Switch to:

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 3.82
WDR's Cash to Debt is ranked lower than
52% of the 1129 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. WDR: 3.82 )
WDR' s 10-Year Cash to Debt Range
Min: 0.49   Max: No Debt
Current: 3.82

Equity to Asset 0.54
WDR's Equity to Asset is ranked lower than
57% of the 1245 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 vs. WDR: 0.54 )
WDR' s 10-Year Equity to Asset Range
Min: -0.38   Max: 0.78
Current: 0.54

-0.38
0.78
Interest Coverage 34.20
WDR's Interest Coverage is ranked lower than
52% of the 1016 Companies
in the Global Asset Management industry.

( Industry Median: 257.78 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: 7.78
M-Score: -2.38
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 : 10/10

vs
industry
vs
history
Operating margin (%) 28.06
WDR's Operating margin (%) is ranked higher than
57% of the 1252 Companies
in the Global Asset Management industry.

( Industry Median: 42.48 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 1257 Companies
in the Global Asset Management industry.

( Industry Median: 48.17 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 1296 Companies
in the Global Asset Management industry.

( Industry Median: 8.25 vs. WDR: 36.81 )
WDR' s 10-Year ROE (%) Range
Min: 18.84   Max: 98.16
Current: 36.81

18.84
98.16
ROA (%) 18.92
WDR's ROA (%) is ranked higher than
91% of the 1306 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. WDR: 18.92 )
WDR' s 10-Year ROA (%) Range
Min: 6.96   Max: 32.93
Current: 18.92

6.96
32.93
ROC (Joel Greenblatt) (%) 529.44
WDR's ROC (Joel Greenblatt) (%) is ranked higher than
86% of the 798 Companies
in the Global Asset Management industry.

( Industry Median: 49.64 vs. WDR: 529.44 )
WDR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 159.84   Max: 529.44
Current: 529.44

159.84
529.44
Revenue Growth (%) 9.50
WDR's Revenue Growth (%) is ranked higher than
76% of the 853 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 vs. WDR: 9.50 )
WDR' s 10-Year Revenue Growth (%) Range
Min: -2.9   Max: 31.6
Current: 9.5

-2.9
31.6
EBITDA Growth (%) 15.30
WDR's EBITDA Growth (%) is ranked higher than
79% of the 759 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. WDR: 15.30 )
WDR' s 10-Year EBITDA Growth (%) Range
Min: -24.3   Max: 28.7
Current: 15.3

-24.3
28.7
EPS Growth (%) 17.40
WDR's EPS Growth (%) is ranked higher than
79% of the 770 Companies
in the Global Asset Management industry.

( Industry Median: 3.20 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

Q3 2013

WDR Guru Trades in Q3 2013

Louis Moore Bacon 40,000 sh (New)
Steven Cohen 8,120 sh (New)
Jeremy Grantham 8,470 sh (New)
John Keeley 263,236 sh (+3.78%)
Jeff Auxier 35,008 sh (unchged)
Bill Frels 23,900 sh (unchged)
Joel Greenblatt Sold Out
Ray Dalio 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
Q1 2014

WDR Guru Trades in Q1 2014

Joel Greenblatt 3,904 sh (New)
Jim Simons 194,982 sh (+253.87%)
Jeff Auxier 35,008 sh (unchged)
Louis Moore Bacon Sold Out
Jeremy Grantham Sold Out
Steven Cohen Sold Out
John Keeley 266,950 sh (-0.23%)
Ken Fisher 2,181,534 sh (-2%)
Mario Gabelli 384,250 sh (-8.46%)
Chuck Royce 536,237 sh (-16.09%)
Bill Frels 17,900 sh (-30.08%)
Paul Tudor Jones 3,800 sh (-67.6%)
» More
Q2 2014

WDR Guru Trades in Q2 2014

Joel Greenblatt 70,963 sh (+1717.7%)
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 (-1.8%)
John Keeley 249,330 sh (-6.6%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-06-30 Add 1717.7%0.05%$59.42 - $75.96 $ 55.43-14%70963
Joel Greenblatt 2014-03-31 New Buy$61.55 - $73.8 $ 55.43-19%3904
David Dreman 2013-12-31 Sold Out 0.62%$50.9 - $65.47 $ 55.43-10%0
David Dreman 2013-09-30 Reduce -75.83%0.64%$43.7 - $53.14 $ 55.4311%134072
Joel Greenblatt 2013-09-30 Sold Out 0.1%$43.7 - $53.14 $ 55.4311%0
Ray Dalio 2013-09-30 Sold Out 0.01%$43.7 - $53.14 $ 55.4311%0
John Keeley 2013-06-30 Reduce -72.24%0.56%$39.11 - $47.46 $ 55.4326%253641
David Dreman 2013-06-30 Reduce -19.35%0.15%$39.11 - $47.46 $ 55.4326%554722
Ray Dalio 2013-06-30 New Buy0.01%$39.11 - $47.46 $ 55.4326%18213
David Dreman 2013-03-31 Reduce -37.77%0.42%$34.82 - $43.78 $ 55.4337%687811
Joel Greenblatt 2013-03-31 Reduce -25.44%0.04%$34.82 - $43.78 $ 55.4337%63137
Joel Greenblatt 2012-03-31 Add 51.21%0.08%$25 - $33.02 $ 55.4396%86661
David Dreman 2011-12-31 Add 19.93%0.11%$23.39 - $29.64 $ 55.43113%1172597
Joel Greenblatt 2011-12-31 Add 59.31%0.06%$23.39 - $29.64 $ 55.43113%57310
Ray Dalio 2011-12-31 Sold Out 0.02%$23.39 - $29.64 $ 55.43113%0
John Keeley 2011-09-30 Add 21.59%0.11%$25.82 - $39.8 $ 55.4370%1088250
Joel Greenblatt 2011-09-30 Add 130.61%0.08%$25.82 - $39.8 $ 55.4370%35973
Ray Dalio 2011-09-30 New Buy0.02%$25.82 - $39.8 $ 55.4372%48689
Joel Greenblatt 2011-06-30 Add 162.83%0.05%$34.78 - $41.55 $ 55.4345%15599
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) 15.50
WDR's P/E(ttm) is ranked higher than
71% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 20.50 vs. WDR: 15.50 )
WDR' s 10-Year P/E(ttm) Range
Min: 6.22   Max: 59.03
Current: 15.5

6.22
59.03
P/B 6.10
WDR's P/B is ranked lower than
64% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. WDR: 6.10 )
WDR' s 10-Year P/B Range
Min: 2.2   Max: 12.81
Current: 6.1

2.2
12.81
P/S 3.10
WDR's P/S is ranked higher than
78% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 7.52 vs. WDR: 3.10 )
WDR' s 10-Year P/S Range
Min: 0.85   Max: 4.85
Current: 3.1

0.85
4.85
PFCF 14.90
WDR's PFCF is ranked higher than
83% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 14.90 )
WDR' s 10-Year PFCF Range
Min: 7.95   Max: 30.79
Current: 14.9

7.95
30.79
EV-to-EBIT 9.13
WDR's EV-to-EBIT is ranked higher than
83% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 24.26 vs. WDR: 9.13 )
WDR' s 10-Year EV-to-EBIT Range
Min: 3.6   Max: 27.9
Current: 9.13

3.6
27.9
PEG 0.79
WDR's PEG is ranked higher than
95% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 0.79 )
WDR' s 10-Year PEG Range
Min: 0.58   Max: 33.56
Current: 0.79

0.58
33.56
Shiller P/E 26.30
WDR's Shiller P/E is ranked higher than
77% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 26.30 )
WDR' s 10-Year Shiller P/E Range
Min: 8.54   Max: 37.07
Current: 26.3

8.54
37.07
Current Ratio 2.48
WDR's Current Ratio is ranked higher than
61% of the 327 Companies
in the Global Asset Management industry.

( Industry Median: 3.43 vs. WDR: 2.48 )
WDR' s 10-Year Current Ratio Range
Min: 0.6   Max: 2.56
Current: 2.48

0.6
2.56
Quick Ratio 2.48
WDR's Quick Ratio is ranked higher than
62% of the 327 Companies
in the Global Asset Management industry.

( Industry Median: 3.29 vs. WDR: 2.48 )
WDR' s 10-Year Quick Ratio Range
Min: 0.6   Max: 2.56
Current: 2.48

0.6
2.56

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.40
WDR's Dividend Yield is ranked lower than
62% of the 1003 Companies
in the Global Asset Management industry.

( Industry Median: 3.24 vs. WDR: 2.40 )
WDR' s 10-Year Dividend Yield Range
Min: 1.61   Max: 7.74
Current: 2.4

1.61
7.74
Dividend Payout 0.35
WDR's Dividend Payout is ranked higher than
81% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 67.15 vs. WDR: 0.35 )
WDR' s 10-Year Dividend Payout Range
Min: 0.22   Max: 6.65
Current: 0.35

0.22
6.65
Dividend growth (3y) 13.30
WDR's Dividend growth (3y) is ranked higher than
81% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 6.30 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) 3.49
WDR's Yield on cost (5-Year) is ranked higher than
51% of the 1020 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. WDR: 3.49 )
WDR' s 10-Year Yield on cost (5-Year) Range
Min: 2.34   Max: 11.27
Current: 3.49

2.34
11.27

Valuation & Return

vs
industry
vs
history
Price/Net Cash 77.76
WDR's Price/Net Cash is ranked higher than
81% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 77.76 )
WDR' s 10-Year Price/Net Cash Range
Min: 61.35   Max: 1716
Current: 77.76

61.35
1716
Price/Net Current Asset Value 19.04
WDR's Price/Net Current Asset Value is ranked higher than
84% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 19.04 )
WDR' s 10-Year Price/Net Current Asset Value Range
Min: 21.38   Max: 336.77
Current: 19.04

21.38
336.77
Price/Tangible Book 7.71
WDR's Price/Tangible Book is ranked lower than
65% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. WDR: 7.71 )
WDR' s 10-Year Price/Tangible Book Range
Min: 6.9   Max: 144
Current: 7.71

6.9
144
Price/DCF (Projected) 1.58
WDR's Price/DCF (Projected) is ranked higher than
65% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 5.60 vs. WDR: 1.58 )
WDR' s 10-Year Price/DCF (Projected) Range
Min: 0.83   Max: 2.21
Current: 1.58

0.83
2.21
Price/Median PS Value 1.05
WDR's Price/Median PS Value is ranked higher than
76% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 1.30 vs. WDR: 1.05 )
WDR' s 10-Year Price/Median PS Value Range
Min: 0.49   Max: 2.17
Current: 1.05

0.49
2.17
Price/Peter Lynch Fair Value 0.71
WDR's Price/Peter Lynch Fair Value is ranked higher than
96% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 0.71 )
WDR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.66   Max: 6.41
Current: 0.71

0.66
6.41
Price/Graham Number 2.30
WDR's Price/Graham Number is ranked higher than
54% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 1.70 vs. WDR: 2.30 )
WDR' s 10-Year Price/Graham Number Range
Min: 1.93   Max: 106
Current: 2.3

1.93
106
Earnings Yield (Greenblatt) 11.00
WDR's Earnings Yield (Greenblatt) is ranked higher than
73% of the 1111 Companies
in the Global Asset Management industry.

( Industry Median: 7.70 vs. WDR: 11.00 )
WDR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.6   Max: 27.7
Current: 11

3.6
27.7
Forward Rate of Return (Yacktman) 24.84
WDR's Forward Rate of Return (Yacktman) is ranked higher than
93% of the 1048 Companies
in the Global Asset Management industry.

( Industry Median: 0.66 vs. WDR: 24.84 )
WDR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -4.4   Max: 25.9
Current: 24.84

-4.4
25.9

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.
» More Articles for WDR

Headlines

Articles On GuruFocus.com
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 
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earni Sep 11 2009 

More From Other Websites
WADDELL & REED FINANCIAL INC Financials Aug 09 2014
Ivy Investment Management Finalizes Adoption of Selector Management Fund SICAV Aug 08 2014
Waddell & Reed, Ivy Funds Add Portfolio Managers to Asset Strategy Team Aug 04 2014
Waddell & Reed, Ivy Funds Add Portfolio Managers to Asset Strategy Team Aug 04 2014
WADDELL & REED FINANCIAL INC Files SEC form 10-Q, Quarterly Report Aug 01 2014
Waddell & Reed Falls Despite Earnings Beat and Revenue Growth Jul 30 2014
Largest option trades in equities Jul 29 2014
Waddell & Reed Financial, Inc. Earnings Call scheduled for 10:00 am ET today Jul 29 2014
WADDELL & REED FINANCIAL INC Files SEC form 8-K, Results of Operations and Financial Condition,... Jul 29 2014
Waddell & Reed Financial, Inc. Reports Second Quarter Results Jul 29 2014
Q2 2014 Waddell & Reed Financial, Inc. Earnings Release - Before Market Open Jul 29 2014
Waddell & Reed Financial, Inc. Reports Second Quarter Results Jul 29 2014
Waddell & Reed Financial, Inc. Provides Notice of Conference Call Jul 22 2014
Waddell & Reed Financial, Inc. Provides Notice of Conference Call Jul 22 2014
Asset Manager's Revolving Door Spins Once More Jul 14 2014
Waddell & Reed Rides on Strong Inflows Jul 11 2014
Ivy Funds Suffers Another High-Level Manager Departure Jul 11 2014
Waddell & Reed Prospects In Doubt After Manager Exit Jul 10 2014
Will This Analyst Downgrade Hurt Waddell & Reed (WDR) Stock Today? Jul 10 2014
Citigroup Says Waddell Has Gone From 'Flow Mo To No Mo' Jul 10 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide