Wintrust Competitors

WTFC Stock

USD 158.57 2.78 1.72%

Wintrust Financial competes with Old National, UMB Financial, Western Alliance, Popular, and Citizens Financial; as well as few others. The company conducts business under Banks sector and is part of Financials industry. Analyzing Wintrust Financial competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Wintrust Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wintrust Financial Correlation with its peers.

For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.

Wintrust Financial vs Zions Bancorporation Correlation

Almost no diversification

The correlation between Wintrust Financial and ZION is 0.96 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Wintrust Financial and ZION in the same portfolio, assuming nothing else is changed.

Moving together with Wintrust Stock

0.8	BIRG	Bank of Ireland	Pair Corr
0.67	AX	Axos Financial	Pair Corr
0.82	FFIN	First Financial Bank Normal Trading	Pair Corr

Moving against Wintrust Stock

0.66	3YB	Postal Savings Bank	Pair Corr
0.37	OFSI	Omni Financial Services	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
157.08	158.67	160.26

Details

Intrinsic

Valuation

Low	Real	High
142.70	174.95	176.54

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wintrust Financial. Your research has to be compared to or analyzed against Wintrust Financial's peers to derive any actionable benefits. When done correctly, Wintrust Financial's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Wintrust Financial.

Wintrust Financial Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wintrust Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Wintrust and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Wintrust Financial does not affect the price movement of the other competitor.

	ONB	UMBF	WAL	BPOP	CFG	CFR	WBS	FHN	CBSH	ZION
ONB		0.62	0.96	0.61	0.98	0.62	0.97	0.95	0.47	0.95	ONB
UMBF	0.62		0.59	0.94	0.64	0.95	0.55	0.65	0.88	0.63	UMBF
WAL	0.96	0.59		0.57	0.96	0.6	0.95	0.96	0.51	0.96	WAL
BPOP	0.61	0.94	0.57		0.64	0.9	0.57	0.66	0.81	0.63	BPOP
CFG	0.98	0.64	0.96	0.64		0.66	0.95	0.97	0.51	0.96	CFG
CFR	0.62	0.95	0.6	0.9	0.66		0.54	0.63	0.88	0.61	CFR
WBS	0.97	0.55	0.95	0.57	0.95	0.54		0.95	0.42	0.96	WBS
FHN	0.95	0.65	0.96	0.66	0.97	0.63	0.95		0.56	0.99	FHN
CBSH	0.47	0.88	0.51	0.81	0.51	0.88	0.42	0.56		0.56	CBSH
ZION	0.95	0.63	0.96	0.63	0.96	0.61	0.96	0.99	0.56		ZION
	ONB	UMBF	WAL	BPOP	CFG	CFR	WBS	FHN	CBSH	ZION

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Risk-Adjusted Indicators

There is a big difference between Wintrust Stock performing well and Wintrust Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Wintrust Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ONB	1.21	0.38	0.17	(0.80)	1.10	(1.45)	2.93	(1.59)	7.78
UMBF	1.24	0.31	0.23	0.71	0.85	(1.70)	3.61	(1.46)	6.43
WAL	1.39	0.35	0.11	(0.83)	1.55	(1.37)	3.88	(2.94)	10.08
BPOP	1.23	0.39	0.19	1.99	1.25	(1.36)	2.96	(2.08)	6.73
CFG	1.18	0.48	0.27	(0.89)	0.80	(1.39)	2.99	(1.80)	9.61
CFR	1.03	0.26	0.21	0.92	0.69	(1.31)	3.15	(1.28)	7.64
WBS	1.16	0.43	0.23	(1.67)	0.92	(1.35)	3.30	(1.78)	9.34
FHN	1.05	0.34	0.17	(0.72)	0.92	(1.28)	3.35	(1.71)	7.47
CBSH	0.97	0.14	0.06	0.71	1.13	(1.11)	2.40	(2.03)	6.30
ZION	1.11	0.40	0.19	(0.75)	1.03	(1.29)	2.58	(1.58)	8.08

Wintrust Financial Competitive Analysis

The better you understand Wintrust Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wintrust Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Wintrust Financial's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	WTFC	ONB	UMBF	WAL	BPOP	CFG	CFR	WBS	FHN	CBSH
	1.72 158.57 Wintrust	0.81 25.67 Old	0.02 134.29 UMB	1.79 96.08 Western	0.00 147.30 Popular	0.62 67.70 Citizens	0.00 147.06 CullenFrost	0.66 73.21 Webster	0.76 26.03 First	0.11 55.23 Commerce
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Good	Solid	Solid	Solid	Solid	Solid	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Tiny	Low	Low	Low	Low	Low	Tiny	Tiny	Tiny
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Strong Buy	Not Available	Strong Buy	Not Available	Hold	Not Available	Not Available	Hold
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Buy	Hold	Strong Buy	Strong Hold	Strong Buy	Strong Buy	Strong Hold	Strong Hold
Net Asset	71.14 B	72.15 B	73.09 B	92.77 B	75.35 B	226.35 B	53.04 B	84.07 B	83.88 B	32.92 B
Profit Margin	0.31	0.29	0.28	0.29	0.28	0.24	0.3	0.37	0.29	0.33
EBITDA	1.21 B	977.98 M	1.06 B	1.21 B	1.01 B	2.69 B	771.7 M	1.26 B	1.34 B	731.84 M
Operating Margin	0.47	0.48	0.48	0.41	0.36	0.34	0.35	0.47	0.4	0.43
Current Valuation	12.06 B	17.19 B	4.83 B	13.67 B	10.62 B	28.94 B	5.58 B	13.94 B	13.32 B	6.17 B
Price To Book	1.58	1.19	1.38	1.4	1.54	1.21	2.09	1.28	1.5	2.14
Retained Earnings	4.54 B	1.97 B	3.74 B	5.61 B	5.21 B	11.35 B	4.31 B	3.76 B	5.03 B	131.83 M
Five Year Return	1.44	3.23	1.7	N/A	2.43	3.6	2.78	3.17	3.5	1.53
Beta	0.85	0.83	0.78	1.32	0.63	1.07	0.62	1.04	0.62	0.6
Number Of Employees	5.9 K	4.97 K	3.7 K	3.77 K	9.24 K	17.4 K	5.85 K	4.3 K	7.37 K	4.67 K
Shares Outstanding	66.97 M	389.66 M	75.96 M	109.5 M	65.72 M	429.24 M	63.2 M	161.22 M	485 M	147.36 M
Cash Flow From Operations	721.56 M	622.28 M	225.29 M	(2.74 B)	674.72 M	2 B	273.98 M	1.4 B	1.27 B	577.86 M
Annual Yield	0.0127	0.0216	0.0128	0.0178	0.0206	0.027	0.0273	0.0219	0.0259	0.0199
Total Debt	4.48 B	7.45 B	474.23 M	6.64 B	1.45 B	11.28 B	48.47 B	739.45 M	4.57 B	3 B
Return On Equity	0.12	0.0902	0.13	0.14	0.14	0.0724	0.15	0.11	0.11	0.16
Return On Asset	0.0121	0.0107	0.0114	0.0114	0.0112	0.0083	0.0123	0.0123	0.012	0.0176
Number Of Shares Shorted	1.74 M	20.22 M	2.81 M	4.52 M	1.64 M	16.78 M	2.03 M	2.83 M	9.02 M	4.51 M
Book Value Per Share	102.03	21.18	97.41	68.07	94.75	56.39	69.96	57.12	17.52	27.58
Total Asset	71.14 B	72.15 B	73.09 B	92.77 B	75.35 B	226.35 B	53.04 B	84.07 B	83.88 B	32.92 B
Debt To Equity	8.74	7.04	9.08	0.23	6.01	6.04	8.88	9.21	10.05	0.044
Short Ratio	3.71	7.95	5.96	5.63	3.38	4.06	4.43	2.26	1.55	4.32
Target Price	172.43	27.42	145.42	102.67	156.1	72.28	144.2	74.64	27.5	62.0
Last Dividend Paid	2.0	0.56	1.63	1.56	2.9	1.72	3.95	1.6	0.6	1.1
Shares Owned By Institutions	97.91	97.06	93.82	91.9	94.39	99.17	92.9	94.65	94.41	70.33
Market Capitalization	10.81 B	10.11 B	10.2 B	10.39 B	9.73 B	29.26 B	9.38 B	11.8 B	12.92 B	8.13 B
Price To Earning	14.54	10.82	10.79	11.32	6.35	11.73	24.08	17.34	16.74	20.35
Price To Earnings To Growth	4.57	2.45	1.73	1.84	1.75	0.26	2.61	1.93	1.67	3.58
Price To Sales	4.11	4.4	4.08	3.13	3.31	3.83	4.28	4.39	3.85	4.75
Net Income	695.04 M	539.19 M	441.24 M	787.7 M	614.21 M	1.51 B	648.56 M	768.71 M	794 M	534.4 M
Earnings Per Share	11.41	1.79	9.29	8.73	12.31	3.86	9.92	5.9	1.87	4.04
Shares Owned By Insiders	1.5	0.62	5.36	2.67	1.98	0.74	6.59	0.81	0.76	2.39
Revenue	4.23 B	3.71 B	4.44 B	5.28 B	4.43 B	11.15 B	2.24 B	4.42 B	4.99 B	2.14 B
Cash And Equivalents	4.46 B	466.85 M	2.87 B	1.61 B	2.05 B	9.77 B	13.87 B	613.12 M	6.86 B	2.32 B
Cash Per Share	73.4	1.59	59.41	14.91	28.17	19.71	215.71	3.52	12.78	19.4
Gross Profit	2.63 B	2.3 B	2.5 B	3.32 B	2.94 B	7.64 B	2.19 B	2.69 B	3.36 B	1.71 B
Day Typical Price	159.54	25.79	134.61	95.68	147.0	67.99	146.96	73.16	26.12	55.27
Accumulation Distribution	9678.43	42998.29	7282.19	29935.98	11939.15	75431.8	8300.85	42732.04	84603.94	32962.12
Daily Balance Of Power	(0.94)	(0.54)	(0.01)	0.5615	N/A	(0.40)	N/A	0.6486	(0.43)	0.055
Period Momentum Indicator	(2.78)	(0.21)	(0.03)	1.69	N/A	(0.42)	N/A	0.48	(0.20)	0.06
Rate Of Daily Change	0.98	0.99	1.0	1.02	1.0	0.99	1.0	1.01	0.99	1.0
Day Median Price	160.02	25.85	134.77	95.49	146.86	68.13	146.91	73.14	26.16	55.3
Price Action Indicator	(2.84)	(0.28)	(0.50)	1.44	0.45	(0.64)	0.15	0.31	(0.23)	(0.04)
Coefficient Of Variation	491.41	471.0	446.32	604.5	403.33	373.42	457.13	422.85	469.28	777.82
Mean Deviation	1.19	1.21	1.24	1.39	1.23	1.18	1.03	1.16	1.05	0.9739
Jensen Alpha	0.3655	0.3758	0.3053	0.3479	0.3938	0.4766	0.2644	0.4348	0.3436	0.1394
Total Risk Alpha	0.1402	0.1577	0.1725	0.0984	0.2246	0.2511	0.1401	0.216	0.1426	0.0143
Sortino Ratio	0.1581	0.1744	0.2304	0.1062	0.1942	0.2655	0.2061	0.2297	0.1725	0.0571
Downside Variance	2.1	2.06	1.28	4.52	2.78	1.69	0.9795	2.0	1.59	1.54
Standard Deviation	1.61	1.64	1.6	1.96	1.7	1.66	1.38	1.79	1.48	1.32
Kurtosis	1.29	1.91	1.05	1.55	2.15	3.92	1.49	8.1	1.82	1.26
Potential Upside	3.41	2.93	3.61	3.88	2.96	2.99	3.15	3.3	3.35	2.4
Treynor Ratio	(0.58)	(0.80)	0.7056	(0.83)	1.99	(0.89)	0.9228	(1.67)	(0.72)	0.7062
Maximum Drawdown	8.8	7.78	6.43	10.08	6.73	9.61	7.64	9.34	7.47	6.3
Variance	2.59	2.69	2.57	3.84	2.9	2.74	1.91	3.2	2.2	1.73
Market Risk Adjusted Performance	(0.57)	(0.79)	0.7156	(0.82)	2.0	(0.88)	0.9328	(1.66)	(0.71)	0.7162
Risk Adjusted Performance	0.1682	0.1754	0.1847	0.1386	0.2041	0.2199	0.1796	0.1952	0.1755	0.107
Skewness	0.1688	0.309	0.6031	0.0127	0.1218	1.05	0.7666	1.73	0.4986	(0.09)
Semi Deviation	1.12	1.1	0.849	1.55	1.25	0.803	0.689	0.9199	0.923	1.13
Information Ratio	0.1424	0.1524	0.1627	0.1153	0.1902	0.2084	0.1476	0.1815	0.1468	0.0539
Value At Risk	(1.72)	(1.59)	(1.46)	(2.94)	(2.08)	(1.80)	(1.28)	(1.78)	(1.71)	(2.03)
Expected Short fall	(1.38)	(1.45)	(1.70)	(1.37)	(1.36)	(1.39)	(1.31)	(1.35)	(1.28)	(1.11)
Downside Deviation	1.45	1.43	1.13	2.13	1.67	1.3	0.9897	1.41	1.26	1.24
Semi Variance	1.26	1.2	0.7208	2.41	1.57	0.6449	0.4747	0.8462	0.8519	1.27

Wintrust Financial Competition Performance Charts

Five steps to successful analysis of Wintrust Financial Competition

Wintrust Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Wintrust Financial in relation to its competition. Wintrust Financial's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Wintrust Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Wintrust Financial's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wintrust Financial, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Wintrust Financial position

In addition to having Wintrust Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 46 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.

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When determining whether Wintrust Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wintrust Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wintrust Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wintrust Financial Stock:

How To Invest In Wintrust

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Is Wintrust Stock a good investment?

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What is Wintrust Financial's Net Worth?

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Largest Regional Banks Companies

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Largest Banks - Regional Companies

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Check out Wintrust Financial Correlation with its peers.

For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.

You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

Will Regional Banks sector continue expanding? Could Wintrust diversify its offerings? Factors like these will boost the valuation of Wintrust Financial. Anticipated expansion of Wintrust directly elevates investor willingness to pay premium valuations. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Wintrust Financial data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.

Investors evaluate Wintrust Financial using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Wintrust Financial's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Wintrust Financial's market price to deviate significantly from intrinsic value.

Please note, there is a significant difference between Wintrust Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wintrust Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Wintrust Financial's market price signifies the transaction level at which participants voluntarily complete trades.

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Wintrust Competitors

Wintrust Financial vs Zions Bancorporation Correlation

Almost no diversification

Moving together with Wintrust Stock

Moving against Wintrust Stock

Specify up to 10 symbols:

Wintrust Financial Competition Correlation Matrix

Risk-Adjusted Indicators

Wintrust Financial Competitive Analysis

Wintrust Financial Competition Performance Charts

Five steps to successful analysis of Wintrust Financial Competition

Complement your Wintrust Financial position

Did You Try This Idea?

Run Conservative Funds Thematic Idea Now

Conservative Funds

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