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William Penn Bancorporation (WMPN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US96927A1051

CUSIP

96927A105

IPO Date

Apr 16, 2008

Highlights

Market Cap

$113.45M

EPS (TTM)

-$0.12

Total Revenue (TTM)

$18.52M

Gross Profit (TTM)

$18.52M

EBITDA (TTM)

$318.00K

Year Range

$9.75 - $13.84

Target Price

$14.00

Short %

0.90%

Short Ratio

2.69

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in William Penn Bancorporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%60.00%December2025FebruaryMarchAprilMay
14.40%
43.35%
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Returns By Period

William Penn Bancorporation (WMPN) returned 2.92% year-to-date (YTD) and 0.49% over the past 12 months.


WMPN

YTD

2.92%

1M

19.96%

6M

-4.78%

1Y

0.49%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of WMPN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.34%-4.76%-9.08%12.82%0.00%2.92%
20241.55%-2.42%2.32%-0.64%-1.55%-5.39%7.73%-2.04%2.08%4.25%3.77%-9.23%-0.76%
2023-2.81%1.02%-4.55%-8.30%-5.02%3.15%8.38%12.31%1.30%-2.16%2.22%-1.93%1.82%
20224.72%-0.95%2.00%-4.08%-5.25%1.21%-2.14%0.70%-1.13%0.18%2.99%3.59%1.35%
2021-0.35%1.85%-2.85%5.78%5.87%-2.36%1.75%0.00%-0.90%-0.17%8.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WMPN is 53, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WMPN is 5353
Overall Rank
The Sharpe Ratio Rank of WMPN is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of WMPN is 4848
Sortino Ratio Rank
The Omega Ratio Rank of WMPN is 4747
Omega Ratio Rank
The Calmar Ratio Rank of WMPN is 5858
Calmar Ratio Rank
The Martin Ratio Rank of WMPN is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for William Penn Bancorporation (WMPN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current William Penn Bancorporation Sharpe ratio is 0.10. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of William Penn Bancorporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.10
0.61
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Dividends

Dividend History

William Penn Bancorporation provided a 0.73% dividend yield over the last twelve months, with an annual payout of $0.09 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.05$0.10$0.15$0.20$0.25$0.302021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.09$0.12$0.12$0.12$0.30

Dividend yield

0.73%1.00%0.98%0.99%2.48%

Monthly Dividends

The table displays the monthly dividend distributions for William Penn Bancorporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.00$0.00$0.00$0.00$0.03
2024$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.12
2023$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.12
2022$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.12
2021$0.30$0.00$0.00$0.00$0.00$0.00$0.30

Dividend Yield & Payout


Dividend Yield

William Penn Bancorporation has a dividend yield of 0.73%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

William Penn Bancorporation has a payout ratio of 600.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.04%
-8.79%
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the William Penn Bancorporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the William Penn Bancorporation was 29.38%, occurring on May 3, 2023. Recovery took 183 trading sessions.

The current William Penn Bancorporation drawdown is 8.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.38%Mar 23, 2022279May 3, 2023183Jan 25, 2024462
-24.31%Nov 26, 202487Apr 3, 2025
-14.91%Jan 29, 2024114Jul 11, 202483Nov 6, 2024197
-7.14%Jan 14, 202236Mar 8, 202210Mar 22, 202246
-5.75%Jun 16, 20213Jun 18, 20211Jun 21, 20214

Volatility

Volatility Chart

The current William Penn Bancorporation volatility is 14.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
14.21%
14.11%
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of William Penn Bancorporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of William Penn Bancorporation, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.7%.


-0.30-0.20-0.100.000.1020212022202320242025
-0.12
-0.05
Actual
Estimate

Valuation

The Valuation section provides an overview of how William Penn Bancorporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WMPN compared to other companies in the Banks - Regional industry. WMPN currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WMPN relative to other companies in the Banks - Regional industry. Currently, WMPN has a P/S ratio of 5.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WMPN in comparison with other companies in the Banks - Regional industry. Currently, WMPN has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items