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ISIN
US9293281021
CUSIP
929328102
IPO Date
Mar 26, 1990

Highlights

Market Cap
$3.78B
Enterprise Value
$1.72B
EPS (TTM)
$5.57
PE Ratio
12.81
PEG Ratio
19.78
Total Revenue (TTM)
$1.03B
Gross Profit (TTM)
$777.09M
EBITDA (TTM)
$311.20M
Year Range
$49.92 - $73.22
Target Price
$69.00
ROA (TTM)
1.39%
ROE (TTM)
11.36%

Share Price Chart


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WSFS Financial Corporation

Often compared with WSFS:
WSFS vs. WBS

Performance

WSFS Performance Chart

WSFS Financial Corporation (WSFS) is up 29.9% since the beginning of the year. At $71 per share, WSFS is trading just below its 52-week high of $73. Investors who bought $1,000 worth of WSFS shares 5 years ago would now be looking at an investment worth $1,416.


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S&P 500 Index

Returns By Period

WSFS Financial Corporation (WSFS) has returned 29.86% so far this year and 35.82% over the past 12 months. Over the last ten years, WSFS has returned 8.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


WSFS Financial Corporation

1D
1.41%
1M
0.48%
YTD
29.86%
6M
28.41%
1Y
35.82%
3Y*
26.50%
5Y*
7.20%
10Y*
8.41%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.68%
YTD
11.16%
6M
11.10%
1Y
27.46%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WSFS Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 1990, WSFS's average daily return is +0.09%, while the average monthly return is +1.46%. At this rate, an investment would double in approximately 4.0 years.

Historically, 55% of months were positive and 45% were negative. The best month was Dec 1992 with a return of +100.0%, while the worst month was Jan 2009 at -46.2%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WSFS closed higher 46% of trading days. The best single day was Feb 27, 1991 with a return of +26.8%, while the worst single day was Apr 26, 1990 at -33.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202617.18%-1.63%3.07%9.95%-0.45%-0.14%29.86%
20255.40%-2.81%-4.46%-0.62%2.92%3.99%-0.29%6.63%-7.48%-3.41%7.48%-1.02%5.23%
2024-3.09%-4.42%6.49%-5.34%3.45%6.67%20.19%-2.81%-6.85%-3.57%22.39%-11.48%17.14%
20236.55%3.62%-24.64%-6.49%-4.49%12.80%15.99%-9.85%-7.12%-3.01%9.42%19.08%2.86%
20224.51%-2.72%-8.28%-14.05%7.10%-6.29%19.03%1.64%-3.91%0.22%4.53%-6.53%-8.44%
2021-4.26%23.99%-6.30%2.61%4.41%-12.44%-6.03%4.03%12.99%0.97%-3.80%0.80%12.86%

Benchmark Metrics

WSFS Financial Corporation has an annualized alpha of 15.62%, beta of 0.88, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

  • This stock captured 105.52% of S&P 500 Index gains but only 95.99% of its losses - a favorable profile for investors.
  • R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
15.62%
Beta
0.88
0.10
Upside Capture
105.52%
Downside Capture
95.99%

Return for Risk

Risk / Return Rank

WSFS ranks 79 for risk / return — better than 79% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


WSFS Risk / Return Rank: 7979
Overall Rank
WSFS Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
WSFS Sortino Ratio Rank: 7878
Sortino Ratio Rank
WSFS Omega Ratio Rank: 7676
Omega Ratio Rank
WSFS Calmar Ratio Rank: 7979
Calmar Ratio Rank
WSFS Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WSFS Financial Corporation (WSFS) and compare them to S&P 500 Index.


WSFSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.58

2.39

-0.81

Sortino ratio

Return per unit of downside risk

2.25

3.25

-1.00

Omega ratio

Gain probability vs. loss probability

1.28

1.43

-0.15

Calmar ratio

Return relative to maximum drawdown

2.60

3.11

-0.52

Martin ratio

Return relative to average drawdown

6.47

14.38

-7.91

Dividends

Dividend History

WSFS Financial Corporation provided a 1.00% dividend yield over the last twelve months, with an annual payout of $0.71 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.


0.60%0.80%1.00%1.20%1.40%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.71$0.66$0.60$0.60$0.56$0.51$0.48$0.47$0.42$0.30$0.25$0.21

Dividend yield

1.00%1.19%1.13%1.31%1.24%1.02%1.07%1.07%1.11%0.63%0.54%0.65%

Monthly Dividends

The table displays the monthly dividend distributions for WSFS Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.17$0.00$0.00$0.20$0.00$0.37
2025$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.66
2024$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.60
2023$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.60
2022$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.56
2021$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.51

Dividend Yield & Payout


Dividend Yield

WSFS Financial Corporation has a dividend yield of 1.00%, 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

WSFS Financial Corporation has a payout ratio of 12.06%, which is below the market average. This means WSFS Financial Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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 WSFS Financial Corporation. 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 WSFS Financial Corporation was 80.77%, occurring on Oct 21, 1992. Recovery took 689 trading sessions.

The current WSFS Financial Corporation drawdown is 1.95%.


Related event

Drawdown

Fall

Recovery

Underwater

1992 bear market1992
-80.77%Oct 1992
2y 6mo2y 8mo
5y 3moMar 1990 - Jul 1995
Financial crisis2007–2009
-74.98%Mar 2009
2y 1mo4y 7mo
6y 8moFeb 2007 - Oct 2013
COVID crash2020
-65.50%Mar 2020
1y 7mo1y 7mo
3y 2moAug 2018 - Oct 2021
Dot-com crash2000–2002
-57.09%Jul 2000
2y 3mo1y 9mo
4y 14dApr 1998 - May 2002
2023 bear market2023
-45.54%May 2023
1y 3mo1y 2mo
2y 6moJan 2022 - Jul 2024

Drawdown Indicators


WSFSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-80.77%

-56.78%

-23.99%

Max Drawdown (1Y)

Largest decline over 1 year

-14.91%

-9.10%

-5.81%

Max Drawdown (3Y)

Largest decline over 3 years

-24.67%

-18.90%

-5.77%

Max Drawdown (5Y)

Largest decline over 5 years

-45.54%

-25.43%

-20.11%

Max Drawdown (10Y)

Largest decline over 10 years

-65.50%

-33.92%

-31.58%

Current Drawdown

Current decline from peak

-1.95%

0.00%

-1.95%

Average Drawdown

Average peak-to-trough decline

-24.69%

-10.72%

-13.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.97%

1.97%

+4.00%

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 WSFS Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how WSFS Financial Corporation 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.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WSFS, comparing it with other companies in the Banks - Regional industry. Currently, WSFS has a P/E ratio of 12.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WSFS compared to other companies in the Banks - Regional industry. WSFS currently has a PEG ratio of 19.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WSFS relative to other companies in the Banks - Regional industry. Currently, WSFS has a P/S ratio of 3.8. 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 WSFS in comparison with other companies in the Banks - Regional industry. Currently, WSFS has a P/B value of 1.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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
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