WSFS Financial Corporation WSFS R2K
Company Overview
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.
Why Investors Should Care
Trades at an undemanding P/E of 13.8.
Maintains a net profit margin of 29.2%.
Carries low leverage with a debt-to-equity ratio of 0.11.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $1.07B (+1.8% YoY); net profit $287.35M.
- Trailing 12 Months Year-on-year growth — revenue +16.1%, earnings +46.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 4.9%, profit CAGR 8.9%.
Growth & Price Performance
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: | +33.24% |
| 6 Months: | +38.30% |
| 3 Months: | +12.29% |
| 1 Month: | +4.48% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)59.60 · Neutral
P/E of 13.84 is above the sector median of 13.30 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 29.2%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WSFS WSFS Financial Corporation R2K | 77.67 | 13.84 | $4.04B | 0.92% | - | 11.47% | 4.90% | 8.92% |
| 2 | JPM JPMorgan Chase & Co. SPX | 342.89 | 16.42 | $918.78B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 491.09 | 14.61 | $686.70B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 356.02 | 31.01 | $590.89B | 0.83% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 538.02 | 31.10 | $471.86B | 0.71% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 60.62 | 15.04 | $430.20B | 2.00% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 227.67 | 20.62 | $359.10B | 1.87% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,140.00 | 20.83 | $336.31B | 1.69% | - | 14.55% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 85.29 | 13.18 | $261.00B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 66.52M | - | 73.71M | 77.01M | 82.92M | - | 88.92M | 94.01M | 97.45M | - | 115.08M | 107.14M | 117.32M | - | 140.70M | 185.77M | 203.61M | - | 174.70M | 190.26M | 172.54M | - | 169.10M | 161.92M | 152.06M | 204.71M | 250.71M | 249.22M | 289.51M | 348.49M | - | - | - | - | - | 256.11M | 267.50M | 270.49M | 271.88M | 275.25M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 75.66M | 73.69M | 74.40M | 69.85M | 64.07M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 86.97M | 95.54M | 100.87M | 97.23M | 114.48M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 21.10M | 23.32M | 24.41M | 24.54M | 27.64M |
| Net Income | 14.43M | 13.98M | 15.77M | 17.48M | 12.72M | 18.11M | 18.94M | 20.57M | 20.57M | -9.83M | 37.35M | 28.74M | 38.94M | 29.72M | 13.02M | 36.20M | 53.88M | 45.70M | 10.93M | -7.11M | 51.15M | 59.81M | 65.08M | 95.67M | 54.41M | 3.80M | 60.74M | 73.38M | 62.40M | 68.68M | 74.17M | 65.76M | 69.27M | 64.44M | - | 65.90M | 72.33M | 76.45M | 72.68M | 86.83M |
| Diluted EPS | 0.51 | 0.46 | 0.52 | 0.58 | 0.41 | 0.56 | 0.59 | 0.64 | 0.64 | -0.31 | 1.16 | 0.89 | 1.20 | 0.93 | 0.33 | 0.68 | 1.02 | 0.88 | 0.21 | -0.14 | 1.01 | 1.20 | 1.36 | 2.01 | 1.14 | 0.06 | 0.94 | 1.16 | 1.01 | 1.12 | 1.22 | 1.09 | 1.16 | 1.08 | - | 1.12 | 1.27 | 1.37 | 1.34 | 1.64 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 212.52M | 241.08M | 236.98M | 227.07M | 238.62M | 272.83M | 321.64M | 379.37M | 455.51M | 709.20M | 715.43M | - | 923.02M | 1.01B | 1.05B | 1.07B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | 40.92M | 251.42M | 358.14M | 293.60M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | 300.61M | 365.27M | 347.26M | 380.61M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | 77.96M | 96.25M | 83.76M | 93.36M |
| Net Income | 663.00K | 14.12M | 22.68M | 31.31M | 46.88M | 53.76M | 53.53M | 64.08M | 50.24M | 134.74M | 148.81M | 114.77M | - | 222.38M | 269.16M | 263.67M | 287.35M |
| Diluted EPS | -0.30 | 1.46 | 2.28 | 3.25 | 1.69 | 1.93 | 1.85 | 2.06 | 1.56 | 4.19 | 3.00 | 2.27 | - | 3.49 | 4.40 | 4.41 | 5.09 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 3.95B | 4.29B | 4.38B | 4.52B | 4.85B | 5.58B | 6.77B | 7.00B | 7.25B | 12.26B | 14.33B | 15.78B | 19.91B | 20.59B | 20.81B | 21.31B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Cash & Equivalents | - | 321.75M | 376.76M | 468.02M | 500.89M | 484.43M | 508.04M | 561.18M | 821.92M | 723.87M | 620.76M | 571.75M | 1.65B | 1.53B | 832.61M | 1.09B | 1.15B | 1.69B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 74.45M | 85.98M | 84.67M | 80.28M |
| Total Liabilities | - | - | 3.59B | 3.90B | 3.95B | 4.13B | 4.36B | 5.00B | 6.08B | 6.28B | 6.43B | 10.41B | 12.54B | 13.84B | 17.71B | 18.12B | 18.23B | 18.59B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - | 21.99M | - | - | - | - | - | - | - | - | 726.89M | 895.08M | 383.61M | 302.68M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 726.89M | 895.08M | 383.61M | 302.68M |
| Total Equity | 216.63M | 301.80M | 367.82M | 392.13M | 421.05M | 383.05M | 489.05M | 580.47M | 687.34M | 724.35M | 820.92M | 1.85B | 1.79B | 1.94B | 2.21B | 2.48B | 2.59B | 2.74B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 75.92M | 76.10M | 76.26M | 76.46M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 21.88M | 61.97M | 76.35M | 103.03M | 57.38M | - | 74.18M | 80.18M | 130.17M | 135.57M | 89.87M | 15.14M | - | 480.85M | 237.00M | 219.90M | 220.00M |
| Investing Cash Flow | -248.88M | -15.70M | -280.82M | -115.25M | -172.46M | - | -275.84M | -276.59M | -388.79M | -359.91M | 293.82M | -874.94M | - | -137.37M | -326.26M | -66.73M | 124.88M |
| Financing Cash Flow | 300.19M | 8.74M | 295.73M | 45.09M | 98.62M | - | 254.80M | 457.16M | 160.56M | 121.23M | -432.69M | 1.94B | - | -1.04B | 344.90M | -91.25M | 199.46M |
| 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 | 15.11M | 56.24M | 65.85M | 94.92M | 54.52M | - | 65.81M | 70.31M | 122.44M | 130.07M | 75.67M | 7.98M | - | 472.05M | 230.60M | 205.64M | 213.61M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | -695.68M | 255.64M | 61.92M | 544.34M |
| Share Buybacks | - | - | - | 4.60M | - | 2.69M | 31.66M | 14.31M | 11.75M | 31.20M | 97.19M | 155.83M | 13.27M | 200.08M | 54.65M | 96.31M | 290.28M |
| Dividends Paid | 5.21M | 6.21M | 6.72M | 6.81M | 6.00M | 4.64M | 6.00M | 7.63M | 9.43M | 13.25M | 22.46M | 24.37M | 24.24M | 35.75M | 36.74M | 35.80M | 37.17M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 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
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 14.70% | 7.65M | $591.39M |
| 2 | Dimensional Fund Advisors LP | 6.84% | 3.56M | $275.23M |
| 3 | Vanguard Portfolio Management LLC | 6.26% | 3.26M | $251.83M |
| 4 | State Street Corporation | 5.58% | 2.90M | $224.38M |
| 5 | Franklin Resources, Inc. | 4.95% | 2.58M | $199.06M |
| 6 | Vanguard Capital Management LLC | 4.55% | 2.37M | $183.05M |
| 7 | Nomura Asset Management International Inc | 2.96% | 1.54M | $119.25M |
| 8 | Geode Capital Management, LLC | 2.61% | 1.36M | $105.17M |
| 9 | JPMORGAN CHASE & CO | 2.11% | 1.10M | $84.78M |
| 10 | Invesco Ltd. | 1.82% | 944.87K | $73.04M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WSFS
Are You Looking for a Top Momentum Pick? Why WSFS Financial (WSFS) is a Great Choice - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxNTE9XeVhycG9OYU5RRTFlZjdDdWFfME55LW9kSUdHaVp6Zy1zNUNfLURWR3RHVXNhd1FZcmxYX2FKOWh6N2JnV1Zycm5Ia3BMbFgydmM0SjEtQ3RocDVfckxJZG5uSG5NQVFxcmFQU3M2S2FsWFp5c1Q4elEtQjJuUXlBZFJJRWtIRHdPVm…
WSFS Financial plans July 24 earnings call, July 23 release - Stock Titan
<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxQUWJrZzFqUTJia3NKLXctUFJneVRIaWJyQjFrTGhiSlNPOEtOeFZ1cXIxZ2RIcFBBc3dFeDVyNHZXNTB1WnZlYW1ZcGJoUU54aUpnTWI2M1lJYnIzdTgzRVNsdnlhYXZScGQ0eTFnMXQ5QWhmazdwUk5wZFByaXVZU282LTlXbnNWdXBWbk…
WSFS Financial (NASDAQ:WSFS) Shares Cross Above 200-Day Moving Average - Time to Sell? - MarketBeat
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WSFS Celebrates 40 Years as a Publicly Traded Company by Ringing Nasdaq Closing Bell - Business Wire
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How (WSFS) Movements Inform Risk Allocation Models - Stock Traders Daily
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WSFS Forecast — Price Target — Prediction for 2027 - TradingView
<a href="https://news.google.com/rss/articles/CBMiekFVX3lxTFBCc0s2eDV1d09wTFVTZGZJVkFvQ0hkSjBkWm5sd1BScWRQUE03NUluMmJaZXQ0QlpmWkdWSkxDNUZ3cVNWWWRlM1hsN3RlNkp0VHVJZVpnS1NILVJrdlhBWkF6Tzg2Y2dHUmdtOVlhVV9wTWRiY192TEJB?oc=5" target="_blank">WSF…
WSFS — Frequently Asked Questions
What is the current share price of WSFS Financial Corporation (WSFS)?
As of 2026-07-14 21:23 PDT, WSFS Financial Corporation (WSFS) trades at $77.67 on NasdaqGS. Its 52-week range is $49.92 to $78.47.
What is the market capitalisation of WSFS?
WSFS Financial Corporation (WSFS) has a market capitalisation of $4.04B on NasdaqGS.
What is the P/E ratio of WSFS?
WSFS trades at a trailing price-to-earnings (P/E) ratio of 13.84. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.48.
Does WSFS pay a dividend?
WSFS Financial Corporation (WSFS) currently offers a dividend yield of 0.92%.
What is the return on equity (ROE) of WSFS?
WSFS has a return on equity (ROE) of 11.47%.
Is WSFS a good stock to buy?
This page provides a data-driven analysis of WSFS Financial Corporation (WSFS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.