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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 : 7/10

vs
industry
vs
history
Cash-to-Debt 4.90
WDR's Cash-to-Debt is ranked lower than
66% of the 1494 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 4.90 )
Ranked among companies with meaningful Cash-to-Debt only.
WDR' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.49  Med: 1.57 Max: No Debt
Current: 4.9
Equity-to-Asset 0.60
WDR's Equity-to-Asset is ranked lower than
70% of the 1364 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. WDR: 0.60 )
Ranked among companies with meaningful Equity-to-Asset only.
WDR' s Equity-to-Asset Range Over the Past 10 Years
Min: -0.38  Med: 0.42 Max: 0.78
Current: 0.6
-0.38
0.78
Debt-to-Equity 0.23
WDR's Debt-to-Equity is ranked lower than
52% of the 709 Companies
in the Global Asset Management industry.

( Industry Median: 0.20 vs. WDR: 0.23 )
Ranked among companies with meaningful Debt-to-Equity only.
WDR' s Debt-to-Equity Range Over the Past 10 Years
Min: -1.52  Med: 0.54 Max: 5.78
Current: 0.23
-1.52
5.78
Interest Coverage 19.25
WDR's Interest Coverage is ranked lower than
71% of the 1365 Companies
in the Global Asset Management industry.

( Industry Median: 633.92 vs. WDR: 19.25 )
Ranked among companies with meaningful Interest Coverage only.
WDR' s Interest Coverage Range Over the Past 10 Years
Min: 13.38  Med: 23.17 Max: 43.87
Current: 19.25
13.38
43.87
Piotroski F-Score: 4
Altman Z-Score: 4.73
Beneish M-Score: -2.76
WACC vs ROIC
12.01%
85.20%
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 : 7/10

vs
industry
vs
history
Operating Margin % 18.36
WDR's Operating Margin % is ranked lower than
67% of the 1419 Companies
in the Global Asset Management industry.

( Industry Median: 52.84 vs. WDR: 18.36 )
Ranked among companies with meaningful Operating Margin % only.
WDR' s Operating Margin % Range Over the Past 10 Years
Min: 17.99  Med: 24.74 Max: 30.32
Current: 18.36
17.99
30.32
Net Margin % 11.34
WDR's Net Margin % is ranked lower than
68% of the 1422 Companies
in the Global Asset Management industry.

( Industry Median: 43.10 vs. WDR: 11.34 )
Ranked among companies with meaningful Net Margin % only.
WDR' s Net Margin % Range Over the Past 10 Years
Min: 10.46  Med: 15 Max: 19.61
Current: 11.34
10.46
19.61
ROE % 15.79
WDR's ROE % is ranked higher than
76% of the 1506 Companies
in the Global Asset Management industry.

( Industry Median: 6.96 vs. WDR: 15.79 )
Ranked among companies with meaningful ROE % only.
WDR' s ROE % Range Over the Past 10 Years
Min: 15.79  Med: 33.2 Max: 42.53
Current: 15.79
15.79
42.53
ROA % 9.46
WDR's ROA % is ranked higher than
73% of the 1533 Companies
in the Global Asset Management industry.

( Industry Median: 4.05 vs. WDR: 9.46 )
Ranked among companies with meaningful ROA % only.
WDR' s ROA % Range Over the Past 10 Years
Min: 9.46  Med: 16.01 Max: 22
Current: 9.46
9.46
22
ROC (Joel Greenblatt) % 223.73
WDR's ROC (Joel Greenblatt) % is ranked higher than
64% of the 913 Companies
in the Global Asset Management industry.

( Industry Median: 75.00 vs. WDR: 223.73 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
WDR' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 223.73  Med: 407.34 Max: 607.73
Current: 223.73
223.73
607.73
3-Year Revenue Growth Rate -2.20
WDR's 3-Year Revenue Growth Rate is ranked lower than
59% of the 1042 Companies
in the Global Asset Management industry.

( Industry Median: 2.10 vs. WDR: -2.20 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
WDR' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -2.2  Med: 11.35 Max: 33.1
Current: -2.2
-2.2
33.1
3-Year EBITDA Growth Rate -14.30
WDR's 3-Year EBITDA Growth Rate is ranked lower than
74% of the 912 Companies
in the Global Asset Management industry.

( Industry Median: 2.30 vs. WDR: -14.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
WDR' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -24.4  Med: 10.7 Max: 30.3
Current: -14.3
-24.4
30.3
3-Year EPS without NRI Growth Rate -15.60
WDR's 3-Year EPS without NRI Growth Rate is ranked lower than
71% of the 826 Companies
in the Global Asset Management industry.

( Industry Median: 3.80 vs. WDR: -15.60 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
WDR' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -25.6  Med: 9.75 Max: 48.7
Current: -15.6
-25.6
48.7
GuruFocus has detected 6 Warning Signs with Waddell & Reed Financial Inc $WDR.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» WDR's 30-Y Financials

Financials (Next Earnings Date: 2017-10-25 Est.)


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

» Details

Guru Trades

Q3 2016

WDR Guru Trades in Q3 2016

Barrow, Hanley, Mewhinney & Strauss 58,053 sh (New)
Mario Gabelli 1,372,650 sh (+32.29%)
Ken Fisher 1,939,684 sh (+1.50%)
Chuck Royce 33,600 sh (unchged)
Paul Tudor Jones Sold Out
Jeff Auxier 34,858 sh (-0.14%)
Joel Greenblatt 15,896 sh (-19.92%)
Jeremy Grantham 14,700 sh (-52.12%)
» More
Q4 2016

WDR Guru Trades in Q4 2016

Paul Tudor Jones 10,000 sh (New)
David Dreman 15,720 sh (New)
Chuck Royce 102,281 sh (+204.41%)
Barrow, Hanley, Mewhinney & Strauss 89,724 sh (+54.56%)
Mario Gabelli 1,514,450 sh (+10.33%)
Jeff Auxier 34,858 sh (unchged)
Steven Cohen 50,000 sh (unchged)
Jeremy Grantham Sold Out
Ken Fisher 1,877,514 sh (-3.21%)
Joel Greenblatt 10,590 sh (-33.38%)
» More
Q1 2017

WDR Guru Trades in Q1 2017

Paul Tudor Jones 25,100 sh (+151.00%)
Joel Greenblatt 12,632 sh (+19.28%)
Barrow, Hanley, Mewhinney & Strauss 92,975 sh (+3.62%)
Mario Gabelli 1,560,751 sh (+3.06%)
David Dreman 15,720 sh (unchged)
Chuck Royce 102,281 sh (unchged)
Jeff Auxier 34,708 sh (-0.43%)
Ken Fisher 1,853,968 sh (-1.25%)
» More
Q2 2017

WDR Guru Trades in Q2 2017

Barrow, Hanley, Mewhinney & Strauss 194,119 sh (+108.79%)
Mario Gabelli 1,647,401 sh (+5.55%)
David Dreman 16,180 sh (+2.93%)
Chuck Royce 102,281 sh (unchged)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Jeff Auxier 34,558 sh (-0.43%)
Ken Fisher 1,792,407 sh (-3.32%)
» 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
Ken Fisher 2017-06-30 Reduce -3.32%$16.46 - $19.56 $ 18.224%1,792,407
Mario Gabelli 2017-06-30 Add 5.55%0.01%$16.46 - $19.56 $ 18.224%1,647,401
Barrow, Hanley, Mewhinney & Strauss 2017-06-30 Add 108.79%0.01%$16.46 - $19.56 $ 18.224%194,119
David Dreman 2017-06-30 Add 2.93%$16.46 - $19.56 $ 18.224%16,180
Joel Greenblatt 2017-06-30 Sold Out $16.46 - $19.56 $ 18.224%0
Ken Fisher 2017-03-31 Reduce -1.25%$16.5 - $20.64 $ 18.22-0%1,853,968
Mario Gabelli 2017-03-31 Add 3.06%0.01%$16.5 - $20.64 $ 18.22-0%1,560,751
Barrow, Hanley, Mewhinney & Strauss 2017-03-31 Add 3.62%$16.5 - $20.64 $ 18.22-0%92,975
Joel Greenblatt 2017-03-31 Add 19.28%$16.5 - $20.64 $ 18.22-0%12,632
Ken Fisher 2016-12-31 Reduce -3.21%$15.4 - $21.98 $ 18.22-2%1,877,514
Mario Gabelli 2016-12-31 Add 10.33%0.02%$15.4 - $21.98 $ 18.22-2%1,514,450
Barrow, Hanley, Mewhinney & Strauss 2016-12-31 Add 54.56%$15.4 - $21.98 $ 18.22-2%89,724
David Dreman 2016-12-31 New Buy0.17%$15.4 - $21.98 $ 18.22-2%15,720
Joel Greenblatt 2016-12-31 Reduce -33.38%$15.4 - $21.98 $ 18.22-2%10,590
Ken Fisher 2016-09-30 Add 1.50%$15.97 - $19.48 $ 18.220%1,939,684
Mario Gabelli 2016-09-30 Add 32.29%0.04%$15.97 - $19.48 $ 18.220%1,372,650
Barrow, Hanley, Mewhinney & Strauss 2016-09-30 New Buy$15.97 - $19.48 $ 18.220%58,053
Joel Greenblatt 2016-09-30 Reduce -19.92%$15.97 - $19.48 $ 18.220%15,896
Premium More recent guru trades are included for Premium Members only!!
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Business Description

Industry: Asset Management » Asset Management    NAICS: 523120    SIC: 6211
Compare:NYSE:OZM, NYSE:MC, NYSE:CNS, AMEX:FAX, NAS:AINV, NAS:WETF, NYSE:TSLX, NYSE:NRK, NAS:CGBD, NAS:GBDC, NAS:ECPG, NAS:FNGN, NYSE:NMFC, NYSE:NZF, NAS:TCPC, NAS:SLRC, NYSE:MAIN, NYSE:PJC, NYSE:AB, NYSE:GBL » 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 $80.4 billion in total AUM at the end of June 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.

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Ratios

vs
industry
vs
history
PE Ratio 11.77
WDR's PE Ratio is ranked higher than
55% of the 1164 Companies
in the Global Asset Management industry.

( Industry Median: 12.55 vs. WDR: 11.77 )
Ranked among companies with meaningful PE Ratio only.
WDR' s PE Ratio Range Over the Past 10 Years
Min: 6.21  Med: 17.55 Max: 59.3
Current: 11.77
6.21
59.3
Forward PE Ratio 12.56
WDR's Forward PE Ratio is ranked higher than
67% of the 116 Companies
in the Global Asset Management industry.

( Industry Median: 13.42 vs. WDR: 12.56 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 11.77
WDR's PE Ratio without NRI is ranked higher than
56% of the 1168 Companies
in the Global Asset Management industry.

( Industry Median: 12.68 vs. WDR: 11.77 )
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: 16.5 Max: 59.3
Current: 11.77
6.21
59.3
Price-to-Owner-Earnings 10.03
WDR's Price-to-Owner-Earnings is ranked higher than
59% of the 351 Companies
in the Global Asset Management industry.

( Industry Median: 12.69 vs. WDR: 10.03 )
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: 23.84 Max: 88.22
Current: 10.03
8.47
88.22
PB Ratio 1.85
WDR's PB Ratio is ranked lower than
81% of the 1434 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. WDR: 1.85 )
Ranked among companies with meaningful PB Ratio only.
WDR' s PB Ratio Range Over the Past 10 Years
Min: 1.52  Med: 5.82 Max: 11.03
Current: 1.85
1.52
11.03
PS Ratio 1.33
WDR's PS Ratio is ranked higher than
89% of the 1251 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. WDR: 1.33 )
Ranked among companies with meaningful PS Ratio only.
WDR' s PS Ratio Range Over the Past 10 Years
Min: 0.85  Med: 2.62 Max: 4.35
Current: 1.33
0.85
4.35
Price-to-Free-Cash-Flow 26.78
WDR's Price-to-Free-Cash-Flow is ranked higher than
75% of the 381 Companies
in the Global Asset Management industry.

( Industry Median: 15.97 vs. WDR: 26.78 )
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: 6.59  Med: 18.96 Max: 36.08
Current: 26.78
6.59
36.08
Price-to-Operating-Cash-Flow 22.77
WDR's Price-to-Operating-Cash-Flow is ranked higher than
72% of the 777 Companies
in the Global Asset Management industry.

( Industry Median: 16.74 vs. WDR: 22.77 )
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: 6.23  Med: 16.29 Max: 29.89
Current: 22.77
6.23
29.89
EV-to-EBIT 3.62
WDR's EV-to-EBIT is ranked higher than
83% of the 1125 Companies
in the Global Asset Management industry.

( Industry Median: 10.93 vs. WDR: 3.62 )
Ranked among companies with meaningful EV-to-EBIT only.
WDR' s EV-to-EBIT Range Over the Past 10 Years
Min: 2.1  Med: 9.2 Max: 24.6
Current: 3.62
2.1
24.6
EV-to-EBITDA 3.33
WDR's EV-to-EBITDA is ranked higher than
84% of the 1147 Companies
in the Global Asset Management industry.

( Industry Median: 10.20 vs. WDR: 3.33 )
Ranked among companies with meaningful EV-to-EBITDA only.
WDR' s EV-to-EBITDA Range Over the Past 10 Years
Min: 2  Med: 8.6 Max: 21.7
Current: 3.33
2
21.7
EV-to-Revenue 0.71
WDR's EV-to-Revenue is ranked higher than
93% of the 1241 Companies
in the Global Asset Management industry.

( Industry Median: 6.03 vs. WDR: 0.71 )
Ranked among companies with meaningful EV-to-Revenue only.
WDR' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.5  Med: 2.3 Max: 4
Current: 0.71
0.5
4
PEG Ratio 10.73
WDR's PEG Ratio is ranked lower than
90% of the 272 Companies
in the Global Asset Management industry.

( Industry Median: 1.27 vs. WDR: 10.73 )
Ranked among companies with meaningful PEG Ratio only.
WDR' s PEG Ratio Range Over the Past 10 Years
Min: 0.43  Med: 1.28 Max: 17.48
Current: 10.73
0.43
17.48
Shiller PE Ratio 8.40
WDR's Shiller PE Ratio is ranked higher than
90% of the 424 Companies
in the Global Asset Management industry.

( Industry Median: 19.94 vs. WDR: 8.40 )
Ranked among companies with meaningful Shiller PE Ratio only.
WDR' s Shiller PE Ratio Range Over the Past 10 Years
Min: 7  Med: 23.93 Max: 44.97
Current: 8.4
7
44.97
Current Ratio 2.88
WDR's Current Ratio is ranked lower than
60% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: 4.55 vs. WDR: 2.88 )
Ranked among companies with meaningful Current Ratio only.
WDR' s Current Ratio Range Over the Past 10 Years
Min: 0.6  Med: 1.93 Max: 3.68
Current: 2.88
0.6
3.68
Quick Ratio 2.88
WDR's Quick Ratio is ranked lower than
58% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: 4.23 vs. WDR: 2.88 )
Ranked among companies with meaningful Quick Ratio only.
WDR' s Quick Ratio Range Over the Past 10 Years
Min: 0.6  Med: 1.93 Max: 3.68
Current: 2.88
0.6
3.68
Days Sales Outstanding 37.60
WDR's Days Sales Outstanding is ranked lower than
51% of the 489 Companies
in the Global Asset Management industry.

( Industry Median: 40.43 vs. WDR: 37.60 )
Ranked among companies with meaningful Days Sales Outstanding only.
WDR' s Days Sales Outstanding Range Over the Past 10 Years
Min: 24.34  Med: 48.84 Max: 93.11
Current: 37.6
24.34
93.11
Days Payable 39.78
WDR's Days Payable is ranked lower than
71% of the 242 Companies
in the Global Asset Management industry.

( Industry Median: 62.12 vs. WDR: 39.78 )
Ranked among companies with meaningful Days Payable only.
WDR' s Days Payable Range Over the Past 10 Years
Min: 10.15  Med: 17.4 Max: 39.78
Current: 39.78
10.15
39.78

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 9.83
WDR's Dividend Yield % is ranked higher than
89% of the 1513 Companies
in the Global Asset Management industry.

( Industry Median: 4.04 vs. WDR: 9.83 )
Ranked among companies with meaningful Dividend Yield % only.
WDR' s Dividend Yield % Range Over the Past 10 Years
Min: 1.61  Med: 2.6 Max: 13.49
Current: 9.83
1.61
13.49
Dividend Payout Ratio 1.16
WDR's Dividend Payout Ratio is ranked lower than
76% of the 932 Companies
in the Global Asset Management industry.

( Industry Median: 0.52 vs. WDR: 1.16 )
Ranked among companies with meaningful Dividend Payout Ratio only.
WDR' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.33  Med: 0.44 Max: 1.16
Current: 1.16
0.33
1.16
3-Year Dividend Growth Rate 7.20
WDR's 3-Year Dividend Growth Rate is ranked higher than
65% of the 652 Companies
in the Global Asset Management industry.

( Industry Median: 2.40 vs. WDR: 7.20 )
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: 7.25 Max: 42.7
Current: 7.2
0
42.7
Forward Dividend Yield % 9.83
WDR's Forward Dividend Yield % is ranked higher than
90% of the 1399 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. WDR: 9.83 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 22.56
WDR's 5-Year Yield-on-Cost % is ranked higher than
94% of the 1788 Companies
in the Global Asset Management industry.

( Industry Median: 4.57 vs. WDR: 22.56 )
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: 3.7  Med: 5.97 Max: 30.99
Current: 22.56
3.7
30.99
3-Year Average Share Buyback Ratio 0.80
WDR's 3-Year Average Share Buyback Ratio is ranked higher than
75% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: -0.80 vs. WDR: 0.80 )
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: 0.25 Max: 5.7
Current: 0.8
-1.5
5.7

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 4.32
WDR's Price-to-Net-Cash is ranked higher than
52% of the 584 Companies
in the Global Asset Management industry.

( Industry Median: 5.00 vs. WDR: 4.32 )
Ranked among companies with meaningful Price-to-Net-Cash only.
WDR' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 4.24  Med: 19.98 Max: 1716
Current: 4.32
4.24
1716
Price-to-Net-Current-Asset-Value 2.88
WDR's Price-to-Net-Current-Asset-Value is ranked higher than
50% of the 611 Companies
in the Global Asset Management industry.

( Industry Median: 2.91 vs. WDR: 2.88 )
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: 2.62  Med: 15.07 Max: 3501
Current: 2.88
2.62
3501
Price-to-Tangible-Book 2.24
WDR's Price-to-Tangible-Book is ranked lower than
83% of the 1374 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 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: 2.03  Med: 10.82 Max: 7773.33
Current: 2.24
2.03
7773.33
Price-to-Intrinsic-Value-Projected-FCF 0.61
WDR's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
85% of the 440 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. WDR: 0.61 )
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: 0.45  Med: 1.46 Max: 2.37
Current: 0.61
0.45
2.37
Price-to-Intrinsic-Value-DCF (Earnings Based) 0.63
WDR's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked higher than
81% of the 21 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. WDR: 0.63 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
WDR' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.31  Med: 0.63 Max: 1.26
Current: 0.63
0.31
1.26
Price-to-Median-PS-Value 0.51
WDR's Price-to-Median-PS-Value is ranked higher than
86% of the 992 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. WDR: 0.51 )
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: 0.39  Med: 1.18 Max: 4.24
Current: 0.51
0.39
4.24
Price-to-Graham-Number 1.08
WDR's Price-to-Graham-Number is ranked lower than
62% of the 1020 Companies
in the Global Asset Management industry.

( Industry Median: 0.79 vs. WDR: 1.08 )
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: 2.9 Max: 116.6
Current: 1.08
0.87
116.6
Earnings Yield (Greenblatt) % 27.62
WDR's Earnings Yield (Greenblatt) % is ranked higher than
87% of the 1534 Companies
in the Global Asset Management industry.

( Industry Median: 5.26 vs. WDR: 27.62 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
WDR' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4.1  Med: 10.85 Max: 47.1
Current: 27.62
4.1
47.1
Forward Rate of Return (Yacktman) % 9.22
WDR's Forward Rate of Return (Yacktman) % is ranked higher than
63% of the 506 Companies
in the Global Asset Management industry.

( Industry Median: 6.51 vs. WDR: 9.22 )
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: -4.2  Med: 17.7 Max: 27.1
Current: 9.22
-4.2
27.1

More Statistics

Revenue (TTM) (Mil) $1,169.22
EPS (TTM) $ 1.59
Beta1.79
Short Percentage of Float25.14%
52-Week Range $15.02 - 22.45
Shares Outstanding (Mil)83.59

Analyst Estimate

Dec17 Dec18 Dec19 Dec20
Revenue (Mil $) 1,089 1,041 1,121 1,180
EPS ($) 1.51 1.52 1.55 1.65
EPS without NRI ($) 1.51 1.52 1.55 1.65
EPS Growth Rate
(Future 3Y To 5Y Estimate)
-1.90%
Dividends per Share ($) 1.84 1.84

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