Switch to:
Also traded in: Germany

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 : 8/10

vs
industry
vs
history
Cash-to-Debt 8.70
NYSE:WDR's Cash-to-Debt is ranked lower than
57% of the 973 Companies
in the Global Asset Management industry.

( Industry Median: 85.28 vs. NYSE:WDR: 8.70 )
Ranked among companies with meaningful Cash-to-Debt only.
NYSE:WDR' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.49  Med: 1.53 Max: No Debt
Current: 8.7
0.49
No Debt
Equity-to-Asset 0.69
NYSE:WDR's Equity-to-Asset is ranked lower than
56% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. NYSE:WDR: 0.69 )
Ranked among companies with meaningful Equity-to-Asset only.
NYSE:WDR' s Equity-to-Asset Range Over the Past 10 Years
Min: -0.38  Med: 0.43 Max: 0.78
Current: 0.69
-0.38
0.78
Debt-to-Equity 0.11
NYSE:WDR's Debt-to-Equity is ranked higher than
74% of the 490 Companies
in the Global Asset Management industry.

( Industry Median: 0.30 vs. NYSE:WDR: 0.11 )
Ranked among companies with meaningful Debt-to-Equity only.
NYSE:WDR' s Debt-to-Equity Range Over the Past 10 Years
Min: -1.52  Med: 0.53 Max: 5.78
Current: 0.11
-1.52
5.78
Debt-to-EBITDA 0.32
NYSE:WDR's Debt-to-EBITDA is ranked higher than
85% of the 457 Companies
in the Global Asset Management industry.

( Industry Median: 2.59 vs. NYSE:WDR: 0.32 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NYSE:WDR' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.32  Med: 0.65 Max: 1.1
Current: 0.32
0.32
1.1
Interest Coverage 28.38
NYSE:WDR's Interest Coverage is ranked lower than
69% of the 762 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. NYSE:WDR: 28.38 )
Ranked among companies with meaningful Interest Coverage only.
NYSE:WDR' s Interest Coverage Range Over the Past 10 Years
Min: 13.38  Med: 24.31 Max: 44.59
Current: 28.38
13.38
44.59
Piotroski F-Score: 8
Altman Z-Score: 5.99
Beneish M-Score: -2.56
WACC vs ROIC
13.59%
121.45%
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 : 6/10

vs
industry
vs
history
Operating Margin % 21.84
NYSE:WDR's Operating Margin % is ranked lower than
53% of the 690 Companies
in the Global Asset Management industry.

( Industry Median: 26.45 vs. NYSE:WDR: 21.84 )
Ranked among companies with meaningful Operating Margin % only.
NYSE:WDR' s Operating Margin % Range Over the Past 10 Years
Min: 18.77  Med: 25.25 Max: 30.81
Current: 21.84
18.77
30.81
Net Margin % 14.93
NYSE:WDR's Net Margin % is ranked lower than
61% of the 852 Companies
in the Global Asset Management industry.

( Industry Median: 26.39 vs. NYSE:WDR: 14.93 )
Ranked among companies with meaningful Net Margin % only.
NYSE:WDR' s Net Margin % Range Over the Past 10 Years
Min: 10.46  Med: 14.25 Max: 19.61
Current: 14.93
10.46
19.61
ROE % 20.14
NYSE:WDR's ROE % is ranked higher than
86% of the 959 Companies
in the Global Asset Management industry.

( Industry Median: 6.19 vs. NYSE:WDR: 20.14 )
Ranked among companies with meaningful ROE % only.
NYSE:WDR' s ROE % Range Over the Past 10 Years
Min: 16.46  Med: 29.91 Max: 42.53
Current: 20.14
16.46
42.53
ROA % 13.00
NYSE:WDR's ROA % is ranked higher than
85% of the 978 Companies
in the Global Asset Management industry.

( Industry Median: 3.04 vs. NYSE:WDR: 13.00 )
Ranked among companies with meaningful ROA % only.
NYSE:WDR' s ROA % Range Over the Past 10 Years
Min: 10.13  Med: 14.5 Max: 22
Current: 13
10.13
22
ROC (Joel Greenblatt) % 311.93
NYSE:WDR's ROC (Joel Greenblatt) % is ranked higher than
68% of the 658 Companies
in the Global Asset Management industry.

( Industry Median: 66.11 vs. NYSE:WDR: 311.93 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
NYSE:WDR' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 241.59  Med: 381.22 Max: 607.73
Current: 311.93
241.59
607.73
3-Year Revenue Growth Rate -9.90
NYSE:WDR's 3-Year Revenue Growth Rate is ranked lower than
70% of the 703 Companies
in the Global Asset Management industry.

( Industry Median: 3.10 vs. NYSE:WDR: -9.90 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NYSE:WDR' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -9.9  Med: 11.7 Max: 33.1
Current: -9.9
-9.9
33.1
3-Year EBITDA Growth Rate -18.30
NYSE:WDR's 3-Year EBITDA Growth Rate is ranked lower than
80% of the 507 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. NYSE:WDR: -18.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NYSE:WDR' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -24.4  Med: 9.1 Max: 30.3
Current: -18.3
-24.4
30.3
3-Year EPS without NRI Growth Rate -23.10
NYSE:WDR's 3-Year EPS without NRI Growth Rate is ranked lower than
81% of the 628 Companies
in the Global Asset Management industry.

( Industry Median: 6.40 vs. NYSE:WDR: -23.10 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NYSE:WDR' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -25.6  Med: 8.2 Max: 31.3
Current: -23.1
-25.6
31.3
GuruFocus has detected 3 Warning Signs with Waddell & Reed Financial Inc NYSE:WDR.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NYSE:WDR's 30-Y Financials

Financials (Next Earnings Date: 2018-10-24)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

WDR Guru Trades in Q3 2017

Jim Simons 170,300 sh (New)
Barrow, Hanley, Mewhinney & Strauss 250,103 sh (+28.84%)
Ken Fisher 1,924,083 sh (+7.35%)
Mario Gabelli 1,738,091 sh (+5.51%)
David Dreman 16,180 sh (unchged)
Chuck Royce 98,714 sh (-3.49%)
Jeff Auxier 31,383 sh (-9.19%)
» More
Q4 2017

WDR Guru Trades in Q4 2017

HOTCHKIS & WILEY 40,729 sh (New)
Jim Simons 822,500 sh (+382.97%)
Barrow, Hanley, Mewhinney & Strauss 268,981 sh (+7.55%)
Ken Fisher 1,929,598 sh (+0.29%)
David Dreman 16,180 sh (unchged)
Jeff Auxier 31,283 sh (-0.32%)
Mario Gabelli 1,717,691 sh (-1.17%)
Chuck Royce 95,336 sh (-3.42%)
» More
Q1 2018

WDR Guru Trades in Q1 2018

Lee Ainslie 42,070 sh (New)
Steven Cohen 86,640 sh (New)
HOTCHKIS & WILEY 40,729 sh (unchged)
David Dreman 16,180 sh (unchged)
Chuck Royce 95,338 sh (unchged)
Barrow, Hanley, Mewhinney & Strauss 268,253 sh (-0.27%)
Mario Gabelli 1,700,934 sh (-0.98%)
Ken Fisher 1,872,731 sh (-2.95%)
Jeff Auxier 29,283 sh (-6.39%)
Jim Simons 557,100 sh (-32.27%)
» More
Q2 2018

WDR Guru Trades in Q2 2018

HOTCHKIS & WILEY 181,417 sh (+345.42%)
Chuck Royce 95,919 sh (+0.61%)
Ken Fisher 1,869,846 sh (-0.15%)
» More
» Details

Insider Trades

Latest Guru Trades with NYSE: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
Ken Fisher 2018-06-30 Reduce -0.15%$17.87 - $20.73 $ 20.214%1,869,846
Mario Gabelli 2018-06-30 Reduce -1.67%$17.87 - $20.73 $ 20.214%1,672,601
HOTCHKIS & WILEY 2018-06-30 Add 345.42%0.01%$17.87 - $20.73 $ 20.214%181,417
Ken Fisher 2018-03-31 Reduce -2.95%$18.87 - $23.41 $ 20.21-4%1,872,731
Mario Gabelli 2018-03-31 Reduce -0.98%$18.87 - $23.41 $ 20.21-4%1,700,934
Barrow, Hanley, Mewhinney & Strauss 2018-03-31 Reduce -0.27%$18.87 - $23.41 $ 20.21-4%268,253
Ken Fisher 2017-12-31 Add 0.29%$18.69 - $22.7 $ 20.21-1%1,929,598
Mario Gabelli 2017-12-31 Reduce -1.17%$18.69 - $22.7 $ 20.21-1%1,717,691
Barrow, Hanley, Mewhinney & Strauss 2017-12-31 Add 7.55%$18.69 - $22.7 $ 20.21-1%268,981
HOTCHKIS & WILEY 2017-12-31 New Buy$18.69 - $22.7 $ 20.21-1%40,729
Ken Fisher 2017-09-30 Add 7.35%$17.88 - $21.05 $ 20.215%1,924,083
Mario Gabelli 2017-09-30 Add 5.51%0.01%$17.88 - $21.05 $ 20.215%1,738,091
Barrow, Hanley, Mewhinney & Strauss 2017-09-30 Add 28.84%$17.88 - $21.05 $ 20.215%250,103
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management    NAICS: 523120    SIC: 6211
Compare:XSGO:BICECORP, LSE:RAT, NYSE:BSIG, BOM:500111, HKSE:00806, XAMS:INTER, XSGO:HABITAT, NAS:WETF, XKRX:138040, XBRU:GIMB, XBRU:BREB, LSE:JUST, XSGO:PROVIDA, NYSE:CNS, TSE:8616, NYSE:CNNE, LSE:BRW, ASX:PPT, SZSE:000563, XSGO:CUPRUM » details
Traded in other countries:WDDA.Germany,
Headquarter Location:USA
Waddell & Reed Financial Inc is an asset management compant that dervies revenues from providing investment management, investment advisory, investment product underwriting and distribution, and shareholder services administration.

Waddell & Reed is a midsize asset manager that had $81.4 billion in total AUM at the end of November 2017. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for more than 90% of total AUM, is handled through the company's own registered investment advisors (54% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Waddell & Reed remains focused on improving the productivity of its own advisors and expanding the distribution of its funds.

Ratios

vs
industry
vs
history
PE Ratio 9.53
WDR's PE Ratio is ranked higher than
68% of the 723 Companies
in the Global Asset Management industry.

( Industry Median: 14.21 vs. WDR: 9.53 )
Ranked among companies with meaningful PE Ratio only.
WDR' s PE Ratio Range Over the Past 10 Years
Min: 6.21  Med: 15.31 Max: 36.95
Current: 9.53
6.21
36.95
Forward PE Ratio 9.30
WDR's Forward PE Ratio is ranked higher than
81% of the 134 Companies
in the Global Asset Management industry.

( Industry Median: 12.61 vs. WDR: 9.30 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 9.53
WDR's PE Ratio without NRI is ranked higher than
69% of the 718 Companies
in the Global Asset Management industry.

( Industry Median: 14.25 vs. WDR: 9.53 )
Ranked among companies with meaningful PE Ratio without NRI only.
WDR' s PE Ratio without NRI Range Over the Past 10 Years
Min: 6.21  Med: 15.28 Max: 36.95
Current: 9.53
6.21
36.95
Price-to-Owner-Earnings 12.20
WDR's Price-to-Owner-Earnings is ranked higher than
53% of the 316 Companies
in the Global Asset Management industry.

( Industry Median: 13.08 vs. WDR: 12.20 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
WDR' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 8.47  Med: 21.74 Max: 88.22
Current: 12.2
8.47
88.22
PB Ratio 1.87
WDR's PB Ratio is ranked lower than
73% of the 949 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. WDR: 1.87 )
Ranked among companies with meaningful PB Ratio only.
WDR' s PB Ratio Range Over the Past 10 Years
Min: 1.52  Med: 5.13 Max: 11.03
Current: 1.87
1.52
11.03
PS Ratio 1.41
WDR's PS Ratio is ranked higher than
82% of the 773 Companies
in the Global Asset Management industry.

( Industry Median: 4.55 vs. WDR: 1.41 )
Ranked among companies with meaningful PS Ratio only.
WDR' s PS Ratio Range Over the Past 10 Years
Min: 0.85  Med: 2.45 Max: 4.34
Current: 1.41
0.85
4.34
Price-to-Free-Cash-Flow 6.58
WDR's Price-to-Free-Cash-Flow is ranked higher than
75% of the 269 Companies
in the Global Asset Management industry.

( Industry Median: 13.02 vs. WDR: 6.58 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
WDR' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 5.85  Med: 17.93 Max: 50.47
Current: 6.58
5.85
50.47
Price-to-Operating-Cash-Flow 6.47
WDR's Price-to-Operating-Cash-Flow is ranked higher than
69% of the 456 Companies
in the Global Asset Management industry.

( Industry Median: 11.64 vs. WDR: 6.47 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
WDR' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.76  Med: 15.9 Max: 41.7
Current: 6.47
5.76
41.7
EV-to-EBIT 3.26
WDR's EV-to-EBIT is ranked higher than
88% of the 556 Companies
in the Global Asset Management industry.

( Industry Median: 11.96 vs. WDR: 3.26 )
Ranked among companies with meaningful EV-to-EBIT only.
WDR' s EV-to-EBIT Range Over the Past 10 Years
Min: 2.2  Med: 8.2 Max: 170.8
Current: 3.26
2.2
170.8
EV-to-EBITDA 3.02
WDR's EV-to-EBITDA is ranked higher than
88% of the 567 Companies
in the Global Asset Management industry.

( Industry Median: 11.05 vs. WDR: 3.02 )
Ranked among companies with meaningful EV-to-EBITDA only.
WDR' s EV-to-EBITDA Range Over the Past 10 Years
Min: 2.1  Med: 7.8 Max: 62.1
Current: 3.02
2.1
62.1
EV-to-Revenue 0.74
WDR's EV-to-Revenue is ranked higher than
93% of the 737 Companies
in the Global Asset Management industry.

( Industry Median: 5.44 vs. WDR: 0.74 )
Ranked among companies with meaningful EV-to-Revenue only.
WDR' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.5  Med: 2.1 Max: 4
Current: 0.74
0.5
4
Shiller PE Ratio 8.69
WDR's Shiller PE Ratio is ranked higher than
81% of the 269 Companies
in the Global Asset Management industry.

( Industry Median: 18.33 vs. WDR: 8.69 )
Ranked among companies with meaningful Shiller PE Ratio only.
WDR' s Shiller PE Ratio Range Over the Past 10 Years
Min: 7.07  Med: 23.26 Max: 44.97
Current: 8.69
7.07
44.97
Current Ratio 3.99
WDR's Current Ratio is ranked higher than
50% of the 750 Companies
in the Global Asset Management industry.

( Industry Median: 3.98 vs. WDR: 3.99 )
Ranked among companies with meaningful Current Ratio only.
WDR' s Current Ratio Range Over the Past 10 Years
Min: 0.6  Med: 1.95 Max: 4.27
Current: 3.99
0.6
4.27
Quick Ratio 3.99
WDR's Quick Ratio is ranked higher than
52% of the 751 Companies
in the Global Asset Management industry.

( Industry Median: 3.62 vs. WDR: 3.99 )
Ranked among companies with meaningful Quick Ratio only.
WDR' s Quick Ratio Range Over the Past 10 Years
Min: 0.6  Med: 1.95 Max: 4.27
Current: 3.99
0.6
4.27
Days Sales Outstanding 48.72
WDR's Days Sales Outstanding is ranked lower than
55% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 41.14 vs. WDR: 48.72 )
Ranked among companies with meaningful Days Sales Outstanding only.
WDR' s Days Sales Outstanding Range Over the Past 10 Years
Min: 24.34  Med: 48.46 Max: 93.11
Current: 48.72
24.34
93.11
Days Payable 104.53
WDR's Days Payable is ranked higher than
67% of the 293 Companies
in the Global Asset Management industry.

( Industry Median: 53.45 vs. WDR: 104.53 )
Ranked among companies with meaningful Days Payable only.
WDR' s Days Payable Range Over the Past 10 Years
Min: 20.45  Med: 96.8 Max: 137.17
Current: 104.53
20.45
137.17

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 5.98
WDR's Dividend Yield % is ranked higher than
70% of the 1130 Companies
in the Global Asset Management industry.

( Industry Median: 7.22 vs. WDR: 5.98 )
Ranked among companies with meaningful Dividend Yield % only.
WDR' s Dividend Yield % Range Over the Past 10 Years
Min: 1.61  Med: 2.8 Max: 13.49
Current: 5.98
1.61
13.49
Dividend Payout Ratio 0.46
WDR's Dividend Payout Ratio is ranked higher than
58% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 0.56 vs. WDR: 0.46 )
Ranked among companies with meaningful Dividend Payout Ratio only.
WDR' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.33  Med: 0.52 Max: 1.09
Current: 0.46
0.33
1.09
3-Year Dividend Growth Rate 10.60
WDR's 3-Year Dividend Growth Rate is ranked higher than
65% of the 378 Companies
in the Global Asset Management industry.

( Industry Median: 5.20 vs. WDR: 10.60 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
WDR' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 7.3 Max: 42.7
Current: 10.6
0
42.7
Forward Dividend Yield % 4.94
WDR's Forward Dividend Yield % is ranked higher than
56% of the 1041 Companies
in the Global Asset Management industry.

( Industry Median: 4.37 vs. WDR: 4.94 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 13.28
WDR's 5-Year Yield-on-Cost % is ranked higher than
89% of the 1124 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. WDR: 13.28 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
WDR' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.58  Med: 6.22 Max: 29.96
Current: 13.28
3.58
29.96
3-Year Average Share Buyback Ratio 0.40
WDR's 3-Year Average Share Buyback Ratio is ranked higher than
71% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: -1.30 vs. WDR: 0.40 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
WDR' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -1.5  Med: 0.3 Max: 5.7
Current: 0.4
-1.5
5.7

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 3.92
WDR's Price-to-Net-Cash is ranked higher than
50% of the 375 Companies
in the Global Asset Management industry.

( Industry Median: 3.82 vs. WDR: 3.92 )
Ranked among companies with meaningful Price-to-Net-Cash only.
WDR' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 3.48  Med: 16.72 Max: 1716
Current: 3.92
3.48
1716
Price-to-Net-Current-Asset-Value 2.59
WDR's Price-to-Net-Current-Asset-Value is ranked higher than
53% of the 442 Companies
in the Global Asset Management industry.

( Industry Median: 2.99 vs. WDR: 2.59 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
WDR' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 2.3  Med: 14.02 Max: 3501
Current: 2.59
2.3
3501
Price-to-Tangible-Book 2.24
WDR's Price-to-Tangible-Book is ranked lower than
74% of the 890 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. WDR: 2.24 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
WDR' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.99  Med: 10.32 Max: 7773.33
Current: 2.24
1.99
7773.33
Price-to-Intrinsic-Value-Projected-FCF 0.62
WDR's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
81% of the 315 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. WDR: 0.62 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
WDR' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.44  Med: 1.39 Max: 2.23
Current: 0.62
0.44
2.23
Price-to-Median-PS-Value 0.58
WDR's Price-to-Median-PS-Value is ranked higher than
84% of the 610 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. WDR: 0.58 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
WDR' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.42  Med: 1.25 Max: 4.53
Current: 0.58
0.42
4.53
Price-to-Graham-Number 0.97
WDR's Price-to-Graham-Number is ranked lower than
53% of the 576 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. WDR: 0.97 )
Ranked among companies with meaningful Price-to-Graham-Number only.
WDR' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.87  Med: 2.86 Max: 116.6
Current: 0.97
0.87
116.6
Earnings Yield (Greenblatt) % 30.75
WDR's Earnings Yield (Greenblatt) % is ranked higher than
92% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 4.43 vs. WDR: 30.75 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
WDR' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.6  Med: 12.2 Max: 45.1
Current: 30.75
0.6
45.1
Forward Rate of Return (Yacktman) % 0.58
WDR's Forward Rate of Return (Yacktman) % is ranked lower than
65% of the 289 Companies
in the Global Asset Management industry.

( Industry Median: 8.62 vs. WDR: 0.58 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
WDR' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -2.3  Med: 17.4 Max: 27.5
Current: 0.58
-2.3
27.5

More Statistics

Revenue (TTM) (Mil) $1,176.88
EPS (TTM) $ 2.12
Beta1.97
Volatility31.09%
52-Week Range $17.53 - 23.82
Shares Outstanding (Mil)79.76

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 1,131 1,096 1,177
EBIT (Mil $) 229 211
EBITDA (Mil $) 256 245 276
EPS ($) 2.17 2.15 2.33
EPS without NRI ($) 2.17 2.15 2.33
EPS Growth Rate
(Future 3Y To 5Y Estimate)
5.80%
Dividends per Share ($) 1.00 1.00 1.00

Piotroski F-Score Details

Piotroski F-Score: 88
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAY
Lower Leverage yoyN
Higher Current Ratio yoyY
Less Shares Outstanding yoyY
Higher Gross Margin yoyY
Higher Asset Turnover yoyY

Personalized Checklist

Checklist has been moved to "Checklist" tab.

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)

GF Chat

{{numOfNotice}}