Back to Dashboard
71

WSFS

🏦 Financial Services

WSFS Financial Corporation

Conservative #86Aggressive #504Low RiskHigh 83
$66.05+0.82%
Day High$66.44
Day Low$65.03
Volume0.2M
Mkt Cap$3.6B
52W Low $4252W High $71
Market Cap
$3.7B
P/E Ratio
12.8
Sector avg: 49.4
Rev Growth
-3.1%
Sector avg: 13.4%
Earnings Growth
9.0%
Profit Margin
21.1%
Sector avg: -2.8%
Debt/Equity
0.11

Why This Score

WSFS scores 71.0 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • High net margin of 21.1%, indicating pricing power and operational efficiency.
  • Attractively valued at 12.8x earnings, below the market average.
  • Positive but moderate momentum (25%) — steady appreciation without overheating.
  • High conviction (83/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.

Minor adjustments (-2.0 points) applied. WSFS's rank of #86 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score71.0
Fundamental Score71.7
ML Score58.0

Score by Horizon

3 Month
73.5
6 Month
82.2
Primary
1 Year
86.5

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
50
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
75
Grade B
Base
67.0
SHAP
+2.5
Factors
+0.6
Conviction
+0.9
Final
71.0
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)63.0
Technical (Momentum, Weinstein, Volatility)81.0
External (Sentiment, Analyst, Macro)75.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+0.2% to +4.6%
Medium-term
+0.9% to +7.6%
Long-term
+1.7% to +10.6%

ML Model Core Features100 trained inputs → ML Score: 58

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+5.8%
Coverage0 analysts
Market Sentiment
Sentiment Score50.3/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.2%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+9.2%
Momentum ConsistencyModerate (0.63)
Relative Strength vs Sector+16.0%
Trend Strength (ADX Proxy)Strong (4.0)
Momentum Quality+0.223
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
18%
Moderate — watch growth
Sector RevGr Rank
P14
Revenue growth vs Financial Services peers
Sector PE Rank
P51
Valuation vs Financial Services peers
Sector FCF Rank
P41
Free cash flow vs Financial Services peers
Growth Deviation
-0.1σ
Z-score vs sector median
Stagnation Flag
YES
Below-sector growth + cheap PE

Analysis Signals

Scoring Factors
Fundamental score of 74 relative to sector peers74/100
Machine learning model ranks this stock at the 88th percentileP88
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.3pt (features align with model priorities)
Blend: 91% fund (74.1) + 9% ML (87.7) + SHAP(+4.3) = 79.6
Factor quality: +1.0pt (multi-factor composite)
Risk assessment: low. Annualized volatility 6.2%. Stability bonus of +9.7 points. Max drawdown 10% (-0.9 pts)Low
Market cap adjustment: +0.5 points ($3.7B market cap)+0.5 pts
Conviction bonus: +1.6pt (conviction=83)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -8 pointsGrade B
Quality concern: High accrual ratio (41.7%) — earnings quality concern; CRE concentration risk: regional bank with likely elevated commercial real estate exposure — forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services — Rank #22 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
WSFS71.012.8-3.1%21.1%$3.7B
CME84.927.29.9%57.5%$109.0B
CINF82.310.711.4%18.9%$25.4B
ACT82.08.92.4%54.6%$6.0B
SEIC80.914.010.7%27.3%$9.6B
TROW79.310.13.1%28.5%$20.5B
FHB78.311.83.2%24.2%$3.3B
MCHB77.70.0123.7%23.2%$3.4B
TRMK75.611.934.8%19.3%$2.7B
BCAL74.39.926.2%27.1%$613M
NMIH73.97.78.4%55.1%$3.0B
FFIN73.218.811.7%30.7%$4.8B
TW73.130.018.9%39.6%$24.8B
VCTR73.118.38.8%32.3%$4.9B
VLY72.412.5-2.2%17.1%$7.5B
QQQX72.310.448.6%257.3%$1.4B
Sector Average45.849.413.4%-2.8%

Market Sentimentvia FMP

Analyst Consensus
Hold13 analysts
Buy: 5Hold: 8
Price Target
$69consensus
Low $67Median $69High $71
+4.5% to consensus target

Company Overviewvia FMP

WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities. The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial real estate mortgage loans; commercial construction loans to developers; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion, and other business purposes; and consumer credit products, such as home improvement, automobile, and other secured and unsecured personal installment loans, as well as home equity lines and unsecured lines of credit, and government-insured reverse mortgages. In addition, it offers various third-party investment and insurance products, such as single-premium annuities, whole life policies, and securities; investment advisory services to high net worth individuals and institutions; mortgage and title services; and leases small equipment and fixed assets, as well as cash management, trust, and wealth management services. Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, ATM processing equipment sales, and deposit safe cash logistics services. As of December 31, 2020, it operated 112 offices, including 52 in Pennsylvania, 42 in Delaware, 16 in New Jersey, 1 in Virginia, and 1 in Nevada. The company was founded in 1832 and is headquartered in Wilmington, Delaware.

CEO
Rodger Levenson
Employees
2,336
Beta
0.76
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
38.4
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-7.4%
High: $71.32
From 52W Low
+55.6%
Low: $42.44
Moving Averages
10-Day
$66.60
Below
20-Day
$67.00
Below
50-Day
$61.10
Above
200-Day
$56.50
Above
60-Day Support
$54.31
60-Day Resistance
$71.32
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 73/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+16.9%
200 SMA Slope (60d)
+4.75%
Rising
Volume Ratio
0.78x
10d avg vs 50d avg
Days in Stage
66
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$342M$345M$341M$332M
Gross Profit$259M$263M$255M$239M
Operating Income$97M$101M$96M$87M
Net Income$73M$76M$72M$66M
EPS (Diluted)$1.34$1.36$1.27$1.12
Gross Margin75.9%76.3%74.6%71.9%
Operating Margin28.5%29.2%28.0%26.3%
Net Margin21.3%22.2%21.2%19.9%

Why This Stock

Financial ServicesP/E ratio of 12.8Profit margin 21.1%Valuation below sector median (P/E 12.8)

Tradability FilterGrade B — 75/100Score impact: +2.6pt

Volume
74
440K avg/day
Dollar Vol
86
$29M/day
Float
60
0K shares
Mkt Cap
64
$3.7B
Range
94
68% spread
Composite Liquidity Score75/100
FDCBA

Multi-Year Range Analysis

Sideways: 9/100
YearLowHighRangeStatus
2021$42.58$56.0827.4%Moderate
2022$37.03$56.3041.3%Wide
2023$29.59$51.7754.5%Wide
2024$40.20$62.7543.8%Wide
2025$42.44$59.6733.7%Moderate
3-Year Range
71.8%
Narrow Years
1 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
slight revenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
68.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.