Wsfs Financial Stock Retained Earnings

WSFS Stock

USD 57.50 0.41 0.71%

WSFS Financial fundamentals help investors to digest information that contributes to WSFS Financial's financial success or failures. It also enables traders to predict the movement of WSFS Stock. The fundamental analysis module provides a way to measure WSFS Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WSFS Financial stock.

	Last Reported	Projected for Next Year
Retained Earnings	1.6 B	1.7 B
Retained Earnings Total Equity	1.4 B	720.8 M

Retained Earnings is likely to gain to about 1.7 B in 2024, whereas Retained Earnings Total Equity is likely to drop slightly above 720.8 M in 2024.

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

WSFS Financial Company Retained Earnings Analysis

WSFS Financial's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.

Retained Earnings

Beginning RE + Income

-

Dividends

More About Retained Earnings | All Equity Analysis

Current WSFS Financial Retained Earnings

1.64 B

Most of WSFS Financial's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WSFS Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

WSFS Retained Earnings 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 Retained Earnings. 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.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Long Term Debt	Short Term Investments	Treasury Stock	Short Term Debt	Property Plant Equipment	Good Will	Intangible Assets	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Earning Assets	Current Deferred Revenue	Net Invested Capital	Capital Stock
Total Assets		0.99	-0.57	0.98	0.69	0.97	1.0	-0.26	0.4	0.82	0.93	-0.48	-0.67	0.93	0.94	0.94	0.85	0.68	0.96	0.39	-0.28	0.83	0.4	0.89	0.81
Total Stockholder Equity	0.99		-0.6	0.97	0.67	0.95	0.99	-0.25	0.33	0.77	0.92	-0.41	-0.68	0.89	0.95	0.98	0.89	0.67	0.98	0.49	-0.3	0.87	0.38	0.87	0.75
Net Debt	-0.57	-0.6		-0.49	-0.1	-0.43	-0.56	-0.16	-0.02	-0.19	-0.7	0.31	0.68	-0.28	-0.52	-0.59	-0.75	-0.57	-0.68	-0.07	0.41	-0.71	-0.37	-0.4	-0.13
Retained Earnings	0.98	0.97	-0.49		0.74	0.95	0.98	-0.17	0.33	0.81	0.91	-0.56	-0.6	0.92	0.94	0.91	0.79	0.66	0.91	0.41	-0.22	0.77	0.33	0.85	0.8
Accounts Payable	0.69	0.67	-0.1	0.74		0.81	0.69	-0.46	-0.04	0.87	0.53	-0.19	-0.44	0.85	0.83	0.72	0.38	0.3	0.62	0.13	-0.23	0.39	0.32	0.72	0.76
Net Receivables	0.97	0.95	-0.43	0.95	0.81		0.97	-0.44	0.4	0.92	0.85	-0.37	-0.67	0.98	0.95	0.92	0.75	0.59	0.92	0.33	-0.31	0.76	0.41	0.92	0.89
Total Liab	1.0	0.99	-0.56	0.98	0.69	0.97		-0.26	0.41	0.83	0.93	-0.49	-0.66	0.93	0.94	0.94	0.84	0.68	0.95	0.38	-0.27	0.83	0.41	0.89	0.82
Total Current Assets	-0.26	-0.25	-0.16	-0.17	-0.46	-0.44	-0.26		-0.41	-0.56	-0.09	-0.46	0.44	-0.51	-0.28	-0.29	-0.12	0.2	-0.27	0.02	0.49	-0.19	-0.41	-0.53	-0.61
Common Stock	0.4	0.33	-0.02	0.33	-0.04	0.4	0.41	-0.41		0.38	0.37	-0.23	-0.28	0.43	0.11	0.17	0.29	0.17	0.29	0.09	-0.14	0.33	0.22	0.46	0.6
Long Term Debt	0.82	0.77	-0.19	0.81	0.87	0.92	0.83	-0.56	0.38		0.65	-0.3	-0.52	0.95	0.82	0.75	0.49	0.44	0.72	0.1	-0.25	0.52	0.42	0.84	0.92
Short Term Investments	0.93	0.92	-0.7	0.91	0.53	0.85	0.93	-0.09	0.37	0.65		-0.49	-0.69	0.78	0.83	0.84	0.86	0.61	0.9	0.34	-0.33	0.82	0.45	0.8	0.68
Treasury Stock	-0.48	-0.41	0.31	-0.56	-0.19	-0.37	-0.49	-0.46	-0.23	-0.3	-0.49		0.13	-0.35	-0.33	-0.27	-0.28	-0.55	-0.3	0.07	-0.12	-0.27	-0.05	-0.26	-0.32
Short Term Debt	-0.67	-0.68	0.68	-0.6	-0.44	-0.67	-0.66	0.44	-0.28	-0.52	-0.69	0.13		-0.6	-0.62	-0.66	-0.68	-0.17	-0.72	-0.13	0.82	-0.69	-0.44	-0.65	-0.53
Property Plant Equipment	0.93	0.89	-0.28	0.92	0.85	0.98	0.93	-0.51	0.43	0.95	0.78	-0.35	-0.6		0.9	0.86	0.64	0.49	0.84	0.29	-0.29	0.66	0.41	0.91	0.94
Good Will	0.94	0.95	-0.52	0.94	0.83	0.95	0.94	-0.28	0.11	0.82	0.83	-0.33	-0.62	0.9		0.98	0.79	0.63	0.94	0.42	-0.26	0.77	0.36	0.84	0.73
Intangible Assets	0.94	0.98	-0.59	0.91	0.72	0.92	0.94	-0.29	0.17	0.75	0.84	-0.27	-0.66	0.86	0.98		0.87	0.65	0.98	0.51	-0.31	0.85	0.37	0.84	0.69
Net Tangible Assets	0.85	0.89	-0.75	0.79	0.38	0.75	0.84	-0.12	0.29	0.49	0.86	-0.28	-0.68	0.64	0.79	0.87		0.68	0.92	0.53	-0.32	0.99	0.34	0.79	0.54
Long Term Debt Total	0.68	0.67	-0.57	0.66	0.3	0.59	0.68	0.2	0.17	0.44	0.61	-0.55	-0.17	0.49	0.63	0.65	0.68		0.66	0.24	0.17	0.68	0.16	0.52	0.39
Capital Surpluse	0.96	0.98	-0.68	0.91	0.62	0.92	0.95	-0.27	0.29	0.72	0.9	-0.3	-0.72	0.84	0.94	0.98	0.92	0.66		0.48	-0.35	0.9	0.41	0.85	0.68
Long Term Investments	0.39	0.49	-0.07	0.41	0.13	0.33	0.38	0.02	0.09	0.1	0.34	0.07	-0.13	0.29	0.42	0.51	0.53	0.24	0.48		0.02	0.5	-0.25	0.26	0.16
Short Long Term Debt	-0.28	-0.3	0.41	-0.22	-0.23	-0.31	-0.27	0.49	-0.14	-0.25	-0.33	-0.12	0.82	-0.29	-0.26	-0.31	-0.32	0.17	-0.35	0.02		-0.37	-0.35	-0.34	-0.27
Earning Assets	0.83	0.87	-0.71	0.77	0.39	0.76	0.83	-0.19	0.33	0.52	0.82	-0.27	-0.69	0.66	0.77	0.85	0.99	0.68	0.9	0.5	-0.37		0.34	0.81	0.59
Current Deferred Revenue	0.4	0.38	-0.37	0.33	0.32	0.41	0.41	-0.41	0.22	0.42	0.45	-0.05	-0.44	0.41	0.36	0.37	0.34	0.16	0.41	-0.25	-0.35	0.34		0.49	0.4
Net Invested Capital	0.89	0.87	-0.4	0.85	0.72	0.92	0.89	-0.53	0.46	0.84	0.8	-0.26	-0.65	0.91	0.84	0.84	0.79	0.52	0.85	0.26	-0.34	0.81	0.49		0.91
Capital Stock	0.81	0.75	-0.13	0.8	0.76	0.89	0.82	-0.61	0.6	0.92	0.68	-0.32	-0.53	0.94	0.73	0.69	0.54	0.39	0.68	0.16	-0.27	0.59	0.4	0.91

Click cells to compare fundamentals

WSFS Retained Earnings Historical Pattern

Today, most investors in WSFS Financial Stock are looking for potential investment opportunities by analyzing not only static indicators but also various WSFS Financial's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's retained earnings growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of WSFS Financial retained earnings as a starting point in their analysis.

WSFS Financial Retained Earnings

Timeline

Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.

Competition

Predict WSFS Financial

Retained Earnings Over Time

Based on the latest financial disclosure, WSFS Financial has a Retained Earnings of 1.64 B. This is 89.22% lower than that of the Banks sector and significantly higher than that of the Financials industry. The retained earnings for all United States stocks is 82.38% higher than that of the company.

WSFS Retained Earnings 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 Retained Earnings 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 retained earnings 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	0.0128
	Profit Margin	0.27 %
	Operating Margin	0.36 %
	Current Valuation	3.67 B
	Shares Outstanding	58.9 M
	Shares Owned By Insiders	1.07 %
	Shares Owned By Institutions	91.43 %
	Number Of Shares Shorted	965.65 K
	Price To Earning	14.10 X
	Price To Book	1.26 X
	Price To Sales	3.56 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
	Short Ratio	3.99 X
	Earnings Per Share	4.39 X
	Price To Earnings To Growth	1.96 X
	Target Price	57.6
	Number Of Employees	2.32 K
	Beta	1.02
	Market Capitalization	3.46 B
	Total Asset	20.59 B
	Retained Earnings	1.64 B
	Annual Yield	0.01 %
	Five Year Return	1.08 %
	Net Asset	20.59 B
	Last Dividend Paid	0.6

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.

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC