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IRT vs WSFS

Comparison between Independence Realty Trust Inc (IRT, Company) and WSFS Financial Corp (WSFS, Company).

IRT is from the Real Estate sector, while WSFS is from the Financial Services sector.

5-Year PerformanceWSFS has outperformed IRT, delivering a return of +13.2% compared to +1.1%

IRT vs WSFS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IRT
$3.98B
Winner
WSFS
$3.98B
Max Drawdown
Winner
IRT
57.33%
WSFS
75.47%
Sharpe Ratio
IRT
-0.06
Winner
WSFS
1.21
5Y Beta
Winner
IRT
0.50
WSFS
0.92
Industry
IRT
Reit - Residential
WSFS
Banks - Regional
P/E Ratio
IRT
83.06
Winner
WSFS
13.90
Forward P/E
IRT
76.34
Winner
WSFS
11.09
PEG Ratio
IRT
1.55
Winner
WSFS
0.73
Dividend Yield
Winner
IRT
4.07%
WSFS
0.88%
5Y Dividends CAGR
IRT
12.37%
Winner
WSFS
12.42%
5Y EPS CAGR
IRT
4.80%
Winner
WSFS
11.45%
Debt to Equity
IRT
71.72%
Winner
WSFS
0.00%
Free Cash Flow Yield
IRT
6.97%
Winner
WSFS
7.36%
P/S Ratio
IRT
6.06
Winner
WSFS
3.71
P/B Ratio
Winner
IRT
1.20
WSFS
1.49

IRT vs WSFS - Historical Returns

Returns include dividend reinvestment.

1M
IRT
+0.85%
Winner
WSFS
+3.39%
3M
IRT
+9.63%
Winner
WSFS
+12.47%
6M
IRT
+0.70%
Winner
WSFS
+40.28%
1Y
IRT
+0.50%
Winner
WSFS
+33.43%
5Y(CAGR)
IRT
+1.08%
Winner
WSFS
+13.18%
10Y(CAGR)
Winner
IRT
+12.54%
WSFS
+9.73%
Max(CAGR)
IRT
+11.66%
Winner
WSFS
+12.07%

IRT vs WSFS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIRTWSFS
2026-2.21%+42.06%
2025-8.18%+7.65%
2024+32.37%+18.05%
2023-4.33%+3.60%
2022-29.80%-12.82%
2021+103.82%+14.15%
2020+2.02%+3.59%
2019+63.51%+16.01%
2018-2.85%-20.41%
2017+20.78%+3.47%
2016+30.62%+50.55%
2015-13.21%+28.61%
2014+17.32%-0.02%
2013+1.87%+77.10%
2012N/A+14.03%
2011N/A-26.12%
2010N/A+85.42%
2009N/A-46.14%
2008N/A+1.00%
2007N/A-24.53%
2006N/A+10.54%
2005N/A+3.13%
2004N/A+34.44%
2003N/A+36.05%
2002N/A+89.00%
2001N/A+40.25%
2000N/A+6.58%
1999N/A-12.72%

IRT vs WSFS Drawdown Comparison

The maximum drawdown for IRT was -56.38%, occurring on Apr 3, 2020. Recovery took 281 trading sessions.

The maximum drawdown for WSFS was -74.97%, occurring on Mar 6, 2009. Recovery took 1694 trading sessions.

The current IRT drawdown is -30.09%. The current WSFS drawdown is -0.87%.

RankIRTWSFS
#1-56.38%
Feb 13, 2020 - Mar 26, 2021
-74.97%
Feb 2, 2007 - Oct 24, 2013
#2-54.74%
Apr 21, 2022 - Oct 30, 2023
-65.49%
Aug 1, 2018 - Oct 20, 2021
#3-33.40%
Jul 10, 2014 - Jul 20, 2016
-45.52%
Jan 14, 2022 - Jul 16, 2024
#4-25.24%
Sep 23, 2016 - Jun 9, 2017
-32.53%
Nov 8, 1999 - May 16, 2001
#5-20.52%
Nov 24, 2017 - Jun 20, 2018
-24.67%
Nov 25, 2024 - Jan 27, 2026
#6-14.87%
Dec 31, 2021 - Mar 2, 2022
-23.10%
Dec 2, 2015 - May 18, 2016
#7-12.48%
Dec 6, 2018 - Jan 17, 2019
-20.81%
Aug 28, 2002 - Nov 27, 2002
#8-10.97%
Oct 31, 2019 - Feb 10, 2020
-19.93%
Nov 29, 2004 - Oct 20, 2005
#9-9.50%
Nov 24, 2021 - Dec 31, 2021
-19.79%
Jun 28, 2002 - Aug 9, 2002
#10-9.19%
Nov 7, 2013 - Jan 16, 2014
-16.86%
Dec 24, 2013 - Feb 5, 2015
#11-8.95%
Sep 5, 2017 - Oct 2, 2017
-16.46%
Jun 8, 2016 - Aug 11, 2016
#12-8.88%
Jul 20, 2021 - Aug 5, 2021
-16.12%
Aug 21, 2001 - Jan 18, 2002
#13-8.12%
Sep 28, 2018 - Dec 6, 2018
-14.85%
Jul 23, 2024 - Nov 6, 2024
#14-7.32%
Apr 27, 2021 - May 27, 2021
-14.66%
Nov 11, 2021 - Jan 14, 2022
#15-7.07%
Apr 2, 2019 - May 16, 2019
-14.52%
Apr 26, 2017 - Oct 11, 2017

Correlation

Correlation between IRT and WSFS is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

IRT vs WSFS dividend yield comparison.

YearIRTWSFS
20262.08%0.48%
20253.83%1.19%
20243.23%1.13%
20234.05%1.31%
20223.20%1.24%
20212.24%1.02%
20204.02%1.07%
20195.11%1.07%
20187.84%1.11%
20177.14%0.63%
20168.07%0.54%
20159.59%0.65%
20147.73%0.66%
20133.20%0.62%
20120.00%1.14%
20110.00%1.33%
20100.00%1.01%
20090.00%1.87%
20080.00%0.96%
20070.00%0.76%
20060.00%0.46%
20050.00%0.44%
20040.00%0.38%
20030.00%0.45%
20020.00%0.58%
20010.00%0.92%
20000.00%1.16%
19990.00%0.24%

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