COMP <GO>
WTFC vs BRK-B // 10Y YIELD & FRED MACRO BETA
Wintrust Financial Corporation (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: WTFC 8
— BRK-B 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: WTFC
LAST: $152.38 (-1.14%) • MKT CAP: $10.40B
macro-sensitivity
1.14
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTFC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTFC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 11.47% | -8.37 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 9.7x | +17.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 8.27% | 2.09% | +6.18 | WTFC | /fcf-yield <GO> |
| Operating Margin | 75.00% | 27.80% | +47.20 | WTFC | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 22.30% | +45.70 | WTFC | /net-margins <GO> |
| Revenue Growth (YoY) | 5.90% | 3.93% | +1.97 | WTFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.63% | 0.00% | +1.63 | WTFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | WTFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 3.55% | +3.85 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 66.8 | -5.73 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.14 | 0.61 | +0.53 | WTFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 24.3x | -12.64 | WTFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.40B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTFC REV | BRK-B REV | WTFC GROSS % | BRK-B GROSS % | WTFC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $265.6M | $371.44B | 44.0% | — | $860.4M | $25.04B |
| FY 2024 | $250.7M | $371.43B | 44.0% | — | $635.5M | $11.62B |
| FY 2023 | $220.4M | $364.48B | 44.0% | — | $734.5M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTFC // BETA 1.14
BRK-B // BETA 0.61