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WSFS Financial WSFS Investment - Proportional Amortization Method

Investment - Proportional Amortization Method at other companies

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Other financials

Income statement

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Revenue$275.3M+7.5%
Net income$86.8M+31.8%
EPS (diluted)$1.64+46.4%

Balance sheet

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Cash & equivalents$2.5B+143%
Total debt$129.6M-15.1%
Total equity$2.7B+2.0%
Total assets$22.1B+7.6%

Cash flow

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Operating cash flow$86.4M+888%
CapEx$885.0K-63.6%
Free cash flow$85.5M+1,254%

Valuation

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Market cap$3.96B+13.6%

Profitability

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Net margin28.4%+3.3pp
FCF margin27%+17.1pp

Returns & leverage

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Return on equity11.4%+1.2pp
Debt / equity0.0×

Where this comes from

Reported directly by WSFS Financial in its filing.

Tagged under the XBRL concept us-gaap:AmortizationMethodQualifiedAffordableHousingProjectInvestments.

The official record: WSFS Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is WSFS Financial's investment - proportional amortization method?
WSFS Financial (WSFS) reported investment - proportional amortization method of 12,700,000,000% in Q1 2026.
How has WSFS Financial's investment - proportional amortization method changed year-over-year?
WSFS Financial's investment - proportional amortization method increased by 37.9% year-over-year, from 9,210,000,000% to 12,700,000,000%.
What is the long-term trend for WSFS Financial's investment - proportional amortization method?
Over 5 years (2020 to 2025), WSFS Financial's investment - proportional amortization method has grown at a 34.2% compound annual growth rate (CAGR), from 2,660,000,000% to 11,580,000,000%.
What does investment - proportional amortization method mean?
This represents the carrying value of investments accounted for using the proportional amortization method, typically associated with tax-advantaged projects like affordable housing. It reflects the unamortized portion of the investment that is expected to be recovered through tax credits and other tax benefits over the life of the asset. Monitoring this balance helps investors assess the company's exposure to specific tax-credit-driven investment vehicles.