🇺🇸 US Stock Screener ← Switch market ★ Elite Club ⚡ StockGenie AI

WSFS Financial Corporation WSFS R2K

Financial Services · Banks - Regional · United States
https://www.wsfsbank.com

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 WSFS Bank, Cash Connect, and Wealth and Trust segments. The company offers deposit products, including noninterest-bearing demand deposits, money market, and interest-bearing demand deposits, as well as certificates of deposit and jumbo certificates of deposit. It also provides loans, such as commercial and industrial loans, commercial mortgage loans, and construction and land development loans, as well as residential and consumer loans comprising residential mortgage, equity secured lines and loans, installment loans, unsecured lines of credit, originated education loans, and previously acquired education loans. In addition, the company offers ATM vault cash, smart safe and cash logistics services, planning and advisory services, investment management, and personal and institutional trust services. WSFS Financial Corporation was founded in 1832 and is headquartered in Wilmington, Delaware.

READ MORE ›
$71.45
+36.68% 1Y

Market & Price

Market Cap
$3.72B
Current Price
$71.45
High / Low (52W)
$72.77 / $49.92
Beta
0.77

Valuation

Stock P/E
12.74
Industry PE
12.01
Forward P/E
10.78
PEG Ratio
0.98
Book Value
$51.27
Price to Book
1.39
P/S
3.52
EV/EBITDA
-
Dividend Yield
0.99%

Profitability & Returns

ROCE
-
ROE
11.47%
ROA
1.45%
Profit Margin
29.21%
Op Margin
44.04%
EPS (Latest Qtr)
$1.64
EPS (TTM)
$5.61

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
-
Current Ratio
-
Debt
$558.12M
Total Assets
$21.31B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.95%
Chg in Prom Hold
-
FII / Inst Holding
93.95%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$1.66B
Total Revenue (TTM)
$1.06B
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$297.63M
Shares Outstanding
52.04M
Gross Margin
0.00%
Payout Ratio
12.12%

Growth (CAGR)

Revenue 5Y
4.90%
Profit 5Y
8.92%
Revenue (YoY)
16.10%
Earnings (YoY)
46.40%

PROS

  • Excellent profit margin of 29.2%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 WSFS WSFS Financial Corporation R2K 71.45 12.74 $3.72B 0.99% - 11.47% 4.90% 8.92%
2 JPM JPMorgan Chase & Co. SPX 299.31 14.33 $802.00B 2.00% - 16.47% 12.50% 14.83%
3 V Visa Inc. SPX 326.36 28.48 $620.65B 0.82% 38.38% 60.35% 10.92% 10.28%
4 MA Mastercard Incorporated SPX 493.98 28.57 $436.47B 0.70% 61.47% - 13.82% 14.66%
5 MS Morgan Stanley SPX 208.00 18.84 $328.08B 1.92% - 16.39% 9.52% 15.20%
6 GS The Goldman Sachs Group, Inc. SPX 1,025.56 18.73 $302.55B 1.76% - 14.55% 7.16% 15.11%
7 WFC Wells Fargo & Company SPX 77.54 11.98 $237.29B 2.32% - 12.03% 4.02% 15.98%
8 BLK BlackRock, Inc. SPX 1,046.88 26.32 $162.51B 2.19% 4.89% 11.90% 10.65% 2.36%
9 SCHW The Charles Schwab Corporation SPX 87.35 17.37 $151.91B 1.47% - 19.08% 4.83% 7.21%
⚙Ad space

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 66.52M-73.71M77.01M82.92M-88.92M94.01M97.45M-115.08M107.14M117.32M-140.70M185.77M203.61M-174.70M190.26M172.54M-169.10M161.92M152.06M204.71M250.71M249.22M289.51M348.49M-----256.11M267.50M270.49M271.88M275.25M
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------------
EBITDA ----------------------------------------
Interest Expense -----------------------------------75.66M73.69M74.40M69.85M64.07M
Pretax Income -----------------------------------86.97M95.54M100.87M97.23M114.48M
Tax Provision -----------------------------------21.10M23.32M24.41M24.54M27.64M
Net Income 14.43M13.98M15.77M17.48M12.72M18.11M18.94M20.57M20.57M-9.83M37.35M28.74M38.94M29.72M13.02M36.20M53.88M45.70M10.93M-7.11M51.15M59.81M65.08M95.67M54.41M3.80M60.74M73.38M62.40M68.68M74.17M65.76M69.27M64.44M-65.90M72.33M76.45M72.68M86.83M
Diluted EPS 0.510.460.520.580.410.560.590.640.64-0.311.160.891.200.930.330.681.020.880.21-0.141.011.201.362.011.140.060.941.161.011.121.221.091.161.08-1.121.271.371.341.64

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -212.52M241.08M236.98M227.07M238.62M272.83M321.64M379.37M455.51M709.20M715.43M-923.02M1.01B1.05B1.07B
Cost of Revenue -----------------
Gross Profit -----------------
Operating Expenses -----------------
Operating Income -----------------
EBITDA -----------------
Interest Expense -------------40.92M251.42M358.14M293.60M
Pretax Income -------------300.61M365.27M347.26M380.61M
Tax Provision -------------77.96M96.25M83.76M93.36M
Net Income 663.00K14.12M22.68M31.31M46.88M53.76M53.53M64.08M50.24M134.74M148.81M114.77M-222.38M269.16M263.67M287.35M
Diluted EPS -0.301.462.283.251.691.931.852.061.564.193.002.27-3.494.404.415.09

Compounded Sales Growth

5 Years:4.90%
1 Year:16.10%

Compounded Profit Growth

5 Years:8.92%
1 Year:46.40%

Stock Price Performance

1 Year:+36.68%
6 Months:+26.78%
3 Months:+12.82%
1 Month:+0.70%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --3.95B4.29B4.38B4.52B4.85B5.58B6.77B7.00B7.25B12.26B14.33B15.78B19.91B20.59B20.81B21.31B
Current Assets ------------------
Cash & Equivalents -321.75M376.76M468.02M500.89M484.43M508.04M561.18M821.92M723.87M620.76M571.75M1.65B1.53B832.61M1.09B1.15B1.69B
Inventory ------------------
Receivables --------------74.45M85.98M84.67M80.28M
Total Liabilities --3.59B3.90B3.95B4.13B4.36B5.00B6.08B6.28B6.43B10.41B12.54B13.84B17.71B18.12B18.23B18.59B
Current Liabilities ------------------
Long Term Debt -----21.99M--------726.89M895.08M383.61M302.68M
Total Debt --------------726.89M895.08M383.61M302.68M
Total Equity 216.63M301.80M367.82M392.13M421.05M383.05M489.05M580.47M687.34M724.35M820.92M1.85B1.79B1.94B2.21B2.48B2.59B2.74B
Shares Outstanding --------------75.92M76.10M76.26M76.46M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 21.88M61.97M76.35M103.03M57.38M-74.18M80.18M130.17M135.57M89.87M15.14M-480.85M237.00M219.90M220.00M
Investing Cash Flow -248.88M-15.70M-280.82M-115.25M-172.46M--275.84M-276.59M-388.79M-359.91M293.82M-874.94M--137.37M-326.26M-66.73M124.88M
Financing Cash Flow 300.19M8.74M295.73M45.09M98.62M-254.80M457.16M160.56M121.23M-432.69M1.94B--1.04B344.90M-91.25M199.46M
Capital Expenditure -6.78M-5.73M-10.49M-8.11M-2.86M-4.74M-8.36M-9.87M-7.73M-5.50M-14.20M-7.16M--8.81M-6.41M-14.26M-6.39M
Free Cash Flow 15.11M56.24M65.85M94.92M54.52M-65.81M70.31M122.44M130.07M75.67M7.98M-472.05M230.60M205.64M213.61M
Net Change in Cash --------------695.68M255.64M61.92M544.34M
Share Buybacks ---4.60M-2.69M31.66M14.31M11.75M31.20M97.19M155.83M13.27M200.08M54.65M96.31M290.28M
Dividends Paid 5.21M6.21M6.72M6.81M6.00M4.64M6.00M7.63M9.43M13.25M22.46M24.37M24.24M35.75M36.74M35.80M37.17M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------------
Operating Margin % -----------------
Net Margin % -6.6%9.4%13.2%20.6%22.5%19.6%19.9%13.2%29.6%21.0%16.0%-24.1%26.5%25.2%27.0%
ROE % 0.2%3.8%5.8%7.4%12.2%11.0%9.2%9.3%6.9%16.4%8.0%6.4%-10.1%10.9%10.2%10.5%
ROCE % -----------------

Shareholding Pattern

Insiders
0.95%
Institutions
93.95%
Public Float
94.86%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 14.70% 7.65M $546.63M
2 Dimensional Fund Advisors LP 6.84% 3.56M $254.40M
3 Vanguard Portfolio Management LLC 6.26% 3.26M $232.77M
4 State Street Corporation 5.58% 2.90M $207.40M
5 Franklin Resources, Inc. 4.95% 2.58M $184.00M
6 Vanguard Capital Management LLC 4.55% 2.37M $169.19M
7 Nomura Asset Management International Inc 2.96% 1.54M $110.23M
8 Geode Capital Management, LLC 2.61% 1.36M $97.21M
9 JPMORGAN CHASE & CO 2.11% 1.10M $78.37M
10 Invesco Ltd. 1.82% 944.87K $67.51M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for WSFS

No recent headlines available.

Explore More

📊 Financial Services Sector 🔍 All Stock Screens 📈 Technical Screens 💰 Fundamental Screens 🔄 Swing Trading Setups 📐 Chart Patterns 📅 Earnings Calendar 📋 All USA Stocks
⚙Ad space