Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WSFS
BUYREMOVEWSFS Financial Corporation · Financial Services · United States · $3.8B · Avg Vol: $30M/d
WSFS Financial is a regional bank in the Mid-Atlantic US. While it is a solid local operator, regional banking does not benefit from our core macro themes of energy risk, advanced packaging bottlenecks, or commodity supercycles. We default to remove due to a lack of thematic velocity.
COMPANY DESCRIPTION
WSFS Financial Corporation is the bank holding company for WSFS Bank, offering a comprehensive suite of retail, commercial, wealth management, and specialized financial services primarily across the Greater Philadelphia and Delaware Valley region. The company has built a strong competitive moat through its leading market share in its core operating area, long-standing customer relationships, and a diversified revenue base that includes a robust fee-income component. Its strategic acquisitions have further solidified its position as a prominent regional financial institution.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 923M | 1.0B | 1.0B | 1.1B | 4.9% |
| EPS | 3.61 | 4.40 | 4.43 | 5.38 | 14.2% |
| Shares | 76M | 76M | 76M | 76M | +0.7% |
| Debt | 727M | 895M | 384M | 303M | -25.3% |
| Equity | 2.2B | 2.5B | 2.6B | 2.7B | 7.5% |
| Op CF | 481M | 237M | 220M | 220M | -22.9% |
| Inv CF | -137M | -326M | -67M | 125M | — |
| Fin CF | -1.0B | 345M | -91M | 199M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of WSFS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WSFS | WSFS Financial Corporation(you) | $3.8B | 73 | BUY |
| FBP | First BanCorp. | $3.7B | 73 | BUY |
| CATY | Cathay General Bancorp | $3.8B | 70 | BUY |
| PFS | Provident Financial Services, Inc. | $2.9B | 74 | BUY |
| FULT | Fulton Financial Corporation | $4.1B | 67 | BUY |
| FFBC | First Financial Bancorp. | $3.2B | 78 | BUY |
| RNST | Renasant Corporation | $3.8B | 64 | HOLD |
| UBSI | United Bankshares, Inc. | $6.0B | 69 | BUY |
| LC | LendingClub Corporation | $2.0B | 72 | BUY |
| OFG | OFG Bancorp | $1.9B | 72 | BUY |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%