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WSFS

NEUTRAL
$70.15 Live
WSFS Financial Corporation · NASDAQ
Target $73.75 (+5.1%)
$48.64 52W Range $72.15
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 24, 2026
Market cap
$3.7B
P/E
13.78
ROE
10.8%
Profit margin
28.3%
Debt/Equity
N/A
Dividend yield
0.97%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
WSFS presents a stark dichotomy between strong earnings performance and weak fundamental health, highlighted by a weak Piotroski F-Score of 3/9. While the stock is attractively valued, trading below its Graham Number ($76.63) and showing a PEG ratio of 0.98, the low F-Score suggests deteriorating operational efficiency or financial quality. Earnings growth is impressive at 23.8% YoY with a consistent track record of beats, but this is contrasted by sluggish revenue growth and bearish insider sentiment. The stock is a value play with significant underlying health caveats that warrant a neutral stance.

Key Strengths

Consistent earnings track record with 4/4 beats in the last year
Strong YoY earnings growth of 23.8%
Attractive valuation metrics (P/E 13.78, Forward P/E 10.96)
Trading below the defensive Graham Number of $76.63
Very low dividend payout ratio (12.97%) providing high coverage

Key Risks

Weak Piotroski F-Score (3/9) indicating poor fundamental health
Bearish insider activity with multiple sales and zero buys
Stagnant revenue growth (2.3% YoY) compared to earnings growth
Low dividend yield (0.97%) offering little income support
Bearish technical trend score (10/100)
AI Fair Value Estimate
Based on comprehensive analysis
$78.5
+11.9% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
60
Strong
Value
85
Future
65
Past
90
Health
20
Dividend
40
AI Verdict
Value trap risk with strong earnings
Key drivers: Piotroski F-Score, Earnings Growth, Graham Number, Insider Selling
Confidence
80%
Value
85/100

Ref P/E 13.78, PEG 0.98, Graham Number $76.63

Positives
  • Price below Graham Number
  • PEG ratio under 1.0
  • Low P/E relative to sector
Watchpoints
  • Price near 52-week high
Future
65/100

Ref Growth rates

Positives
  • Strong EPS growth trajectory
  • Consistent earnings surprises
Watchpoints
  • Very low revenue growth (2.3%)
Past
90/100

Ref Historical trends

Positives
  • Exceptional 25-quarter earnings track record
  • Strong 1Y and 3Y price appreciation
Watchpoints
No urgent risks highlighted.
Health
20/100

Ref Piotroski F-Score

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score of 3/9 is in the 'Weak' category
Dividend
40/100

Ref Yield, Payout

Positives
  • Low payout ratio
Watchpoints
  • Low yield (0.97%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$70.15
Analyst Target
$73.75
Upside/Downside
+5.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for WSFS and closest competitors.

Updated 2026-04-23
WSF
WSFS Financial Corporation
Primary
5Y
+47.0%
3Y
+95.9%
1Y
+38.6%
6M
+33.6%
1M
+8.5%
1W
+1.2%
BHF
Brighthouse Financial, Inc.
Peer
5Y
+62.1%
3Y
+18.8%
1Y
+26.1%
6M
+27.7%
1M
-1.0%
1W
+0.1%
INT
Inter & Co, Inc.
Peer
5Y
+143.9%
3Y
+342.0%
1Y
+64.3%
6M
-1.4%
1M
-4.3%
1W
+4.8%
BAN
BancFirst Corporation
Peer
5Y
+76.0%
3Y
+44.0%
1Y
+8.3%
6M
-7.1%
1M
+5.8%
1W
+0.0%
BKU
BankUnited, Inc.
Peer
5Y
+51.1%
3Y
+53.0%
1Y
+23.4%
6M
+25.7%
1M
+6.1%
1W
+1.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
13.78
Forward P/E
10.96
PEG Ratio
0.98
P/B Ratio
1.37
P/S Ratio
3.64
EV/Revenue
2.37
EV/EBITDA
N/A
Market Cap
$3.7B

Profitability

Profit margins and return metrics

Profit Margin 28.26%
Operating Margin 38.04%
Gross Margin N/A
ROE 10.82%
ROA 1.36%

Growth

Revenue and earnings growth rates

Revenue Growth +2.3%
Earnings Growth +23.8%
Q/Q Revenue Growth +3.96%
Q/Q Earnings Growth +13.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$34.86

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.3B
Net Margin
26.7%
Total Assets
$21.3B
Liabilities
$18.6B
Equity
$2.7B
Debt/Equity
6.79x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-01-26
$1.43
+16.1% surprise
2025-10-23
$1.4
+11.8% surprise
2025-07-24
$1.27
+12.1% surprise
2025-04-24
$1.13
+8.7% surprise

Financial Services Sector Comparison

Comparing WSFS against 612 companies in the Financial Services sector (113 bullish, 251 neutral, 248 bearish)
P/E Ratio
13.78
This Stock
vs
40.43
Sector Avg
-65.9% (Discount)
Return on Equity (ROE)
10.82%
This Stock
vs
-1.21%
Sector Avg
-992.5% (Below Avg)
Profit Margin
28.26%
This Stock
vs
49.39%
Sector Avg
-42.8% (Weaker)
Revenue Growth
2.3%
This Stock
vs
38.97%
Sector Avg
-94.1% (Slower)

Similar Companies

Peer comparison within the same industry

WSFS WSFS Financial...
NEUTRAL
Mkt Cap
$3.7B
P/E
13.8
ROE
10.8%
Price
$70.15
BHF Brighthouse...
BEARISH
Mkt Cap
$3.7B
P/E
4.5
ROE
16.2%
Price
$64.11
 Compare with WSFS
INTR Inter & Co, Inc.
NEUTRAL
Mkt Cap
$3.6B
P/E
14.2
ROE
14.4%
Price
$8.21
 Compare with WSFS
BANF BancFirst Corporation
NEUTRAL
Mkt Cap
$3.8B
P/E
15.9
ROE
13.8%
Price
$112.94
 Compare with WSFS
BKU BankUnited, Inc.
NEUTRAL
Mkt Cap
$3.6B
P/E
14.2
ROE
9.1%
Price
$47.64
 Compare with WSFS

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LEVENSON RODGER
Chief Executive Officer
Option Exercise
2026-02-27
12,991 shares · $562,250
BRUBAKER LISA M
Officer
Option Exercise
2026-02-27
6,809 shares · $294,694
LEVENSON RODGER
Chief Executive Officer
Stock Award
2026-02-26
46,908 shares · $3,113,753
BRUBAKER LISA M
Officer
Stock Award
2026-02-26
8,219 shares · $545,577
BACCI ARTHUR J
Chief Operating Officer
Stock Award
2026-02-26
9,568 shares · $635,124
DAVIS CHRISTINE ELIZABETH
Officer
Stock Award
2026-02-26
7,574 shares · $502,762
KRUZINSKI SHARI
Officer
Stock Award
2026-02-26
7,838 shares · $520,286
BURG DAVID
Chief Financial Officer
Stock Award
2026-02-26
3,975 shares · $263,860
HOPKINS JAMIE PATRICK
Officer
Stock Award
2026-02-26
2,766 shares · $183,607
WECHSLER JAMES J.
Officer
Stock Award
2026-02-26
2,765 shares · $183,541
MATYGER ALLAN MICHAEL JR
Chief Investment Officer
Stock Award
2026-02-26
2,517 shares · $167,078
DU PONT ELEUTHERE I
Director
Gift
2026-02-18
1,140 shares
BACCI ARTHUR J
Chief Operating Officer
Sell
2026-02-09
2,005 shares · $141,373
BACCI ARTHUR J
Chief Operating Officer
Option Exercise
2026-02-09
2,005 shares · $103,011
KRUZINSKI SHARI
Officer
Sell
2026-02-05
1,000 shares · $70,100
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-23

WSFS Bancorp filed an 8-K to report its financial results for the first quarter of 2026.

DEF 14A
DEF 14A
2026-04-02

WSFS filed a definitive proxy statement on April 2, 2026, providing shareholders with necessary information and voting materials for the company's annual meeting.

8-K
8-K
2026-03-11
10-K
10-K
2026-03-02

WSFS filed its annual 10-K on March 2, 2026, providing comprehensive disclosures on its business operations and financial condition. The filing includes detailed sections on risk factors and management's discussion and analysis of results of operations.

8-K
8-K
2026-01-26

WSFS Bancorp filed an 8-K on January 26, 2026, likely to announce its fourth quarter and full-year financial results.

8-K
8-K
2025-12-11
8-K
8-K
2025-12-09
8-K
8-K
2025-12-04
10-Q
10-Q
2025-11-04

WSFS submitted its quarterly 10-Q filing on November 4, 2025. The report includes a detailed disclosure of risk factors under Item 1A, although specific financial performance metrics were not provided in the available excerpt.

8-K
8-K
2025-10-29

WSFS Bancorp likely filed this 8-K to announce its third-quarter financial results.

8-K
8-K
2025-10-23
10-Q
10-Q
2025-07-31
8-K
8-K
2025-07-24
8-K
8-K
2025-07-08
8-K
8-K
2025-05-20
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
6 analysts
Piper Sandler
2026-04-02
Maintains
Neutral Neutral
DA Davidson
2026-02-25
init
Neutral
Piper Sandler
2026-01-29
Maintains
Neutral Neutral
Keefe, Bruyette & Woods
2026-01-29
Maintains
Market Perform Market Perform
Stephens & Co.
2026-01-28
Maintains
Overweight Overweight
TD Cowen
2026-01-07
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning WSFS from our newsroom.

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