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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 : 6/10

vs
industry
vs
history
Cash to Debt 4.07
WDR's Cash to Debt is ranked higher than
52% of the 1388 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. WDR: 4.07 )
WDR' s 10-Year Cash to Debt Range
Min: 0.49   Max: No Debt
Current: 4.07

Equity to Asset 0.57
WDR's Equity to Asset is ranked lower than
54% of the 1562 Companies
in the Global Asset Management industry.

( Industry Median: 0.82 vs. WDR: 0.57 )
WDR' s 10-Year Equity to Asset Range
Min: -0.38   Max: 0.78
Current: 0.57

-0.38
0.78
Interest Coverage 34.20
WDR's Interest Coverage is ranked lower than
52% of the 1287 Companies
in the Global Asset Management industry.

( Industry Median: 3139.65 vs. WDR: 34.20 )
WDR' s 10-Year Interest Coverage Range
Min: 7.25   Max: 588.06
Current: 34.2

7.25
588.06
F-Score: 9
Z-Score: 7.49
M-Score: -2.46
WACC vs ROIC
17.20%
149.76%
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 (%) 30.13
WDR's Operating margin (%) is ranked higher than
57% of the 1598 Companies
in the Global Asset Management industry.

( Industry Median: 50.45 vs. WDR: 30.13 )
WDR' s 10-Year Operating margin (%) Range
Min: 12.37   Max: 50.06
Current: 30.13

12.37
50.06
Net-margin (%) 20.01
WDR's Net-margin (%) is ranked higher than
53% of the 1599 Companies
in the Global Asset Management industry.

( Industry Median: 47.47 vs. WDR: 20.01 )
WDR' s 10-Year Net-margin (%) Range
Min: 6.42   Max: 29.64
Current: 20.01

6.42
29.64
ROE (%) 40.77
WDR's ROE (%) is ranked higher than
98% of the 1623 Companies
in the Global Asset Management industry.

( Industry Median: 8.23 vs. WDR: 40.77 )
WDR' s 10-Year ROE (%) Range
Min: 18.74   Max: 103.75
Current: 40.77

18.74
103.75
ROA (%) 21.84
WDR's ROA (%) is ranked higher than
95% of the 1643 Companies
in the Global Asset Management industry.

( Industry Median: 4.84 vs. WDR: 21.84 )
WDR' s 10-Year ROA (%) Range
Min: 7.12   Max: 36.71
Current: 21.84

7.12
36.71
ROC (Joel Greenblatt) (%) 702.00
WDR's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 1068 Companies
in the Global Asset Management industry.

( Industry Median: 82.09 vs. WDR: 702.00 )
WDR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 169.24   Max: 2097.3
Current: 702

169.24
2097.3
Revenue Growth (3Y)(%) 9.50
WDR's Revenue Growth (3Y)(%) is ranked higher than
78% of the 971 Companies
in the Global Asset Management industry.

( Industry Median: 0.60 vs. WDR: 9.50 )
WDR' s 10-Year Revenue Growth (3Y)(%) Range
Min: -3   Max: 31.6
Current: 9.5

-3
31.6
EBITDA Growth (3Y)(%) 15.30
WDR's EBITDA Growth (3Y)(%) is ranked higher than
81% of the 848 Companies
in the Global Asset Management industry.

( Industry Median: 3.20 vs. WDR: 15.30 )
WDR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -24.5   Max: 28.7
Current: 15.3

-24.5
28.7
EPS Growth (3Y)(%) 17.40
WDR's EPS Growth (3Y)(%) is ranked higher than
79% of the 840 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. WDR: 17.40 )
WDR' s 10-Year EPS Growth (3Y)(%) 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 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%)
Jeff Auxier 35,008 sh (unchged)
Bill Frels 17,900 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
Q3 2014

WDR Guru Trades in Q3 2014

Ray Dalio 5,794 sh (New)
Joel Greenblatt 197,913 sh (+178.9%)
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 (-12.7%)
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 (-0.8%)
Mario Gabelli 372,400 sh (-1.8%)
Paul Tudor Jones 24,181 sh (-30.28%)
» 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 2014-12-31 Add 30.43%0.02%$43.85 - $50.67 $ 50.646%258144
David Dreman 2014-12-31 New Buy0.01%$43.85 - $50.67 $ 50.646%1865
Ray Dalio 2014-12-31 Sold Out $43.85 - $50.67 $ 50.646%0
John Keeley 2014-09-30 Sold Out 0.28%$51.64 - $64.24 $ 50.64-9%0
Joel Greenblatt 2014-09-30 Add 178.9%0.06%$51.64 - $64.24 $ 50.64-9%197913
Ray Dalio 2014-09-30 New Buy$51.64 - $64.24 $ 50.64-9%5794
Joel Greenblatt 2014-06-30 Add 1717.7%0.05%$59.42 - $75.96 $ 50.64-22%70963
Joel Greenblatt 2014-03-31 New Buy$61.55 - $73.8 $ 50.64-26%3904
David Dreman 2013-12-31 Sold Out 0.62%$50.9 - $65.47 $ 50.64-17%0
David Dreman 2013-09-30 Reduce -75.83%0.64%$43.7 - $53.14 $ 50.642%134072
Joel Greenblatt 2013-09-30 Sold Out 0.1%$43.7 - $53.14 $ 50.642%0
Ray Dalio 2013-09-30 Sold Out 0.01%$43.7 - $53.14 $ 50.642%0
John Keeley 2013-06-30 Reduce -72.24%0.56%$39.11 - $47.46 $ 50.6415%253641
David Dreman 2013-06-30 Reduce -19.35%0.15%$39.11 - $47.46 $ 50.6415%554722
Ray Dalio 2013-06-30 New Buy0.01%$39.11 - $47.46 $ 50.6415%18213
David Dreman 2013-03-31 Reduce -37.77%0.42%$34.82 - $43.78 $ 50.6425%687811
Joel Greenblatt 2013-03-31 Reduce -25.44%0.04%$34.82 - $43.78 $ 50.6425%63137
Joel Greenblatt 2012-03-31 Add 51.21%0.08%$25 - $33.02 $ 50.6479%86661
Ken Fisher 2012-03-31 Add 25.65%0.05%$25 - $33.02 $ 50.6479%2610513
David Dreman 2011-12-31 Add 19.93%0.11%$23.39 - $29.64 $ 50.6495%1172597
Joel Greenblatt 2011-12-31 Add 59.31%0.06%$23.39 - $29.64 $ 50.6495%57310
Ray Dalio 2011-12-31 Sold Out 0.02%$23.39 - $29.64 $ 50.6495%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 13.80
WDR's P/E(ttm) is ranked higher than
73% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 22.20 vs. WDR: 13.80 )
WDR' s 10-Year P/E(ttm) Range
Min: 6.32   Max: 60.25
Current: 13.8

6.32
60.25
Forward P/E 13.32
WDR's Forward P/E is ranked higher than
93% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 13.32 )
N/A
PE(NRI) 14.10
WDR's PE(NRI) is ranked higher than
74% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 22.40 vs. WDR: 14.10 )
WDR' s 10-Year PE(NRI) Range
Min: 6.33   Max: 62.12
Current: 14.1

6.33
62.12
P/B 5.30
WDR's P/B is ranked lower than
58% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 1.05 vs. WDR: 5.30 )
WDR' s 10-Year P/B Range
Min: 2.2   Max: 11.03
Current: 5.3

2.2
11.03
P/S 2.80
WDR's P/S is ranked higher than
87% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 9.15 vs. WDR: 2.80 )
WDR' s 10-Year P/S Range
Min: 0.87   Max: 4.73
Current: 2.8

0.87
4.73
PFCF 12.70
WDR's PFCF is ranked higher than
93% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 12.70 )
WDR' s 10-Year PFCF Range
Min: 7.95   Max: 34.46
Current: 12.7

7.95
34.46
POCF 11.80
WDR's POCF is ranked higher than
87% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 225.63 vs. WDR: 11.80 )
WDR' s 10-Year POCF Range
Min: 7.35   Max: 29.75
Current: 11.8

7.35
29.75
EV-to-EBIT 7.99
WDR's EV-to-EBIT is ranked higher than
88% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 25.02 vs. WDR: 7.99 )
WDR' s 10-Year EV-to-EBIT Range
Min: 3.6   Max: 27.7
Current: 7.99

3.6
27.7
PEG 0.72
WDR's PEG is ranked higher than
96% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 0.72 )
WDR' s 10-Year PEG Range
Min: 0.5   Max: 6.82
Current: 0.72

0.5
6.82
Shiller P/E 23.10
WDR's Shiller P/E is ranked higher than
81% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 23.10 )
WDR' s 10-Year Shiller P/E Range
Min: 8.69   Max: 36.88
Current: 23.1

8.69
36.88
Current Ratio 2.80
WDR's Current Ratio is ranked higher than
63% of the 1086 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 vs. WDR: 2.80 )
WDR' s 10-Year Current Ratio Range
Min: 0.6   Max: 2.8
Current: 2.8

0.6
2.8
Quick Ratio 2.80
WDR's Quick Ratio is ranked higher than
64% of the 1086 Companies
in the Global Asset Management industry.

( Industry Median: 2.61 vs. WDR: 2.80 )
WDR' s 10-Year Quick Ratio Range
Min: 0.6   Max: 2.8
Current: 2.8

0.6
2.8
Days Sales Outstanding 47.89
WDR's Days Sales Outstanding is ranked higher than
73% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 104.86 vs. WDR: 47.89 )
WDR' s 10-Year Days Sales Outstanding Range
Min: 22.58   Max: 93.11
Current: 47.89

22.58
93.11

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.90
WDR's Dividend Yield is ranked lower than
59% of the 1277 Companies
in the Global Asset Management industry.

( Industry Median: 3.52 vs. WDR: 2.90 )
WDR' s 10-Year Dividend Yield Range
Min: 1.61   Max: 7.74
Current: 2.9

1.61
7.74
Dividend Payout 0.35
WDR's Dividend Payout is ranked higher than
81% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 3.00 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
80% of the 597 Companies
in the Global Asset Management industry.

( Industry Median: 8.00 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) 4.22
WDR's Yield on cost (5-Year) is ranked higher than
51% of the 1290 Companies
in the Global Asset Management industry.

( Industry Median: 4.17 vs. WDR: 4.22 )
WDR' s 10-Year Yield on cost (5-Year) Range
Min: 2.34   Max: 11.27
Current: 4.22

2.34
11.27

Valuation & Return

vs
industry
vs
history
Price/Net Cash 25.40
WDR's Price/Net Cash is ranked higher than
85% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 25.40 )
WDR' s 10-Year Price/Net Cash Range
Min: 23.03   Max: 1716
Current: 25.4

23.03
1716
Price/Net Current Asset Value 13.30
WDR's Price/Net Current Asset Value is ranked higher than
86% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 13.30 )
WDR' s 10-Year Price/Net Current Asset Value Range
Min: 13.71   Max: 336.77
Current: 13.3

13.71
336.77
Price/Tangible Book 5.30
WDR's Price/Tangible Book is ranked lower than
52% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. WDR: 5.30 )
WDR' s 10-Year Price/Tangible Book Range
Min: 5.86   Max: 144
Current: 5.3

5.86
144
Price/DCF (Projected) 1.10
WDR's Price/DCF (Projected) is ranked higher than
84% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 1.10 )
WDR' s 10-Year Price/DCF (Projected) Range
Min: 0.86   Max: 2.29
Current: 1.1

0.86
2.29
Price/Median PS Value 1.00
WDR's Price/Median PS Value is ranked higher than
82% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 1.38 vs. WDR: 1.00 )
WDR' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 3.85
Current: 1

0.5
3.85
Price/Peter Lynch Fair Value 0.80
WDR's Price/Peter Lynch Fair Value is ranked higher than
96% of the 1825 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. WDR: 0.80 )
WDR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.66   Max: 6.41
Current: 0.8

0.66
6.41
Price/Graham Number 2.00
WDR's Price/Graham Number is ranked higher than
64% of the 1827 Companies
in the Global Asset Management industry.

( Industry Median: 1.82 vs. WDR: 2.00 )
WDR' s 10-Year Price/Graham Number Range
Min: 1.78   Max: 106
Current: 2

1.78
106
Earnings Yield (Greenblatt) 12.80
WDR's Earnings Yield (Greenblatt) is ranked higher than
87% of the 1597 Companies
in the Global Asset Management industry.

( Industry Median: 5.00 vs. WDR: 12.80 )
WDR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.6   Max: 27.7
Current: 12.8

3.6
27.7
Forward Rate of Return (Yacktman) 23.13
WDR's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 633 Companies
in the Global Asset Management industry.

( Industry Median: 6.48 vs. WDR: 23.13 )
WDR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -4.8   Max: 24.9
Current: 23.13

-4.8
24.9

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. 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
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 

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