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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

$10.26 - $12.53

Target Price

$14.00

Short %

0.90%

Short Ratio

2.69

Share Price Chart


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William Penn Bancorporation

Performance

Performance Chart


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S&P 500

Returns By Period


WMPN

YTD

N/A

1M

0.00%

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*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
202515.79%0.00%15.79%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 4747
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 5757
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.


There isn't enough data available to calculate the Sharpe ratio for William Penn Bancorporation. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


William Penn Bancorporation doesn't pay dividends

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.


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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 2.56%, occurring on Apr 25, 2025. Recovery took 1 trading session.

The current William Penn Bancorporation drawdown is 0.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-2.56%Apr 25, 20251Apr 25, 20251Apr 28, 20252
-0.24%Apr 30, 20251Apr 30, 2025
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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%.


-0.30-0.20-0.100.000.10AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
-0.12
-0.06
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