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WSFS Financial Corporation Stock AnalysisComprehensive stock analysis for WSFS Financial Corporation (WSFS) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisWSFS
WSFS
WSFS Financial Corporation
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
WSFS
Home🔹Stocks🔹WSFS Financial Corporation

WSFS Financial Corporation

🇺🇸WSFS•NASDAQ

WSFS Financial Corporation

🇺🇸WSFS•NASDAQ
Market cap
$4.15B
Sentiment

Your view on WSFS

Mkt Cap
$4.15B
Sentiment
Your view
WSFS
WSFS Financial Corporation
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
WSFS
Company Overview

Overview

What the company does, where it operates, and who runs it.

About WSFS Financial Corporation

Industry
Banks - Regional
Sector
Financial Services
CEO
Rodger Levenson
Headquarters
500 Delaware Avenue, Wilmington, DE, US
Industry
Banks - Regional
Sector
Financial Services
CEO
Rodger Levenson
Headquarters
500 Delaware Avenue, Wilmington, DE, US
Description

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. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management.

It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities.

The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial real estate mortgage loans; commercial construction loans to developers; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion, and other business purposes; and consumer credit products, such as home improvement, automobile, and other secured and unsecured personal installment loans, as well as home equity lines and unsecured lines of credit, and government-insured reverse mortgages.

In addition, it offers various third-party investment and insurance products, such as single-premium annuities, whole life policies, and securities; investment advisory services to high net worth individuals and institutions; mortgage and title services; and leases small equipment and fixed assets, as well as cash management, trust, and wealth management services.

Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, ATM processing equipment sales, and deposit safe cash logistics services.

As of December 31, 2020, it operated 112 offices, including 52 in Pennsylvania, 42 in Delaware, 16 in New Jersey, 1 in Virginia, and 1 in Nevada. The company was founded in 1832 and is headquartered in Wilmington, Delaware.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for WSFS Financial Corporation, and the rating behind it. WSFS last traded at $79.73, 13.3× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for WSFS Financial Corporation. Starting points for WSFS Financial Corporation: P/E 13.3, EPS $6.17, beta 0.75 — an Banks - Regional name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for WSFS Financial Corporation. WSFS Financial Corporation paid $0.74 per share over the last year — a 0.9% yield at the current $79.73 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for WSFS Financial Corporation. Trailing twelve-month EPS for WSFS Financial Corporation stands at $6.17. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for WSFS Financial Corporation. WSFS Financial Corporation has reported as a listed company since 1986. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

WSFS Financial Corporation valued side by side against its closest peers. WSFS Financial Corporation is measured against Banks - Regional peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold WSFS Financial Corporation, and how their positions are changing. At a $4.15B market value, institutional positions materially move WSFS Financial Corporation's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by WSFS Financial Corporation executives and directors. Shares of WSFS Financial Corporation have traded between $42.44 and $62.75 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming WSFS Financial Corporation. WSFS Financial Corporation is a $4.15B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming WSFS Financial Corporation. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for WSFS Financial Corporation. Coverage tracks WSFS Financial Corporation within Banks - Regional (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • BKU — BankUnited, Inc.
  • CATY — Cathay General Bancorp
  • CBU — Community Bank System, Inc.
  • FBK — FB Financial Corporation
  • FBP — First BanCorp.
  • FHB — First Hawaiian, Inc.
  • FULT — Fulton Financial Corporation
  • TBBK — The Bancorp, Inc.

More Banks - Regional companies

  • HBIA — Hills Bancorporation
  • HBNC — Horizon Bancorp, Inc.
  • HBSI — Highlands Bankshares, Inc.
  • HBT — HBT Financial, Inc.
  • HCBC — High Country Bancorp, Inc.
  • HCKG — Hocking Valley Bancshares, Inc.
  • HDB — HDFC Bank Limited
  • HFBA — HFB Financial Corporation
  • HFBK — Harford Bank
  • HFBL — Home Federal Bancorp, Inc. of Louisiana
  • HFWA — Heritage Financial Corporation
  • HGH.AX — Heartland Group Holdings Limited

ETFs holding WSFS Financial Corporation

  • ALIL — Argent Focused Small Cap ETF (2.25%)
  • QABA — First Trust NASDAQ ABA Community Bank Index Fund (1.67%)
  • JPSV — JPMorgan Active Small Cap Value ETF (1.29%)
  • KBE — State Street SPDR S&P Bank ETF (1.03%)
  • KRE — State Street SPDR S&P Regional Banking ETF (1.01%)
  • SCDS — JPMorgan Fundamental Data Science Small Core ETF (0.94%)
  • PSCF — Invesco S&P SmallCap Financials ETF (0.92%)
  • NTRL — First Trust Merger Arbitrage ETF (0.91%)

News

Latest Market News