
$921.45M
CRS:
$711.30M
Returns By Period
In the year-to-date period, WTFC achieves a -0.28% return, which is significantly lower than CRS's 25.26% return. Over the past 10 years, WTFC has underperformed CRS with an annualized return of 13.79%, while CRS has yielded a comparatively higher 29.69% 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%
CRS
- 1D
- 6.32%
- 1M
- -0.98%
- YTD
- 25.26%
- 6M
- 60.75%
- 1Y
- 118.29%
- 3Y*
- 108.12%
- 5Y*
- 59.12%
- 10Y*
- 29.69%
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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 | 0.79 | 2.33 | -1.54 |
Sortino ratioReturn per unit of downside risk | 1.22 | 3.04 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.41 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 6.14 | -4.80 |
Martin ratioReturn relative to average drawdown | 3.72 | 14.29 | -10.57 |
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 | 0.79 | 2.33 | -1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 1.27 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.61 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.33 | -0.07 |
Correlation
The correlation between WTFC and CRS is 0.40, 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. CRS - Dividend Comparison
WTFC's dividend yield for the trailing twelve months is around 1.48%, more than CRS's 0.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CRS Carpenter Technology Corporation | 0.20% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
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% | -19.24% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -40.71% | -47.01% | +6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -74.50% | -74.70% | +0.20% |
Current DrawdownCurrent decline from peak | -13.89% | -4.36% | -9.53% |
Average DrawdownAverage peak-to-trough decline | -23.27% | -27.36% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.95% | 8.27% | -1.32% |
Volatility
WTFC vs. CRS - Volatility Comparison
The current volatility for Wintrust Financial Corporation (WTFC) is 7.77%, while Carpenter Technology Corporation (CRS) has a volatility of 17.52%. 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 | 7.77% | 17.52% | -9.75% |
Volatility (6M)Calculated over the trailing 6-month period | 20.85% | 37.15% | -16.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.29% | 51.08% | -18.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.13% | 46.78% | -14.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.43% | 48.74% | -11.31% |
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 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%.
CRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported a gross profit of 218.30M and revenue of 728.00M. Therefore, the gross margin over that period was 30.0%.
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%.
CRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported an operating income of 155.20M and revenue of 728.00M, resulting in an operating margin of 21.3%.
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%.
CRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported a net income of 105.30M and revenue of 728.00M, resulting in a net margin of 14.5%.