Added to YB: 2026-07-27
Pitch date: 2026-07-26
TFSL [bullish]
TFS Financial Corporation
-8.73%
current return
Author Info
No bio for this author
Company Info
TFS Financial Corporation, through its subsidiaries, provides retail consumer banking services in the United States.
Market Cap
$4.9B
Pitch Price
$17.89
Price Target
N/A
Dividend
6.44%
EV/EBITDA
N/A
P/E
48.75
EV/Sales
N/A
Sector
Banks
Category
special_situation
Weekend Digest 351: Market Volatility, TFSL, Roper, Booz Allen, TIPS Vs. Treasury Bonds
TFSL (added to position): Ohio MHC 'loophole' bank; 82% phantom shares distort screeners—actual ~7x P/E, 0.4x book. 7.5%+ yield on cost. CEO (72) nearing retirement, CFO departing, 2025 buybacks + 14¢ dividend hike signal potential second-step conversion. Heads: ~50% upside to mid/high-$20s at IPO, M&A exit over book; tails: keep 8% yield. #6 holding.
Read full article (4 min)