William Historical Balance Sheet

WMPN Stock  USD 13.22  0.06  0.46%   
Trend analysis of William Penn Bancorp balance sheet accounts such as Total Assets of 481.6 M, Total Stockholder Equity of 86.9 M, Non Currrent Assets Other of 555.8 M or Other Assets of 2.5 M provides information on William Penn's total assets, liabilities, and equity, which is the actual value of William Penn Bancorp to its prevalent stockholders. By breaking down trends over time using William Penn balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
 
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Financial Statement Analysis is much more than just reviewing and examining William Penn Bancorp latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether William Penn Bancorp is a good buy for the upcoming year.

William Penn Inventory

(466.23 Million)

  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in William Penn Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.

About William Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of William Penn Bancorp at a specified time, usually calculated after every quarter, six months, or one year. William Penn Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of William Penn and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which William currently owns. An asset can also be divided into two categories, current and non-current.

William Penn Balance Sheet Chart

At this time, William Penn's Property Plant And Equipment Gross is very stable compared to the past year. As of the 2nd of December 2024, Other Liabilities is likely to grow to about 4.4 M, while Total Assets are likely to drop about 481.6 M.

Total Assets

Total assets refers to the total amount of William Penn assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in William Penn Bancorp books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Common Stock Shares Outstanding

The total number of shares of a company's common stock that are currently owned by all its shareholders.

Total Current Liabilities

Total Current Liabilities is an item on William Penn balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of William Penn Bancorp are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Net Tangible Assets

The total assets of a company minus any intangible assets such as patents, copyrights, and goodwill; it represents the physical assets of a company.
Most accounts from William Penn's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into William Penn Bancorp current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in William Penn Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
At this time, William Penn's Property Plant And Equipment Gross is very stable compared to the past year. As of the 2nd of December 2024, Other Liabilities is likely to grow to about 4.4 M, while Total Assets are likely to drop about 481.6 M.
 2021 2022 2023 2024 (projected)
Total Stockholder Equity192.3M160.7M124.6M86.9M
Total Assets880.0M847.6M818.7M481.6M

William Penn balance sheet Correlations

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0.91-0.220.270.560.920.85-0.630.71-0.670.590.150.950.1-0.130.60.83-0.570.61-0.70.65-0.45-0.55-0.050.81-0.7
-0.13-0.22-0.770.2-0.06-0.110.20.050.42-0.530.87-0.290.710.940.03-0.470.42-0.43-0.150.00.470.25-0.610.2-0.31
0.270.27-0.77-0.020.120.26-0.380.22-0.550.62-0.650.39-0.49-0.710.20.32-0.140.570.080.24-0.42-0.460.56-0.040.24
0.540.560.2-0.020.460.510.00.39-0.160.180.290.45-0.090.040.110.47-0.340.13-0.560.290.370.16-0.610.56-0.29
0.880.92-0.060.120.460.84-0.610.79-0.540.420.370.90.350.10.70.73-0.510.59-0.830.5-0.55-0.58-0.030.91-0.87
0.990.85-0.110.260.510.84-0.510.9-0.450.370.310.90.30.050.790.69-0.490.76-0.810.63-0.54-0.540.110.88-0.64
-0.55-0.630.2-0.380.0-0.61-0.51-0.630.69-0.51-0.06-0.65-0.240.05-0.69-0.280.0-0.540.24-0.690.60.94-0.28-0.480.55
0.880.710.050.220.390.790.9-0.63-0.450.30.450.80.510.240.940.46-0.240.77-0.710.65-0.58-0.650.220.87-0.66
-0.51-0.670.42-0.55-0.16-0.54-0.450.69-0.45-0.970.25-0.760.050.31-0.43-0.470.09-0.710.24-0.510.540.56-0.35-0.290.26
0.430.59-0.530.620.180.420.37-0.510.3-0.97-0.420.7-0.24-0.470.250.49-0.150.67-0.160.4-0.44-0.390.350.15-0.08
0.280.150.87-0.650.290.370.31-0.060.450.25-0.420.10.880.940.42-0.130.13-0.09-0.520.20.09-0.06-0.460.61-0.67
0.940.95-0.290.390.450.90.9-0.650.8-0.760.70.10.16-0.140.70.78-0.490.82-0.720.65-0.62-0.60.190.78-0.63
0.260.10.71-0.49-0.090.350.3-0.240.510.05-0.240.880.160.90.59-0.20.250.15-0.420.24-0.29-0.29-0.030.52-0.64
0.01-0.130.94-0.710.040.10.050.050.240.31-0.470.94-0.140.90.28-0.40.38-0.21-0.280.060.150.05-0.370.34-0.47
0.770.60.030.20.110.70.79-0.690.94-0.430.250.420.70.590.280.35-0.160.75-0.540.64-0.7-0.750.40.76-0.61
0.740.83-0.470.320.470.730.69-0.280.46-0.470.49-0.130.78-0.2-0.40.35-0.910.57-0.520.44-0.42-0.240.10.62-0.4
-0.52-0.570.42-0.14-0.34-0.51-0.490.0-0.240.09-0.150.13-0.490.250.38-0.16-0.91-0.330.36-0.260.280.01-0.06-0.470.25
0.740.61-0.430.570.130.590.76-0.540.77-0.710.67-0.090.820.15-0.210.750.57-0.33-0.470.54-0.79-0.560.640.53-0.26
-0.8-0.7-0.150.08-0.56-0.83-0.810.24-0.710.24-0.16-0.52-0.72-0.42-0.28-0.54-0.520.36-0.47-0.210.330.230.2-0.860.77
0.660.650.00.240.290.50.63-0.690.65-0.510.40.20.650.240.060.640.44-0.260.54-0.21-0.36-0.610.110.58-0.43
-0.53-0.450.47-0.420.37-0.55-0.540.6-0.580.54-0.440.09-0.62-0.290.15-0.7-0.420.28-0.790.33-0.360.71-0.78-0.40.4
-0.55-0.550.25-0.460.16-0.58-0.540.94-0.650.56-0.39-0.06-0.6-0.290.05-0.75-0.240.01-0.560.23-0.610.71-0.42-0.470.52
0.08-0.05-0.610.56-0.61-0.030.11-0.280.22-0.350.35-0.460.19-0.03-0.370.40.1-0.060.640.20.11-0.78-0.42-0.140.24
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-0.67-0.7-0.310.24-0.29-0.87-0.640.55-0.660.26-0.08-0.67-0.63-0.64-0.47-0.61-0.40.25-0.260.77-0.430.40.520.24-0.86
Click cells to compare fundamentals

William Penn Account Relationship Matchups

William Penn balance sheet Accounts

201920202021202220232024 (projected)
Total Assets736.5M822.4M880.0M847.6M818.7M481.6M
Total Stockholder Equity96.4M216.9M192.3M160.7M124.6M86.9M
Non Currrent Assets Other(5.0M)(3.6M)(616K)(9.5M)529.4M555.8M
Other Assets447.2M379.6M148.0M366.6M2.7M2.5M
Common Stock Shares Outstanding13.2M14.5M14.3M12.7M9.1M8.2M
Liabilities And Stockholders Equity736.5M822.4M880.0M847.6M818.7M496.5M
Other Stockholder Equity39.2M158.3M149.9M125.2M97.7M102.6M
Total Liab640.1M605.5M687.6M686.8M694.1M394.7M
Short Long Term Debt Total64.9M41M65M43.1M56.6M52.6M
Property Plant And Equipment Net16.7M13.4M11.7M18.0M15.5M16.3M
Net Debt(15.5M)(129.6M)28.2M23.3M37.8M23.2M
Cash80.4M170.6M36.8M19.8M6.5M6.2M
Non Current Assets Total112.8M142.6M311.2M289.8M795.9M835.7M
Cash And Short Term Investments170.4M293.9M219.5M184.9M157.3M90.3M
Net Receivables6.1M6.3M6.0M6.2M470.6M494.1M
Non Current Liabilities Total64.9M41M71.9M43.1M685.6M719.9M
Total Current Assets176.5M300.2M568.7M191.1M20.2M19.2M
Other Current Liab(10.8M)(6.0M)(71.3M)(14.3M)4.9M4.6M
Total Current Liabilities10.8M7.6M5.7M5.2M4.9M4.6M
Other Liab7.8M4.5M3.7M3.4M3.0M4.4M
Retained Earnings57.3M56.6M58.5M57.6M58.8M55.8M
Accounts Payable10.8M5.3M5.7M5.2M4.7M4.5M
Long Term Debt64.9M41M65M34M48M51.0M
Short Term Investments90.0M123.3M182.7M165.1M150.8M158.3M
Accumulated Other Comprehensive Income76K(64K)(15.4M)(23.4M)(30.8M)(29.3M)
Common Stock467K152K149K125K93K88.4K
Property Plant Equipment8.4M18.4M15.5M11.7M13.5M14.1M
Net Tangible Assets70.6M90.3M211.1M186.8M214.8M225.5M
Long Term Investments90.0M123.3M287.1M266.4M245.8M154.8M
Other Current Assets85.2M170.6M343.2M21.4M23.1M22.0M

Pair Trading with William Penn

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if William Penn position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in William Penn will appreciate offsetting losses from the drop in the long position's value.

Moving together with William Stock

  0.81AX Axos FinancialPairCorr
  0.81BY Byline Bancorp Fiscal Year End 23rd of January 2025 PairCorr
  0.62KB KB Financial GroupPairCorr

Moving against William Stock

  0.69TFC-PO Truist FinancialPairCorr
  0.63TFC-PR Truist FinancialPairCorr
  0.6CFG-PE Citizens FinancialPairCorr
  0.37WF Woori Financial GroupPairCorr
The ability to find closely correlated positions to William Penn could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace William Penn when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back William Penn - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling William Penn Bancorp to buy it.
The correlation of William Penn is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as William Penn moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if William Penn Bancorp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for William Penn can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether William Penn Bancorp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of William Penn's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of William Penn Bancorp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on William Penn Bancorp Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in William Penn Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of William Penn. If investors know William will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about William Penn listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.631
Dividend Share
0.12
Revenue Per Share
2.418
Quarterly Revenue Growth
(0.04)
Return On Equity
(0.0002)
The market value of William Penn Bancorp is measured differently than its book value, which is the value of William that is recorded on the company's balance sheet. Investors also form their own opinion of William Penn's value that differs from its market value or its book value, called intrinsic value, which is William Penn's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because William Penn's market value can be influenced by many factors that don't directly affect William Penn's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between William Penn's value and its price as these two are different measures arrived at by different means. Investors typically determine if William Penn is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, William Penn's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.