Wsfs Financial Stock Performance
| WSFS Stock | USD 61.09 0.61 1.01% |
On a scale of 0 to 100, WSFS Financial holds a performance score of 7. The firm maintains a market beta of 2.63, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, WSFS Financial will likely underperform. Please check WSFS Financial's treynor ratio, as well as the relationship between the expected short fall and day median price , to make a quick decision on whether WSFS Financial's historical returns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in WSFS Financial are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak technical and fundamental indicators, WSFS Financial unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.24 | Five Day Return 8.27 | Year To Date Return 37.02 | Ten Year Return 142.77 | All Time Return 1.7 K |
Forward Dividend Yield 0.0099 | Payout Ratio 0.1357 | Last Split Factor 3:1 | Forward Dividend Rate 0.6 | Dividend Date 2024-11-22 |
1 | WSFS Management to Meet with Investors at the 2024 Stephens Bank Forum | 09/10/2024 |
2 | The one-year decline in earnings might be taking its toll on WSFS Financial shareholders as stock falls 3.2 percent over the past week | 10/24/2024 |
3 | WSFS Financial declares 0.15 dividend | 10/25/2024 |
4 | WSFS Financial Is Due To Pay A Dividend Of 0.15 | 10/29/2024 |
5 | WSFS Management to Hold Meetings with Investors at Piper Sandlers East Coast Financial Services Conference | 11/06/2024 |
6 | WSFS Financial Shares Up 13.6 percent Should You Buy | 11/07/2024 |
7 | This Insider Has Just Sold Shares In WSFS Financial | 11/12/2024 |
| WSFS Financial dividend paid on 22nd of November 2024 | 11/22/2024 |
| Begin Period Cash Flow | 837.3 M |
WSFS |
WSFS Financial Relative Risk vs. Return Landscape
If you would invest 5,377 in WSFS Financial on August 28, 2024 and sell it today you would earn a total of 732.00 from holding WSFS Financial or generate 13.61% return on investment over 90 days. WSFS Financial is currently generating 0.2355% in daily expected returns and assumes 2.6495% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than WSFS, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
WSFS Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WSFS Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WSFS Financial, and traders can use it to determine the average amount a WSFS Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0889
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| Small Returns | WSFS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.65 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average WSFS Financial is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WSFS Financial by adding it to a well-diversified portfolio.
WSFS Financial Fundamentals Growth
WSFS Stock prices reflect investors' perceptions of the future prospects and financial health of WSFS Financial, and WSFS Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WSFS Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0128 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.36 % | ||||
| Current Valuation | 3.77 B | ||||
| Shares Outstanding | 58.9 M | ||||
| Price To Earning | 14.10 X | ||||
| Price To Book | 1.33 X | ||||
| Price To Sales | 3.66 X | ||||
| Revenue | 926.9 M | ||||
| Gross Profit | 874.93 M | ||||
| EBITDA | 131 K | ||||
| Net Income | 269.02 M | ||||
| Cash And Equivalents | 1.03 B | ||||
| Cash Per Share | 16.56 X | ||||
| Total Debt | 895.08 M | ||||
| Debt To Equity | 8.62 % | ||||
| Book Value Per Share | 45.37 X | ||||
| Cash Flow From Operations | 237 M | ||||
| Earnings Per Share | 4.39 X | ||||
| Market Capitalization | 3.56 B | ||||
| Total Asset | 20.59 B | ||||
| Retained Earnings | 1.64 B | ||||
About WSFS Financial Performance
Assessing WSFS Financial's fundamental ratios provides investors with valuable insights into WSFS Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WSFS Financial is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.11 | 0.11 |
Things to note about WSFS Financial performance evaluation
Checking the ongoing alerts about WSFS Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WSFS Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing WSFS Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WSFS Financial's stock is overvalued or undervalued compared to its peers.
- Examining WSFS Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WSFS Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WSFS Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WSFS Financial's stock. These opinions can provide insight into WSFS Financial's potential for growth and whether the stock is currently undervalued or overvalued.
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.