Wsfs Financial Stock Analysis

WSFS Stock  USD 41.85  0.11  0.26%   
WSFS Financial is undervalued with Real Value of 43.77 and Target Price of 44.6. The main objective of WSFS Financial stock analysis is to determine its intrinsic value, which is an estimate of what WSFS Financial is worth, separate from its market price. There are two main types of WSFS Financial's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect WSFS Financial's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of WSFS Financial's stock to identify patterns and trends that may indicate its future price movements.
The WSFS Financial stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. WSFS Financial is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. WSFS Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and WSFS Financial's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WSFS Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census.
For more information on how to buy WSFS Stock please use our How to Invest in WSFS Financial guide.

WSFS Stock Analysis Notes

About 92.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.04. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. WSFS Financial has Price/Earnings To Growth (PEG) ratio of 1.96. The entity last dividend was issued on the 8th of February 2024. The firm had 3:1 split on the 19th of May 2015. WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. The company was founded in 1832 and is headquartered in Wilmington, Delaware. WSFS Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 2150 people. For more information please call Mark Turner at 302 792 6000 or visit https://www.wsfsbank.com.

WSFS Financial Quarterly Total Revenue

344.1 Million

WSFS Financial Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. WSFS Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding WSFS Financial or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
WSFS Financial generated a negative expected return over the last 90 days
WSFS Financial has a poor financial position based on the latest SEC disclosures
Over 92.0% of the company outstanding shares are owned by institutional investors
On 23rd of February 2024 WSFS Financial paid $ 0.15 per share dividend to its current shareholders
Latest headline from businesswire.com: WSFS Announces Brooke Moyer as Senior Vice President and Director of Loan Syndications

WSFS Financial Upcoming and Recent Events

Earnings reports are used by WSFS Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WSFS Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
22nd of April 2024
Upcoming Quarterly Report
View
22nd of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
23rd of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

WSFS Largest EPS Surprises

Earnings surprises can significantly impact WSFS Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2009-10-22
2009-09-30-0.02-0.03-0.0150 
2001-01-23
2000-12-310.10.110.0110 
2011-04-28
2011-03-310.150.13-0.0213 
View All Earnings Estimates

WSFS Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as WSFS Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WSFS Financial backward and forwards among themselves. WSFS Financial's institutional investor refers to the entity that pools money to purchase WSFS Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Pzena Investment Management, Llc2023-12-31
M
Northern Trust Corp2023-12-31
891.9 K
Bank Of America Corp2023-12-31
851.5 K
Palisade Capital Management Llc2023-12-31
821.8 K
Brown Advisory Holdings Inc2023-12-31
795.1 K
Manufacturers Life Insurance Co2023-12-31
754 K
Amvescap Plc.2023-12-31
685.1 K
Norges Bank2023-12-31
683 K
Charles Schwab Investment Management Inc2023-12-31
641.9 K
Blackrock Inc2023-12-31
8.7 M
Vanguard Group Inc2023-12-31
M
Note, although WSFS Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

WSFS Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate WSFS Financial's market, we take the total number of its shares issued and multiply it by WSFS Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

WSFS Profitablity

WSFS Financial's profitability indicators refer to fundamental financial ratios that showcase WSFS Financial's ability to generate income relative to its revenue or operating costs. If, let's say, WSFS Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, WSFS Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of WSFS Financial's profitability requires more research than a typical breakdown of WSFS Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.29 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.42 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.42.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.000017  0.000016 
Return On Assets 0.01  0.01 
Return On Equity 0.11  0.11 

Management Efficiency

WSFS Financial has return on total asset (ROA) of 0.0133 % which means that it generated a profit of $0.0133 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1152 %, meaning that it created $0.1152 on every $100 dollars invested by stockholders. WSFS Financial's management efficiency ratios could be used to measure how well WSFS Financial manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is likely to gain to 0.11 in 2024, whereas Return On Tangible Assets are likely to drop 0.01 in 2024. At this time, WSFS Financial's Fixed Asset Turnover is comparatively stable compared to the past year.
Last ReportedProjected for Next Year
Book Value Per Share 40.55  42.57 
Net Current Asset Value 0.00  0.00 
Tangible Asset Value 0.00  0.00 
Tangible Book Value Per Share 9.48  8.49 
Enterprise Value Over EBITDA19.9 K20.9 K
Price Book Value Ratio 1.13  1.18 
Enterprise Value Multiple19.9 K20.9 K
Price Fair Value 1.13  1.18 
Enterprise Value1.2 B1.2 B
The analysis of WSFS Financial's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze WSFS Financial's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of WSFS Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0143
Forward Dividend Yield
0.0143
Forward Dividend Rate
0.6
Beta
1.013

Technical Drivers

As of the 19th of April, WSFS Financial maintains the Mean Deviation of 1.44, risk adjusted performance of (0.01), and Standard Deviation of 2.01. In relation to fundamental indicators, the technical analysis model lets you check available technical drivers of WSFS Financial, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to analyze and collect data for thirteen technical drivers for WSFS Financial, which can be compared to its peers. Please check out WSFS Financial standard deviation and potential upside to decide if WSFS Financial is priced some-what accurately, providing market reflects its latest price of 41.85 per share. Given that WSFS Financial has information ratio of (0.06), we strongly advise you to confirm WSFS Financial's prevalent market performance to make sure the company can sustain itself next year.

WSFS Financial Price Movement Analysis

Execute Study
The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. WSFS Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for WSFS Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

WSFS Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WSFS Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on WSFS Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WSFS Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

WSFS Financial Predictive Daily Indicators

WSFS Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WSFS Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

WSFS Financial Corporate Filings

F4
17th of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
10th of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
27th of March 2024
Other Reports
ViewVerify
26th of March 2024
Other Reports
ViewVerify
8K
25th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
19th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
4th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
13th of February 2024
An amended filing to the original Schedule 13G
ViewVerify

WSFS Financial Forecast Models

WSFS Financial's time-series forecasting models are one of many WSFS Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WSFS Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About WSFS Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how WSFS Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling WSFS shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as WSFS Financial. By using and applying WSFS Stock analysis, traders can create a robust methodology for identifying WSFS entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.29  0.19 
Operating Profit Margin 0.0001  0.000098 
Net Profit Margin 0.21  0.14 
Gross Profit Margin 0.00  0.00 

Current WSFS Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. WSFS analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. WSFS analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
44.6Strong Buy5Odds
WSFS Financial current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most WSFS analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand WSFS stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of WSFS Financial, talking to its executives and customers, or listening to WSFS conference calls.
WSFS Analyst Advice Details

WSFS Stock Analysis Indicators

WSFS Financial stock analysis indicators help investors evaluate how WSFS Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading WSFS Financial shares will generate the highest return on investment. By understating and applying WSFS Financial stock analysis, traders can identify WSFS Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow837.3 M
Long Term Debt895.1 M
Common Stock Shares Outstanding61.2 M
Total Stockholder Equity2.5 B
Tax Provision94.9 M
Quarterly Earnings Growth Y O Y-0.226
Property Plant And Equipment Net104.5 M
Cash And Short Term Investments-1.1 B
Cash1.1 B
Accounts Payable46.7 M
Net Debt-197.8 M
50 Day M A42.7924
Total Current Liabilities13 B
Other Operating Expenses901 M
Non Current Assets Total19.5 B
Forward Price Earnings10.0604
Non Currrent Assets Other945.2 M
Stock Based Compensation9.6 M
When determining whether WSFS Financial is a strong investment it is important to analyze WSFS Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WSFS Financial's future performance. For an informed investment choice regarding WSFS Stock, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WSFS Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census.
For more information on how to buy WSFS Stock please use our How to Invest in WSFS Financial guide.
Note that the WSFS Financial information on this page should be used as a complementary analysis to other WSFS Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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When running WSFS Financial's price analysis, check to measure WSFS Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WSFS Financial is operating at the current time. Most of WSFS Financial's value examination focuses on studying past and present price action to predict the probability of WSFS Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WSFS Financial's price. Additionally, you may evaluate how the addition of WSFS Financial to your portfolios can decrease your overall portfolio volatility.
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Is WSFS Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of WSFS Financial. If investors know WSFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about WSFS Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.23)
Dividend Share
0.6
Earnings Share
4.4
Revenue Per Share
15.168
Quarterly Revenue Growth
(0.02)
The market value of WSFS Financial is measured differently than its book value, which is the value of WSFS that is recorded on the company's balance sheet. Investors also form their own opinion of WSFS Financial's value that differs from its market value or its book value, called intrinsic value, which is WSFS Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WSFS Financial's market value can be influenced by many factors that don't directly affect WSFS Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WSFS Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if WSFS Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WSFS Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.