Bread Financial (BFH) stands to gain from solid consumer spending, credit sales performance and a robust capital position, offset by escalating expenses.
WSFS Financial Corp (WSFS)
Common Stock · Currency in USD · XNAS
WSFS Financial Corp is a savings and loan holding company. The company operates in three segments: the WSFS Bank segment provides loans and leases, and other financial products to commercial and consumer customers; the Cash Connect segment provides ATM vault cash, smart safe, and other cash logistics services; and the Wealth and Trust segment provides a broad array of planning and advisory services, investment management, trust services, and credit and deposit products to individual, corporate, and institutional clients. The majority of revenue is generated from the WSFS Bank segment.
Company Info
SIC6021
Composite FIGIBBG000BX1C88
CIK0000828944
IPONov 26, 1986
Sectornational commercial banks
Highlights
Market Cap$3.50B
EPS$5.48
P/E Ratio11.43
Revenue$1.02B
Gross Profit$1.03B
Net Income$305.87M
Employees2,335
WSO52,732,172
Phone(302) 792-6000
Websitehttps://www.wsfsbank.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WSFS Financial Corp, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
WSFS Financial Corp (WSFS) has returned 19.93% so far this year and 47.27% over the past 12 months. Looking at the last ten years, WSFS has achieved an annualized return of 7.22%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
WSFS
1M2.16%
6M22.89%
YTD19.93%
1Y47.27%
5Y5.52%
10Y7.22%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of WSFS Financial Corp (WSFS) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 17.09% | -1.88% | 4.14% | 0.87% | ||||||||
| 2025 | 4.59% | -0.82% | -4.32% | -0.81% | 1.99% | 4.44% | 0.42% | 7.71% | -6.57% | -2.89% | 8.03% | -0.23% |
| 2024 | -2.00% | -5.08% | 7.22% | -5.90% | 2.49% | 4.98% | 20.58% | -2.98% | -5.80% | -3.17% | 21.28% | -11.96% |
| 2023 | 5.71% | 5.52% | -24.43% | -6.76% | -5.11% | 12.16% | 16.14% | -9.59% | -8.20% | -2.40% | 9.42% | 20.02% |
| 2022 | 3.93% | -2.27% | -7.79% | -14.62% | 5.79% | -6.11% | 19.99% | 2.57% | -3.69% | -1.44% | 3.74% | -7.56% |
| 2021 | -5.25% | 22.87% | -5.91% | 2.84% | 2.48% | -12.62% | -6.81% | 3.30% | 12.99% | 0.66% | -4.91% | -1.45% |
| 2020 | -9.65% | -13.87% | -27.89% | 23.75% | -1.43% | 2.83% | -0.52% | 1.84% | -7.95% | 17.15% | 18.27% | 14.72% |
| 2019 | 12.01% | 2.56% | -11.43% | 11.06% | -8.27% | 3.95% | 1.85% | -2.25% | 7.40% | -4.64% | 5.24% | -1.90% |
| 2018 | 6.57% | -6.01% | 0.42% | 4.70% | 4.49% | 1.33% | 6.68% | -14.31% | -3.28% | -10.08% | -1.66% | -10.80% |
| 2017 | -4.03% | -0.11% | -1.08% | 2.72% | -4.75% | 2.60% | -1.10% | -1.76% | 8.94% | 1.64% | 0.70% | -5.62% |
| 2016 | 5.79% | 3.26% | -8.81% | 9.66% | 10.26% | -6.48% | -3.26% | 21.16% | 8.04% |
Performance Indicators
The charts below present risk-adjusted performance metrics for WSFS Financial Corp (WSFS) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of WSFS compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current WSFS Financial Corp volatility is 1.13%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 21.31B | 20.81B | 20.59B | 19.91B | 15.78B | 14.33B | 12.26B | 7.25B | 7.00B | 6.77B | 5.59B | 4.85B | 4.52B | 4.38B | 4.29B |
| Equity Attributable To Parent (USD) | 2.74B | 2.59B | 2.48B | 2.21B | 1.94B | 1.79B | 1.85B | 820.92M | 724.35M | 687.34M | 580.47M | 489.05M | 383.05M | 421.05M | 392.13M |
| Equity Attributable To Noncontrolling Interest (USD) | -10.47M | -10.38M | -7.82M | -3.23M | -2.08M | -2.25M | -815.00K | - | - | - | - | - | - | - | - |
| Equity (USD) | 2.73B | 2.58B | 2.47B | 2.20B | 1.94B | 1.79B | 1.85B | 820.92M | 724.35M | 687.34M | 580.47M | 489.05M | 383.05M | 421.05M | 392.13M |
| Long-term Debt (USD) | - | - | - | - | - | - | - | - | - | - | - | - | 21.99M | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 18.59B | 18.23B | 18.12B | 17.71B | 13.84B | 12.54B | 10.41B | 6.43B | 6.28B | 6.08B | 5.01B | 4.36B | 4.13B | 3.95B | 3.90B |
| Liabilities (USD) | 18.59B | 18.23B | 18.12B | 17.71B | 13.84B | 12.54B | 10.41B | 6.43B | 6.28B | 6.08B | 5.01B | 4.36B | 4.13B | 3.95B | 3.90B |
| Intangible Assets (USD) | 84.68M | 102.26M | 118.66M | 128.60M | 74.40M | 84.56M | 95.92M | 20.02M | 22.44M | 23.71M | 10.08M | 8.94M | - | 5.17M | 6.14M |
| Fixed Assets (USD) | 80.32M | 86.03M | 104.48M | 115.60M | 87.30M | 96.56M | 104.47M | 44.96M | 47.98M | 48.87M | 39.57M | 35.07M | 35.18M | 38.26M | 35.96M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 21.31B | 20.81B | 20.59B | 19.91B | 15.78B | 14.33B | 12.26B | 7.25B | 7.00B | 6.77B | 5.59B | 4.85B | 4.52B | 4.38B | 4.29B |
| Assets (USD) | 21.31B | 20.81B | 20.59B | 19.91B | 15.78B | 14.33B | 12.26B | 7.25B | 7.00B | 6.77B | 5.59B | 4.85B | 4.52B | 4.38B | 4.29B |
News and Insights
WSFS (WSFS) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Zacks Savings and Loan industry players like PFS, RVSB and WSFS are poised to tide through a potential recession and waning loan demand on digital ramp-ups and inorganic efforts.
Although the revenue and EPS for WSFS (WSFS) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Essa Bancorp (ESSA) delivered earnings and revenue surprises of 37.14% and 3.49%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?
WSFS (WSFS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
While the top- and bottom-line numbers for WSFS (WSFS) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
WSFS (WSFS) delivered earnings and revenue surprises of 6.48% and 6.79%, respectively, for the quarter ended December 2023. Do the numbers hold clues to what lies ahead for the stock?
Evaluate the expected performance of WSFS (WSFS) for the quarter ended December 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
UMB Financial's (UMBF) rising loan balances are likely to support its balance sheet position. Yet, rising operating expenses keep the bottom line under pressure.