NASDAQ$WSFS

WSFS Financial Corporation · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

WSFS reported Q4 2022 EPS of $1.37 and ROA of 1.69%, reflecting a NIM of 4.49%, loan growth, and diversified fee revenue, marking a successful first full-year of the Bryn Mawr Trust combination.

WSFS Financial Corporation reported strong Q4 2022 results, with an EPS of $1.37 and ROA of 1.69%. The results were driven by a net interest margin of 4.49%, solid loan growth, and diversified fee revenue. The company also successfully completed its first full year of the Bryn Mawr Trust combination.

  • Core ROA was 1.71% compared to 1.28% for 4Q 2021.
  • Core EPS was $1.38 compared to $1.04 for 4Q 2021.
  • Loan growth of 6% (annualized) driven by consumer partnerships and the commercial portfolio, including small business leases.
  • Net interest margin expanded to 4.49% compared to 3.99% in 3Q 2022, driven by the benefits of our asset-sensitive balance sheet and reflective of competitive deposit betas.

Headline financials

Total Revenue

$194M

Previous: $108M+79.2%
EPS (adj)

$1.38

Previous: $1.04+32.7%
Net Interest Margin

4.5%

Previous: 3.1%+44.8%
Efficiency Ratio

51.2%

Previous: 58.5%-12.5%
Return on Average Assets

1.7%

No prior period
Capital Expenditures

$1.14M

Previous: $1.85M-38.3%
Free Cash Flow

$72.8M

Previous: -$166M+143.9%
Net Income

$84.4M

Previous: $56.4M+49.7%
Operating Income

$112M

Previous: $71.9M+56.5%
Gross Profit

$259M

Previous: $154M+67.8%
Cash & Equivalents

$333M

Previous: $1.05B-68.2%
Total Assets

$19.9B

Previous: $15.8B+26.2%
Stock-Based Comp

$1.92M

Previous: $1.44M+33.1%

Revenue & EPS history

WSFS · Revenue · Quarterly

$194M

Q4 2022+79.2%vs Q4 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

WSFS · $44.9M total across 2 segments · Q4 2022

  • Wealth and Trust
    $31M+37.8%
  • Cash Connect
    $13.9M+26.4%

Forward guidance

Despite the uncertain economic outlook, WSFS enters 2023 highly optimistic about its unique market position and the growth potential.

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 Q4 2022

Historical avgQ4 2022

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro