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

1.43 Billion

WSFS Financial's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing WSFS Financial's valuation are provided below:
Gross Profit
B
Profit Margin
0.2826
Market Capitalization
3.9 B
Enterprise Value Revenue
3.8223
Revenue
B
There are over one hundred nineteen available fundamental gauges for WSFS Financial, which can be analyzed over time and compared to other ratios. All traders should confirm WSFS Financial's prevalent fundamentals against the performance from 2010 to 2026 and make sure the trends continue to evolve in the right direction. Market Cap is likely to gain to about 2.8 B in 2026. Enterprise Value is likely to gain to about 1.6 B in 2026 This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
At this time, WSFS Financial's Selling General Administrative is comparatively stable compared to the past year. Selling And Marketing Expenses is likely to gain to about 8.9 M in 2026, whereas Total Other Income Expense Net is likely to drop (273 K) in 2026.
  
Build AI portfolio with WSFS Stock

WSFS Financial Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Common Stock Shares Outstanding34.1 M54.4 M39.3 M
Slightly volatile
Total Assets22.4 B21.3 B11.4 B
Slightly volatile
Short and Long Term Debt Total735.5 M441.1 M679.3 M
Pretty Stable
Total Current Liabilities18.5 B17.6 B7.4 B
Slightly volatile
Total Stockholder Equity2.9 B2.7 B1.4 B
Slightly volatile
Property Plant And Equipment Net103.9 M98.9 M67 M
Slightly volatile
Retained Earnings2.3 B2.2 BB
Slightly volatile
Accounts Payable32.6 M34.4 M10.3 M
Slightly volatile
Cash1.4 B1.3 B839.9 M
Slightly volatile
Non Current Assets Total21 B20 B8.7 B
Slightly volatile
Other Assets18.6 B17.7 B8.4 B
Slightly volatile
Cash And Short Term Investments915.7 M1.4 B1.7 B
Pretty Stable
Net Receivables884.1 M842 M249.5 M
Slightly volatile
Liabilities And Stockholders Equity22.4 B21.3 B11.4 B
Slightly volatile
Non Current Liabilities Total683.5 M943.5 M801.9 M
Slightly volatile
Total Liabilities19.5 B18.6 B10 B
Slightly volatile
Property Plant And Equipment Gross242.6 M231 M107.9 M
Slightly volatile
Total Current Assets1.1 B1.4 B2.1 B
Pretty Stable
Short Term Debt15.5 M16.3 M136.1 M
Pretty Stable
Intangible Assets123.5 M117.6 M56.5 M
Slightly volatile
Common Stock Total Equity696.7 K663.5 K469.2 K
Slightly volatile
Common Stock921.3 K877.5 K549.3 K
Slightly volatile
Other Liabilities537.7 M512.1 M218.9 M
Slightly volatile
Long Term Debt382.5 M345.2 M313.9 M
Slightly volatile
Short Term Investments30.9 M32.5 M1.4 B
Slightly volatile
Property Plant Equipment306.4 M291.9 M117.1 M
Slightly volatile
Good WillB969.9 M399.8 M
Slightly volatile
Net Tangible Assets842.2 M1.4 B812.7 M
Slightly volatile
Long Term Debt Total218.5 M275.4 M199.4 M
Slightly volatile
Capital Surpluse1.3 B1.2 B656.2 M
Slightly volatile
Long Term Investments5.3 B5.2 B4.6 B
Slightly volatile
Non Current Liabilities Other460.7 M414 M385.5 M
Pretty Stable
Short and Long Term Debt28.6 M30.1 M207.8 M
Pretty Stable
Earning Assets1.5 B2.6 B1.6 B
Slightly volatile
Net Invested Capital2.6 B3.4 B2.1 B
Slightly volatile
Capital Stock719.7 K877.5 K631.1 K
Slightly volatile

WSFS Financial Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Other Operating ExpensesB978.7 M449 M
Slightly volatile
Operating Income399.9 M380.9 M187.1 M
Slightly volatile
EBIT399.6 M380.6 M187.1 M
Slightly volatile
EBITDA428.2 M407.8 M211.4 M
Slightly volatile
Total Operating Expenses666.7 M635 M326.5 M
Slightly volatile
Net Income301.7 M287.3 M137.5 M
Slightly volatile
Depreciation And Amortization14.7 M27.2 M24 M
Slightly volatile
Selling General Administrative208.8 M198.9 M140.8 M
Slightly volatile
Selling And Marketing Expenses8.9 M8.4 M5.2 M
Slightly volatile
Total Revenue1.4 B1.4 B645.1 M
Slightly volatile
Gross Profit1.1 BB516.3 M
Slightly volatile
Net Income Applicable To Common Shares268.5 M255.7 M129 M
Slightly volatile
Net Income From Continuing Ops318.2 M303 M148.8 M
Slightly volatile
Tax Provision63.6 M96.3 M52.3 M
Slightly volatile
Net Interest Income471 M811.3 M376.4 M
Slightly volatile
Interest Income1.3 B1.2 B503.5 M
Slightly volatile
Non Recurring9.6 M10.8 M11.8 M
Slightly volatile
Reconciled Depreciation40.8 M45.7 M27.4 M
Slightly volatile

WSFS Financial Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Free Cash Flow248.3 M236.5 M134.2 M
Slightly volatile
Begin Period Cash Flow1.3 B1.3 B786.6 M
Slightly volatile
Depreciation47.9 M45.7 M27 M
Slightly volatile
Dividends Paid43.2 M41.2 M19.2 M
Slightly volatile
Capital Expenditures17.2 M16.4 M9.1 M
Slightly volatile
Total Cash From Operating Activities265.5 M252.9 M143.3 M
Slightly volatile
End Period Cash Flow1.4 B1.3 B845.5 M
Slightly volatile
Stock Based Compensation14.4 M13.7 M5.5 M
Slightly volatile
Issuance Of Capital Stock398.4 K419.4 K7.1 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio1.552.20912.6513
Pretty Stable
Dividend Yield0.01520.01190.0112
Very volatile
PTB Ratio1.611.10091.3294
Pretty Stable
Days Sales Outstanding18017297.1189
Slightly volatile
Book Value Per Share52.6850.176229.2272
Slightly volatile
Free Cash Flow Yield0.07210.07590.1206
Slightly volatile
Operating Cash Flow Per Share3.543.373.1616
Slightly volatile
Stock Based Compensation To Revenue0.00920.00980.009
Pretty Stable
Capex To Depreciation0.490.320.5016
Slightly volatile
PB Ratio1.611.10091.3294
Pretty Stable
EV To Sales1.171.23352.8141
Slightly volatile
Free Cash Flow Per Share3.313.162.932
Slightly volatile
Net Income Per Share5.555.28512.9355
Slightly volatile
Sales General And Administrative To Revenue0.180.14630.2649
Slightly volatile
Capex To Revenue0.01110.01170.0197
Slightly volatile
Cash Per Share15.2624.992933.7214
Slightly volatile
POCF Ratio10.2212.7519.04
Pretty Stable
Payout Ratio0.120.12490.1454
Pretty Stable
Capex To Operating Cash Flow0.140.07460.112
Pretty Stable
PFCF Ratio15.0813.6427.7444
Pretty Stable
EV To Operating Cash Flow11.6612.2715.1045
Very volatile
PE Ratio13.9710.452115.4541
Slightly volatile
EV To Free Cash Flow12.4713.1219.2425
Very volatile
Earnings Yield0.10.09570.0748
Slightly volatile
Intangibles To Total Assets0.04780.04550.0293
Slightly volatile
Current Ratio0.140.0770.2244
Slightly volatile
Tangible Book Value Per Share33.9532.337220.5099
Slightly volatile
Receivables Turnover1.641.7211.2236
Slightly volatile
Graham Number81.1177.244143.5407
Slightly volatile
Shareholders Equity Per Share52.6850.176229.2545
Slightly volatile
Debt To Equity0.160.171.0031
Slightly volatile
Capex Per Share0.170.220.2266
Slightly volatile
Revenue Per Share26.2625.006214.3835
Slightly volatile
Interest Debt Per Share5.135.400120.1621
Slightly volatile
Debt To Assets0.02010.02120.0952
Slightly volatile
Enterprise Value Over EBITDA3.914.112817.4679
Slightly volatile
Short Term Coverage Ratios0.40.410.8504
Pretty Stable
Price Earnings Ratio13.9710.452115.4541
Slightly volatile
Operating Cycle18017297.1189
Slightly volatile
Price Book Value Ratio1.611.10091.3294
Pretty Stable
Dividend Payout Ratio0.120.12490.1454
Pretty Stable
Price To Operating Cash Flows Ratio10.2212.7519.04
Pretty Stable
Price To Free Cash Flows Ratio15.0813.6427.7444
Pretty Stable
Ebt Per Ebit1.11.151.0152
Slightly volatile
Company Equity Multiplier7.427.81299.4322
Slightly volatile
Long Term Debt To Capitalization0.140.150.3865
Slightly volatile
Total Debt To Capitalization0.140.150.4091
Slightly volatile
Debt Equity Ratio0.160.171.0031
Slightly volatile
Quick Ratio0.140.0770.2244
Slightly volatile
Dividend Paid And Capex Coverage Ratio6.085.055.3971
Very volatile
Net Income Per E B T0.860.7550.7297
Pretty Stable
Cash Ratio0.080.07520.1075
Slightly volatile
Operating Cash Flow Sales Ratio0.150.140.2439
Slightly volatile
Days Of Sales Outstanding18017297.1189
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio0.70.840.8735
Pretty Stable
Cash Flow Coverage Ratios0.540.520.2544
Slightly volatile
Price To Book Ratio1.611.10091.3294
Pretty Stable
Fixed Asset Turnover19.6818.759.5833
Slightly volatile
Capital Expenditure Coverage Ratio9.0913.8816.1651
Slightly volatile
Price Cash Flow Ratio10.2212.7519.04
Pretty Stable
Enterprise Value Multiple3.914.112817.4679
Slightly volatile
Debt Ratio0.02010.02120.0952
Slightly volatile
Cash Flow To Debt Ratio0.540.520.2544
Slightly volatile
Price Sales Ratio1.552.20912.6513
Pretty Stable
Asset Turnover0.07620.06380.0581
Very volatile
Gross Profit Margin0.520.7470.7938
Very volatile
Price Fair Value1.611.10091.3294
Pretty Stable

WSFS Financial Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap2.8 B2.7 B2.3 B
Slightly volatile
Enterprise Value1.6 B1.5 B1.1 B
Slightly volatile

WSFS Fundamental Market Drivers

Forward Price Earnings9.9404
Cash And Short Term Investments1.4 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.
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
18.005
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.
0.00
11/11/2025
No Change 0.00  0.0 
In 3 months and 1 day
02/09/2026
0.00
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.

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.
Hype
Prediction
LowEstimatedHigh
69.2871.0372.78
Details
Intrinsic
Valuation
LowRealHigh
64.0174.2976.04
Details
5 Analysts
Consensus
LowTargetHigh
63.9370.2577.98
Details
Earnings
Estimates (0)
LowProjected EPSHigh
1.231.301.36
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as WSFS Financial. Your research has to be compared to or analyzed against WSFS Financial's peers to derive any actionable benefits. When done correctly, WSFS Financial's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in WSFS Financial.

WSFS Financial February 9, 2026 Technical Indicators

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 Coefficient0.75
Spearman Rank Test0.72
Residual Average0.0
Price Variance28.88
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

34.14 Million

At this time, WSFS Financial's Common Stock Shares Outstanding is comparatively stable compared to the past year.
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

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 ReportedProjected for Next Year
Current Deferred Revenue-17.6 M-18.5 M
Total Revenue1.4 B1.4 B
Cost Of Revenue343.7 M360.9 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 

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  

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.