Reading WSFS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WSFS free→Reading WSFS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WSFS free→NASDAQFinancialsBanks - RegionalSnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral. Earnings quality is fragile, meaning profits lack cash support. Management's recent track record has been steady. Risk is moderate, and the sector backdrop is a headwind. Compared with sector peers, its valuation is typical. Peer multiples imply a price about 11% below where it trades (it looks expensive on this basis); the read is fair, but weakening. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $75.24. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $75 WSFS trades at 13× p/e, in line with its 12× p/e peer median. Our $68 fair value reflects that, medium confidence. Analysts: $76–$81. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 11% near-term growth, ahead of our forecast of about -8%. This describes what's priced in, not a forecast of the move.
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 52% of the time over the next year (vs 61% for the rest of the cohort, n=4936).
Over the trailing year it converted 0.97x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 49% of the time over the next year (vs 60% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.47 → $1.48 (+0.7% / 30d). 5 raised, 0 cut, 6 covering analysts.
0 upgrades, 0 downgrades / 30d. 50% of analysts rate Buy.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$93.
How much price usually moves either way.
On a bad day, this stock has moved -$203.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $1,491.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: High unemployment claims may show economic problems. This can hurt financial companies.
Confirms:Unemployment claims are much higher than last week.
Disproves:Unemployment claims go down or stay the same compared to last week.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for WSFS yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
of this Current Report on Form 8-K and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended ("Exchange Act") or otherwise subject to the liabilities of that section, and such information shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by the specific reference in such filing. The Company has not yet finalized its results for t…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$76.00 – $81.00 (median $80.00) · 3 analysts · as of 2026-05-06
Roughly priced in line with peers.
Richer than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Regional Banks.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
WSFS WSFS Financial Corporation | Typical Show detailsSector percentile: 69 of 100 | full | moderate |
HDB HDFC BANK LTD | — | — | moderate |
IBN ICICI BANK LTD | — | — | moderate |
ITUB ITAU UNIBANCO HOLDING SA | — | — | moderate |
FITB Fifth Third Bancorp | Below typical Show detailsSector percentile: 2 of 100 | expensive | moderate |
1 material management or governance event in the past 24 months, led by legal/regulatory items. Historically, Financials names rated neutral grew net income 57% of the time over the next year (vs 55% for the rest of the cohort, n=5004).
Not investment advice. As of 2026-06-12.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The Board approved an 18% increase in the quarterly cash dividend to $0.20 per share.
The Board authorized an additional share repurchase of 15% of outstanding shares as of March 31, 2026.
WSFS aims to grow client deposits, with a focus on noninterest demand growth driven by Trust and Commercial.
Why it matters: The FOMC decision can change interest rates. This affects financial companies like WSFS.
Confirms one read:FOMC raises interest rates. This shows the economy is getting stronger.
Confirms the other:FOMC keeps interest rates unchanged or lowers them.
Why it matters: A drop below 12% would signal a slowdown in the sector's growth phase. This could impact investor confidence.
Confirms:Q2 revenue growth reported below 12% year over year.
Disproves:Q2 revenue growth stays at or above 12% year over year.
Why it matters: CPI data will affect inflation. This will change how much people spend and how the financial sector does.
Confirms one read:CPI shows an increase above 0.5% month over month.
Confirms the other:CPI shows a decrease or flat reading month over month.
Why it matters: GDP growth shows how healthy the economy is. It can also affect WSFS's performance and outlook.
Confirms one read:GDP growth shows an increase above 2% for Q1 2026.
Confirms the other:GDP growth shows a decrease below 1% for Q1 2026.
hereof and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and such information shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.