Wsfs Financial Stock Buy Hold or Sell Recommendation
| WSFS Stock | USD 60.48 1.77 3.01% |
Given the investment horizon of 90 days and your highly speculative risk level, our recommendation regarding WSFS Financial is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell WSFS Financial given historical horizon and risk tolerance towards WSFS Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for WSFS Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out WSFS Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy WSFS Stock please use our How to Invest in WSFS Financial guide. Note, we conduct extensive research on individual companies such as WSFS and provide practical buy, sell, or hold advice based on investors' constraints. WSFS Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
WSFS |
Execute WSFS Financial Buy or Sell Advice
The WSFS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on WSFS Financial. Macroaxis does not own or have any residual interests in WSFS Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute WSFS Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
WSFS Financial Trading Alerts and Improvement Suggestions
| WSFS Financial has a poor financial position based on the latest SEC disclosures | |
| Over 92.0% of the company outstanding shares are owned by institutional investors | |
| On 22nd of November 2024 WSFS Financial paid $ 0.15 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: This Insider Has Just Sold Shares In WSFS Financial |
WSFS Financial Returns Distribution Density
The distribution of WSFS Financial's historical returns is an attempt to chart the uncertainty of WSFS Financial's future price movements. The chart of the probability distribution of WSFS Financial daily returns describes the distribution of returns around its average expected value. We use WSFS Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of WSFS Financial returns is essential to provide solid investment advice for WSFS Financial.
| Mean Return | 0.28 | Value At Risk | -3.2 | Potential Upside | 3.01 | Standard Deviation | 2.75 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of WSFS Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
WSFS Stock Institutional Investors
The WSFS Financial's institutional investors refer to entities that pool money to purchase WSFS Financial's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | American Century Companies Inc | 2024-09-30 | 908.4 K | Alliancebernstein L.p. | 2024-06-30 | 876.4 K | Brown Advisory Holdings Inc | 2024-09-30 | 845.9 K | Pzena Investment Management, Llc | 2024-09-30 | 816.5 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 812.5 K | Northern Trust Corp | 2024-09-30 | 799.8 K | Cooke & Bieler Lp | 2024-09-30 | 771.4 K | Palisade Capital Management Llc | 2024-09-30 | 762.9 K | Charles Schwab Investment Management Inc | 2024-09-30 | 720.9 K | Blackrock Inc | 2024-06-30 | 8.6 M | Vanguard Group Inc | 2024-09-30 | 7 M |
WSFS Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (49.0M) | 1.1B | (121.8M) | (695.7M) | 255.6M | 268.4M | |
| Free Cash Flow | 75.7M | 8.0M | 119.1M | 472.0M | 230.6M | 242.1M | |
| Depreciation | 49.8M | 38.2M | 37.8M | 60.5M | 48.6M | 51.0M | |
| Other Non Cash Items | (143.2M) | (87.1M) | (164.2M) | (20.3M) | (35.6M) | (33.9M) | |
| Dividends Paid | 22.5M | 24.4M | 24.2M | 35.7M | 36.7M | 38.6M | |
| Capital Expenditures | 14.2M | 7.2M | 6.6M | 8.8M | 6.4M | 6.2M | |
| Net Income | 147.9M | 113.3M | 271.6M | 222.6M | 269.0M | 282.5M | |
| End Period Cash Flow | 571.8M | 1.7B | 1.5B | 837.3M | 1.1B | 1.1B | |
| Change To Inventory | 22.9M | (9.4M) | (66.1M) | (77.1M) | (69.4M) | (65.9M) | |
| Investments | 169.1M | (955.7M) | (1.5B) | (137.4M) | (485.6M) | (509.9M) | |
| Change Receivables | (2.6M) | 1.4M | (6.2M) | 2.7M | 2.5M | 2.6M | |
| Net Borrowings | 32.0B | 8.1B | (106.6M) | 350M | 315M | 299.3M | |
| Change To Netincome | (41.1M) | (399K) | (56.5M) | (17.6M) | (15.9M) | (15.1M) |
WSFS Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to WSFS Financial or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that WSFS Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a WSFS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 2.63 | |
σ | Overall volatility | 2.63 | |
Ir | Information ratio | 0.05 |
WSFS Financial Volatility Alert
WSFS Financial currently demonstrates below-average downside deviation. It has Information Ratio of 0.05 and Jensen Alpha of -0.05. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure WSFS Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact WSFS Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.WSFS Financial Fundamentals Vs Peers
Comparing WSFS Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze WSFS Financial's direct or indirect competition across all of the common fundamentals between WSFS Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as WSFS Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of WSFS Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing WSFS Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare WSFS Financial to competition |
| Fundamentals | WSFS Financial | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0128 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.36 % | (5.51) % |
| Current Valuation | 3.77 B | 16.62 B |
| Shares Outstanding | 58.9 M | 571.82 M |
| Shares Owned By Insiders | 1.07 % | 10.09 % |
| Shares Owned By Institutions | 91.55 % | 39.21 % |
| Number Of Shares Shorted | 965.65 K | 4.71 M |
| Price To Earning | 14.10 X | 28.72 X |
| Price To Book | 1.33 X | 9.51 X |
| Price To Sales | 3.66 X | 11.42 X |
| Revenue | 926.9 M | 9.43 B |
| Gross Profit | 874.93 M | 27.38 B |
| EBITDA | 131 K | 3.9 B |
| Net Income | 269.02 M | 570.98 M |
| Cash And Equivalents | 1.03 B | 2.7 B |
| Cash Per Share | 16.56 X | 5.01 X |
| Total Debt | 895.08 M | 5.32 B |
| Debt To Equity | 8.62 % | 48.70 % |
| Book Value Per Share | 45.37 X | 1.93 K |
| Cash Flow From Operations | 237 M | 971.22 M |
| Short Ratio | 3.99 X | 4.00 X |
| Earnings Per Share | 4.39 X | 3.12 X |
| Price To Earnings To Growth | 1.96 X | 4.89 X |
| Target Price | 57.6 | |
| Number Of Employees | 2.32 K | 18.84 K |
| Beta | 1.02 | -0.15 |
| Market Capitalization | 3.56 B | 19.03 B |
| Total Asset | 20.59 B | 29.47 B |
| Retained Earnings | 1.64 B | 9.33 B |
| Annual Yield | 0.01 % | |
| Five Year Return | 1.08 % |
Note: Disposition of 8720 shares by Arthur Bacci of WSFS Financial at 43.28 subject to Rule 16b-3 [view details]
WSFS Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as WSFS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About WSFS Financial Buy or Sell Advice
When is the right time to buy or sell WSFS Financial? Buying financial instruments such as WSFS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having WSFS Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Conservative Funds Thematic Idea Now
Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.
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Additional Tools for WSFS Stock Analysis
When running WSFS Financial's price analysis, check to measure WSFS Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WSFS Financial is operating at the current time. Most of WSFS Financial's value examination focuses on studying past and present price action to predict the probability of WSFS Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WSFS Financial's price. Additionally, you may evaluate how the addition of WSFS Financial to your portfolios can decrease your overall portfolio volatility.