Wsfs Financial Stock Analysis
WSFS Stock | USD 60.48 1.77 3.01% |
WSFS Financial is overvalued with Real Value of 51.04 and Target Price of 44.6. The main objective of WSFS Financial stock analysis is to determine its intrinsic value, which is an estimate of what WSFS Financial is worth, separate from its market price. There are two main types of WSFS Financial's stock analysis: fundamental analysis and technical analysis.
The WSFS Financial stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. WSFS Financial is usually not traded on Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday. WSFS Stock trading window is adjusted to America/New York timezone.
WSFS |
WSFS Stock Analysis Notes
About 92.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.33. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. WSFS Financial has Price/Earnings To Growth (PEG) ratio of 1.96. The entity last dividend was issued on the 8th of November 2024. The firm had 3:1 split on the 19th of May 2015. WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. The company was founded in 1832 and is headquartered in Wilmington, Delaware. WSFS Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 2150 people. For more information please call the company at 302 792 6000 or visit https://www.wsfsbank.com.WSFS Financial Quarterly Total Revenue |
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WSFS Financial Investment Alerts
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 Upcoming and Recent 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 Largest EPS Surprises
Earnings surprises can significantly impact WSFS Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2009-10-22 | 2009-09-30 | -0.02 | -0.03 | -0.01 | 50 | ||
2001-01-23 | 2000-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2011-04-28 | 2011-03-31 | 0.15 | 0.13 | -0.02 | 13 |
WSFS Financial Environmental, Social, and Governance (ESG) Scores
WSFS Financial's ESG score is a quantitative measure that evaluates WSFS Financial's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of WSFS Financial's operations that may have significant financial implications and affect WSFS Financial's stock price as well as guide investors towards more socially responsible investments.
WSFS Stock Institutional Investors
Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
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 Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.56 B.WSFS Profitablity
The company has Profit Margin (PM) of 0.27 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.36 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.36.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 |
Management Efficiency
WSFS Financial has return on total asset (ROA) of 0.0128 % which means that it generated a profit of $0.0128 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1072 %, meaning that it created $0.1072 on every $100 dollars invested by stockholders. WSFS Financial's management efficiency ratios could be used to measure how well WSFS Financial manages its routine affairs as well as how well it operates its assets and liabilities. At this time, WSFS Financial's Return On Capital Employed is comparatively stable compared to the past year. Return On Equity is likely to gain to 0.11 in 2024, whereas Return On Tangible Assets are likely to drop 0.01 in 2024. At this time, WSFS Financial's Total Assets are comparatively stable compared to the past year. Non Current Assets Total is likely to gain to about 25.6 B in 2024, despite the fact that Other Assets are likely to grow to (4.7 B).Last Reported | Projected for Next Year | ||
Book Value Per Share | 40.42 | 42.44 | |
Tangible Book Value Per Share | 23.98 | 25.18 | |
Enterprise Value Over EBITDA | 6.91 | 7.25 | |
Price Book Value Ratio | 1.13 | 1.18 | |
Enterprise Value Multiple | 6.91 | 7.25 | |
Price Fair Value | 1.13 | 1.18 | |
Enterprise Value | 1.2 B | 1.2 B |
The strategic decisions made by WSFS Financial management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Dividend Yield 0.0099 | Operating Margin 0.3614 | Profit Margin 0.271 | Forward Dividend Yield 0.0099 | Beta 1.017 |
Technical Drivers
As of the 25th of November, WSFS Financial maintains the Downside Deviation of 2.07, risk adjusted performance of 0.0841, and Mean Deviation of 1.65. 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 60.48 per share. Given that WSFS Financial has jensen alpha of (0.05), we strongly advise you to confirm WSFS Financial's prevalent market performance to make sure the company can sustain itself next year.WSFS Financial Price Movement Analysis
The output start index for this execution was eleven with a total number of output elements of fifty. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. WSFS Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for WSFS Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
WSFS Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WSFS Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on WSFS Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WSFS Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Arthur Bacci over three months ago Disposition of 8720 shares by Arthur Bacci of WSFS Financial at 43.28 subject to Rule 16b-3 | ||
Lisa Brubaker over three months ago Disposition of 358 shares by Lisa Brubaker of WSFS Financial at 41.48 subject to Rule 16b-3 | ||
Stephen Clark over six months ago Disposition of 3000 shares by Stephen Clark of WSFS Financial at 46.6137 subject to Rule 16b-3 | ||
Patrick Ward over six months ago Disposition of 1472 shares by Patrick Ward of WSFS Financial at 17.54 subject to Rule 16b-3 | ||
Lisa Brubaker over six months ago Disposition of tradable shares by Lisa Brubaker of WSFS Financial at 41.91 subject to Rule 16b-3 | ||
Arthur Bacci over six months ago Acquisition by Arthur Bacci of 2847 shares of WSFS Financial at 42. subject to Rule 16b-3 |
WSFS Financial Outstanding Bonds
WSFS Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WSFS Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WSFS bonds can be classified according to their maturity, which is the date when WSFS Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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WSFS Financial Predictive Daily Indicators
WSFS Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WSFS Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
WSFS Financial Corporate Filings
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 28th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 17th of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F3 | 23rd of August 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F3 | 19th of August 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F4 | 13th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
WSFS Financial Forecast Models
WSFS Financial's time-series forecasting models are one of many WSFS Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WSFS Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About WSFS Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how WSFS Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling WSFS shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as WSFS Financial. By using and applying WSFS Stock analysis, traders can create a robust methodology for identifying WSFS entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.39 | 0.41 | |
Operating Profit Margin | 0.39 | 0.21 | |
Net Profit Margin | 0.29 | 0.30 | |
Gross Profit Margin | 1.23 | 1.10 |
Current WSFS Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. WSFS analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. WSFS analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
44.6 | Buy | 5 | Odds |
Most WSFS analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand WSFS stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of WSFS Financial, talking to its executives and customers, or listening to WSFS conference calls.
WSFS Stock Analysis Indicators
WSFS Financial stock analysis indicators help investors evaluate how WSFS Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading WSFS Financial shares will generate the highest return on investment. By understating and applying WSFS Financial stock analysis, traders can identify WSFS Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow | 837.3 M | |
Long Term Debt | 895.1 M | |
Common Stock Shares Outstanding | 61.2 M | |
Total Stockholder Equity | 2.5 B | |
Tax Provision | 94.9 M | |
Quarterly Earnings Growth Y O Y | -0.113 | |
Property Plant And Equipment Net | 235.1 M | |
Cash And Short Term Investments | 1.1 B | |
Cash | 1.1 B | |
Accounts Payable | 46.7 M | |
Net Debt | -197.8 M | |
50 Day M A | 52.415 | |
Total Current Liabilities | 13.1 B | |
Other Operating Expenses | 425.7 M | |
Non Current Assets Total | 24.4 B | |
Forward Price Earnings | 13.6799 | |
Non Currrent Assets Other | -6.2 B | |
Stock Based Compensation | 9.6 M |
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.