WSFS Financial Corporation (WSFS)

From the record

WSFS Financial Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

WSFS Financial Corporation's 10 filed years say what it did: revenue went from $217 million in fiscal 2016 to $1.0 billion in fiscal 2025, up 18.8% a year; it rose in 6 of 9 years; the deepest fall was 12% from fiscal 2019 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, WSFS Financial Corporation's diluted share count shrank about 3.9% a year, and dividends and buybacks returned about 81% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 9 sales (2 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, WSFS Financial Corporation earned about 11 cents of profit for every dollar of shareholders' money. Leverage: it owed about 87 cents per dollar of assets, and net share issuance: its share count shrank 5.5% over the year (the filed statements).

From the record

WSFS Financial Corporation's standing among 79 graded names in its industry family: revenue of $1.0 billion in fiscal 2025 ranks in the top 37% by size; a net margin of 28.2% ranks in the top 20%; revenue growth of 13.2% a year over the last 3 filed years ranks in the bottom 25% (its annual reports).

From the record

WSFS Financial Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Levenson, Rodger (President & CEO, as filed), filing under that title since 2019-03-04, 7.7 years (top 44% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 7.7 years (top 35%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 17%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

WSFS Financial Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $1.7 billion against no long-term debt tagged leaves 8% of its assets as net cash, top 14% of its family; cash from operations less capital spending is 20.9% of revenue (bottom 42%) (its annual report).

From the record

WSFS Financial Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 13.2% a year over the last three filed years against 18.8% over all 10, slowing (bottom 6% of its family); the newest year grew -4.1% (bottom 6%); capital spending grew -10.2% a year (bottom 20%) (its annual reports). WSFS Financial Corporation tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

WSFS Financial Corporation's newest year against its own record: revenue of $1.0 billion in fiscal 2025 came in 22% below the $1.3 billion its prior three years' pace pointed to (bottom 30% of its family); net income of $287 million against a prior three-year average of $252 million (bottom 35%); a net margin of 28.2% against 28% before (top 39%) (its annual reports).