Wintrust Financial Corp Preferred Stock Performance
| WTFCM Preferred Stock | USD 25.19 0.01 0.04% |
Wintrust Financial has a performance score of 7 on a scale of 0 to 100. The firm maintains a market beta of 0.0313, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wintrust Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wintrust Financial is expected to be smaller as well. Wintrust Financial Corp right now maintains a risk of 0.28%. Please check out Wintrust Financial Corp semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Wintrust Financial Corp will be following its historical returns.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wintrust Financial Corp are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental indicators, Wintrust Financial is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 411.2 M |
Wintrust |
Wintrust Financial Relative Risk vs. Return Landscape
If you would invest 2,478 in Wintrust Financial Corp on September 17, 2024 and sell it today you would earn a total of 41.00 from holding Wintrust Financial Corp or generate 1.65% return on investment over 90 days. Wintrust Financial Corp is currently producing 0.026% returns and takes up 0.2774% volatility of returns over 90 trading days. Put another way, 2% of traded preferred stocks are less volatile than Wintrust, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wintrust Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wintrust Financial's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Wintrust Financial Corp, and traders can use it to determine the average amount a Wintrust Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0938
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WTFCM |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Wintrust Financial is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wintrust Financial by adding it to a well-diversified portfolio.
Wintrust Financial Fundamentals Growth
Wintrust Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Wintrust Financial, and Wintrust Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wintrust Preferred Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0099 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | (1.28 B) | ||||
| Shares Outstanding | 56.39 M | ||||
| Price To Earning | 3.96 X | ||||
| Price To Sales | 1.94 X | ||||
| Revenue | 461.05 M | ||||
| EBITDA | 61.63 M | ||||
| Cash And Equivalents | 4.46 B | ||||
| Cash Per Share | 73.40 X | ||||
| Total Debt | 3.6 B | ||||
| Book Value Per Share | 72.12 X | ||||
| Cash Flow From Operations | 1.13 B | ||||
| Earnings Per Share | 7.11 X | ||||
| Total Asset | 52.95 B | ||||
About Wintrust Financial Performance
By examining Wintrust Financial's fundamental ratios, stakeholders can obtain critical insights into Wintrust Financial's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Wintrust Financial is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Wintrust Financial Corporation operates as a financial holding company. Wintrust Financial Corporation was founded in 1991 and is headquartered in Rosemont, Illinois. Wintrust Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 52 people.Things to note about Wintrust Financial Corp performance evaluation
Checking the ongoing alerts about Wintrust Financial for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Wintrust Financial Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wintrust Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wintrust Financial's preferred stock performance include:- Analyzing Wintrust Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wintrust Financial's stock is overvalued or undervalued compared to its peers.
- Examining Wintrust Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wintrust Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wintrust Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wintrust Financial's preferred stock. These opinions can provide insight into Wintrust Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wintrust Preferred Stock
Wintrust Financial financial ratios help investors to determine whether Wintrust Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wintrust with respect to the benefits of owning Wintrust Financial security.