NASDAQ$WSFS

WSFS Financial Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported solid loan and deposit growth, with a NIM of 4.11% and a diversified fee revenue increase of 6% from Q1 2023.

WSFS Financial Corporation reported a strong second quarter in 2023, with earnings per share of $1.12 and a return on average assets of 1.36%. The results reflect solid loan and deposit growth, a net interest margin of 4.11%, and a diversified fee revenue increase of 6% from the first quarter of 2023. The company's balance sheet remains strong with stable credit metrics and capital levels above well-capitalized.

  • Core EPS was $1.16, compared to $1.02 for Q2 2022.
  • Core ROA was 1.41%, compared to 1.27% for Q2 2022.
  • Customer deposits increased by $380.1 million, or 2% for the quarter, driven by transactional Trust and Wealth deposits.
  • Net interest margin was 4.11%, compared to 4.25% for Q1 2023, reflecting increasing deposit betas, partially offset by higher loan yields.

Headline financials

Total Revenue

$348M

Previous: $232M+50.2%
EPS (adj)

$1.16

Previous: $1.02+13.7%
Net Interest Margin

4.1%

Previous: 3.4%+20.9%
Efficiency Ratio

56.7%

Previous: 59.3%-4.4%
Return on Average Assets

1.4%

No prior period
Return on Average Equity

11.8%

No prior period
Capital Expenditures

-$1.81M

Previous: -$4.44M+59.2%
Free Cash Flow

$66.9M

Previous: $56.3M+18.8%
Net Income

$68.7M

Previous: $60.7M+13.1%
Operating Income

$75.8M

Previous: $75.1M+1.0%
Gross Profit

$333M

Previous: $224M+48.7%
Cash & Equivalents

$1.12B

Previous: $1.68B-33.5%
Total Assets

$20.4B

Previous: $20.6B-0.8%
Stock-Based Comp

$2.55M

Previous: $1.73M+47.8%

Revenue & EPS history

WSFS · Revenue · Quarterly

$348M

Q2 2023+50.2%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

WSFS · $49.9M total across 2 segments · Q2 2023

  • Wealth and Trust
    $32.9M-24.0%
  • Cash Connect
    $17M+46.6%

Forward guidance

Management will conduct a conference call to review 2Q 2023 results at 1:00 p.m. Eastern Time (ET) on Tuesday, July 25, 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+3.2%

Avg return

30 days after

47%

31 / 66 earnings

Positive

+17.2%

Q1 2020

Best reaction

-8.4%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%+1.4%+2.2%
Q4 2025+6.5%+11.8%+14.6%
Q3 2025+0.2%+0.3%+5.4%
Q2 2025-1.5%-0.4%-0.1%
Q1 2025-0.9%-1.2%+1.2%
Q4 2024+1.3%+2.2%-2.4%
Q3 2024-3.1%-1.6%+19.4%
Q2 2024+1.3%+1.0%-1.4%
Q1 2024-4.9%-5.2%-2.5%
Q4 2023+1.7%+3.3%-8.4%
Q3 2023+0.3%-1.1%+13.1%
Q2 2023-0.2%+4.9%-4.7%
Q1 2023-8.4%-6.2%-9.1%
Q4 2022+1.7%+2.6%+4.7%
Q3 2022-5.5%-5.2%-2.6%
Q2 2022+5.0%+13.3%+17.7%
Q1 2022-3.5%-5.1%-8.7%
Q4 2021+3.4%+0.1%-1.3%
Q3 2021+0.1%-3.8%-3.0%
Q2 2021-3.0%-2.8%+0.2%
Q1 2021+2.2%+4.7%+9.0%
Q4 2020-2.4%-7.7%+16.5%
Q3 2020+5.4%+0.8%+27.4%
Q2 2020+2.0%+3.7%+6.4%
Q1 2020+17.2%+18.4%+30.5%
Q4 2019-4.0%-3.7%-4.9%
Q3 2019+2.8%-1.3%-0.6%
Q2 2019+2.0%+5.4%+6.7%
Q1 2019+0.3%+0.2%-5.9%
Q4 2018+3.7%+2.5%+5.6%
Q3 2018-2.2%-4.5%-6.2%
Q2 2018+3.6%+3.6%-7.4%
Q1 2018+4.2%+3.0%+6.6%
Q4 2017-0.8%+1.7%-3.0%
Q3 2017-2.7%+1.1%-3.6%
Q2 2017-1.5%-2.5%-3.8%
Q1 2017-5.7%-5.8%-12.5%
Q4 2016-2.1%-1.7%+1.1%
Q3 2016-5.2%-1.4%+19.7%
Q2 2016+1.8%-0.4%+10.1%
Q1 2016-1.2%
Q4 2015+1.6%
Q3 2015+1.2%
Q2 2015-1.2%
Q1 2015-0.5%
Q4 2014-2.3%
Q3 2014+1.9%
Q2 2014+0.3%
Q1 2014-2.5%
Q4 2013+2.7%
Q3 2013+7.7%
Q2 2013-3.2%
Q1 2013-0.9%
Q4 2012+3.0%
Q3 2012-0.6%
Q2 2012-0.1%
Q4 2011-0.1%
Q1 2011-2.3%
Q1 2012+0.0%
Q4 2009+2.5%
Q3 2010-2.3%
Q3 2011-2.3%
Q2 2011-5.2%
Q4 2010-5.2%
Q2 2010-5.2%
Q1 2010+8.6%

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