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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 3.63
WDR's Cash to Debt is ranked lower than
53% of the 1088 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. WDR: 3.63 )
WDR' s 10-Year Cash to Debt Range
Min: 0.88   Max: No Debt
Current: 3.63

Equity to Asset 0.51
WDR's Equity to Asset is ranked lower than
58% of the 1194 Companies
in the Global Asset Management industry.

( Industry Median: 0.82 vs. WDR: 0.51 )
WDR' s 10-Year Equity to Asset Range
Min: -0.51   Max: 0.63
Current: 0.51

-0.51
0.63
Interest Coverage 34.20
WDR's Interest Coverage is ranked lower than
52% of the 1020 Companies
in the Global Asset Management industry.

( Industry Median: 383.08 vs. WDR: 34.20 )
WDR' s 10-Year Interest Coverage Range
Min: 7.25   Max: 34.2
Current: 34.2

7.25
34.2
F-Score: 9
Z-Score: 8.60
M-Score: -2.69
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 (%) 28.06
WDR's Operating margin (%) is ranked higher than
56% of the 1211 Companies
in the Global Asset Management industry.

( Industry Median: 47.00 vs. WDR: 28.06 )
WDR' s 10-Year Operating margin (%) Range
Min: 12.37   Max: 56.01
Current: 28.06

12.37
56.01
Net-margin (%) 18.46
WDR's Net-margin (%) is ranked higher than
53% of the 1221 Companies
in the Global Asset Management industry.

( Industry Median: 46.10 vs. WDR: 18.46 )
WDR' s 10-Year Net-margin (%) Range
Min: 6.42   Max: 28.95
Current: 18.46

6.42
28.95
ROE (%) 36.81
WDR's ROE (%) is ranked higher than
97% of the 1270 Companies
in the Global Asset Management industry.

( Industry Median: 7.95 vs. WDR: 36.81 )
WDR' s 10-Year ROE (%) Range
Min: 18.84   Max: 98.17
Current: 36.81

18.84
98.17
ROA (%) 18.92
WDR's ROA (%) is ranked higher than
90% of the 1283 Companies
in the Global Asset Management industry.

( Industry Median: 4.32 vs. WDR: 18.92 )
WDR' s 10-Year ROA (%) Range
Min: 6.96   Max: 32.92
Current: 18.92

6.96
32.92
ROC (Joel Greenblatt) (%) 529.44
WDR's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 797 Companies
in the Global Asset Management industry.

( Industry Median: 58.81 vs. WDR: 529.44 )
WDR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 174.8   Max: 529.44
Current: 529.44

174.8
529.44
Revenue Growth (%) 9.50
WDR's Revenue Growth (%) is ranked higher than
76% of the 766 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 vs. WDR: 9.50 )
WDR' s 10-Year Revenue Growth (%) Range
Min: 0.8   Max: 31.6
Current: 9.5

0.8
31.6
EBITDA Growth (%) 15.30
WDR's EBITDA Growth (%) is ranked higher than
80% of the 684 Companies
in the Global Asset Management industry.

( Industry Median: 1.60 vs. WDR: 15.30 )
WDR' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 28.7
Current: 15.3

0
28.7
EPS Growth (%) 17.40
WDR's EPS Growth (%) is ranked higher than
80% of the 666 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. WDR: 17.40 )
WDR' s 10-Year EPS Growth (%) Range
Min: -25.6   Max: 30.8
Current: 17.4

-25.6
30.8
» WDR's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

WDR Guru Trades in Q1 2013

Paul Tudor Jones 7,100 sh (New)
Steven Cohen 6,693 sh (New)
Bill Frels 25,500 sh (+136.11%)
Jeff Auxier 37,058 sh (unchged)
Ken Fisher 2,215,702 sh (-0.89%)
John Keeley 913,743 sh (-2.18%)
Mario Gabelli 600,250 sh (-4.96%)
Chuck Royce 1,327,937 sh (-25.11%)
Joel Greenblatt 63,137 sh (-25.44%)
David Dreman 687,811 sh (-37.77%)
» More
Q2 2013

WDR Guru Trades in Q2 2013

Jim Simons 155,100 sh (New)
Ray Dalio 18,213 sh (New)
Paul Tudor Jones 12,100 sh (+70.42%)
Ken Fisher 2,246,014 sh (+1.37%)
Steven Cohen Sold Out
Jeff Auxier 35,008 sh (-5.53%)
Bill Frels 23,900 sh (-6.27%)
Chuck Royce 1,186,237 sh (-10.67%)
Joel Greenblatt 56,060 sh (-11.21%)
Mario Gabelli 514,850 sh (-14.23%)
David Dreman 554,722 sh (-19.35%)
John Keeley 253,641 sh (-72.24%)
» More
Q3 2013

WDR Guru Trades in Q3 2013

Steven Cohen 8,120 sh (New)
Jeremy Grantham 8,470 sh (New)
Louis Moore Bacon 40,000 sh (New)
John Keeley 263,236 sh (+3.78%)
Jeff Auxier 35,008 sh (unchged)
Bill Frels 23,900 sh (unchged)
Ray Dalio Sold Out
Joel Greenblatt Sold Out
Ken Fisher 2,232,909 sh (-0.58%)
Mario Gabelli 448,250 sh (-12.94%)
Chuck Royce 800,737 sh (-32.5%)
Paul Tudor Jones 6,400 sh (-47.11%)
Jim Simons 48,000 sh (-69.05%)
David Dreman 134,072 sh (-75.83%)
» More
Q4 2013

WDR Guru Trades in Q4 2013

Steven Cohen 26,248 sh (+223.25%)
Paul Tudor Jones 11,728 sh (+83.25%)
Jim Simons 55,100 sh (+14.79%)
Bill Frels 25,600 sh (+7.11%)
John Keeley 267,571 sh (+1.65%)
Jeff Auxier 35,008 sh (unchged)
David Dreman Sold Out
Ken Fisher 2,225,974 sh (-0.31%)
Mario Gabelli 419,750 sh (-6.36%)
Jeremy Grantham 7,449 sh (-12.05%)
Chuck Royce 639,037 sh (-20.19%)
Louis Moore Bacon 25,000 sh (-37.5%)
» More
» Details

Insider Trades

Latest Guru Trades with WDR

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2013-12-31 Sold Out 0.62%$50.9 - $65.47 $ 68.2912%0
David Dreman 2013-09-30 Reduce -75.83%0.64%$43.7 - $53.14 $ 68.2937%134072
Joel Greenblatt 2013-09-30 Sold Out 0.1%$43.7 - $53.14 $ 68.2937%0
Ray Dalio 2013-09-30 Sold Out 0.01%$43.7 - $53.14 $ 68.2937%0
John Keeley 2013-06-30 Reduce -72.24%0.56%$39.11 - $47.46 $ 68.2955%253641
David Dreman 2013-06-30 Reduce -19.35%0.15%$39.11 - $47.46 $ 68.2955%554722
Ray Dalio 2013-06-30 New Buy0.01%$39.11 - $47.46 $ 68.2955%18213
David Dreman 2013-03-31 Reduce -37.77%0.42%$34.82 - $43.78 $ 68.2969%687811
Joel Greenblatt 2013-03-31 Reduce -25.44%0.04%$34.82 - $43.78 $ 68.2969%63137
Joel Greenblatt 2012-03-31 Add 51.21%0.08%$25 - $33.02 $ 68.29142%86661
David Dreman 2011-12-31 Add 19.93%0.11%$23.39 - $29.64 $ 68.29163%1172597
Joel Greenblatt 2011-12-31 Add 59.31%0.06%$23.39 - $29.64 $ 68.29163%57310
Ray Dalio 2011-12-31 Sold Out 0.02%$23.39 - $29.64 $ 68.29163%0
John Keeley 2011-09-30 Add 21.59%0.11%$25.82 - $39.8 $ 68.29110%1088250
Joel Greenblatt 2011-09-30 Add 130.61%0.08%$25.82 - $39.8 $ 68.29110%35973
Ray Dalio 2011-09-30 New Buy0.02%$25.82 - $39.8 $ 68.29111%48689
Joel Greenblatt 2011-06-30 Add 162.83%0.05%$34.78 - $41.55 $ 68.2978%15599
Mario Gabelli 2011-03-31 Reduce -68.72%0.4%$34.82 - $42.06 $ 68.2978%616400
Joel Greenblatt 2011-03-31 New Buy0.07%$34.82 - $42.06 $ 68.2978%5935
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 23.00
WDR's P/E(ttm) is ranked lower than
55% of the 969 Companies
in the Global Asset Management industry.

( Industry Median: 12.00 vs. WDR: 23.00 )
WDR' s 10-Year P/E(ttm) Range
Min: 6.1   Max: 59.03
Current: 23

6.1
59.03
P/B 8.50
WDR's P/B is ranked lower than
78% of the 1193 Companies
in the Global Asset Management industry.

( Industry Median: 0.98 vs. WDR: 8.50 )
WDR' s 10-Year P/B Range
Min: 2.2   Max: 12.81
Current: 8.5

2.2
12.81
P/S 4.26
WDR's P/S is ranked higher than
62% of the 1226 Companies
in the Global Asset Management industry.

( Industry Median: 5.17 vs. WDR: 4.26 )
WDR' s 10-Year P/S Range
Min: 0.83   Max: 4.63
Current: 4.26

0.83
4.63
PFCF 21.50
WDR's PFCF is ranked higher than
57% of the 722 Companies
in the Global Asset Management industry.

( Industry Median: 18.65 vs. WDR: 21.50 )
WDR' s 10-Year PFCF Range
Min: 7.95   Max: 41.47
Current: 21.5

7.95
41.47
EV-to-EBIT 13.90
WDR's EV-to-EBIT is ranked higher than
59% of the 990 Companies
in the Global Asset Management industry.

( Industry Median: 13.50 vs. WDR: 13.90 )
WDR' s 10-Year EV-to-EBIT Range
Min: 3.5   Max: 54.4
Current: 13.9

3.5
54.4
PEG 1.10
WDR's PEG is ranked higher than
57% of the 296 Companies
in the Global Asset Management industry.

( Industry Median: 0.97 vs. WDR: 1.10 )
WDR' s 10-Year PEG Range
Min: 0.29   Max: 7.79
Current: 1.1

0.29
7.79
Shiller P/E 36.20
WDR's Shiller P/E is ranked lower than
62% of the 629 Companies
in the Global Asset Management industry.

( Industry Median: 19.01 vs. WDR: 36.20 )
WDR' s 10-Year Shiller P/E Range
Min: 8.54   Max: 38.15
Current: 36.2

8.54
38.15

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.82
WDR's Dividend Yield is ranked lower than
73% of the 954 Companies
in the Global Asset Management industry.

( Industry Median: 3.26 vs. WDR: 1.82 )
WDR' s 10-Year Dividend Yield Range
Min: 1.54   Max: 7.74
Current: 1.82

1.54
7.74
Dividend Payout 0.38
WDR's Dividend Payout is ranked higher than
58% of the 750 Companies
in the Global Asset Management industry.

( Industry Median: 0.37 vs. WDR: 0.38 )
WDR' s 10-Year Dividend Payout Range
Min: 0.17   Max: 1.09
Current: 0.38

0.17
1.09
Dividend growth (3y) 13.30
WDR's Dividend growth (3y) is ranked higher than
81% of the 387 Companies
in the Global Asset Management industry.

( Industry Median: 5.70 vs. WDR: 13.30 )
WDR' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 38.1
Current: 13.3

0
38.1
Yield on cost (5-Year) 2.62
WDR's Yield on cost (5-Year) is ranked lower than
60% of the 978 Companies
in the Global Asset Management industry.

( Industry Median: 3.61 vs. WDR: 2.62 )
WDR' s 10-Year Yield on cost (5-Year) Range
Min: 2.24   Max: 11.27
Current: 2.62

2.24
11.27

Valuation & Return

vs
industry
vs
history
Price/Net Cash 148.50
WDR's Price/Net Cash is ranked lower than
94% of the 313 Companies
in the Global Asset Management industry.

( Industry Median: 8.30 vs. WDR: 148.50 )
WDR' s 10-Year Price/Net Cash Range
Min: 112.8   Max: 141.57
Current: 148.5

112.8
141.57
Price/Net Current Asset Value 33.60
WDR's Price/Net Current Asset Value is ranked lower than
80% of the 356 Companies
in the Global Asset Management industry.

( Industry Median: 8.70 vs. WDR: 33.60 )
WDR' s 10-Year Price/Net Current Asset Value Range
Min: 32.08   Max: 137.61
Current: 33.6

32.08
137.61
Price/Tangible Book 11.10
WDR's Price/Tangible Book is ranked lower than
85% of the 1128 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. WDR: 11.10 )
WDR' s 10-Year Price/Tangible Book Range
Min: 5.86   Max: 144
Current: 11.1

5.86
144
Price/DCF (Projected) 2.30
WDR's Price/DCF (Projected) is ranked lower than
77% of the 690 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. WDR: 2.30 )
WDR' s 10-Year Price/DCF (Projected) Range
Min: 0.89   Max: 2.2
Current: 2.3

0.89
2.2
Price/Median PS Value 1.50
WDR's Price/Median PS Value is ranked lower than
62% of the 1026 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. WDR: 1.50 )
WDR' s 10-Year Price/Median PS Value Range
Min: 0.48   Max: 2.15
Current: 1.5

0.48
2.15
Price/Peter Lynch Fair Value 1.00
WDR's Price/Peter Lynch Fair Value is ranked higher than
56% of the 148 Companies
in the Global Asset Management industry.

( Industry Median: 0.80 vs. WDR: 1.00 )
WDR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.76   Max: 4.52
Current: 1

0.76
4.52
Price/Graham Number 3.40
WDR's Price/Graham Number is ranked lower than
79% of the 914 Companies
in the Global Asset Management industry.

( Industry Median: 0.70 vs. WDR: 3.40 )
WDR' s 10-Year Price/Graham Number Range
Min: 1.79   Max: 17.77
Current: 3.4

1.79
17.77
Earnings Yield (Greenblatt) 7.20
WDR's Earnings Yield (Greenblatt) is ranked higher than
60% of the 1022 Companies
in the Global Asset Management industry.

( Industry Median: 7.60 vs. WDR: 7.20 )
WDR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.8   Max: 28.6
Current: 7.2

1.8
28.6
Forward Rate of Return (Yacktman) 25.97
WDR's Forward Rate of Return (Yacktman) is ranked higher than
91% of the 916 Companies
in the Global Asset Management industry.

( Industry Median: 1.11 vs. WDR: 25.97 )
WDR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -7.1   Max: 31.6
Current: 25.97

-7.1
31.6

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. It conducts business through its subsidiaries. It operates as a mutual fund and asset management firms in the country, with expertise in a range of investment styles and across a variety of market environments. It operates its investment advisory business through its subsidiary companies, mainly Waddell & Reed Investment Management Company. The Company's underwriting and distribution business operates through three broker/dealers: Waddell & Reed, Inc. ('W&R'), Ivy Funds Distributor, Inc. ('IFDI') and Legend Equities Corporation ('LEC'). W&R is a registered broker/dealer and investment adviser that acts mainly as the national distributor and underwriter for shares of Advisors Funds and a distributor of variable annuities and other insurance products issued by its business partners. W &R is the ninth largest distributor of its Ivy Funds. IFDI, a registered broker/dealer, is the distributor and underwriter for the Ivy Funds. LEC is the registered broker/dealer for Legend, a mutual fund distribution and retirement planning subsidiary based in Palm Beach Gardens, Florida. Through its network of financial advisors, Legend primarily serves employees of school districts and other not-for-profit organizations. The mutual fund families offer a variety of investment options. It is an exclusive underwriter and distributor of 80 registered open-end mutual fund portfolios, including 20 portfolios in the Advisors Funds family, 32 portfolios in the Ivy Funds family, 25 portfolios in the Ivy Funds VIP family and three portfolios in InvestEd. The Company also offers its customers retirement and life insurance products underwritten by its business partners. Through its insurance agency subsidiaries, its financial advisors also sell life insurance and disability products underwritten by various carriers. It distributes its investment products through the Advisors, Wholesale and Institutional channels. The financial services industry is a highly competitive global industry. The Company competes with hundreds of other mutual fund management, distribution and service companies that distribute their fund shares through a variety of methods, including affiliated and unaffiliated sales forces, broker/dealers and direct sales to the public of shares offered at a low or no sales charge. It regards its names as material to its business, and has registered certain service marks associated with its business with the United States Patent and Trademark Office. The securities industry is subject to extensive regulation and virtually all aspects of its business are subject to various federal and state laws and regulations.

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