William Penn Bancorporation (WMPN)
Company Info
| ISIN | US96927A1051 |
|---|---|
| CUSIP | 96927A105 |
| Sector | Financial Services |
| Industry | Banks - Regional |
Highlights
| Market Cap | $117.54M |
|---|---|
| Total Revenue (TTM) | $34.53M |
| Gross Profit (TTM) | $34.53M |
| EBITDA (TTM) | $508.00K |
| Year Range | $10.75 - $12.86 |
| Target Price | $14.00 |
| Short % | 0.26% |
| Short Ratio | 1.94 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Returns By Period
William Penn Bancorporation had a return of 5.45% year-to-date (YTD) and 7.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.45% | 22.29% |
| 1 month | 3.07% | 1.65% |
| 6 months | 4.68% | 15.83% |
| 1 year | 7.20% | 39.98% |
| 5 years (annualized) | N/A | 13.99% |
| 10 years (annualized) | N/A | 11.23% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.55% | -2.42% | 2.32% | -0.64% | -1.55% | -5.39% | 7.73% | -2.04% | 2.08% | 5.45% | |||
| 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% |
| 2022 | 4.72% | -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 47, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
William Penn Bancorporation provided a 0.94% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.12 | $0.30 |
Dividend yield | 0.94% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $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
Payout Ratio
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.
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 0.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.38% | Mar 23, 2022 | 279 | May 3, 2023 | 183 | Jan 25, 2024 | 462 |
| -14.91% | Jan 29, 2024 | 114 | Jul 11, 2024 | — | — | — |
| -7.14% | Jan 14, 2022 | 36 | Mar 8, 2022 | 10 | Mar 22, 2022 | 46 |
| -5.75% | Jun 16, 2021 | 3 | Jun 18, 2021 | 1 | Jun 21, 2021 | 4 |
| -5.23% | Aug 17, 2021 | 14 | Sep 3, 2021 | 87 | Jan 7, 2022 | 101 |
Volatility
Volatility Chart
The current William Penn Bancorporation volatility is 5.31%, 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.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for William Penn Bancorporation.
Loading data...
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 | — |