WSFS Financial Key Fundamental Indicators
| WSFS Stock | USD 70.45 0.20 0.28% |
As of the 9th of February, WSFS Financial maintains the Downside Deviation of 1.36, risk adjusted performance of 0.2283, and Mean Deviation of 1.24. In relation to fundamental indicators, the technical analysis model lets you check available technical drivers of WSFS Financial, as well as the relationship between them. Please check out WSFS Financial downside deviation, treynor ratio, as well as the relationship between the Treynor Ratio and expected short fall to decide if WSFS Financial is priced some-what accurately, providing market reflects its latest price of 70.45 per share. Given that WSFS Financial has jensen alpha of 0.4158, we strongly advise you to confirm WSFS Financial's prevalent market performance to make sure the company can sustain itself next year.
WSFS Financial Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 3.8223 | Revenue |
WSFS | Select Account or Indicator | Build AI portfolio with WSFS Stock |
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WSFS Financial Income Statement | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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WSFS Financial Cash Flow Statement | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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WSFS Financial Valuation Data | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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WSFS Fundamental Market Drivers
| Forward Price Earnings | 9.9404 | |
| Cash And Short Term Investments | 1.4 B |
WSFS Upcoming Events
| 22nd of April 2024 Upcoming Quarterly Report | View | |
| 22nd of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
WSFS Shares Outstanding Driver Correlations
Understanding the fundamental principles of building solid financial models for WSFS Financial is extremely important. It helps to project a fair market value of WSFS Stock properly, considering its historical fundamentals such as Shares Outstanding. Since WSFS Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of WSFS Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of WSFS Financial's interrelated accounts and indicators.
Click cells to compare fundamentals
Is there potential for Regional Banks market expansion? Will WSFS introduce new products? Factors like these will boost the valuation of WSFS Financial. Anticipated expansion of WSFS directly elevates investor willingness to pay premium valuations. Understanding fair value requires weighing current performance against future potential. All the valuation information about WSFS Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.238 | Dividend Share 0.66 | Earnings Share 5.09 | Revenue Per Share | Quarterly Revenue Growth 0.023 |
Investors evaluate WSFS Financial using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WSFS Financial's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause WSFS Financial's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between WSFS Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if WSFS Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, WSFS Financial's market price signifies the transaction level at which participants voluntarily complete trades.
WSFS Financial 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to WSFS Financial's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of WSFS Financial.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in WSFS Financial on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding WSFS Financial or generate 0.0% return on investment in WSFS Financial over 90 days. WSFS Financial is related to or competes with WesBanco, Bancorp, BankUnited, Community Bank, Fulton Financial, Cathay General, and First Hawaiian. WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB... More
WSFS Financial Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure WSFS Financial's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess WSFS Financial upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.36 | |||
| Information Ratio | 0.2242 | |||
| Maximum Drawdown | 8.78 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 2.96 |
WSFS Financial Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for WSFS Financial's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as WSFS Financial's standard deviation. In reality, there are many statistical measures that can use WSFS Financial historical prices to predict the future WSFS Financial's volatility.| Risk Adjusted Performance | 0.2283 | |||
| Jensen Alpha | 0.4158 | |||
| Total Risk Alpha | 0.2936 | |||
| Sortino Ratio | 0.2814 | |||
| Treynor Ratio | 0.7921 |
WSFS Financial February 9, 2026 Technical Indicators
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| Risk Adjusted Performance | 0.2283 | |||
| Market Risk Adjusted Performance | 0.8021 | |||
| Mean Deviation | 1.24 | |||
| Semi Deviation | 0.9292 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 361.34 | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.91 | |||
| Information Ratio | 0.2242 | |||
| Jensen Alpha | 0.4158 | |||
| Total Risk Alpha | 0.2936 | |||
| Sortino Ratio | 0.2814 | |||
| Treynor Ratio | 0.7921 | |||
| Maximum Drawdown | 8.78 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 2.96 | |||
| Downside Variance | 1.85 | |||
| Semi Variance | 0.8635 | |||
| Expected Short fall | (1.48) | |||
| Skewness | 0.6537 | |||
| Kurtosis | 2.68 |
WSFS Financial Backtested Returns
WSFS Financial appears to be very steady, given 3 months investment horizon. WSFS Financial shows Sharpe Ratio of 0.24, which attests that the company had a 0.24 % return per unit of volatility over the last 3 months. We have found twenty-nine technical indicators for WSFS Financial, which you can use to evaluate the volatility of the company. Please utilize WSFS Financial's Risk Adjusted Performance of 0.2283, downside deviation of 1.36, and Mean Deviation of 1.24 to validate if our risk estimates are consistent with your expectations. On a scale of 0 to 100, WSFS Financial holds a performance score of 18. The firm maintains a market beta of 0.58, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WSFS Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding WSFS Financial is expected to be smaller as well. 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.
Auto-correlation | 0.75 |
Good predictability
WSFS Financial has good predictability. Overlapping area represents the amount of predictability between WSFS Financial time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of WSFS Financial price movement. The serial correlation of 0.75 indicates that around 75.0% of current WSFS Financial price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.75 | |
| Spearman Rank Test | 0.72 | |
| Residual Average | 0.0 | |
| Price Variance | 28.88 |
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.
| Competition |
WSFS Common Stock Shares Outstanding
Common Stock Shares Outstanding |
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Based on the latest financial disclosure, WSFS Financial has 53.41 M of shares currently outstending. This is 97.09% lower than that of the Banks sector and significantly higher than that of the Financials industry. The shares outstanding for all United States stocks is 90.66% higher than that of the company.
WSFS Financial Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining WSFS Financial's current stock value. Our valuation model uses many indicators to compare WSFS Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WSFS Financial competition to find correlations between indicators driving WSFS Financial's intrinsic value. More Info.WSFS Financial is rated below average in return on equity category among its peers. It is rated third in return on asset category among its peers reporting about 0.13 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for WSFS Financial is roughly 7.96 . At this time, WSFS Financial's Return On Equity is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value WSFS Financial by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.WSFS Shares Outstanding Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WSFS Financial's direct or indirect competition against its Shares Outstanding to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of WSFS Financial could also be used in its relative valuation, which is a method of valuing WSFS Financial by comparing valuation metrics of similar companies.WSFS Financial is currently under evaluation in shares outstanding category among its peers.
WSFS Financial ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, WSFS Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to WSFS Financial's managers, analysts, and investors.Environmental | Governance | Social |
WSFS Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0136 | ||||
| Profit Margin | 0.28 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | 2.38 B | ||||
| Shares Outstanding | 53.41 M | ||||
| Shares Owned By Insiders | 1.32 % | ||||
| Shares Owned By Institutions | 99.72 % | ||||
| Number Of Shares Shorted | 1.53 M | ||||
| Price To Earning | 14.10 X | ||||
| Price To Book | 1.38 X | ||||
| Price To Sales | 3.80 X | ||||
| Revenue | 1.36 B | ||||
| Gross Profit | 1.02 B | ||||
| EBITDA | 407.76 M | ||||
| Net Income | 263.5 M | ||||
| Cash And Equivalents | 1.03 B | ||||
| Cash Per Share | 16.56 X | ||||
| Total Debt | 18.59 B | ||||
| Debt To Equity | 8.62 % | ||||
| Book Value Per Share | 51.27 X | ||||
| Cash Flow From Operations | 219.9 M | ||||
| Short Ratio | 3.83 X | ||||
| Earnings Per Share | 5.09 X | ||||
| Price To Earnings To Growth | 1.96 X | ||||
| Target Price | 70.25 | ||||
| Number Of Employees | 2.33 K | ||||
| Beta | 0.76 | ||||
| Market Capitalization | 3.86 B | ||||
| Total Asset | 21.31 B | ||||
| Retained Earnings | 1.87 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.08 % | ||||
| Net Asset | 21.31 B | ||||
| Last Dividend Paid | 0.66 |
About WSFS Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze WSFS Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WSFS Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WSFS Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | -17.6 M | -18.5 M | |
| Total Revenue | 1.4 B | 1.4 B | |
| Cost Of Revenue | 343.7 M | 360.9 M | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.15 | 0.18 | |
| Capex To Revenue | 0.01 | 0.01 | |
| Revenue Per Share | 25.01 | 26.26 | |
| Ebit Per Revenue | 0.28 | 0.16 |
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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.