Waddell & Reed Financial (WDR) Fundamental Analysis & Valuation
NYSE:WDR
24.98
-0.01 (-0.04%)
At close: Apr 30, 2021
25
+0.02 (+0.08%)
After Hours: 4/30/2021, 8:04:00 PM
This WDR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
No Fundamental Analysis report for WDR not available.
WDR Fundamentals: All Metrics, Ratios and Statistics
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 Rank | Sector 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 Rank | Sector 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 Rank | Sector 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 Rank | Sector 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 for 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 PE and PB ratios for WDR stock?
The Price/Earnings (PE) ratio for Waddell & Reed Financial (WDR) is 15.81 and the Price/Book (PB) ratio is 2.19.
Can you provide the dividend sustainability for WDR stock?
The dividend rating of Waddell & Reed Financial (WDR) is 6 / 10 and the dividend payout ratio is 127.81%.