UNMA vs WSFS

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and WSFS Financial Corp (WSFS, Company).

5-Year PerformanceWSFS has outperformed UNMA, delivering a return of +7.6% compared to +3.1%

UNMA vs WSFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	WSFS(COMPANY)
Market Cap	$3.80B	$3.79B
Max Drawdown	42.85%	75.47%
Sharpe Ratio	-0.15	1.25
5Y Beta	0.16	0.96
Industry	N/A	Banks - Regional
P/E Ratio	5.00	13.26
Forward P/E	N/A	11.09
PEG Ratio	N/A	0.70
Dividend Yield	4.12%	0.95%
5Y Dividends CAGR	-0.01%	12.42%
5Y EPS CAGR	11.95%	11.45%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	14.16%	7.72%
P/S Ratio	N/A	3.54
P/B Ratio	N/A	1.35

Market Cap

Winner

UNMA

$3.80B

WSFS

$3.79B

Max Drawdown

Winner

UNMA

42.85%

WSFS

75.47%

Sharpe Ratio

UNMA

-0.15

Winner

WSFS

1.25

5Y Beta

Winner

UNMA

0.16

WSFS

0.96

Industry

UNMA

N/A

WSFS

Banks - Regional

P/E Ratio

Winner

UNMA

5.00

WSFS

13.26

Forward P/E

UNMA

N/A

WSFS

11.09

PEG Ratio

UNMA

N/A

WSFS

0.70

Dividend Yield

Winner

UNMA

4.12%

WSFS

0.95%

5Y Dividends CAGR

UNMA

-0.01%

Winner

WSFS

12.42%

5Y EPS CAGR

Winner

UNMA

11.95%

WSFS

11.45%

Debt to Equity

UNMA

0.00%

WSFS

0.00%

Free Cash Flow Yield

Winner

UNMA

14.16%

WSFS

7.72%

P/S Ratio

UNMA

N/A

WSFS

3.54

P/B Ratio

UNMA

N/A

WSFS

1.35

UNMA vs WSFS - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	WSFS
1 month	-2.90%	+3.60%
3 months	-0.94%	+9.99%
6 months	+0.49%	+29.51%
1 year	+2.13%	+37.00%
5 years(CAGR)	+3.12%	+7.59%
10 years(CAGR)	N/A	+8.79%
Max(CAGR)	+5.20%	+11.80%

UNMA

-2.90%

Winner

WSFS

+3.60%

UNMA

-0.94%

Winner

WSFS

+9.99%

UNMA

+0.49%

Winner

WSFS

+29.51%

UNMA

+2.13%

Winner

WSFS

+37.00%

5Y(CAGR)

UNMA

+3.12%

Winner

WSFS

+7.59%

10Y(CAGR)

UNMA

N/A

WSFS

+8.79%

Max(CAGR)

UNMA

+5.20%

Winner

WSFS

+11.80%

UNMA vs WSFS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNMA	WSFS
2026	+0.59%	+30.92%
2025	+1.92%	+7.65%
2024	+0.28%	+18.05%
2023	+11.85%	+3.60%
2022	-2.31%	-12.82%
2021	+1.54%	+14.15%
2020	+7.35%	+3.59%
2019	+21.44%	+16.01%
2018	-6.26%	-20.41%
2017	N/A	+3.47%
2016	N/A	+50.55%
2015	N/A	+28.61%
2014	N/A	-0.02%
2013	N/A	+77.10%
2012	N/A	+14.03%
2011	N/A	-26.12%
2010	N/A	+85.42%
2009	N/A	-46.14%
2008	N/A	+1.00%
2007	N/A	-24.53%
2006	N/A	+10.54%
2005	N/A	+3.13%
2004	N/A	+34.44%
2003	N/A	+36.05%
2002	N/A	+89.00%
2001	N/A	+40.25%
2000	N/A	+6.58%
1999	N/A	-12.72%

UNMA vs WSFS Drawdown Comparison

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

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

The current UNMA drawdown is -2.99%. The current WSFS drawdown is -0.72%.

Rank	UNMA	WSFS
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-74.97% Feb 2, 2007 - Oct 24, 2013
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-65.49% Aug 1, 2018 - Oct 20, 2021
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-45.52% Jan 14, 2022 - Jul 16, 2024
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-32.53% Nov 8, 1999 - May 16, 2001
#5	-5.78% Jan 5, 2021 - May 28, 2021	-24.67% Nov 25, 2024 - Jan 27, 2026
#6	-5.62% Aug 26, 2020 - Nov 16, 2020	-23.10% Dec 2, 2015 - May 18, 2016
#7	-5.59% Oct 16, 2019 - Jan 14, 2020	-20.81% Aug 28, 2002 - Nov 27, 2002
#8	-4.79% Sep 16, 2025 - Dec 30, 2025	-19.93% Nov 29, 2004 - Oct 20, 2005
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-19.79% Jun 28, 2002 - Aug 9, 2002
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-16.86% Dec 24, 2013 - Feb 5, 2015
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-16.46% Jun 8, 2016 - Aug 11, 2016
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-16.12% Aug 21, 2001 - Jan 18, 2002
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-14.85% Jul 23, 2024 - Nov 6, 2024
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-14.66% Nov 11, 2021 - Jan 14, 2022
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-14.52% Apr 26, 2017 - Oct 11, 2017

Correlation

Correlation between UNMA and WSFS is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (1999 - 2026)

UNMA vs WSFS dividend yield comparison.

Year	UNMA	WSFS
2026	1.69%	0.52%
2025	6.76%	1.19%
2024	6.61%	1.13%
2023	6.19%	1.31%
2022	6.53%	1.24%
2021	5.98%	1.02%
2020	5.65%	1.07%
2019	5.79%	1.07%
2018	3.75%	1.11%
2017	0.00%	0.63%
2016	0.00%	0.54%
2015	0.00%	0.65%
2014	0.00%	0.66%
2013	0.00%	0.62%
2012	0.00%	1.14%
2011	0.00%	1.33%
2010	0.00%	1.01%
2009	0.00%	1.87%
2008	0.00%	0.96%
2007	0.00%	0.76%
2006	0.00%	0.46%
2005	0.00%	0.44%
2004	0.00%	0.38%
2003	0.00%	0.45%
2002	0.00%	0.58%
2001	0.00%	0.92%
2000	0.00%	1.16%
1999	0.00%	0.24%