Wsfs Financial Stock Performance
| WSFS Stock | USD 56.51 0.49 0.86% |
WSFS Financial has a performance score of 8 on a scale of 0 to 100. The firm maintains a market beta of 1.36, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, WSFS Financial will likely underperform. WSFS Financial presently maintains a risk of 1.52%. Please check out WSFS Financial treynor ratio, as well as the relationship between the expected short fall and day median price , to decide if WSFS Financial will be following its historical returns.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WSFS Financial are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady technical and fundamental indicators, WSFS Financial may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
Actual Historical Performance (%)
One Day Return 0.0614 | Five Day Return (1.56) | Year To Date Return 9.81 | Ten Year Return 101.11 | All Time Return 1.5 K |
Forward Dividend Yield 0.0121 | Payout Ratio | Last Split Factor 3:1 | Forward Dividend Rate 0.68 | Dividend Date 2025-08-22 |
| WSFS Financial dividend paid on 23rd of May 2025 | 05/23/2025 |
1 | Disposition of 186 shares by Lisa Brubaker of WSFS Financial at 47.26 subject to Rule 16b-3 | 06/13/2025 |
2 | WSFS Q1 Deep Dive Deposit Growth, Expense Discipline, and Macro Uncertainty Shape Results | 06/23/2025 |
3 | Long Term Investment Analysis - news.stocktradersdaily.com | 07/08/2025 |
4 | WSFS Appoints New Chief Credit Officer to Strengthen Credit Oversight WSFS Stock News | 07/09/2025 |
5 | WSFS Financial Corp Receives Strong Investment Grade Ratings from KBRA WSFS stock news | 07/11/2025 |
6 | Cooke Bieler LP Buys 109,519 Shares of WSFS Financial Corporation | 07/17/2025 |
7 | Acquisition by Shari Kruzinski of 4775 shares of WSFS Financial at 53.49 subject to Rule 16b-3 | 07/21/2025 |
8 | What To Expect From WSFS Financials Q2 Earnings | 07/23/2025 |
9 | WSFS Financials Q2 Sales Top Estimates | 07/24/2025 |
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -66.7 M |
WSFS Financial Relative Risk vs. Return Landscape
If you would invest 5,139 in WSFS Financial on April 30, 2025 and sell it today you would earn a total of 512.00 from holding WSFS Financial or generate 9.96% return on investment over 90 days. WSFS Financial is currently generating 0.1647% in daily expected returns and assumes 1.5232% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than WSFS, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
WSFS Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WSFS Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WSFS Financial, and traders can use it to determine the average amount a WSFS Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1081
| Best Portfolio | Best Equity | |||
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| Small Returns | WSFS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.52 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average WSFS Financial is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WSFS Financial by adding it to a well-diversified portfolio.
WSFS Financial Fundamentals Growth
WSFS Stock prices reflect investors' perceptions of the future prospects and financial health of WSFS Financial, and WSFS Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WSFS Stock performance.
| Return On Equity | 0.1 | ||||
| Return On Asset | 0.0129 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | 2.14 B | ||||
| Shares Outstanding | 56.23 M | ||||
| Price To Earning | 14.10 X | ||||
| Price To Book | 1.19 X | ||||
| Price To Sales | 3.22 X | ||||
| Revenue | 1.4 B | ||||
| Gross Profit | 996.36 M | ||||
| EBITDA | 386.96 M | ||||
| Net Income | 263.5 M | ||||
| Cash And Equivalents | 1.03 B | ||||
| Cash Per Share | 16.56 X | ||||
| Total Debt | 383.61 M | ||||
| Debt To Equity | 8.62 % | ||||
| Book Value Per Share | 47.71 X | ||||
| Cash Flow From Operations | 219.9 M | ||||
| Earnings Per Share | 4.56 X | ||||
| Market Capitalization | 3.21 B | ||||
| Total Asset | 20.81 B | ||||
| Retained Earnings | 1.87 B | ||||
About WSFS Financial Performance
Assessing WSFS Financial's fundamental ratios provides investors with valuable insights into WSFS Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WSFS Financial is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.10 | 0.11 |
Things to note about WSFS Financial performance evaluation
Checking the ongoing alerts about WSFS Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WSFS Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WSFS Financial has a strong financial position based on the latest SEC filings | |
| Over 96.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from stockstory.org: WSFS Financials Q2 Sales Top Estimates |
- Analyzing WSFS Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WSFS Financial's stock is overvalued or undervalued compared to its peers.
- Examining WSFS Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WSFS Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WSFS Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WSFS Financial's stock. These opinions can provide insight into WSFS Financial's potential for growth and whether the stock is currently undervalued or overvalued.
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.