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WBS vs. WSFS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WBS vs. WSFS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Webster Financial Corporation (WBS) and WSFS Financial Corporation (WSFS). The values are adjusted to include any dividend payments, if applicable.

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WBS vs. WSFS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WBS
Webster Financial Corporation
10.90%17.31%12.48%11.48%-12.51%36.63%-16.87%11.54%-10.38%5.51%
WSFS
WSFS Financial Corporation
18.80%5.23%17.14%2.86%-8.44%12.86%3.60%17.32%-20.08%3.91%

Fundamentals

Market Cap

WBS:

$11.15B

WSFS:

$3.56B

EPS

WBS:

$6.12

WSFS:

$5.12

PE Ratio

WBS:

11.33

WSFS:

12.79

PEG Ratio

WBS:

1.12

WSFS:

19.74

PS Ratio

WBS:

2.57

WSFS:

2.70

PB Ratio

WBS:

1.21

WSFS:

1.30

Total Revenue (TTM)

WBS:

$4.42B

WSFS:

$1.36B

Gross Profit (TTM)

WBS:

$2.69B

WSFS:

$1.02B

EBITDA (TTM)

WBS:

$1.31B

WSFS:

$407.76M

Returns By Period

In the year-to-date period, WBS achieves a 10.90% return, which is significantly lower than WSFS's 18.80% return. Over the past 10 years, WBS has outperformed WSFS with an annualized return of 10.23%, while WSFS has yielded a comparatively lower 8.26% annualized return.


WBS

1D
2.21%
1M
-3.76%
YTD
10.90%
6M
18.25%
1Y
38.45%
3Y*
24.82%
5Y*
7.72%
10Y*
10.23%

WSFS

1D
1.60%
1M
3.07%
YTD
18.80%
6M
22.08%
1Y
27.73%
3Y*
21.88%
5Y*
6.70%
10Y*
8.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WBS vs. WSFS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WBS
WBS Risk / Return Rank: 7676
Overall Rank
WBS Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
WBS Sortino Ratio Rank: 7070
Sortino Ratio Rank
WBS Omega Ratio Rank: 7575
Omega Ratio Rank
WBS Calmar Ratio Rank: 7979
Calmar Ratio Rank
WBS Martin Ratio Rank: 8181
Martin Ratio Rank

WSFS
WSFS Risk / Return Rank: 7171
Overall Rank
WSFS Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
WSFS Sortino Ratio Rank: 6767
Sortino Ratio Rank
WSFS Omega Ratio Rank: 6767
Omega Ratio Rank
WSFS Calmar Ratio Rank: 7575
Calmar Ratio Rank
WSFS Martin Ratio Rank: 7474
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.

WBS vs. WSFS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Webster Financial Corporation (WBS) and WSFS Financial Corporation (WSFS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


WBSWSFSDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.98

+0.12

Sortino ratio

Return per unit of downside risk

1.58

1.46

+0.12

Omega ratio

Gain probability vs. loss probability

1.24

1.20

+0.05

Calmar ratio

Return relative to maximum drawdown

2.10

1.88

+0.22

Martin ratio

Return relative to average drawdown

6.34

4.29

+2.05

WBS vs. WSFS - Sharpe Ratio Comparison

The current WBS Sharpe Ratio is 1.09, which is comparable to the WSFS Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of WBS and WSFS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WBSWSFSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

0.98

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.20

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.23

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.21

+0.02

Correlation

The correlation between WBS and WSFS is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WBS vs. WSFS - Dividend Comparison

WBS's dividend yield for the trailing twelve months is around 2.30%, more than WSFS's 1.04% yield.


TTM20252024202320222021202020192018201720162015
WBS
Webster Financial Corporation
2.30%2.54%2.90%3.15%3.38%2.87%3.80%2.87%2.54%1.83%1.81%2.39%
WSFS
WSFS Financial Corporation
1.04%1.19%1.13%1.31%1.24%1.02%1.07%1.07%1.11%0.63%0.54%0.65%

Drawdowns

WBS vs. WSFS - Drawdown Comparison

The maximum WBS drawdown since its inception was -93.72%, which is greater than WSFS's maximum drawdown of -80.77%. Use the drawdown chart below to compare losses from any high point for WBS and WSFS.


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Drawdown Indicators


WBSWSFSDifference

Max Drawdown

Largest peak-to-trough decline

-93.72%

-80.77%

-12.95%

Max Drawdown (1Y)

Largest decline over 1 year

-18.90%

-14.91%

-3.99%

Max Drawdown (5Y)

Largest decline over 5 years

-47.90%

-45.54%

-2.36%

Max Drawdown (10Y)

Largest decline over 10 years

-71.99%

-65.50%

-6.49%

Current Drawdown

Current decline from peak

-5.97%

-7.11%

+1.14%

Average Drawdown

Average peak-to-trough decline

-23.78%

-24.80%

+1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.29%

6.52%

-0.23%

Volatility

WBS vs. WSFS - Volatility Comparison

Webster Financial Corporation (WBS) has a higher volatility of 6.62% compared to WSFS Financial Corporation (WSFS) at 5.38%. This indicates that WBS's price experiences larger fluctuations and is considered to be riskier than WSFS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WBSWSFSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.62%

5.38%

+1.24%

Volatility (6M)

Calculated over the trailing 6-month period

20.21%

19.15%

+1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

35.35%

28.52%

+6.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.94%

33.09%

+3.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.93%

35.82%

+4.11%

Financials

WBS vs. WSFS - Financials Comparison

This section allows you to compare key financial metrics between Webster Financial Corporation and WSFS Financial Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.13B
341.72M
(WBS) Total Revenue
(WSFS) Total Revenue
Values in USD except per share items

WBS vs. WSFS - Profitability Comparison

The chart below illustrates the profitability comparison between Webster Financial Corporation and WSFS Financial Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
62.2%
75.9%
Portfolio components
WBS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Webster Financial Corporation reported a gross profit of 704.20M and revenue of 1.13B. Therefore, the gross margin over that period was 62.2%.

WSFS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, WSFS Financial Corporation reported a gross profit of 259.21M and revenue of 341.72M. Therefore, the gross margin over that period was 75.9%.

WBS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Webster Financial Corporation reported an operating income of 320.97M and revenue of 1.13B, resulting in an operating margin of 28.3%.

WSFS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, WSFS Financial Corporation reported an operating income of 97.23M and revenue of 341.72M, resulting in an operating margin of 28.5%.

WBS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Webster Financial Corporation reported a net income of 255.82M and revenue of 1.13B, resulting in a net margin of 22.6%.

WSFS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, WSFS Financial Corporation reported a net income of 72.68M and revenue of 341.72M, resulting in a net margin of 21.3%.