Wintrust Financial Stock Buy Hold or Sell Recommendation
| WTFC Stock | USD 133.63 2.80 2.14% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Wintrust Financial is 'Buy'. Macroaxis provides Wintrust Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WTFC positions.
Check out Wintrust Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide. In addition, we conduct extensive research on individual companies such as Wintrust and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Wintrust Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Wintrust |
Execute Wintrust Financial Buy or Sell Advice
The Wintrust recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wintrust Financial. Macroaxis does not own or have any residual interests in Wintrust Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wintrust Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Wintrust Financial Trading Alerts and Improvement Suggestions
| Over 93.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: THE WINTRUST MAGNIFICENT MILE LIGHTS FESTIVAL RETURNS WITH STAR-STUDDED TALENT AND EXCITING NEW FEATURES FOR 33RD ANNUAL PARADE |
Wintrust Financial Returns Distribution Density
The distribution of Wintrust Financial's historical returns is an attempt to chart the uncertainty of Wintrust Financial's future price movements. The chart of the probability distribution of Wintrust Financial daily returns describes the distribution of returns around its average expected value. We use Wintrust Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wintrust Financial returns is essential to provide solid investment advice for Wintrust Financial.
| Mean Return | 0.43 | Value At Risk | -2.14 | Potential Upside | 3.44 | Standard Deviation | 2.38 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wintrust Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Wintrust Stock Institutional Investors
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.1 M | Geode Capital Management, Llc | 2024-06-30 | 1.1 M | Alliancebernstein L.p. | 2024-06-30 | 1 M | Channing Capital Management, Llc | 2024-09-30 | 839.5 K | Federated Hermes Inc | 2024-09-30 | 821.5 K | Hhg Plc | 2024-06-30 | 803.5 K | Charles Schwab Investment Management Inc | 2024-09-30 | 802.8 K | Reinhart Mahoney Capital Management Inc | 2024-09-30 | 781.4 K | First Trust Advisors L.p. | 2024-06-30 | 734 K | Vanguard Group Inc | 2024-09-30 | 6.9 M | Blackrock Inc | 2024-06-30 | 5.7 M |
Wintrust Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (105.7M) | 36.0M | 88.7M | 79.8M | 1.8B | 1.9B | |
| Free Cash Flow | 184.0M | (582.1M) | 1.1B | 1.3B | 1.8B | 1.9B | |
| Depreciation | 88.4M | 96.4M | 101.8M | 82.1M | 5.5M | 5.2M | |
| Other Non Cash Items | (85.7M) | (813.4M) | 292.4M | 434.0M | (1.8B) | (1.8B) | |
| Capital Expenditures | 82.0M | 63.6M | 57.1M | 53.4M | 45.2M | 45.7M | |
| Net Income | 355.7M | 293.0M | 466.2M | 509.7M | 1.8B | 1.9B | |
| End Period Cash Flow | 286.5M | 322.5M | 411.2M | 491.0M | 1.8B | 1.9B | |
| Dividends Paid | 65.1M | 85.9M | 98.6M | 108.2M | 28.0M | 31.8M | |
| Investments | (3.8B) | (7.1B) | (4.6B) | (3.5B) | (3.2B) | (3.3B) | |
| Net Borrowings | 312.1M | 88.6M | (27.8M) | 1.2B | 1.4B | 1.4B | |
| Change To Netincome | (8.3M) | (450.1M) | 383.1M | 487.8M | 439.0M | 566.9M |
Wintrust Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wintrust Financial or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wintrust Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wintrust stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 2.36 | |
σ | Overall volatility | 2.36 | |
Ir | Information ratio | 0.14 |
Wintrust Financial Volatility Alert
Wintrust Financial has relatively low volatility with skewness of 3.0 and kurtosis of 16.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wintrust Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wintrust Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Wintrust Financial Fundamentals Vs Peers
Comparing Wintrust Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Wintrust Financial's direct or indirect competition across all of the common fundamentals between Wintrust Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wintrust Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Wintrust Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wintrust Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wintrust Financial to competition |
| Fundamentals | Wintrust Financial | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0106 | -0.14 |
| Profit Margin | 0.28 % | (1.27) % |
| Operating Margin | 0.41 % | (5.51) % |
| Current Valuation | 9.04 B | 16.62 B |
| Shares Outstanding | 66.49 M | 571.82 M |
| Shares Owned By Insiders | 1.40 % | 10.09 % |
| Shares Owned By Institutions | 93.14 % | 39.21 % |
| Number Of Shares Shorted | 801.91 K | 4.71 M |
| Price To Earning | 14.54 X | 28.72 X |
| Price To Book | 1.45 X | 9.51 X |
| Price To Sales | 3.86 X | 11.42 X |
| Revenue | 2.89 B | 9.43 B |
| Gross Profit | 1.88 B | 27.38 B |
| EBITDA | 53.3 M | 3.9 B |
| Net Income | 1.84 B | 570.98 M |
| Cash And Equivalents | 4.46 B | 2.7 B |
| Cash Per Share | 73.40 X | 5.01 X |
| Total Debt | 3.65 B | 5.32 B |
| Debt To Equity | 8.74 % | 48.70 % |
| Book Value Per Share | 90.06 X | 1.93 K |
| Cash Flow From Operations | 1.84 B | 971.22 M |
| Short Ratio | 2.09 X | 4.00 X |
| Earnings Per Share | 9.55 X | 3.12 X |
| Price To Earnings To Growth | 4.57 X | 4.89 X |
| Target Price | 133.0 | |
| Number Of Employees | 5.52 K | 18.84 K |
| Beta | 1.15 | -0.15 |
| Market Capitalization | 8.7 B | 19.03 B |
| Total Asset | 56.26 B | 29.47 B |
| Retained Earnings | 3.35 B | 9.33 B |
| Annual Yield | 0.01 % | |
| Five Year Return | 1.44 % |
Note: Disposition of 2000 shares by Teglia Karin Gustafson of Wintrust Financial subject to Rule 16b-3 [view details]
Wintrust Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wintrust . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Wintrust Financial Buy or Sell Advice
When is the right time to buy or sell Wintrust Financial? Buying financial instruments such as Wintrust Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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.Did You Try This Idea?
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Outsourcing
Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing theme has 32 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 Outsourcing Theme or any other thematic opportunities.
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Check out Wintrust Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wintrust Financial. If investors know Wintrust will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wintrust Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.02) | Dividend Share 1.75 | Earnings Share 9.55 | Revenue Per Share 36.15 | Quarterly Revenue Growth 0.069 |
The market value of Wintrust Financial is measured differently than its book value, which is the value of Wintrust that is recorded on the company's balance sheet. Investors also form their own opinion of Wintrust Financial's value that differs from its market value or its book value, called intrinsic value, which is Wintrust Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wintrust Financial's market value can be influenced by many factors that don't directly affect Wintrust Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely 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. However, Wintrust Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.