MAX
Company Analysis WSFS Financial Corporation
1. Summary
Advantages
- Price (57.92 $) is less than fair price (64.68 $)
- The stock's return over the last year (8.57%) is higher than the sector average (-4.75%).
- Current debt level 1.84% is below 100% and has decreased over 5 years from 2.38%.
Disadvantages
- Dividends (1.15%) are below the sector average (2.54%).
- The company's current efficiency (ROE=10.41%) is lower than the sector average (ROE=17.8%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| WSFS Financial Corporation | Financials | Index | |
|---|---|---|---|
| 7 days | -3.3% | -41.1% | 1.9% |
| 90 days | 4.1% | -43.2% | 1% |
| 1 year | 8.6% | -4.8% | 17.3% |
WSFS vs Sector: WSFS Financial Corporation has outperformed the "Financials" sector by 13.32% over the past year.
WSFS vs Market: WSFS Financial Corporation has significantly underperformed the market by -8.78% over the past year.
Stable price: WSFS is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WSFS with weekly volatility of 0.16% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (57.92 $) is lower than the fair price (64.68 $).
Price not significantly lower than the fair price: The current price (57.92 $) is slightly lower than the fair price by 11.7%.
5.2. P/E
P/E vs Sector: The company's P/E (12.06) is higher than that of the sector as a whole (-220.93).
P/E vs Market: The company's P/E (12.06) is higher than that of the market as a whole (-104.3).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (1.23) is lower than that of the sector as a whole (72.57).
P/BV vs Market: The company's P/BV (1.23) is lower than that of the market as a whole (72.17).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (2.27) is lower than that of the sector as a whole (261.36).
P/S vs Market: The company's P/S indicator (2.27) is lower than that of the market as a whole (114).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (6.23) is higher than that of the sector as a whole (-236.48).
EV/Ebitda vs Market: The company's EV/Ebitda (6.23) is higher than that of the market as a whole (-78.04).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -0.57% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-0.57%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (1413.91%).
6.4. ROE
ROE vs Sector: The company's ROE (10.41%) is lower than that of the sector as a whole (17.8%).
ROE vs Market: The company's ROE (10.41%) is higher than that of the market as a whole (-6.22%).
6.6. ROA
ROA vs Sector: The company's ROA (1.27%) is lower than that of the sector as a whole (5.64%).
ROA vs Market: The company's ROA (1.27%) is lower than that of the market as a whole (38.45%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (9.81%) is lower than that of the sector as a whole (13.17%).
ROIC vs Market: The company's ROIC (9.81%) is higher than that of the market as a whole (9.79%).
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8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.15% is below the average for the sector '2.54%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.15% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 1.15% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (13.58%) are at an uncomfortable level.
9. Insider trades
9.1. Insider trading
Insider Selling More insider purchases by 137.23% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 09.02.2026 | BACCI ARTHUR J EVP, COO |
Sale | 70.51 | 14 137 | 2 005 |
| 09.02.2026 | BACCI ARTHUR J EVP, COO |
Purchase | 51.38 | 10 302 | 2 005 |
| 08.04.2024 | Ward Patrick Joseph Executive Vice President |
Purchase | 17.54 | 25 819 | 1 472 |
Based on sources: porti.ru
