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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 4.87
WDR's Cash-to-Debt is ranked lower than
66% of the 1565 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WDR: 4.87 )
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: 4.87
Equity-to-Asset 0.62
WDR's Equity-to-Asset is ranked lower than
72% of the 1449 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. WDR: 0.62 )
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: 0.62
-0.38
0.78
Debt-to-Equity 0.22
WDR's Debt-to-Equity is ranked lower than
53% of the 697 Companies
in the Global Asset Management industry.

( Industry Median: 0.20 vs. WDR: 0.22 )
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: 0.22
-1.52
5.78
Debt-to-EBITDA 0.83
WDR's Debt-to-EBITDA is ranked higher than
66% of the 694 Companies
in the Global Asset Management industry.

( Industry Median: 1.84 vs. WDR: 0.83 )
Ranked among companies with meaningful Debt-to-EBITDA only.
WDR' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.37  Med: 0.66 Max: 1.1
Current: 0.83
0.37
1.1
Interest Coverage 17.57
WDR's Interest Coverage is ranked lower than
72% of the 1445 Companies
in the Global Asset Management industry.

( Industry Median: 399.93 vs. WDR: 17.57 )
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: 17.57
13.38
43.87
Piotroski F-Score: 4
Altman Z-Score: 4.85
Beneish M-Score: -2.61
WACC vs ROIC
12.37%
79.81%
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 % 16.96
WDR's Operating Margin % is ranked lower than
67% of the 1479 Companies
in the Global Asset Management industry.

( Industry Median: 49.37 vs. WDR: 16.96 )
Ranked among companies with meaningful Operating Margin % only.
WDR' s Operating Margin % Range Over the Past 10 Years
Min: 16.96  Med: 24.74 Max: 30.32
Current: 16.96
16.96
30.32
Net Margin % 10.10
WDR's Net Margin % is ranked lower than
70% of the 1480 Companies
in the Global Asset Management industry.

( Industry Median: 44.88 vs. WDR: 10.10 )
Ranked among companies with meaningful Net Margin % only.
WDR' s Net Margin % Range Over the Past 10 Years
Min: 10.1  Med: 15 Max: 19.61
Current: 10.1
10.1
19.61
ROE % 13.72
WDR's ROE % is ranked higher than
73% of the 1571 Companies
in the Global Asset Management industry.

( Industry Median: 7.29 vs. WDR: 13.72 )
Ranked among companies with meaningful ROE % only.
WDR' s ROE % Range Over the Past 10 Years
Min: 13.72  Med: 33.2 Max: 42.53
Current: 13.72
13.72
42.53
ROA % 8.33
WDR's ROA % is ranked higher than
69% of the 1602 Companies
in the Global Asset Management industry.

( Industry Median: 4.08 vs. WDR: 8.33 )
Ranked among companies with meaningful ROA % only.
WDR' s ROA % Range Over the Past 10 Years
Min: 8.33  Med: 16.01 Max: 22
Current: 8.33
8.33
22
ROC (Joel Greenblatt) % 210.57
WDR's ROC (Joel Greenblatt) % is ranked higher than
64% of the 963 Companies
in the Global Asset Management industry.

( Industry Median: 74.08 vs. WDR: 210.57 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
WDR' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 210.57  Med: 407.34 Max: 607.73
Current: 210.57
210.57
607.73
3-Year Revenue Growth Rate -2.20
WDR's 3-Year Revenue Growth Rate is ranked lower than
59% of the 1125 Companies
in the Global Asset Management industry.

( Industry Median: 3.20 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
72% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 2.90 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
72% of the 965 Companies
in the Global Asset Management industry.

( Industry Median: 3.50 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 5 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: 2018-01-31)


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

» Details

Guru Trades

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
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
» 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 2017-09-30 Add 7.35%$17.88 - $21.05 $ 19.21-0%1,924,083
Mario Gabelli 2017-09-30 Add 5.51%0.01%$17.88 - $21.05 $ 19.21-0%1,738,091
Barrow, Hanley, Mewhinney & Strauss 2017-09-30 Add 28.84%$17.88 - $21.05 $ 19.21-0%250,103
Ken Fisher 2017-06-30 Reduce -3.32%$16.46 - $19.56 $ 19.2110%1,792,407
Mario Gabelli 2017-06-30 Add 5.55%0.01%$16.46 - $19.56 $ 19.2110%1,647,401
Barrow, Hanley, Mewhinney & Strauss 2017-06-30 Add 108.79%0.01%$16.46 - $19.56 $ 19.2110%194,119
David Dreman 2017-06-30 Add 2.93%$16.46 - $19.56 $ 19.2110%16,180
Joel Greenblatt 2017-06-30 Sold Out $16.46 - $19.56 $ 19.2110%0
Ken Fisher 2017-03-31 Reduce -1.25%$16.5 - $20.64 $ 19.215%1,853,968
Mario Gabelli 2017-03-31 Add 3.06%0.01%$16.5 - $20.64 $ 19.215%1,560,751
Barrow, Hanley, Mewhinney & Strauss 2017-03-31 Add 3.62%$16.5 - $20.64 $ 19.215%92,975
Joel Greenblatt 2017-03-31 Add 19.28%$16.5 - $20.64 $ 19.215%12,632
Ken Fisher 2016-12-31 Reduce -3.21%$15.4 - $21.98 $ 19.213%1,877,514
Mario Gabelli 2016-12-31 Add 10.33%0.02%$15.4 - $21.98 $ 19.213%1,514,450
Barrow, Hanley, Mewhinney & Strauss 2016-12-31 Add 54.56%$15.4 - $21.98 $ 19.213%89,724
David Dreman 2016-12-31 New Buy0.17%$15.4 - $21.98 $ 19.213%15,720
Joel Greenblatt 2016-12-31 Reduce -33.38%$15.4 - $21.98 $ 19.213%10,590
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:XBRU:BREB, LSE:FCSS, TSE:2337, LSE:UKW, LSE:WWH, TSE:8616, LSE:JLIF, LSE:ASL, OSTO:RATO B, NYSE:OMAM, LSE:RAT, XSGO:PROVIDA, LSE:SYNC, LSE:FGT, LSE:PIN, NAS:WETF, XBRU:GIMB, LSE:TRY, NYSE:NOAH, LSE:EDIN » 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 $80.9 billion in total AUM at the end of September 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 13.84
WDR's PE Ratio is ranked lower than
53% of the 1198 Companies
in the Global Asset Management industry.

( Industry Median: 11.52 vs. WDR: 13.84 )
Ranked among companies with meaningful PE Ratio only.
WDR' s PE Ratio Range Over the Past 10 Years
Min: 6.21  Med: 17.19 Max: 48.89
Current: 13.84
6.21
48.89
Forward PE Ratio 11.86
WDR's Forward PE Ratio is ranked higher than
54% of the 120 Companies
in the Global Asset Management industry.

( Industry Median: 13.70 vs. WDR: 11.86 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 13.84
WDR's PE Ratio without NRI is ranked lower than
52% of the 1201 Companies
in the Global Asset Management industry.

( Industry Median: 11.76 vs. WDR: 13.84 )
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: 16.13 Max: 48.89
Current: 13.84
6.21
48.89
Price-to-Owner-Earnings 10.35
WDR's Price-to-Owner-Earnings is ranked higher than
59% of the 376 Companies
in the Global Asset Management industry.

( Industry Median: 13.75 vs. WDR: 10.35 )
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: 23.5 Max: 88.22
Current: 10.35
8.47
88.22
PB Ratio 1.84
WDR's PB Ratio is ranked lower than
82% of the 1557 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. WDR: 1.84 )
Ranked among companies with meaningful PB Ratio only.
WDR' s PB Ratio Range Over the Past 10 Years
Min: 1.52  Med: 5.72 Max: 11.03
Current: 1.84
1.52
11.03
PS Ratio 1.38
WDR's PS Ratio is ranked higher than
87% of the 1312 Companies
in the Global Asset Management industry.

( Industry Median: 5.77 vs. WDR: 1.38 )
Ranked among companies with meaningful PS Ratio only.
WDR' s PS Ratio Range Over the Past 10 Years
Min: 0.85  Med: 2.59 Max: 4.35
Current: 1.38
0.85
4.35
Price-to-Free-Cash-Flow 46.97
WDR's Price-to-Free-Cash-Flow is ranked lower than
72% of the 387 Companies
in the Global Asset Management industry.

( Industry Median: 16.97 vs. WDR: 46.97 )
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: 18.94 Max: 50.34
Current: 46.97
6.59
50.34
Price-to-Operating-Cash-Flow 38.80
WDR's Price-to-Operating-Cash-Flow is ranked lower than
61% of the 800 Companies
in the Global Asset Management industry.

( Industry Median: 17.26 vs. WDR: 38.80 )
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: 16.28 Max: 41.6
Current: 38.8
6.23
41.6
EV-to-EBIT 4.15
WDR's EV-to-EBIT is ranked higher than
81% of the 1145 Companies
in the Global Asset Management industry.

( Industry Median: 9.97 vs. WDR: 4.15 )
Ranked among companies with meaningful EV-to-EBIT only.
WDR' s EV-to-EBIT Range Over the Past 10 Years
Min: 2.1  Med: 9.1 Max: 23.8
Current: 4.15
2.1
23.8
EV-to-EBITDA 3.80
WDR's EV-to-EBITDA is ranked higher than
83% of the 1169 Companies
in the Global Asset Management industry.

( Industry Median: 9.23 vs. WDR: 3.80 )
Ranked among companies with meaningful EV-to-EBITDA only.
WDR' s EV-to-EBITDA Range Over the Past 10 Years
Min: 2  Med: 8.3 Max: 21.3
Current: 3.8
2
21.3
EV-to-Revenue 0.74
WDR's EV-to-Revenue is ranked higher than
92% of the 1289 Companies
in the Global Asset Management industry.

( Industry Median: 5.55 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: 2.2 Max: 4
Current: 0.74
0.5
4
PEG Ratio 12.27
WDR's PEG Ratio is ranked lower than
93% of the 272 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. WDR: 12.27 )
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: 12.27
0.43
17.48
Shiller PE Ratio 8.55
WDR's Shiller PE Ratio is ranked higher than
90% of the 436 Companies
in the Global Asset Management industry.

( Industry Median: 20.29 vs. WDR: 8.55 )
Ranked among companies with meaningful Shiller PE Ratio only.
WDR' s Shiller PE Ratio Range Over the Past 10 Years
Min: 7.04  Med: 23.87 Max: 44.97
Current: 8.55
7.04
44.97
Current Ratio 3.02
WDR's Current Ratio is ranked lower than
58% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. WDR: 3.02 )
Ranked among companies with meaningful Current Ratio only.
WDR' s Current Ratio Range Over the Past 10 Years
Min: 0.6  Med: 1.94 Max: 3.68
Current: 3.02
0.6
3.68
Quick Ratio 3.02
WDR's Quick Ratio is ranked lower than
58% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 4.04 vs. WDR: 3.02 )
Ranked among companies with meaningful Quick Ratio only.
WDR' s Quick Ratio Range Over the Past 10 Years
Min: 0.6  Med: 1.94 Max: 3.68
Current: 3.02
0.6
3.68
Days Sales Outstanding 43.35
WDR's Days Sales Outstanding is ranked higher than
53% of the 548 Companies
in the Global Asset Management industry.

( Industry Median: 43.12 vs. WDR: 43.35 )
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: 43.35
24.34
93.11
Days Payable 54.41
WDR's Days Payable is ranked lower than
59% of the 254 Companies
in the Global Asset Management industry.

( Industry Median: 69.20 vs. WDR: 54.41 )
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: 54.41
Current: 54.41
10.15
54.41

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 9.59
WDR's Dividend Yield % is ranked higher than
88% of the 1518 Companies
in the Global Asset Management industry.

( Industry Median: 4.04 vs. WDR: 9.59 )
Ranked among companies with meaningful Dividend Yield % only.
WDR' s Dividend Yield % Range Over the Past 10 Years
Min: 1.61  Med: 2.66 Max: 13.49
Current: 9.59
1.61
13.49
Dividend Payout Ratio 0.99
WDR's Dividend Payout Ratio is ranked lower than
55% of the 955 Companies
in the Global Asset Management industry.

( Industry Median: 0.71 vs. WDR: 0.99 )
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: 0.99
Current: 0.99
0.33
0.99
3-Year Dividend Growth Rate 7.20
WDR's 3-Year Dividend Growth Rate is ranked higher than
64% of the 703 Companies
in the Global Asset Management industry.

( Industry Median: 2.90 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 % 5.17
WDR's Forward Dividend Yield % is ranked higher than
86% of the 1426 Companies
in the Global Asset Management industry.

( Industry Median: 4.34 vs. WDR: 5.17 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 22.03
WDR's 5-Year Yield-on-Cost % is ranked higher than
94% of the 1834 Companies
in the Global Asset Management industry.

( Industry Median: 2.64 vs. WDR: 22.03 )
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: 6.11 Max: 30.99
Current: 22.03
3.7
30.99
3-Year Average Share Buyback Ratio 0.80
WDR's 3-Year Average Share Buyback Ratio is ranked higher than
74% of the 991 Companies
in the Global Asset Management industry.

( Industry Median: -1.00 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 4.06
WDR's Price-to-Net-Cash is ranked lower than
51% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: 4.39 vs. WDR: 4.06 )
Ranked among companies with meaningful Price-to-Net-Cash only.
WDR' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 3.97  Med: 18.37 Max: 1716
Current: 4.06
3.97
1716
Price-to-Net-Current-Asset-Value 2.71
WDR's Price-to-Net-Current-Asset-Value is ranked lower than
52% of the 594 Companies
in the Global Asset Management industry.

( Industry Median: 3.01 vs. WDR: 2.71 )
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: 15.04 Max: 3501
Current: 2.71
2.62
3501
Price-to-Tangible-Book 2.21
WDR's Price-to-Tangible-Book is ranked lower than
83% of the 1490 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. WDR: 2.21 )
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: 10.63 Max: 7773.33
Current: 2.21
2.03
7773.33
Price-to-Intrinsic-Value-Projected-FCF 0.65
WDR's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
81% of the 394 Companies
in the Global Asset Management industry.

( Industry Median: 1.14 vs. WDR: 0.65 )
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: 0.65
0.45
2.37
Price-to-Intrinsic-Value-DCF (Earnings Based) 0.74
WDR's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked higher than
71% of the 21 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. WDR: 0.74 )
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: 0.64 Max: 1.26
Current: 0.74
0.31
1.26
Price-to-Median-PS-Value 0.54
WDR's Price-to-Median-PS-Value is ranked higher than
86% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. WDR: 0.54 )
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: 0.4  Med: 1.19 Max: 4.29
Current: 0.54
0.4
4.29
Price-to-Graham-Number 1.17
WDR's Price-to-Graham-Number is ranked lower than
69% of the 999 Companies
in the Global Asset Management industry.

( Industry Median: 0.73 vs. WDR: 1.17 )
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: 2.88 Max: 116.6
Current: 1.17
0.87
116.6
Earnings Yield (Greenblatt) % 23.98
WDR's Earnings Yield (Greenblatt) % is ranked higher than
86% of the 1614 Companies
in the Global Asset Management industry.

( Industry Median: 5.40 vs. WDR: 23.98 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
WDR' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4.2  Med: 11 Max: 47.1
Current: 23.98
4.2
47.1
Forward Rate of Return (Yacktman) % 5.56
WDR's Forward Rate of Return (Yacktman) % is ranked higher than
51% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 vs. WDR: 5.56 )
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: -3.4  Med: 17.7 Max: 27.1
Current: 5.56
-3.4
27.1

More Statistics

Revenue (TTM) (Mil) $1,155.58
EPS (TTM) $ 1.39
Beta1.84
Short Percentage of Float20.52%
52-Week Range $16.11 - 22.45
Shares Outstanding (Mil)83.37

Analyst Estimate

Dec17 Dec18 Dec19 Dec20
Revenue (Mil $) 1,140 1,100 1,121 1,180
EPS ($) 1.47 1.62 1.55 1.65
EPS without NRI ($) 1.47 1.62 1.55 1.65
EPS Growth Rate
(Future 3Y To 5Y Estimate)
-0.07%
Dividends per Share ($) 1.84 1.00

Piotroski F-Score Details

Piotroski F-Score: 44
Positive ROAY
Positive CFROAY
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyY
Higher Asset Turnover yoyN

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