Wintrust Competitors
| WTFC Stock | USD 146.68 2.62 1.82% |
Wintrust Financial vs Zions Bancorporation Correlation
Very poor diversification
The correlation between Wintrust Financial and ZION is 0.87 (i.e., Very poor 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
| 0.87 | BNPH | BNP PARIBAS ADR | PairCorr |
| 0.71 | AON0 | AOZORA BANK LTD | PairCorr |
| 0.94 | AX | Axos Financial | PairCorr |
| 0.92 | BY | Byline Bancorp | PairCorr |
Moving against Wintrust Stock
At present, Wintrust Financial's Return On Capital Employed is projected to increase slightly based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.01, whereas Return On Equity is forecasted to decline to 0.07. At present, Wintrust Financial's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 10.1 B, whereas Net Tangible Assets are forecasted to decline to about 2.4 B.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.
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 | 1.28 | 0.07 | 0.05 | 0.12 | 1.63 | 2.65 | 11.10 | |||
| UMBF | 1.32 | 0.09 | 0.02 | 0.57 | 1.58 | 2.79 | 10.20 | |||
| WAL | 1.55 | 0.06 | (0.01) | (0.47) | 2.85 | 3.61 | 11.95 | |||
| BPOP | 1.31 | 0.25 | 0.13 | 0.30 | 1.59 | 2.90 | 11.31 | |||
| CFG | 1.24 | 0.13 | 0.09 | 0.16 | 1.52 | 2.78 | 12.85 | |||
| CFR | 0.98 | 0.14 | 0.12 | 0.21 | 0.91 | 2.65 | 7.75 | |||
| WBS | 1.09 | 0.27 | 0.23 | 0.38 | 0.80 | 2.80 | 10.59 | |||
| FHN | 1.14 | 0.10 | 0.06 | 0.15 | 1.47 | 3.35 | 9.14 | |||
| CBSH | 0.98 | (0.03) | (0.03) | 0.03 | 1.35 | 2.38 | 7.89 | |||
| ZION | 1.28 | 0.15 | 0.04 | 1.75 | 1.97 | 2.33 | 10.00 |
Cross Equities Net Income Analysis
Compare Wintrust Financial and related stocks such as Old National Bancorp, UMB Financial, and Western Alliance Ban Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ONB | 12 M | 72.5 M | 91.7 M | 100.9 M | 103.7 M | 116.7 M | 134.3 M | 95.7 M | 190.8 M | 238.2 M | 226.4 M | 277.5 M | 428.3 M | 582 M | 539.2 M | 669.3 M | 702.7 M |
| UMBF | 30.3 M | 106.5 M | 122.7 M | 134 M | 120.7 M | 116.1 M | 158.8 M | 247.1 M | 195.5 M | 243.6 M | 286.5 M | 353 M | 431.7 M | 350 M | 441.2 M | 702.4 M | 737.5 M |
| WAL | 6 M | 31.5 M | 72.6 M | 115 M | 148 M | 194.2 M | 259.8 M | 325.5 M | 435.8 M | 499.2 M | 506.6 M | 899.2 M | 1.1 B | 722.4 M | 787.7 M | 969 M | 1 B |
| BPOP | 63.4 M | 151.3 M | 245.3 M | 599.3 M | (313.5 M) | 895.3 M | 216.7 M | 107.7 M | 618.2 M | 671.1 M | 506.6 M | 934.9 M | 1.1 B | 541.3 M | 614.2 M | 833.2 M | 874.8 M |
| CFG | 506 M | 506 M | 643 M | (3.4 B) | 865 M | 840 M | 1 B | 1.7 B | 1.7 B | 1.8 B | 1.1 B | 2.3 B | 2.1 B | 1.6 B | 1.5 B | 1.8 B | 1.2 B |
| CFR | 10.3 M | 217.5 M | 238 M | 237.9 M | 278 M | 279.3 M | 304.3 M | 364.1 M | 454.9 M | 443.6 M | 331.2 M | 443.1 M | 579.1 M | 598 M | 582.5 M | 648.6 M | 681 M |
| FHN | 37.8 M | 131.2 M | (27.8 M) | 26.9 M | 222.5 M | 85.9 M | 227 M | 165.5 M | 545 M | 441 M | 845 M | 999 M | 900 M | 897 M | 775 M | 983 M | 1 B |
| CBSH | 37.9 M | 256.3 M | 269.3 M | 261 M | 261.8 M | 263.7 M | 275.4 M | 319.4 M | 433.5 M | 421.2 M | 354.1 M | 530.8 M | 488.4 M | 477.1 M | 526.3 M | 566.3 M | 594.6 M |
| ZION | 24.5 M | 323.8 M | 349.5 M | 263.8 M | 398.5 M | 309 M | 469 M | 592 M | 884 M | 816 M | 539 M | 1.1 B | 907 M | 680 M | 784 M | 899 M | 944 M |
Wintrust Financial and related stocks such as Old National Bancorp, UMB Financial, and Western Alliance Ban Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Wintrust Financial financial statement analysis. It represents the amount of money remaining after all of Wintrust Financial operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.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 |
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.
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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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.
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.
Quarterly Earnings Growth 0.194 | Dividend Share 2 | Earnings Share 11.4 | Revenue Per Share | Quarterly Revenue Growth 0.105 |
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.
