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Added to YB: 2025-09-01

Pitch date: 2025-08-29

WSBF [bullish]

Waterstone Financial, Inc.

+28.13%

current return

Author Info

Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.

Company Info

Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States.

Market Cap

$315.5M

Pitch Price

$14.49

Price Target

N/A

Dividend

3.71%

EV/EBITDA

N/A

P/E

11.06

EV/Sales

N/A

Sector

Financial Services

Category

value

Show full summary:
Waterstone Financial (WSBF)

WSBF: Wisconsin regional bank w/ mortgage origination arm trading 0.80x tangible BV ($18.19/share), 10.6x P/E, 4.1% yield. Mortgage segment turned profitable after 4yr losses, poised for surge as rates drop from 6.64% to 5-5.5%. Mgmt bought back 3% shares Q2 at $12.80 (increased BV $0.14/share). $270M mcap vs potential $5-10M quarterly mortgage profit if volumes near 2021 levels. Strong capital allocation, low credit risk.

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