WSFS:NGS-WSFS Financial Corporation (USD)

EQUITY | Banks - Regional | Nasdaq Global Select

Last Closing

USD 47

Change

0.00 (0.00)%

Market Cap

USD 1.30B

Volume

0.46M

Analyst Target

USD 32.80
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

WSFS Financial Corp is a savings and loan holding company, which provides residential and commercial real estate, commercial and consumer lending services, as well as retail deposit and cash management services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-30 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
FITB Fifth Third Bancorp

+0.71 (+1.96%)

USD 24.94B
FCNCA First Citizens BancShares Inc

+30.64 (+1.80%)

USD 24.28B
HBAN Huntington Bancshares Incorpor..

+0.05 (+0.38%)

USD 19.10B
FITBI Fifth Third Bancorp

+0.21 (+0.82%)

USD 17.74B
EWBC East West Bancorp Inc

+0.53 (+0.72%)

USD 10.19B
CBSH Commerce Bancshares Inc

+0.65 (+1.18%)

USD 7.23B
GGAL Grupo Financiero Galicia SA AD..

+0.44 (+1.59%)

USD 6.49B
ZION Zions Bancorporation

+0.65 (+1.50%)

USD 6.40B
BPOP Popular Inc

+0.35 (+0.40%)

USD 6.39B
PNFP Pinnacle Financial Partners In..

+1.05 (+1.33%)

USD 6.18B

ETFs Containing WSFS

KBWR Invesco KBW Regional Bank.. 2.10 % 0.35 %

+0.43 (+0.34%)

USD 0.05B
AVSC American Century ETF Trus.. 0.36 % 0.00 %

+0.17 (+0.34%)

USD 1.08B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.33% 80% B- 61% D-
Dividend Return 0.65% 7% C- 23% F
Total Return 2.98% 76% C+ 60% D-
Trailing 12 Months  
Capital Gain 24.60% 77% C+ 81% B-
Dividend Return 1.59% 8% B- 26% F
Total Return 26.19% 74% C 81% B-
Trailing 5 Years  
Capital Gain 14.02% 75% C 63% D
Dividend Return 6.53% 6% D- 22% F
Total Return 20.55% 71% C- 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.51% 79% B- 66% D+
Dividend Return 9.82% 73% C 66% D+
Total Return 1.31% 12% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 38.02% 23% F 48% F
Risk Adjusted Return 25.83% 67% D+ 61% D-
Market Capitalization 1.30B 89% A- 84% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Regional) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.90 48% 68%
Price/Book Ratio 1.04 27% 69%
Price / Cash Flow Ratio 11.92 19% 22%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 11.41% 73% 80%
Return on Invested Capital -3.05% 7% 48%
Return on Assets 1.33% 83% 71%
Debt to Equity Ratio 36.13% 53% 48%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.