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Waddell & Reed Financial (WDR) Stock Fundamental Analysis

USA - NYSE:WDR -

24.98
-0.01 (-0.04%)
Last: 4/30/2021, 8:04:00 PM
25
+0.02 (+0.08%)
After Hours: 4/30/2021, 8:04:00 PM
No Fundamental Analysis report for WDR not available.

Waddell & Reed Financial

NYSE:WDR (4/30/2021, 8:04:00 PM)

After market: 25 +0.02 (+0.08%)

24.98

-0.01 (-0.04%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)N/A N/A
Earnings (Next)N/A N/A
Inst Owners0.03%
Inst Owner Change0%
Ins Owners1.56%
Ins Owner Change0%
Market Cap1.55B
Revenue(TTM)1.08B
Net Income(TTM)50.08M
Analysts56
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4%
Yearly Dividend1
Dividend Growth(5Y)-8.64%
DP127.81%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 15.81
Fwd PE 14.03
P/S 1.44
P/FCF N/A
P/OCF N/A
P/B 2.19
P/tB N/A
EV/EBITDA 18.28
EPS(TTM)1.58
EY6.33%
EPS(NY)1.78
Fwd EY7.13%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS17.39
BVpS11.41
TBVpSN/A
PEG (NY)1.25
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 4.97%
ROE 7.06%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM 5.31%
PM (TTM) 4.63%
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3Y0%
ROICexgc growth 5Y0%
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score7
Asset Turnover1.07
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 2.93
Quick Ratio 2.93
Altman-Z 6.76
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-15.96%
EPS 3YN/A
EPS 5Y-12.72%
EPS Q2Q%-19.61%
EPS Next Y12.66%
EPS Next 2Y4.03%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)0.6%
Revenue growth 3YN/A
Revenue growth 5Y-2.69%
Sales Q2Q%11.99%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A

Waddell & Reed Financial / WDR FAQ

What is the fundamental rating for WDR stock?

ChartMill assigns a fundamental rating of 5 / 10 to WDR.


What is the valuation status of Waddell & Reed Financial (WDR) stock?

ChartMill assigns a valuation rating of 3 / 10 to Waddell & Reed Financial (WDR). This can be considered as Overvalued.


How profitable is Waddell & Reed Financial (WDR) stock?

Waddell & Reed Financial (WDR) has a profitability rating of 4 / 10.


Can you provide the financial health for WDR stock?

The financial health rating of Waddell & Reed Financial (WDR) is 9 / 10.


What is the earnings growth outlook for Waddell & Reed Financial?

The Earnings per Share (EPS) of Waddell & Reed Financial (WDR) is expected to grow by 12.66% in the next year.