WSFS vs UNMA

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

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

WSFS vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

WSFS

$3.79B

Winner

UNMA

$3.80B

Max Drawdown

WSFS

75.47%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

WSFS

1.25

UNMA

-0.15

5Y Beta

WSFS

0.96

Winner

UNMA

0.16

Industry

WSFS

Banks - Regional

UNMA

N/A

P/E Ratio

WSFS

13.26

Winner

UNMA

5.00

Forward P/E

WSFS

11.09

UNMA

N/A

PEG Ratio

WSFS

0.70

UNMA

N/A

Dividend Yield

WSFS

0.95%

Winner

UNMA

4.12%

5Y Dividends CAGR

Winner

WSFS

12.42%

UNMA

-0.01%

5Y EPS CAGR

WSFS

11.45%

Winner

UNMA

11.95%

Debt to Equity

WSFS

0.00%

UNMA

0.00%

Free Cash Flow Yield

WSFS

7.72%

Winner

UNMA

14.16%

P/S Ratio

WSFS

3.54

UNMA

N/A

P/B Ratio

WSFS

1.35

UNMA

N/A

WSFS vs UNMA - Historical Returns

Returns include dividend reinvestment.

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

Winner

WSFS

+3.60%

UNMA

-2.90%

Winner

WSFS

+9.99%

UNMA

-0.94%

Winner

WSFS

+29.51%

UNMA

+0.49%

Winner

WSFS

+37.00%

UNMA

+2.13%

5Y(CAGR)

Winner

WSFS

+7.59%

UNMA

+3.12%

10Y(CAGR)

WSFS

+8.79%

UNMA

N/A

Max(CAGR)

Winner

WSFS

+11.80%

UNMA

+5.20%

WSFS vs UNMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

WSFS vs UNMA Drawdown Comparison

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

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

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

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

Correlation

Correlation between WSFS and UNMA 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)

WSFS vs UNMA dividend yield comparison.

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