Business Description
Waddell & Reed Financial Inc
NAICS : 523120
SIC : 6211
ISIN : US9300591008
Share Class Description:
WDR: ADescription
Waddell & Reed is a midsize asset manager that had $74.8 billion in assets under management at the end of 2020. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 95% of managed assets, is handled through the company's own registered investment advisors (58% of AUM) and third-party broker/dealers and advisors (37%) in the wholesale channel. Equity-driven strategies account for an estimated 80% of total AUM, with fixed-income (18%) and money market (2%) offerings accounting for the remainder. The company has no discernible reach outside the United States.
Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | No Debt | |||||
| Equity-to-Asset | 0.7 | |||||
| Debt-to-EBITDA | 0.97 | |||||
| Interest Coverage | 11.44 | |||||
| Piotroski F-Score | 6/9 | |||||
| Altman Z-Score | 6.76 | |||||
| Beneish M-Score | -3.09 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 4.3 | |||||
| 3-Year EBITDA Growth Rate | -18.1 | |||||
| 3-Year EPS without NRI Growth Rate | -14.6 | |||||
| 3-Year FCF Growth Rate | 72 | |||||
| 3-Year Book Growth Rate | 2.4 | |||||
| Future 3-5Y EPS without NRI Growth Rate | -11.02 | |||||
| Future 3-5Y Total Revenue Growth Rate | -1.42 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 6-1 Month Momentum % | 63.19 | |||||
| 12-1 Month Momentum % | 72.16 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 2.93 | |||||
| Quick Ratio | 2.93 | |||||
| Cash Ratio | 2.37 | |||||
| Days Sales Outstanding | 26.23 | |||||
| Days Payable | 21.8 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 4 | |||||
| Dividend Payout Ratio | 0.93 | |||||
| 3-Year Dividend Growth Rate | 1.9 | |||||
| Forward Dividend Yield % | 4 | |||||
| 5-Year Yield-on-Cost % | 2.67 | |||||
| 3-Year Average Share Buyback Ratio | 9 | |||||
| Shareholder Yield % | 6.65 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 24.63 | |||||
| Operating Margin % | 5.43 | |||||
| Net Margin % | 4.76 | |||||
| FCF Margin % | 14.69 | |||||
| ROE % | 6.82 | |||||
| ROA % | 4.51 | |||||
| ROIC % | 9.74 | |||||
| ROC (Joel Greenblatt) % | 305.85 | |||||
| ROCE % | 10.48 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 30.29 | |||||
| Forward PE Ratio | 15.31 | |||||
| PE Ratio without NRI | 30.29 | |||||
| Shiller PE Ratio | 10.65 | |||||
| Price-to-Owner-Earnings | 23.84 | |||||
| PS Ratio | 1.43 | |||||
| PB Ratio | 2.14 | |||||
| Price-to-Tangible-Book | 2.75 | |||||
| Price-to-Free-Cash-Flow | 9.84 | |||||
| Price-to-Operating-Cash-Flow | 9.51 | |||||
| EV-to-EBIT | 10.46 | |||||
| EV-to-EBITDA | 9.13 | |||||
| EV-to-Revenue | 0.8 | |||||
| EV-to-FCF | 5.59 | |||||
| Price-to-Projected-FCF | 0.74 | |||||
| Price-to-Median-PS-Value | 0.94 | |||||
| Price-to-Graham-Number | 1.98 | |||||
| Price-to-Net-Current-Asset-Value | 3.09 | |||||
| Price-to-Net-Cash | 4.47 | |||||
| Earnings Yield (Greenblatt) % | 9.56 | |||||
| FCF Yield % | 10.32 | |||||
| Forward Rate of Return (Yacktman) % | -4.91 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Waddell & Reed Financial Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 1,081.115 | ||
| EPS (TTM) ($) | 0.78 | ||
| Beta | 0 | ||
| Volatility % | 59.14 | ||
| 14-Day RSI | 0 | ||
| 14-Day ATR ($) | 0 | ||
| 20-Day SMA ($) | 0 | ||
| 12-1 Month Momentum % | 72.16 | ||
| 52-Week Range ($) | 12.46 - 25.9 | ||
| Shares Outstanding (Mil) | 62.02 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Waddell & Reed Financial Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Waddell & Reed Financial Inc Stock Events
| Event | Date | Price($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Waddell & Reed Financial Inc Frequently Asked Questions
What is Waddell & Reed Financial Inc(WDR)'s stock price today?
The current price of WDR is $24.98. The 52 week high of WDR is $25.90 and 52 week low is $12.46.
When is next earnings date of Waddell & Reed Financial Inc(WDR)?
The next earnings date of Waddell & Reed Financial Inc(WDR) is .
Does Waddell & Reed Financial Inc(WDR) pay dividends? If so, how much?
The Dividend Yield %  of Waddell & Reed Financial Inc(WDR) is 4% (As of Today), Highest Dividend Payout Ratio of Waddell & Reed Financial Inc(WDR) was 0.93. The lowest was 0.37. And the median was 0.45. The  Forward Dividend Yield % of Waddell & Reed Financial Inc(WDR) is 4%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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