Wsfs Financial Stock Buy Hold or Sell Recommendation

WSFS Stock  USD 54.00  0.29  0.53%   
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding WSFS Financial is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell WSFS Financial given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for WSFS Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out WSFS Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy WSFS Stock please use our How to Invest in WSFS Financial guide.
Note, we conduct extensive research on individual companies such as WSFS and provide practical buy, sell, or hold advice based on investors' constraints. WSFS Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.

Execute WSFS Financial Buy or Sell Advice

The WSFS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on WSFS Financial. Macroaxis does not own or have any residual interests in WSFS Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute WSFS Financial's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell WSFS FinancialBuy WSFS Financial
Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon WSFS Financial has a Risk Adjusted Performance of (0.04), Jensen Alpha of (0.08), Total Risk Alpha of (0.05) and Treynor Ratio of (0.08)
Our trade recommendation module provides unbiased trade advice that can be used to complement current average analyst sentiment on WSFS Financial. Our trade recommendation engine provides an advice for the entity potential to grow from the perspective of an investor's risk tolerance and investing horizon. To make sure WSFS Financial is not overpriced, please check out all WSFS Financial fundamentals, including its price to book, short ratio, last dividend paid, as well as the relationship between the cash and equivalents and market capitalization . Given that WSFS Financial has a number of shares shorted of 1.32 M, we strongly advise you to confirm WSFS Financial market performance and probability of bankruptcy to ensure the company can sustain itself for the next few years given your prevalent risk tolerance and investing horizon.

WSFS Financial Trading Alerts and Improvement Suggestions

WSFS Financial generated a negative expected return over the last 90 days
Over 93.0% of the company outstanding shares are owned by institutional investors
Latest headline from MacroaxisInsider: Disposition of 2580 shares by Rodger Levenson of WSFS Financial at 48.4 subject to Rule 16b-3

WSFS Financial Returns Distribution Density

The distribution of WSFS Financial's historical returns is an attempt to chart the uncertainty of WSFS Financial's future price movements. The chart of the probability distribution of WSFS Financial daily returns describes the distribution of returns around its average expected value. We use WSFS Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of WSFS Financial returns is essential to provide solid investment advice for WSFS Financial.
Mean Return
-0.1
Value At Risk
-3.43
Potential Upside
2.90
Standard Deviation
1.77
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of WSFS Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

WSFS Stock Institutional Investors

The WSFS Financial's institutional investors refer to entities that pool money to purchase WSFS Financial's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
Shares
Amvescap Plc.2024-12-31
954.2 K
American Century Companies Inc2024-12-31
904.3 K
Brown Advisory Holdings Inc2024-12-31
827 K
Northern Trust Corp2024-12-31
809.3 K
Alliancebernstein L.p.2024-12-31
790.7 K
Pzena Investment Management, Llc2024-12-31
790.6 K
Cooke & Bieler Lp2024-12-31
782.8 K
Palisade Capital Management Llc2024-12-31
772.7 K
Charles Schwab Investment Management Inc2024-12-31
740.6 K
Blackrock Inc2024-12-31
8.7 M
Vanguard Group Inc2024-12-31
M
Note, although WSFS Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

WSFS Financial Cash Flow Accounts

202020212022202320242025 (projected)
Change In Cash1.1B(121.8M)(695.7M)255.6M61.9M32.8M
Free Cash Flow8.0M119.1M472.0M230.6M205.6M215.9M
Depreciation38.2M37.8M60.5M48.6M39.7M41.7M
Other Non Cash Items(87.1M)(164.2M)(20.3M)(35.6M)(81.0M)(77.0M)
Dividends Paid24.4M24.2M35.7M36.7M(35.8M)(34.0M)
Capital Expenditures7.2M6.6M8.8M6.4M14.3M15.0M
Net Income113.3M271.6M222.6M269.0M263.7M276.9M
End Period Cash Flow1.7B1.5B837.3M1.1B1.2B1.2B
Change To Inventory22.9M(9.4M)(66.1M)(77.1M)(69.4M)(65.9M)
Investments(955.7M)(1.5B)(137.4M)(485.6M)(66.7M)(70.1M)
Change Receivables(2.6M)1.4M(6.2M)2.7M2.5M2.6M
Net Borrowings32.0B8.1B(106.6M)350M315M299.3M
Change To Netincome(41.1M)(399K)(56.5M)(17.6M)(15.9M)(15.1M)

WSFS Financial Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to WSFS Financial or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that WSFS Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a WSFS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.08
β
Beta against Dow Jones1.32
σ
Overall volatility
1.78
Ir
Information ratio -0.05

WSFS Financial Volatility Alert

WSFS Financial exhibits very low volatility with skewness of -0.52 and kurtosis of 0.86. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure WSFS Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact WSFS Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

WSFS Financial Fundamentals Vs Peers

Comparing WSFS Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze WSFS Financial's direct or indirect competition across all of the common fundamentals between WSFS Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as WSFS Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of WSFS Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing WSFS Financial by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare WSFS Financial to competition
FundamentalsWSFS FinancialPeer Average
Return On Equity0.1-0.31
Return On Asset0.0127-0.14
Profit Margin0.27 %(1.27) %
Operating Margin0.36 %(5.51) %
Current Valuation2.4 B16.62 B
Shares Outstanding58.66 M571.82 M
Shares Owned By Insiders1.60 %10.09 %
Shares Owned By Institutions93.20 %39.21 %
Number Of Shares Shorted1.32 M4.71 M
Price To Earning14.10 X28.72 X
Price To Book1.23 X9.51 X
Price To Sales3.23 X11.42 X
Revenue1.04 B9.43 B
Gross Profit984.95 M27.38 B
EBITDA131 K3.9 B
Net Income263.67 M570.98 M
Cash And Equivalents1.03 B2.7 B
Cash Per Share16.56 X5.01 X
Total Debt18.23 B5.32 B
Debt To Equity8.62 %48.70 %
Book Value Per Share44.15 X1.93 K
Cash Flow From Operations219.9 M971.22 M
Short Ratio5.08 X4.00 X
Earnings Per Share4.41 X3.12 X
Price To Earnings To Growth1.96 X4.89 X
Target Price64.4
Number Of Employees2.31 K18.84 K
Beta1.08-0.15
Market Capitalization3.18 B19.03 B
Total Asset20.81 B29.47 B
Retained Earnings1.87 B9.33 B
Annual Yield0.01 %
Five Year Return1.08 %
Note: Disposition of 2580 shares by Rodger Levenson of WSFS Financial at 48.4 subject to Rule 16b-3 [view details]

WSFS Financial Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as WSFS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About WSFS Financial Buy or Sell Advice

When is the right time to buy or sell WSFS Financial? Buying financial instruments such as WSFS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having WSFS Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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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.