TFS Financial Corporation
Research TFS Financial Corporation (TFSL) on Bullrun: valuation model: 22.6% overvalued, market cap USD 5.37B, P/E 44.8, dividend yield 7.2%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerTFSL
- ExchangeNASDAQ
- CountryUnited States
- SectorFinancial Services
- IndustryBanks-Regional
- CurrencyUSD
- Valuation signal22.6% overvalued
- Market capUSD 5.37B
- P/E44.8
- Dividend yield7.2%
- Financial periodQ2 2026
- RevenueUSD 89.27M
- Net incomeUSD 30.54M
- Free cash flowUSD 29.04M
Valuation Snapshot
Bullrun's latest valuation model marks TFS Financial Corporation as 22.6% overvalued; latest market cap is USD 5.37B; P/E is 44.8; dividend yield is 7.2%.
Peer valuation comparison
Latest P/E is 44.83x versus a Financial Services sector median of 13.41x (234.3% above).
Latest dividend yield is 7.21% versus a Financial Services sector median of 3.66% (97.3% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 321.47M | USD 90.96M | USD 70.97M | n/a | 0.32 | USD 429.44M | USD 4.90B | USD 1.89B |
| FY2024 | USD 303.16M | USD 79.59M | USD 85.54M | n/a | 0.28 | USD 463.72M | USD 4.82B | USD 1.86B |
| FY2023 | USD 305.00M | USD 75.25M | USD 85.62M | n/a | 0.26 | USD 466.75M | USD 5.30B | USD 1.93B |
| FY2022 | USD 291.20M | USD 74.57M | USD 36.23M | n/a | 0.26 | USD 369.56M | USD 4.82B | USD 1.84B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-12 | USD 5.37B | 44.8 | 7.2% | 1.17 |
| 2025 | 2025-12-31 | USD 3.75B | 41.8 | 8.4% | 1.12 |
| 2024 | 2024-12-31 | USD 3.53B | 43.3 | 8.9% | 1.12 |
| 2023 | 2023-12-29 | USD 4.08B | 56.5 | 7.6% | 1.12 |
| 2022 | 2022-12-30 | USD 4.04B | 55.4 | 7.8% | 1.12 |
| 2021 | 2021-12-31 | USD 5.02B | 71.5 | 6.3% | 1.12 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 1.17 USD, yield 7.2%.
| Year | Dividends/share |
|---|---|
| FY2025 | 1.13 USD |
| FY2024 | 1.13 USD |
| FY2023 | 1.13 USD |
| FY2022 | 1.13 USD |
About TFS Financial Corporation
TFS Financial Corporation, through its subsidiaries, provides retail consumer banking services in the United States. The company offers deposit products, including savings, money market, checking, individual retirement, and other qualified plan accounts, as well as certificates of deposit. It also provides residential real estate mortgage loans, residential construction loans, purchase mortgages, and home equity loans and lines of credit, as well as purchase mortgages and first mortgage refinance loans.
ETFs that hold TFS Financial Corporation
TFS Financial Corporation is one of the ten largest holdings of one ETF that investors in Europe can buy:
| ETF | Weight | TER |
|---|---|---|
| Global X SuperDividend UCITS ETF USD Dis | 1.21% | 0.45% |
Related stock research
Other Financial Services stocks
Frequently asked questions
Is TFS Financial Corporation overvalued or undervalued?
Bullrun's valuation model currently marks TFS Financial Corporation as 22.6% overvalued.
What is TFS Financial Corporation's market cap?
TFS Financial Corporation's market capitalization is USD 5.37B.
What is TFS Financial Corporation's P/E ratio?
TFS Financial Corporation's price-to-earnings (P/E) ratio is 44.8.
Does TFS Financial Corporation pay a dividend?
TFS Financial Corporation has a dividend yield of 7.2%.
What does TFS Financial Corporation do?
TFS Financial Corporation, through its subsidiaries, provides retail consumer banking services in the United States. The company offers deposit products, including savings, money market, checking, individual retirement, and other qualified plan accounts, as well as certificates of deposit. It also provides residential real estate mortgage loans, residential construction loans, purchase mortgages, and home equity loans and lines of credit, as well as purchase mortgages and first mortgage refinance loans. In addition, the company offers escrow and settlement services.