WSFS WSFS Financial Corporation
Banks, Insurers & Asset Managers
B 69.1 / 100 composite

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

Profitability

Weight: 25%
B- 65

Scored using efficiency ratio — bank-archetype substitution.

  • Efficiency Ratio (FY2025) 59.6%
  • Efficiency Ratio Trend -0.47 pp/yr

Capital Efficiency

Weight: 15%
C 56
  • 5yr Avg ROE 11.1%
  • 5yr Share-Count CAGR 1.5%

Growth Quality

Weight: 15%
B+ 76

Scored using revenue growth cross-checked against efficiency-ratio trend — bank-archetype substitution.

  • 5yr Revenue CAGR 13.9%
  • Efficiency Ratio Trend (growth quality check) -0.47 pp/yr
  • Revenue-Growth Years (5) 3/5

Cash Generation

Weight: 15%
B- 65

Scored using efficiency-ratio stability — bank-archetype substitution.

  • Efficiency Ratio Stability (σ) 0.04

Balance Sheet

Weight: 20%
A 88

Scored using equity-to-assets — bank-archetype substitution.

  • Equity / Assets 12.8%

Stability

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

Guru Flow

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

3 of 3 gurus held; 2 added; 1 trimmed.

Holders
3 +1
Avg Δ position
+5.1%
New buys
0
Full exits
0
As of Q2 2026