Wintrust Financial Shares Owned By Insiders vs. Operating Margin

WTFC Stock  USD 138.01  0.49  0.35%   
Taking into consideration Wintrust Financial's profitability measurements, Wintrust Financial's profitability may be sliding down. It has an above-average probability of reporting lower numbers next quarter. Profitability indicators assess Wintrust Financial's ability to earn profits and add value for shareholders. At present, Wintrust Financial's Days Sales Outstanding is projected to decrease significantly based on the last few years of reporting. The current year's EV To Sales is expected to grow to 3.62, whereas Operating Cash Flow Sales Ratio is forecasted to decline to 0.18. At present, Wintrust Financial's Total Other Income Expense Net is projected to increase significantly based on the last few years of reporting. The current year's Net Income is expected to grow to about 1.9 B, whereas Accumulated Other Comprehensive Income is projected to grow to (343.2 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.780.9
Fairly Down
Slightly volatile
Net Profit Margin0.30.2887
Sufficiently Up
Slightly volatile
Operating Profit Margin0.730.4849
Way Up
Pretty Stable
Pretax Profit Margin0.20.3919
Way Down
Slightly volatile
Return On Assets0.01160.0111
Sufficiently Up
Slightly volatile
Return On Equity0.06420.1153
Way Down
Slightly volatile
For Wintrust Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wintrust Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wintrust Financial utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wintrust Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wintrust Financial over time as well as its relative position and ranking within its peers.
  

Wintrust Financial's Revenue Breakdown by Earning Segment

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For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.
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
9.54
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.

Wintrust Financial Operating Margin vs. Shares Owned By Insiders Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Wintrust Financial's current stock value. Our valuation model uses many indicators to compare Wintrust Financial value to that of its competitors to determine the firm's financial worth.
Wintrust Financial is rated below average in shares owned by insiders category among its peers. It is rated below average in operating margin category among its peers reporting about  0.29  of Operating Margin per Shares Owned By Insiders. The ratio of Shares Owned By Insiders to Operating Margin for Wintrust Financial is roughly  3.45 . At present, Wintrust Financial's Operating Profit Margin is projected to increase slightly based on the last few years of reporting. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wintrust Financial's earnings, one of the primary drivers of an investment's value.

Wintrust Operating Margin vs. Shares Owned By Insiders

Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.

Wintrust Financial

Insiders Shares

 = 

Executives Shares

+

Employees

 = 
1.43 %
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.

Wintrust Financial

Operating Margin

 = 

Operating Income

Revenue

X

100

 = 
0.41 %
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.

Wintrust Operating Margin Comparison

Wintrust Financial is currently under evaluation in operating margin category among its peers.

Wintrust Financial Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Wintrust Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wintrust Financial will eventually generate negative long term returns. The profitability progress is the general direction of Wintrust Financial's change in net profit over the period of time. It can combine multiple indicators of Wintrust Financial, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-361.2 M-343.2 M
Operating Income53.3 M50.6 M
Income Before Tax845.1 M887.3 M
Total Other Income Expense Net791.8 M831.4 M
Net Income1.8 B1.9 B
Income Tax Expense222.5 M233.6 M
Net Income Applicable To Common Shares554 M581.7 M
Net Income From Continuing Ops644 M408.1 M
Net Interest Income1.8 B1.1 B
Interest Income2.7 B1.4 B
Change To Netincome439 M566.9 M
Net Income Per Share 10.18  10.69 
Income Quality 1.20  1.63 
Net Income Per E B T 0.74  0.94 

Wintrust Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Wintrust Financial. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Wintrust Financial position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Wintrust Financial's important profitability drivers and their relationship over time.

Use Wintrust Financial in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wintrust Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wintrust Financial will appreciate offsetting losses from the drop in the long position's value.

Wintrust Financial Pair Trading

Wintrust Financial Pair Trading Analysis

The ability to find closely correlated positions to Wintrust Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wintrust Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wintrust Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wintrust Financial to buy it.
The correlation of Wintrust Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wintrust Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wintrust Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wintrust Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to 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.

Did You Try This Idea?

Run World Allocation Funds Thematic Idea Now

World Allocation Funds
World Allocation Funds Theme
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 43 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 World Allocation 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:
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For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.
You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
To fully project Wintrust Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wintrust Financial at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Wintrust Financial's income statement, its balance sheet, and the statement of cash flows.
Potential Wintrust Financial investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Wintrust Financial investors may work on each financial statement separately, they are all related. The changes in Wintrust Financial's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Wintrust Financial's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.