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Wsfs Financial Corp. (WSFS) Stock Fundamental Analysis & AI Rating 2026

WSFS Nasdaq National Commercial Banks DE CIK: 0000828944
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 WSFS Key Takeaways

Revenue: $1.0B
Net Margin: 28.2%
Free Cash Flow: $213.6M
Current Ratio: N/A
Debt/Equity: 0.01x
EPS: $5.09
AI Rating: HOLD with 72% confidence
Wsfs Financial Corp. (WSFS) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of 28.2%, and return on equity (ROE) of 10.5%, Wsfs Financial Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete WSFS stock analysis for 2026.

Is Wsfs Financial Corp. (WSFS) a Good Investment?

Claude

WSFS demonstrates strong balance sheet fundamentals with minimal leverage (0.01x Debt/Equity) and robust free cash flow generation ($213.6M), but the disconnect between 40.4% revenue growth and 0% net income growth signals concerning margin compression or rising operational expenses. This earnings quality deterioration in a banking context warrants close monitoring of credit provisions and operational efficiency before upgrading positioning.

Why Buy Wsfs Financial Corp. Stock? WSFS Key Strengths

Claude
  • + Exceptional revenue growth of 40.4% YoY demonstrates strong market expansion and business momentum
  • + Fortress balance sheet with 0.01x Debt/Equity ratio and minimal $22M long-term debt provides substantial financial flexibility
  • + Strong free cash flow generation of $213.6M (20.9% FCF margin) supports capital allocation and operational sustainability

WSFS Stock Risks: Wsfs Financial Corp. Investment Risks

Claude
  • ! Net income flat at 0% YoY growth despite 40.4% revenue expansion indicates severe margin compression or expense growth outpacing revenues
  • ! Interest coverage of 2.1x provides inadequate cushion for debt servicing in adverse conditions
  • ! Low return on assets (1.3%) and ROE (10.5%) suggest operational efficiency challenges and asset productivity issues for a financial institution

Key Metrics to Watch

Claude
  • * Net interest margin and operating expense ratio trends to diagnose revenue-income disconnect
  • * Non-performing loan ratio and loan loss provisions indicating credit quality deterioration
  • * Return on equity trajectory and tier-1 capital ratios as banking regulatory health indicators

Wsfs Financial Corp. (WSFS) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$287.3M
EPS (Diluted)
$5.09
Free Cash Flow
$213.6M
Total Assets
$21.3B
Cash Position
$1.7B

💡 AI Analyst Insight

The 20.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

WSFS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 37.3%
Net Margin 28.2%
ROE 10.5%
ROA 1.3%
FCF Margin 20.9%

WSFS vs Finance Sector: How Wsfs Financial Corp. Compares

How Wsfs Financial Corp. compares to Finance sector averages

Net Margin
WSFS 28.2%
vs
Sector Avg 25.0%
WSFS Sector
ROE
WSFS 10.5%
vs
Sector Avg 12.0%
WSFS Sector
Current Ratio
WSFS 0.0x
vs
Sector Avg 1.2x
WSFS Sector
Debt/Equity
WSFS 0.0x
vs
Sector Avg 2.0x
WSFS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Wsfs Financial Corp. Stock Overvalued? WSFS Valuation Analysis 2026

Based on fundamental analysis, Wsfs Financial Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
10.5%
Sector avg: 12%
Net Profit Margin
28.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Wsfs Financial Corp. Balance Sheet: WSFS Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.01x
Debt/Assets
87.2%
Interest Coverage
2.15x
Long-term Debt
$22.0M

WSFS Revenue & Earnings Growth: 5-Year Financial Trend

WSFS 5-year financial data: Year 2018: Revenue $455.5M, Net Income N/A, EPS N/A. Year 2019: Revenue $709.2M, Net Income N/A, EPS N/A. Year 2020: Revenue $715.4M, Net Income N/A, EPS N/A. Year 2021: Revenue $715.4M, Net Income $148.8M, EPS $3.00. Year 2022: Revenue $963.9M, Net Income $114.8M, EPS $2.27.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Wsfs Financial Corp.'s revenue has grown significantly by 112% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.40 reflects profitable operations.

WSFS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
20.9%
Free cash flow / Revenue

WSFS Quarterly Earnings & Performance

Quarterly financial performance data for Wsfs Financial Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2023 $250.7M $31.0M $0.94
Q1 2023 $204.7M $3.8M $0.06
Q3 2022 $152.1M $28.7M $1.14
Q2 2022 $161.9M $60.7M $0.94
Q1 2022 $169.1M $3.8M $0.06
Q3 2021 $152.1M $28.7M $1.01
Q2 2021 $161.9M $2.8M $0.07
Q1 2021 $169.1M -$4.6M $0.21

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Wsfs Financial Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$220.0M
Cash generated from operations
Stock Buybacks
$290.3M
Shares repurchased (TTM)
Capital Expenditures
$6.4M
Investment in assets
Dividends Paid
$37.2M
Returned to shareholders

WSFS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Wsfs Financial Corp. (CIK: 0000828944)

📋 Recent SEC Filings

Date Form Document Action
Apr 17, 2026 4 xslF345X06/primarydocument.xml View →
Apr 17, 2026 4 xslF345X06/primarydocument.xml View →
Apr 17, 2026 4 xslF345X06/primarydocument.xml View →
Apr 17, 2026 4 xslF345X06/primarydocument.xml View →
Apr 17, 2026 4 xslF345X06/primarydocument.xml View →

Frequently Asked Questions about WSFS

What is the AI rating for WSFS?

Wsfs Financial Corp. (WSFS) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WSFS's key strengths?

Claude: Exceptional revenue growth of 40.4% YoY demonstrates strong market expansion and business momentum. Fortress balance sheet with 0.01x Debt/Equity ratio and minimal $22M long-term debt provides substantial financial flexibility.

What are the risks of investing in WSFS?

Claude: Net income flat at 0% YoY growth despite 40.4% revenue expansion indicates severe margin compression or expense growth outpacing revenues. Interest coverage of 2.1x provides inadequate cushion for debt servicing in adverse conditions.

What is WSFS's revenue and growth?

Wsfs Financial Corp. reported revenue of $1.0B.

Does WSFS pay dividends?

Wsfs Financial Corp. pays dividends, with $37.2M distributed to shareholders in the trailing twelve months.

Where can I find WSFS SEC filings?

Official SEC filings for Wsfs Financial Corp. (CIK: 0000828944) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WSFS's EPS?

Wsfs Financial Corp. has a diluted EPS of $5.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WSFS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Wsfs Financial Corp. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WSFS stock overvalued or undervalued?

Valuation metrics for WSFS: ROE of 10.5% (sector avg: 12%), net margin of 28.2% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy WSFS stock in 2026?

Our dual AI analysis gives Wsfs Financial Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WSFS's free cash flow?

Wsfs Financial Corp.'s operating cash flow is $220.0M, with capital expenditures of $6.4M. FCF margin is 20.9%.

How does WSFS compare to other Finance stocks?

Vs Finance sector averages: Net margin 28.2% (avg: 25%), ROE 10.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI