WSFS WSFS Financial Corporation
Banks, Insurers & Asset Managers
B- 64.6 / 100 composite

AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.

Profitability

Weight: 25%
C+ 57

Scored using ROA (NIM proxy) — financial-archetype substitution.

  • 5yr Avg ROA 1.2%
  • Operating Margin Trend -6.19 pp/yr

Capital Efficiency

Weight: 20%
B- 66

Scored using ROTCE — financial-archetype substitution.

  • 5yr Avg ROTCE 14.9%
  • 5yr Share-Count CAGR 3.3%

Growth Quality

Weight: 10%
B 70

Scored using BVPS — financial-archetype substitution.

  • 5yr BVPS CAGR 15.6%
  • 5yr EPS CAGR -2.7%
  • Positive-EPS Years (5) 5/5

Cash Generation

Weight: 5%
A 91

Scored using OCF/NI — banks have no FCF concept.

  • 5yr OCF/NI 1.02x

Balance Sheet

Weight: 30%
B- 67

Scored using Equity/Assets — financial-archetype substitution.

  • Equity / Assets 12.8%
  • Interest Coverage (EBIT/Int) 1.30x

Stability

Weight: 10%
C 54
  • EPS Volatility (σ/μ) 0.41
  • Piotroski F-Score 6
  • Negative-Revenue Years (5) 2/5

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Trimming

2 of 2 gurus held; 1 new buy; 1 trimmed; 1 full exit.

Holders
2
Avg Δ position
-30.9%
New buys
1
Full exits
1
As of Q1 2026