Inside the research
WSFS Financial Corporation
WSFS Research profile · latest available data
Price overview
$77.76
▲ +0.49 (+0.6%)
| 52w hi | $82.09 |
|---|---|
| 52w lo | $49.80 |
| Vol | 363.30K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.41
| Short | +0.34 |
|---|---|
| Medium | +0.44 |
| Long | +0.48 |
computed 2026-09-27
Key fundamentals
WSFS Financial Corporation
Financial Services · Banks - Regional
| Market cap | $4.00B |
|---|---|
| Enterprise value | $1.81B |
| Trailing P/E | 13.05x |
| Forward P/E | 11.22x |
| P / S (ttm) | 3.69x |
| Profit margin | 29.7% |
| Return on equity | 11.9% |
| Revenue growth | +8.8% |
| Earnings growth | +28.3% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.36 | |
| Sector | +0.02 | |
| Technical | +0.26 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business 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.
Risk Metrics
| Beta vs SPX | 0.89 |
|---|---|
| Corr SPX | 0.50 |
| Annual vol | 28.4% |
| Annual ret | +23.7% |
| Sharpe | 0.83 |
| Max DD | -24.9% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-23 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-11 | Reg FD Disclosure | read |
| 2026-05-19 | Shareholder Vote | read |
| 2026-04-23 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-11 | Other Material Event | read |
| 2026-01-26 | Earnings Release, Reg FD Disclosure… | read |
| 2025-12-11 | Other Material Event, Exhibits | read |
| 2025-12-09 | Other Material Event, Exhibits | read |
| 2025-12-04 | Reg FD Disclosure, Exhibits | read |
| 2025-10-29 | Officer / Director Change, Reg FD Disclosure | read |
| 2025-10-23 | Acquisition / Disposition, Reg FD Disclosure… | read |
| 2025-07-24 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | DAVIS JENNIFER W | Director | Grant | 923 | $75.01K |
| 2026-08-07 | TURNER DAVID G | Director | Grant | 923 | $75.01K |
| 2026-08-07 | McKee Lynn | Director | Grant | 923 | $75.01K |
| 2026-08-07 | Hong Michelle | Director | Grant | 1.91K | $155.06K |
| 2026-08-07 | Gheysens Christopher | Director | Grant | 923 | $75.01K |
| 2026-08-07 | du Pont Eleuthere I | Director | Grant | 923 | $75.01K |
| 2026-08-07 | DONAHUE MICHAEL J | Director | Grant | 923 | $75.01K |
| 2026-08-07 | Buchholz Karen Dougherty | Director | Grant | 923 | $75.01K |
| 2026-08-07 | BIRD ANAT | Director | Grant | 923 | $75.01K |
| 2026-08-07 | Brake Francis B. | Director | Grant | 923 | $75.01K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $715.43M | +12.4% | |
| Net income | $269.16M | +22.9% | |
| Cash from ops | $219.90M | +10.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $77.67 | $78.19 | $77.33 | $77.76 | 363.30K |
| Sep 24 | $77.35 | $77.58 | $76.21 | $77.27 | 400.70K |
| Sep 23 | $76.79 | $77.63 | $76.76 | $76.99 | 292.20K |
| Sep 22 | $78.32 | $78.32 | $76.81 | $76.89 | 383.10K |
| Sep 21 | $78.99 | $79.21 | $77.78 | $77.79 | 346.60K |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →