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

Performance

WSFS vs. WBS - Performance Comparison

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

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WSFS vs. WBS - Yearly Performance Comparison


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

Fundamentals

Market Cap

WSFS:

$3.56B

WBS:

$11.15B

EPS

WSFS:

$5.12

WBS:

$6.12

PE Ratio

WSFS:

12.79

WBS:

11.33

PEG Ratio

WSFS:

19.74

WBS:

1.12

PS Ratio

WSFS:

2.70

WBS:

2.57

PB Ratio

WSFS:

1.30

WBS:

1.21

Total Revenue (TTM)

WSFS:

$1.36B

WBS:

$4.42B

Gross Profit (TTM)

WSFS:

$1.02B

WBS:

$2.69B

EBITDA (TTM)

WSFS:

$407.76M

WBS:

$1.31B

Returns By Period

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


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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WSFS vs. WBS — Risk / Return Rank

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

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

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
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.

WSFS vs. WBS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WSFS Financial Corporation (WSFS) and Webster Financial Corporation (WBS). 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.


WSFSWBSDifference

Sharpe ratio

Return per unit of total volatility

0.98

1.09

-0.12

Sortino ratio

Return per unit of downside risk

1.46

1.58

-0.12

Omega ratio

Gain probability vs. loss probability

1.20

1.24

-0.05

Calmar ratio

Return relative to maximum drawdown

1.88

2.10

-0.22

Martin ratio

Return relative to average drawdown

4.29

6.34

-2.05

WSFS vs. WBS - Sharpe Ratio Comparison

The current WSFS Sharpe Ratio is 0.98, which is comparable to the WBS Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of WSFS and WBS, 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


WSFSWBSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

1.09

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.21

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

0.26

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.23

-0.02

Correlation

The correlation between WSFS and WBS 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

WSFS vs. WBS - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

WSFS vs. WBS - Drawdown Comparison

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


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Drawdown Indicators


WSFSWBSDifference

Max Drawdown

Largest peak-to-trough decline

-80.77%

-93.72%

+12.95%

Max Drawdown (1Y)

Largest decline over 1 year

-14.91%

-18.90%

+3.99%

Max Drawdown (5Y)

Largest decline over 5 years

-45.54%

-47.90%

+2.36%

Max Drawdown (10Y)

Largest decline over 10 years

-65.50%

-71.99%

+6.49%

Current Drawdown

Current decline from peak

-7.11%

-5.97%

-1.14%

Average Drawdown

Average peak-to-trough decline

-24.80%

-23.78%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.52%

6.29%

+0.23%

Volatility

WSFS vs. WBS - Volatility Comparison

The current volatility for WSFS Financial Corporation (WSFS) is 5.38%, while Webster Financial Corporation (WBS) has a volatility of 6.62%. This indicates that WSFS experiences smaller price fluctuations and is considered to be less risky than WBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WSFSWBSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

6.62%

-1.24%

Volatility (6M)

Calculated over the trailing 6-month period

19.15%

20.21%

-1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

28.52%

35.35%

-6.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.09%

36.94%

-3.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.82%

39.93%

-4.11%

Financials

WSFS vs. WBS - Financials Comparison

This section allows you to compare key financial metrics between WSFS Financial Corporation and Webster 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
341.72M
1.13B
(WSFS) Total Revenue
(WBS) Total Revenue
Values in USD except per share items

WSFS vs. WBS - Profitability Comparison

The chart below illustrates the profitability comparison between WSFS Financial Corporation and Webster 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
75.9%
62.2%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.