COMP <GO>
WTFC vs MS // REVENUE GROWTH (YOY)
Wintrust Financial Corporation (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WTFC 10
— MS 4
▲ REVENUE GROWTH (YOY) LEADER: WTFC
LAST: $152.38 (-1.14%) • MKT CAP: $10.40B
revenue-growth
5.90%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
revenue-growth
5.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTFC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTFC | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 3.00% | +0.10 | WTFC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 31.0x | -3.60 | WTFC | /valuation <GO> |
| Free Cash Flow Yield | 8.27% | -7.25% | +15.52 | WTFC | /fcf-yield <GO> |
| Operating Margin | 75.00% | 24.60% | +50.40 | WTFC | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 20.20% | +47.80 | WTFC | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 5.90% | 5.50% | +0.40 | WTFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.63% | 2.21% | -0.58 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | WTFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 7.00% | +0.40 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 43.3 | +17.80 | WTFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.04 | +0.10 | WTFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 16.5x | -4.80 | WTFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.40B | $298.41B | -$288.01B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTFC REV | MS REV | WTFC GROSS % | MS GROSS % | WTFC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $265.6M | $0 | 44.0% | — | $860.4M | -$17.89B |
| FY 2024 | $250.7M | $0 | 44.0% | — | $635.5M | $1.36B |
| FY 2023 | $220.4M | $0 | 44.0% | — | $734.5M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTFC // BETA 1.14
MS // BETA 1.04