Is WSFS Financial Stock a Good Investment?
WSFS Financial Investment Advice | WSFS |
- Examine WSFS Financial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research WSFS Financial's leadership team and their track record. Good management can help WSFS Financial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Regional Banks space and any emerging trends that could impact WSFS Financial's business and its evolving consumer preferences.
- Compare WSFS Financial's performance and market position to its competitors. Analyze how WSFS Financial is positioned in terms of product offerings, innovation, and market share.
- Check if WSFS Financial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about WSFS Financial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in WSFS Financial stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if WSFS Financial is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine WSFS Financial Stock
Researching WSFS Financial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 93.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.19. 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 7th of February 2025. The firm had 3:1 split on the 19th of May 2015.
To determine if WSFS Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding WSFS Financial's research are outlined below:
| 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: Acquisition by David Burg of 3048 shares of WSFS Financial at 53.49 subject to Rule 16b-3 |
WSFS Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in WSFS Financial. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WSFS Financial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 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 |
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. Below are the table of largest EPS Surprises WSFS Financial's investors have experienced.
| 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 | ||
2003-04-22 | 2003-03-31 | 0.17 | 0.19 | 0.02 | 11 | ||
2002-01-22 | 2001-12-31 | 0.17 | 0.19 | 0.02 | 11 | ||
2001-07-24 | 2001-06-30 | 0.14 | 0.16 | 0.02 | 14 | ||
2000-12-27 | 2000-09-30 | 0.15 | 0.13 | -0.02 | 13 | ||
2000-04-25 | 2000-03-31 | 0.12 | 0.14 | 0.02 | 16 |
Know WSFS Financial's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as WSFS Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WSFS Financial backward and forwards among themselves. WSFS Financial's institutional investor refers to the entity that pools money to purchase WSFS Financial's securities or originate loans. 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 | Amvescap Plc. | 2024-12-31 | 954.2 K | American Century Companies Inc | 2024-12-31 | 904.3 K | Brown Advisory Holdings Inc | 2024-12-31 | 827 K | Northern Trust Corp | 2024-12-31 | 809.3 K | Alliancebernstein L.p. | 2024-12-31 | 790.7 K | Pzena Investment Management, Llc | 2024-12-31 | 790.6 K | Cooke & Bieler Lp | 2024-12-31 | 782.8 K | Palisade Capital Management Llc | 2024-12-31 | 772.7 K | Charles Schwab Investment Management Inc | 2024-12-31 | 740.6 K | Blackrock Inc | 2024-12-31 | 8.7 M | Vanguard Group Inc | 2024-12-31 | 7 M |
WSFS Financial's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.09 B.Market Cap |
|
WSFS Financial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | (0.04) | (0.03) | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.10 | 0.11 |
Determining WSFS Financial's profitability involves analyzing its financial statements and using various financial metrics to determine if WSFS Financial is a good buy. For example, gross profit margin measures WSFS Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of WSFS Financial's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in WSFS Financial's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of WSFS Financial. Check WSFS Financial's Beneish M Score to see the likelihood of WSFS Financial's management manipulating its earnings.
Evaluate WSFS Financial's management efficiency
WSFS Financial has return on total asset (ROA) of 0.0127 % which means that it generated a profit of $0.0127 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1044 %, meaning that it created $0.1044 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. Return On Equity is likely to gain to 0.11 in 2025, whereas Return On Tangible Assets are likely to drop 0.01 in 2025. At this time, WSFS Financial's Fixed Asset Turnover is comparatively stable compared to the past year.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 43.58 | 45.76 | |
| Tangible Book Value Per Share | 26.89 | 28.23 | |
| Enterprise Value Over EBITDA | 6.91 | 7.25 | |
| Price Book Value Ratio | 1.21 | 1.62 | |
| Enterprise Value Multiple | 6.91 | 7.25 | |
| Price Fair Value | 1.21 | 1.62 | |
| Enterprise Value | 2.5 B | 2.7 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.
Basic technical analysis of WSFS Stock
As of the 21st of March, WSFS Financial maintains the Mean Deviation of 1.39, risk adjusted performance of (0.07), and Standard Deviation of 1.84. 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 standard deviation and potential upside to decide if WSFS Financial is priced some-what accurately, providing market reflects its latest price of 51.68 per share. Given that WSFS Financial has information ratio 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's 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.
WSFS Financial's Outstanding Corporate 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| WMG Acquisition 3875 Corp BondUS92933BAQ77 | View | |
| WMG ACQUISITION P Corp BondUS92933BAR50 | View | |
| US92933BAT17 Corp BondUS92933BAT17 | View | |
| WEC 5 27 SEP 25 Corp BondUS92939UAH95 | View | |
| WEC 22 15 DEC 28 Corp BondUS92939UAG13 | View | |
| US92939UAE64 Corp BondUS92939UAE64 | View | |
| US92939UAD81 Corp BondUS92939UAD81 | View |
Understand WSFS Financial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing WSFS Financial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 1.39 | |||
| Coefficient Of Variation | (1,203) | |||
| Standard Deviation | 1.84 | |||
| Variance | 3.38 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.01) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 7.1 | |||
| Value At Risk | (3.66) | |||
| Potential Upside | 2.73 | |||
| Skewness | (0.55) | |||
| Kurtosis | 0.4893 |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 1.39 | |||
| Coefficient Of Variation | (1,203) | |||
| Standard Deviation | 1.84 | |||
| Variance | 3.38 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.01) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 7.1 | |||
| Value At Risk | (3.66) | |||
| Potential Upside | 2.73 | |||
| Skewness | (0.55) | |||
| Kurtosis | 0.4893 |
Consider WSFS Financial's intraday 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.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 51.68 | |||
| Day Typical Price | 51.68 | |||
| Price Action Indicator | (0.50) | |||
| Period Momentum Indicator | (1.01) |
WSFS Financial Corporate Filings
F4 | 18th of March 2025 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 |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 27th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 10th of January 2025 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 |
WSFS Stock media impact
Far too much social signal, news, headlines, and media speculation about WSFS Financial that are available to investors today. That information is available publicly through WSFS media outlets and privately through word of mouth or via WSFS internal channels. However, regardless of the origin, that massive amount of WSFS data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of WSFS Financial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of WSFS Financial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to WSFS Financial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive WSFS Financial alpha.
WSFS Financial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards WSFS Financial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
WSFS Financial Historical Investor Sentiment
Investor biases related to WSFS Financial's public news can be used to forecast risks associated with an investment in WSFS. The trend in average sentiment can be used to explain how an investor holding WSFS can time the market purely based on public headlines and social activities around WSFS Financial. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
WSFS Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for WSFS Financial and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average WSFS Financial news discussions. The higher the estimate score, the more favorable the investor's outlook on WSFS Financial.
WSFS Financial Maximum Pain Price Across June 20th 2025 Option Contracts
WSFS Financial's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of WSFS Financial close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of WSFS Financial's options.
WSFS Financial Corporate Management
| CFA CFA | Ex CFO | Profile | |
| John Clatworthy | Senior Connect | Profile | |
| Patrick Ward | FSB Society | Profile | |
| Patrick Healy | Debt Bankruptcy | Profile |
Already Invested in WSFS Financial?
The danger of trading WSFS Financial is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WSFS Financial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WSFS Financial. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WSFS Financial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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.