Wsfs financial corporation WSFS.US Value Analysis
US StockFinancials
WSFS Value Score
3
24
15
Average Growth
- AI analysis rates WSFS with a medium value score of 3.
- It is mainly due to slight revenue growth, but with concerns regarding potential higher debt.
- Over the past 3 months, WSFS has maintained an average value rating of 3.2, slightly higher than the rating of 2.6 over the past 3 years, indicating higher growth opportunities for enterprise value.
- Compared to all stocks in the Financials sector, WSFS has a medium value rating.
WSFS Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
Update to 2025/05/03 (Weekly Update)
WSFS Financial Forecast
Unit : USD
Update to 2025/5/9 (Quarterly Update)
WSFS Earnings Table
Unit : USD
QTR | Non-GAAP EPS | EPS YoY | EPS Surprise % | Sales | Sales YoY | Sales Surprise % | NPM |
---|---|---|---|---|---|---|---|
Current | 1.13 | 1.8% | 8.7% | 331.78M | -3.9% | 41% | 24.6% |
2024Q3 | 1.11 | -3.5% | 13.3% | 260.87M | -24.2% | 1.9% | 17.7% |
2024Q2 | 1.08 | -12.2% | 1.9% | 363.54M | 42.4% | 39.6% | 19.4% |
2024Q1 | 1.08 | -6.9% | 3.8% | 356.84M | 43.8% | 101.8% | 19% |
2023Q4 | 1.11 | 8.8% | 3.7% | 345.24M | 40.5% | 101.4% | 18.6% |
Update to 2025/5/9 (Quarterly Update)
WSFS Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
WSFS Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of WSFS from 2007/01 till Now
- -19.43%
- Cumulative Return
- -1.17%
- Annual Return
- 20.30%
- Volatility
- -0.06
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 4)
WSFS | Sector | US Overall Market | |
---|---|---|---|
Wining Rate | 75% | 59% | 54% |
Avg Return | 0.5% | 53.3% | 72.8% |
Avg Profit | 13.9% | 105.1% | 166% |
Avg Loss | -39.8% | -21.8% | -34.6% |
Avg Risk-Reward Ratio | 35% | 482.1% | 479.7% |
Update to 2025/5/9 (Daily Update)