COMP <GO>
WTFC vs BRK-A // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Wintrust Financial Corporation (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: WTFC 8
— BRK-A 4
■ METRIC PARITY
LAST: $157.40 (+3.29%) • MKT CAP: $10.28B
options-implied-move
—
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.20T
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTFC VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTFC | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 11.47% | -8.37 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 9.7x | +17.72 | BRK-A | /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 | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | WTFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.7 | 66.0 | -7.30 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.13 | +0.01 | WTFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 24.3x | -12.64 | WTFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.28B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTFC REV | BRK-A REV | WTFC GROSS % | BRK-A GROSS % | WTFC FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $265.6M | $247.24B | — | — | $860.4M | $25.04B |
| FY 2024 | $250.7M | $249.71B | — | — | $635.5M | $11.62B |
| FY 2023 | $220.4M | $254.91B | — | — | $734.5M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTFC // BETA 1.14
BRK-A // BETA 1.13