Wsfs Financial Stock Alpha and Beta Analysis
| WSFS Stock | USD 56.00 0.40 0.72% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as WSFS Financial. It also helps investors analyze the systematic and unsystematic risks associated with investing in WSFS Financial over a specified time horizon. Remember, high WSFS Financial's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to WSFS Financial's market risk premium analysis include:
Beta 0.72 | Alpha 0.18 | Risk 2.71 | Sharpe Ratio 0.0919 | Expected Return 0.25 |
Enterprise Value |
|
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
WSFS |
WSFS Financial Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. WSFS Financial market risk premium is the additional return an investor will receive from holding WSFS Financial long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WSFS Financial. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate WSFS Financial's performance over market.| α | 0.18 | β | 0.72 |
WSFS Financial expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of WSFS Financial's Buy-and-hold return. Our buy-and-hold chart shows how WSFS Financial performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.WSFS Financial Market Price Analysis
Market price analysis indicators help investors to 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 market price indicators, traders can identify WSFS Financial position entry and exit signals to maximize returns.
WSFS Financial Return and Market Media
The median price of WSFS Financial for the period between Sun, Nov 3, 2024 and Sat, Feb 1, 2025 is 55.52 with a coefficient of variation of 6.18. The daily time series for the period is distributed with a sample standard deviation of 3.42, arithmetic mean of 55.3, and mean deviation of 2.94. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | WSFS Financial Corp Stock Price Up 2.81 percent on Nov 11 | 11/11/2024 |
| WSFS Financial dividend paid on 22nd of November 2024 | 11/22/2024 |
2 | Acquisition by Du Pont Eleuthere I of 1180 shares of WSFS Financial subject to Rule 16b-3 | 12/09/2024 |
3 | WSFS Financial Corp Expands Wealth Management Team with Key Hires | 12/10/2024 |
4 | WSFS Strengthens Commercial and Risk Leadership Teams to Support Next Phase of Growth | 12/12/2024 |
5 | WSFS Financial Corp Appoints Owen Mathews as Senior Vice President, Corporate Development Officer | 12/18/2024 |
6 | Analysts Issue Forecasts for WSFS Financial FY2024 Earnings | 12/20/2024 |
7 | Insider Trading | 12/31/2024 |
8 | WSFS CARES Foundation Supports Community Organizations with 165K in Fourth Quarter Grants | 01/07/2025 |
9 | WSFS Financial Corporation Reports Earnings Results for the Full Year Ended December 31, 2024 - Marketscreener.com | 01/27/2025 |
10 | WSFS Financial Is Paying Out A Dividend Of 0.15 - Simply Wall St | 01/31/2025 |
About WSFS Financial Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including WSFS or other stocks. Alpha measures the amount that position in WSFS Financial has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Dividend Yield | 0.0124 | 0.0131 | 0.0151 | 0.0147 | Price To Sales Ratio | 3.12 | 3.03 | 2.73 | 2.02 |
WSFS Financial Upcoming Company Events
As portrayed in its financial statements, the presentation of WSFS Financial's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, WSFS Financial's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of WSFS Financial's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of WSFS Financial. Please utilize our Beneish M Score to check the likelihood of WSFS Financial's management manipulating its earnings.
| 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 |
Build Portfolio with WSFS Financial
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
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.