WSFS RSI Chart
Last 7 days
-0.9%
Last 30 days
7.3%
Last 90 days
11.9%
Trailing 12 Months
51.2%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 974.8M | 0 | 0 | 0 |
2023 | 786.1M | 867.8M | 932.4M | 976.5M |
2022 | 479.2M | 526.3M | 603.5M | 703.8M |
2021 | 702.9M | 689.9M | 676.0M | 456.4M |
2020 | 743.5M | 726.5M | 708.6M | 715.4M |
2019 | 487.5M | 558.2M | 624.1M | 709.2M |
2018 | 386.2M | 396.0M | 406.4M | 455.5M |
2017 | 332.4M | 343.3M | 352.9M | 379.4M |
2016 | 280.0M | 288.5M | 299.0M | 321.6M |
2015 | 242.9M | 246.5M | 250.6M | 272.8M |
2014 | 230.9M | 234.4M | 238.1M | 239.4M |
2013 | 233.3M | 231.5M | 232.1M | 227.1M |
2012 | 237.6M | 242.6M | 239.0M | 237.0M |
2011 | 161.0M | 152.3M | 151.9M | 237.6M |
2010 | 0 | 159.3M | 160.8M | 162.4M |
2009 | 0 | 0 | 0 | 157.7M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
May 07, 2024 | clark stephen p | sold | -139,841 | 46.6137 | -3,000 | evp |
Apr 15, 2024 | bacci arthur j | sold (taxes) | -60,207 | 42.37 | -1,421 | executive vice president |
Apr 15, 2024 | kruzinski shari | sold (taxes) | -29,277 | 42.37 | -691 | evp, chief customer officer |
Apr 15, 2024 | davis christine elizabeth | sold (taxes) | -23,049 | 42.37 | -544 | evp, chief risk officer |
Apr 15, 2024 | clark stephen p | sold (taxes) | -74,867 | 42.37 | -1,767 | evp |
Apr 15, 2024 | levenson rodger | sold (taxes) | -255,957 | 42.37 | -6,041 | president & ceo |
Apr 15, 2024 | brubaker lisa m | sold (taxes) | -40,632 | 42.37 | -959 | evp, chro |
Apr 15, 2024 | ward patrick joseph | sold (taxes) | -38,726 | 42.37 | -914 | executive vice president |
Apr 08, 2024 | ward patrick joseph | acquired | 25,818 | 17.54 | 1,472 | executive vice president |
Mar 15, 2024 | ward patrick joseph | sold (taxes) | -3,059 | 41.91 | -73.00 | executive vice president |
Which funds bought or sold WSFS recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 10, 2024 | Jackson Creek Investment Advisors LLC | reduced | -0.23 | -22,000 | 1,116,000 | 0.40% |
May 10, 2024 | COOKE & BIELER LP | reduced | -2.84 | -2,120,660 | 44,907,500 | 0.42% |
May 10, 2024 | Jacobi Capital Management LLC | unchanged | - | -3,555 | 203,130 | 0.02% |
May 10, 2024 | JUPITER ASSET MANAGEMENT LTD | new | - | 1,252,820 | 1,252,820 | 0.01% |
May 10, 2024 | JPMORGAN CHASE & CO | reduced | -0.89 | -546,097 | 20,467,200 | -% |
May 10, 2024 | BlackRock Inc. | added | 2.7 | 3,724,360 | 403,078,000 | 0.01% |
May 10, 2024 | Campbell & CO Investment Adviser LLC | reduced | -68.00 | -673,460 | 308,983 | 0.03% |
May 10, 2024 | CIBC Private Wealth Group, LLC | new | - | 3,755 | 3,755 | -% |
May 10, 2024 | VANGUARD GROUP INC | added | 5.35 | 11,307,200 | 331,246,000 | 0.01% |
May 10, 2024 | LPL Financial LLC | added | 142 | 396,865 | 684,149 | -% |
Unveiling WSFS Financial Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to WSFS Financial Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 570.5B | 174.7B | 11.33 | 3.27 | ||||
BAC | 299.1B | 137.9B | 11.95 | 2.17 | ||||
WFC | 213.6B | 85.8B | 11.38 | 2.49 | ||||
C | 120.9B | 125.0B | 15.13 | 0.97 | ||||
CFG | 16.4B | 10.4B | 11.43 | 1.57 | ||||
KEY | 14.0B | 8.1B | 16.04 | 1.72 | ||||
MID-CAP | ||||||||
CMA | 7.1B | 4.2B | 10.15 | 1.66 | ||||
ZION | 6.5B | 4.1B | 10.32 | 1.59 | ||||
ABCB | 3.4B | 1.3B | 12.1 | 2.6 | ||||
ASB | 3.3B | 2.0B | 20.76 | 1.64 | ||||
SMALL-CAP | ||||||||
AMNB | 497.6M | 120.2M | 19.02 | 4.14 | ||||
ALRS | 406.0M | 152.4M | 40.84 | 2.66 | ||||
AROW | 395.4M | 173.1M | 13.55 | 2.28 | ||||
ACNB | 294.5M | 98.7M | 10.01 | 2.98 | ||||
ASRV | 46.0M | 62.5M | -15.54 | 0.74 |
WSFS Financial Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -12.6% | 225 | 257 | 251 | 242 | 226 | 213 | 187 | 160 | 144 | 113 | 109 | 113 | 121 | 332 | 123 | 126 | 134 | 325 | 141 | 143 | 100 |
EBITDA Margin | -0.2% | 1.11* | 1.12* | 1.22* | 1.31* | 1.40* | 1.39* | 1.41* | 1.42* | 1.56* | 1.76* | 1.22* | 1.20* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -1.6% | 175 | 178 | 183 | 182 | 183 | 194 | 177 | 154 | 139 | 108 | 104 | 107 | 114 | 123 | 113 | 114 | 116 | 118 | 121 | 123 | 83.00 |
Income Taxes | -27.8% | 21.00 | 29.00 | 23.00 | 23.00 | 21.00 | 28.00 | 26.00 | 22.00 | 2.00 | 15.00 | 18.00 | 32.00 | 21.00 | 17.00 | 15.00 | -2.25 | 1.00 | 14.00 | 16.00 | 10.00 | 6.00 |
Earnings Before Taxes | -6.4% | 87.00 | 93.00 | 97.00 | 92.00 | 84.00 | 112 | 99.00 | 83.00 | 6.00 | 72.00 | 72.00 | 127 | 87.00 | 77.00 | 66.00 | -10.06 | 12.00 | 60.00 | 69.00 | 46.00 | 19.00 |
EBT Margin | 1.1% | 0.38* | 0.37* | 0.41* | 0.45* | 0.48* | 0.43* | 0.43* | 0.44* | 0.58* | 0.78* | 0.54* | 0.52* | - | - | - | - | - | - | - | - | - |
Net Income | 2.9% | 66.00 | 64.00 | 74.00 | 69.00 | 62.00 | 84.00 | 73.00 | 61.00 | 4.00 | 56.00 | 54.00 | 96.00 | 65.00 | 60.00 | 51.00 | -7.11 | 11.00 | 46.00 | 54.00 | 36.00 | 13.00 |
Net Income Margin | 1.4% | 0.28* | 0.28* | 0.31* | 0.33* | 0.36* | 0.32* | 0.32* | 0.33* | 0.44* | 0.59* | 0.41* | 0.39* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 300.2% | 109 | -54.26 | 164 | 91.00 | 29.00 | 73.00 | 165 | 178 | 57.00 | -165 | 199 | 18.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -0.1% | 20,579 | 20,595 | 20,041 | 20,386 | 20,319 | 19,915 | 19,985 | 20,550 | 20,965 | 15,777 | 15,376 | 15,149 | 14,730 | 14,334 | 13,830 | 13,573 | 12,279 | 12,256 | 12,273 | 12,157 | 12,184 |
Cash Equivalents | -10.6% | 977 | 1,093 | 611 | 1,116 | 1,103 | 837 | 1,031 | 1,677 | 2,284 | 1,533 | 2,017 | 2,421 | 2,064 | 1,655 | 1,073 | 956 | 505 | 572 | 580 | 522 | 648 |
Net PPE | 0.1% | 105 | 104 | 105 | 108 | 112 | 116 | 119 | 121 | 123 | 87.00 | 91.00 | 93.00 | 94.00 | 97.00 | 97.00 | 99.00 | 102 | 104 | 105 | 104 | 106 |
Goodwill | 0% | 886 | 886 | 886 | 884 | 884 | 884 | 884 | 883 | 414 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 473 | 474 | 309 |
Liabilities | -0.1% | 18,114 | 18,125 | 17,806 | 18,078 | 18,016 | 17,713 | 17,885 | 18,237 | 18,447 | 13,840 | 13,469 | 13,267 | 12,962 | 12,544 | 11,969 | 11,752 | 10,445 | 10,407 | 10,416 | 10,320 | 10,395 |
Shareholder's Equity | -0.5% | 2,466 | 2,478 | 2,243 | 2,307 | 2,303 | 2,205 | 2,101 | 2,313 | 2,518 | 1,937 | 1,907 | 1,882 | 1,768 | 1,789 | 1,861 | 1,822 | 1,833 | 1,849 | 1,856 | 1,836 | 1,790 |
Retained Earnings | 3.4% | 1,700 | 1,644 | 1,589 | 1,524 | 1,464 | 1,411 | 1,336 | 1,272 | 1,220 | 1,225 | 1,175 | 1,126 | 1,037 | 977 | 924 | 879 | 892 | 917 | 878 | 830 | 801 |
Additional Paid-In Capital | 0.2% | 1,988 | 1,985 | 1,981 | 1,978 | 1,978 | 1,974 | 1,972 | 1,968 | 1,968 | 1,059 | 1,057 | 1,054 | 1,054 | 1,053 | 1,052 | 1,051 | 1,051 | 1,049 | 1,047 | 1,043 | 1,038 |
Shares Outstanding | - | 60.00 | - | 61.00 | 61.00 | 62.00 | - | 64.00 | 64.00 | 65.00 | - | 48.00 | 48.00 | 48.00 | - | - | - | - | - | - | - | - |
Minority Interest | -0.5% | -7.86 | -7.82 | -7.42 | -7.27 | -3.02 | -3.23 | -2.76 | -2.48 | -2.65 | -2.08 | -2.20 | -2.24 | -2.19 | -2.25 | -2.20 | -1.87 | -1.17 | -0.81 | -0.53 | -0.22 | -0.07 |
Float | - | - | - | - | 2,282 | - | - | - | 2,526 | - | - | - | 2,186 | - | - | - | 1,437 | - | - | - | 2,169 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 322.2% | 112,866 | -50,804 | 165,249 | 92,367 | 30,191 | 73,951 | 167,734 | 180,978 | 58,191 | -163,866 | 200,438 | 19,426 | 69,650 | -33,712 | -31,572 | 18,004 | 62,422 | 15,366 | -17,510 | 69,495 | 22,515 |
Share Based Compensation | 2.5% | 2,455 | 2,394 | 1,473 | 2,553 | 3,185 | 1,922 | 1,366 | 1,727 | 1,334 | 1,444 | 1,988 | 1,107 | 1,155 | 723 | 660 | 690 | 604 | 1,614 | 759 | 685 | 550 |
Cashflow From Investing | -266.0% | -142,062 | 85,592 | -222,660 | -49,558 | -139,635 | -73,767 | -182,890 | -368,712 | 488,002 | -790,892 | -638,889 | 1,502 | -64,089 | 135,627 | -82,776 | -808,197 | -119,598 | 33,260 | 41,664 | -113,843 | 332,742 |
Cashflow From Financing | -119.4% | -86,633 | 446,632 | -446,669 | -30,289 | 375,226 | -194,317 | -630,062 | -419,426 | 204,637 | 470,810 | 34,225 | 336,024 | 403,865 | 479,900 | 231,501 | 1,240,850 | -9,466 | -57,173 | 34,320 | -81,639 | -328,202 |
Dividend Payments | -0.4% | 9,069 | 9,109 | 9,157 | 9,221 | 9,255 | 9,245 | 9,535 | 8,430 | 8,536 | 6,184 | 6,179 | 6,180 | 5,699 | 6,050 | 6,079 | 6,080 | 6,160 | 6,255 | 6,351 | 6,406 | 3,451 |
Buy Backs | 110.9% | 20,985 | 9,950 | 15,751 | 16,070 | 12,876 | 15,901 | 82,466 | 54,046 | 47,670 | 57.00 | - | 1,182 | 12,029 | 116,344 | 79.00 | 670 | 38,739 | 39,446 | 40,653 | 8,034 | 9,053 |
CONSOLIDATED STATEMENTS OF INCOME (Unaudited) - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Interest income: | ||
Interest and fees on loans and leases | $ 224,703 | $ 193,724 |
Interest on mortgage-backed securities | 25,897 | 27,526 |
Interest and dividends on investment securities: | ||
Taxable | 700 | 704 |
Tax-exempt | 1,484 | 1,533 |
Other interest income | 8,838 | 2,896 |
Total interest income | 261,622 | 226,383 |
Interest expense: | ||
Interest on deposits | 72,795 | 35,192 |
Interest on Federal Home Loan Bank advances | 308 | 3,371 |
Interest on senior and subordinated debt | 2,449 | 2,573 |
Interest on federal funds purchased | 0 | 1,139 |
Interest on trust preferred borrowings | 1,756 | 1,555 |
Interest on other borrowings | 9,036 | 21 |
Total interest expense | 86,344 | 43,851 |
Net interest income | 175,278 | 182,532 |
Provision for credit losses | 15,138 | 29,011 |
Net interest income after provision for credit losses | 160,140 | 153,521 |
Noninterest income: | ||
Loan and lease fee income | 1,523 | 1,372 |
Unrealized loss on equity investments, net | 0 | (4) |
Bank owned life insurance income | 1,200 | 1,510 |
Total non interest income | 75,857 | 63,127 |
Noninterest expense: | ||
Salaries, benefits and other compensation | 75,806 | 72,849 |
Occupancy expense | 9,479 | 10,408 |
Equipment expense | 10,692 | 9,792 |
Data processing and operations expenses | 3,660 | 4,724 |
Professional fees | 4,481 | 4,439 |
Marketing expense | 1,782 | 1,716 |
FDIC expenses | 3,982 | 2,582 |
Loan workout and other credit costs | 1,071 | (55) |
Corporate development expense | 208 | 740 |
Restructuring expense | 0 | (761) |
Other operating expense | 37,911 | 26,611 |
Noninterest expenses | 149,072 | 133,045 |
Income before taxes | 86,925 | 83,603 |
Income tax provision | 21,202 | 20,941 |
Net income | 65,723 | 62,662 |
Less: Net (loss) income attributable to noncontrolling interest | (38) | 258 |
Net income attributable to WSFS | $ 65,761 | $ 62,404 |
Earnings per share: | ||
Basic (in dollars per share) | $ 1.09 | $ 1.01 |
Diluted (in dollars per share) | $ 1.09 | $ 1.01 |
Weighted average shares of common stock outstanding: | ||
Basic (in shares) | 60,352,200 | 61,510,714 |
Diluted (in shares) | 60,521,951 | 61,678,871 |
Total credit/debit card and ATM income | ||
Noninterest income: | ||
Noninterest income | $ 19,669 | $ 13,361 |
Investment management and fiduciary income | ||
Noninterest income: | ||
Noninterest income | 32,928 | 30,476 |
Deposit service charges | ||
Noninterest income: | ||
Noninterest income | 6,487 | 6,039 |
Mortgage banking activities, net | ||
Noninterest income: | ||
Noninterest income | 1,647 | 1,122 |
Total other income | ||
Noninterest income: | ||
Noninterest income | $ 12,403 | $ 9,251 |
 | Mr. Rodger Levenson |
---|---|
 | wsfsbank.com |
 | Banks Diversified |
 | 2219 |