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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 4.51
WDR's Cash to Debt is ranked lower than
71% of the 1162 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 4.51 )
Ranked among companies with meaningful Cash to Debt only.
WDR' s 10-Year Cash to Debt Range
Min: 0.49  Med: 1.35 Max: No Debt
Current: 4.51
Equity to Asset 0.56
WDR's Equity to Asset is ranked lower than
77% of the 1222 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. WDR: 0.56 )
Ranked among companies with meaningful Equity to Asset only.
WDR' s 10-Year Equity to Asset Range
Min: -0.38  Med: 0.40 Max: 0.78
Current: 0.56
-0.38
0.78
Interest Coverage 43.87
WDR's Interest Coverage is ranked lower than
70% of the 1092 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. WDR: 43.87 )
Ranked among companies with meaningful Interest Coverage only.
WDR' s 10-Year Interest Coverage Range
Min: 7.25  Med: 15.56 Max: 588.06
Current: 43.87
7.25
588.06
F-Score: 7
Z-Score: 7.59
M-Score: -2.60
WACC vs ROIC
17.73%
154.92%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating margin (%) 29.65
WDR's Operating margin (%) is ranked lower than
60% of the 1315 Companies
in the Global Asset Management industry.

( Industry Median: 49.75 vs. WDR: 29.65 )
Ranked among companies with meaningful Operating margin (%) only.
WDR' s 10-Year Operating margin (%) Range
Min: 12.37  Med: 28.06 Max: 50.06
Current: 29.65
12.37
50.06
Net-margin (%) 19.19
WDR's Net-margin (%) is ranked lower than
64% of the 1319 Companies
in the Global Asset Management industry.

( Industry Median: 45.87 vs. WDR: 19.19 )
Ranked among companies with meaningful Net-margin (%) only.
WDR' s 10-Year Net-margin (%) Range
Min: 6.42  Med: 17.93 Max: 29.64
Current: 19.19
6.42
29.64
ROE (%) 39.09
WDR's ROE (%) is ranked higher than
96% of the 1353 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. WDR: 39.09 )
Ranked among companies with meaningful ROE (%) only.
WDR' s 10-Year ROE (%) Range
Min: 18.74  Med: 39.03 Max: 103.75
Current: 39.09
18.74
103.75
ROA (%) 21.30
WDR's ROA (%) is ranked higher than
93% of the 1375 Companies
in the Global Asset Management industry.

( Industry Median: 3.69 vs. WDR: 21.30 )
Ranked among companies with meaningful ROA (%) only.
WDR' s 10-Year ROA (%) Range
Min: 7.12  Med: 17.14 Max: 36.71
Current: 21.3
7.12
36.71
ROC (Joel Greenblatt) (%) 553.23
WDR's ROC (Joel Greenblatt) (%) is ranked higher than
75% of the 865 Companies
in the Global Asset Management industry.

( Industry Median: 49.88 vs. WDR: 553.23 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
WDR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 180.69  Med: 397.33 Max: 2097.3
Current: 553.23
180.69
2097.3
Revenue Growth (3Y)(%) 10.70
WDR's Revenue Growth (3Y)(%) is ranked higher than
61% of the 731 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. WDR: 10.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
WDR' s 10-Year Revenue Growth (3Y)(%) Range
Min: -3  Med: 11.25 Max: 33.1
Current: 10.7
-3
33.1
EBITDA Growth (3Y)(%) 19.10
WDR's EBITDA Growth (3Y)(%) is ranked higher than
68% of the 615 Companies
in the Global Asset Management industry.

( Industry Median: 3.90 vs. WDR: 19.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
WDR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -24.5  Med: 11.90 Max: 30.3
Current: 19.1
-24.5
30.3
EPS Growth (3Y)(%) 22.70
WDR's EPS Growth (3Y)(%) is ranked higher than
68% of the 575 Companies
in the Global Asset Management industry.

( Industry Median: 7.50 vs. WDR: 22.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
WDR' s 10-Year EPS Growth (3Y)(%) Range
Min: -25.6  Med: 12.50 Max: 31.1
Current: 22.7
-25.6
31.1
» WDR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

WDR Guru Trades in Q2 2014

Joel Greenblatt 70,963 sh (+1717.70%)
Paul Tudor Jones 23,451 sh (+517.13%)
Jim Simons 654,500 sh (+235.67%)
Chuck Royce 627,037 sh (+16.93%)
Bill Frels 17,900 sh (unchged)
Jeff Auxier 35,008 sh (unchged)
Mario Gabelli 381,050 sh (-0.83%)
Ken Fisher 2,142,223 sh (-1.80%)
John Keeley 249,330 sh (-6.60%)
» More
Q3 2014

WDR Guru Trades in Q3 2014

Ray Dalio 5,794 sh (New)
Joel Greenblatt 197,913 sh (+178.90%)
Paul Tudor Jones 34,681 sh (+47.89%)
Bill Frels 17,946 sh (+0.26%)
Jeff Auxier 35,008 sh (unchged)
John Keeley Sold Out
Ken Fisher 2,139,466 sh (-0.13%)
Mario Gabelli 379,240 sh (-0.48%)
Jim Simons 571,400 sh (-12.70%)
Chuck Royce 299,405 sh (-52.25%)
» More
Q4 2014

WDR Guru Trades in Q4 2014

David Dreman 1,865 sh (New)
Chuck Royce 733,791 sh (+145.08%)
Jim Simons 774,100 sh (+35.47%)
Joel Greenblatt 258,144 sh (+30.43%)
Jeff Auxier 35,008 sh (unchged)
Ray Dalio Sold Out
Bill Frels 17,900 sh (-0.26%)
Ken Fisher 2,122,331 sh (-0.80%)
Mario Gabelli 372,400 sh (-1.80%)
Paul Tudor Jones 24,181 sh (-30.28%)
» More
Q1 2015

WDR Guru Trades in Q1 2015

Chuck Royce 1,689,400 sh (+130.23%)
Bill Frels 38,800 sh (+116.76%)
Joel Greenblatt 283,358 sh (+9.77%)
Mario Gabelli 380,850 sh (+2.27%)
Paul Tudor Jones Sold Out
David Dreman Sold Out
Ken Fisher 2,098,191 sh (-1.14%)
Jim Simons 407,300 sh (-47.38%)
Jeff Auxier 12,008 sh (-65.70%)
» More
» Details

Insider Trades

Latest Guru Trades with WDR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 12.74
WDR's P/E(ttm) is ranked higher than
51% of the 993 Companies
in the Global Asset Management industry.

( Industry Median: 13.80 vs. WDR: 12.74 )
Ranked among companies with meaningful P/E(ttm) only.
WDR' s 10-Year P/E(ttm) Range
Min: 6.22  Med: 20.53 Max: 60.25
Current: 12.74
6.22
60.25
Forward P/E 12.79
WDR's Forward P/E is ranked lower than
55% of the 220 Companies
in the Global Asset Management industry.

( Industry Median: 12.99 vs. WDR: 12.79 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 13.40
WDR's PE(NRI) is ranked higher than
51% of the 973 Companies
in the Global Asset Management industry.

( Industry Median: 13.70 vs. WDR: 13.40 )
Ranked among companies with meaningful PE(NRI) only.
WDR' s 10-Year PE(NRI) Range
Min: 6.21  Med: 19.31 Max: 60.67
Current: 13.4
6.21
60.67
P/B 4.68
WDR's P/B is ranked lower than
92% of the 1335 Companies
in the Global Asset Management industry.

( Industry Median: 0.96 vs. WDR: 4.68 )
Ranked among companies with meaningful P/B only.
WDR' s 10-Year P/B Range
Min: 2.2  Med: 7.02 Max: 11.03
Current: 4.68
2.2
11.03
P/S 2.46
WDR's P/S is ranked higher than
82% of the 1256 Companies
in the Global Asset Management industry.

( Industry Median: 7.59 vs. WDR: 2.46 )
Ranked among companies with meaningful P/S only.
WDR' s 10-Year P/S Range
Min: 0.85  Med: 2.85 Max: 4.35
Current: 2.46
0.85
4.35
PFCF 12.39
WDR's PFCF is ranked higher than
53% of the 253 Companies
in the Global Asset Management industry.

( Industry Median: 13.36 vs. WDR: 12.39 )
Ranked among companies with meaningful PFCF only.
WDR' s 10-Year PFCF Range
Min: 7.95  Med: 18.23 Max: 34.46
Current: 12.39
7.95
34.46
POCF 11.30
WDR's POCF is ranked higher than
61% of the 727 Companies
in the Global Asset Management industry.

( Industry Median: 17.05 vs. WDR: 11.30 )
Ranked among companies with meaningful POCF only.
WDR' s 10-Year POCF Range
Min: 7.19  Med: 16.49 Max: 29.75
Current: 11.3
7.19
29.75
EV-to-EBIT 7.06
WDR's EV-to-EBIT is ranked higher than
77% of the 956 Companies
in the Global Asset Management industry.

( Industry Median: 14.35 vs. WDR: 7.06 )
Ranked among companies with meaningful EV-to-EBIT only.
WDR' s 10-Year EV-to-EBIT Range
Min: 3.6  Med: 11.60 Max: 27.7
Current: 7.06
3.6
27.7
PEG 0.66
WDR's PEG is ranked higher than
67% of the 163 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. WDR: 0.66 )
Ranked among companies with meaningful PEG only.
WDR' s 10-Year PEG Range
Min: 0.47  Med: 1.45 Max: 6.82
Current: 0.66
0.47
6.82
Shiller P/E 19.12
WDR's Shiller P/E is ranked lower than
66% of the 631 Companies
in the Global Asset Management industry.

( Industry Median: 14.13 vs. WDR: 19.12 )
Ranked among companies with meaningful Shiller P/E only.
WDR' s 10-Year Shiller P/E Range
Min: 8.61  Med: 23.54 Max: 37.07
Current: 19.12
8.61
37.07
Current Ratio 2.81
WDR's Current Ratio is ranked lower than
58% of the 868 Companies
in the Global Asset Management industry.

( Industry Median: 3.85 vs. WDR: 2.81 )
Ranked among companies with meaningful Current Ratio only.
WDR' s 10-Year Current Ratio Range
Min: 0.6  Med: 1.91 Max: 2.81
Current: 2.81
0.6
2.81
Quick Ratio 2.81
WDR's Quick Ratio is ranked lower than
57% of the 868 Companies
in the Global Asset Management industry.

( Industry Median: 3.84 vs. WDR: 2.81 )
Ranked among companies with meaningful Quick Ratio only.
WDR' s 10-Year Quick Ratio Range
Min: 0.6  Med: 1.91 Max: 2.81
Current: 2.81
0.6
2.81
Days Sales Outstanding 41.47
WDR's Days Sales Outstanding is ranked lower than
53% of the 924 Companies
in the Global Asset Management industry.

( Industry Median: 36.90 vs. WDR: 41.47 )
Ranked among companies with meaningful Days Sales Outstanding only.
WDR' s 10-Year Days Sales Outstanding Range
Min: 22.58  Med: 43.51 Max: 77.91
Current: 41.47
22.58
77.91

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.31
WDR's Dividend Yield is ranked lower than
57% of the 1416 Companies
in the Global Asset Management industry.

( Industry Median: 3.64 vs. WDR: 3.31 )
Ranked among companies with meaningful Dividend Yield only.
WDR' s 10-Year Dividend Yield Range
Min: 1.61  Med: 2.55 Max: 7.74
Current: 3.31
1.61
7.74
Dividend Payout 0.40
WDR's Dividend Payout is ranked higher than
58% of the 868 Companies
in the Global Asset Management industry.

( Industry Median: 0.48 vs. WDR: 0.40 )
Ranked among companies with meaningful Dividend Payout only.
WDR' s 10-Year Dividend Payout Range
Min: 0.22  Med: 0.45 Max: 6.65
Current: 0.4
0.22
6.65
Dividend growth (3y) 17.00
WDR's Dividend growth (3y) is ranked higher than
77% of the 498 Companies
in the Global Asset Management industry.

( Industry Median: 4.90 vs. WDR: 17.00 )
Ranked among companies with meaningful Dividend growth (3y) only.
WDR' s 10-Year Dividend growth (3y) Range
Min: 0  Med: 5.80 Max: 38.1
Current: 17
0
38.1
Yield on cost (5-Year) 5.78
WDR's Yield on cost (5-Year) is ranked higher than
63% of the 1425 Companies
in the Global Asset Management industry.

( Industry Median: 3.96 vs. WDR: 5.78 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
WDR' s 10-Year Yield on cost (5-Year) Range
Min: 2.81  Med: 4.45 Max: 13.52
Current: 5.78
2.81
13.52
Share Buyback Rate 0.50
WDR's Share Buyback Rate is ranked higher than
65% of the 753 Companies
in the Global Asset Management industry.

( Industry Median: -0.60 vs. WDR: 0.50 )
Ranked among companies with meaningful Share Buyback Rate only.
WDR' s 10-Year Share Buyback Rate Range
Min: 5.6  Med: 0.05 Max: -1.6
Current: 0.5

Valuation & Return

vs
industry
vs
history
Price/Net Cash 18.76
WDR's Price/Net Cash is ranked lower than
80% of the 407 Companies
in the Global Asset Management industry.

( Industry Median: 5.00 vs. WDR: 18.76 )
Ranked among companies with meaningful Price/Net Cash only.
WDR' s 10-Year Price/Net Cash Range
Min: 19.98  Med: 74.75 Max: 1716
Current: 18.76
19.98
1716
Price/Net Current Asset Value 7.90
WDR's Price/Net Current Asset Value is ranked lower than
68% of the 481 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. WDR: 7.90 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
WDR' s 10-Year Price/Net Current Asset Value Range
Min: 8.41  Med: 17.15 Max: 3501
Current: 7.9
8.41
3501
Price/Tangible Book 5.80
WDR's Price/Tangible Book is ranked lower than
91% of the 1293 Companies
in the Global Asset Management industry.

( Industry Median: 0.97 vs. WDR: 5.80 )
Ranked among companies with meaningful Price/Tangible Book only.
WDR' s 10-Year Price/Tangible Book Range
Min: 6.18  Med: 12.39 Max: 144
Current: 5.8
6.18
144
Price/Projected FCF 0.95
WDR's Price/Projected FCF is ranked higher than
61% of the 401 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. WDR: 0.95 )
Ranked among companies with meaningful Price/Projected FCF only.
WDR' s 10-Year Price/Projected FCF Range
Min: 0.85  Med: 1.52 Max: 2.29
Current: 0.95
0.85
2.29
Price/DCF (Earnings Based) 0.61
WDR's Price/DCF (Earnings Based) is ranked higher than
90% of the 20 Companies
in the Global Asset Management industry.

( Industry Median: 1.54 vs. WDR: 0.61 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.86
WDR's Price/Median PS Value is ranked higher than
70% of the 1099 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. WDR: 0.86 )
Ranked among companies with meaningful Price/Median PS Value only.
WDR' s 10-Year Price/Median PS Value Range
Min: 0.51  Med: 1.12 Max: 3.91
Current: 0.86
0.51
3.91
Price/Peter Lynch Fair Value 0.78
WDR's Price/Peter Lynch Fair Value is ranked lower than
51% of the 157 Companies
in the Global Asset Management industry.

( Industry Median: 0.79 vs. WDR: 0.78 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
WDR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.66  Med: 1.44 Max: 6.41
Current: 0.78
0.66
6.41
Price/Graham Number 1.81
WDR's Price/Graham Number is ranked lower than
83% of the 895 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. WDR: 1.81 )
Ranked among companies with meaningful Price/Graham Number only.
WDR' s 10-Year Price/Graham Number Range
Min: 1.93  Med: 3.25 Max: 106
Current: 1.81
1.93
106
Earnings Yield (Greenblatt) (%) 15.05
WDR's Earnings Yield (Greenblatt) (%) is ranked higher than
84% of the 1329 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. WDR: 15.05 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
WDR' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3.6  Med: 8.60 Max: 27.7
Current: 15.05
3.6
27.7
Forward Rate of Return (Yacktman) (%) 22.23
WDR's Forward Rate of Return (Yacktman) (%) is ranked higher than
73% of the 426 Companies
in the Global Asset Management industry.

( Industry Median: 6.48 vs. WDR: 22.23 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
WDR' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -4.4  Med: 15.90 Max: 26.3
Current: 22.23
-4.4
26.3

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:WDDA.Germany,
Waddell & Reed Financial, Inc. was incorporated in the state of Delaware in 1981. The Company conducts its business through its subsidiaries. The Company operates as a mutual fund and asset management firm. It provides investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds and institutional and separately managed accounts. In addition to providing investment management services, the Company acts as an investment adviser for institutional and other private investors and provides sub advisory services to other investment companies. The Company's underwriting and distribution business operates through two broker/dealers: Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. The Company operates its business through three distinct distribution channels; Wholesale, Advisors and Institutional channels. The retail products are distributed through third-parties such as other broker/dealers, registered investment advisors and various retirement platforms, or through the sales force of independent financial advisors. The Company markets its investment advisory services to institutional investors, either directly or through consultants. The Wholesale channel efforts include retail fund distribution through broker/dealers, registered investment advisors, and retirement and insurance platforms. In the Advisors channel the sales force focuses its efforts on financial planning, serving to middle class and mass affluent clients. Through Institutional channel the Company serves as sub-advisor for domestic and foreign distributors of investment products for pension funds, Taft-Hartley plans and endowments. The Company competes with other mutual fund management, distribution and service companies that distribute their fund shares through a variety of methods, including affiliated and unaffiliated sales.
» More Articles for WDR

Headlines

Articles On GuruFocus.com
Should You Buy the Mutual Fund Company Instead of the Funds? Feb 27 2015 
Meeting the Herd Mar 25 2013 
3 of My Best Financial Stock Picks for 2013 Dec 18 2012 
Guru Stocks Raising Dividends: CTS, UBA, UDR, WDR, CHCO Dec 19 2011 
Waddell & Reed Financial Inc. Reports Operating Results (10-K) Feb 25 2011 
Waddell & Reed Financial Inc. (WDR) SVP & COO Michael D Strohm sells 21,000 Shares Feb 18 2011 
Waddell & Reed Financial Inc. (WDR) CEO Henry J Herrmann sells 100,000 Shares Jun 23 2010 
Waddell & Reed Financial Inc. (WDR) SVP & COO Michael D Strohm sells 42,178 Shares Mar 15 2010 
Waddell & Reed Financial Inc. (WDR) CEO Henry J Herrmann sells 77,732 Shares Nov 03 2009 
Waddell & Reed Financial Inc. Reports Operating Results (10-Q) Oct 27 2009 

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