Edition:
United States

Waddell & Reed Financial Inc (WDR.N)

WDR.N on New York Stock Exchange

20.65USD
17 Aug 2018
Change (% chg)

$0.07 (+0.34%)
Prev Close
$20.58
Open
$20.46
Day's High
$20.76
Day's Low
$20.37
Volume
189,582
Avg. Vol
226,362
52-wk High
$23.81
52-wk Low
$17.53

Revenue & Earnings Per Share

    Revenue* Earnings Per Share**
FY 2018 Jun '18 295.34 0.546
Mar '18 297.61 0.558
FY 2017 Dec '17 294.48 0.358
Sep '17 289.45 0.642
Jun '17 286.66 0.288
Mar '17 286.56 0.403
FY 2016 Dec '16 292.91 0.389
Sep '16 303.09 0.650
Jun '16 319.21 0.406
Mar '16 323.82 0.450
 
*Note: Units in Millions ofU.S. Dollars
**Note: Units in U.S. Dollars

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
SALES (in millions)
Quarter Ending Sep-18 6 288.42 290.91 287.40 275.98
Quarter Ending Dec-18 6 285.65 289.17 282.50 275.38
Year Ending Dec-18 9 1,165.12 1,180.00 1,143.00 1,081.01
Year Ending Dec-19 9 1,122.51 1,182.00 1,084.00 1,076.96
Earnings (per share)
Quarter Ending Sep-18 9 0.55 0.57 0.53 0.42
Quarter Ending Dec-18 9 0.53 0.56 0.50 0.40
Year Ending Dec-18 7 2.19 2.24 2.13 1.57
Year Ending Dec-19 11 2.12 2.30 2.00 1.52
LT Growth Rate (%) 3 8.95 10.20 7.50 -1.61
Sales and Profit Figures in US Dollar (USD);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 9.44 70.24 18.57
P/E High - Last 5 Yrs. 22.03 72.05 24.60
P/E Low - Last 5 Yrs. 10.07 16.14 11.96
Beta 1.90 0.89 1.38
Price to Sales (TTM) 1.40 5.45 6.11
Price to Book (MRQ) 1.87 4.93 2.75
Price to Tangible Book (MRQ) 2.23 8.24 2.91
Price to Cash Flow (TTM) 8.07 36.26 19.58
% Owned Institutions -- 0.00 0.00

Dividends

  Company industry sector
Dividend Yield 4.84 2.09 2.45
Dividend Yield - 5 Year Avg 4.25 1.90 2.12
Dividend 5 Year Growth Rate 12.97 8.02 24.09
Payout Ratio(TTM) 55.16 138.89 34.24

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago 3.03 16.81 11.72
Sales (TTM) vs TTM 1 Yr. Ago 0.65 14.89 7.72
Sales - 5 Yr. Growth Rate -0.29 10.17 14.01
EPS (MRQ) vs Qtr. 1 Yr. Ago 89.75 420.89 16.54
EPS (TTM) vs TTM 1 Yr. Ago 26.52 -- --
EPS - 5 Yr. Growth Rate -4.81 11.99 10.62
Capital Spending - 5 Yr. Growth Rate -14.97 8.72 1.35

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.26 0.05
Current Ratio (MRQ) 3.99 4.70 1.97
LT Debt to Equity (MRQ) 10.71 74.44 28.91
Total Debt to Equity (MRQ) 10.71 107.86 67.87
Interest Coverage (TTM) -- 62.73 11.87

Profitability Ratios

  Company industry sector
Gross Margin (TTM) 54.50 23.47 3.02
Gross Margin - 5 Yr. Avg. 48.48 22.45 2.95
EBITD Margin (TTM) 23.69 -- --
EBITD - 5 Yr. Avg 27.15 25.89 46.91
Operating Margin (TTM) 21.74 33.51 39.67
Operating Margin - 5 Yr. Avg. 25.65 34.03 39.93
Pre-Tax Margin (TTM) 22.26 39.07 39.97
Pre-Tax Margin - 5 Yr. Avg. 25.52 44.20 40.41
Net Profit Margin (TTM) 15.49 33.02 31.85
Net Profit Margin - 5 Yr. Avg. 16.16 39.05 32.06
Effective Tax Rate (TTM) 30.40 17.10 20.75
Effective Tax Rate - 5 Yr. Avg. 36.69 14.69 20.87

Efficiency

  Company industry sector
Revenue/Employee (TTM) 822,990 15,122,809 50,287,269
Net Income/Employee (TTM) 127,508 6,381,464 14,392,810
Receivable Turnover (TTM) 53.06 1,142.40 10,183.06
Inventory Turnover (TTM) -- 12.74 0.97
Asset Turnover (TTM) 0.87 0.14 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 13.51 4.11 2.71
Return on Assets - 5 Yr. Avg. 15.70 4.55 2.79
Return on Investment (TTM) 18.18 5.90 0.42
Return on Investment - 5 Yr. Avg. 21.91 7.17 0.45
Return on Equity (TTM) 20.94 11.19 16.35
Return on Equity - 5 Yr. Avg. 28.72 10.79 18.59
  1 Year 3 Year 5 Year
Sales % -6.61 -10.20 -0.29
EPS (TTM) % -7.41 -22.07 -4.81
Dividend % 0.00 10.60 12.97
Note: Units in Millions of US Dollars

Performance for Waddell & Reed Financial Inc

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week 8.40 6.56 99 61
13 Week 4.98 -0.07 99 54
26 Week -2.59 -6.62 99 38
52 Week 14.28 -2.57 99 34
YTD -7.56 -13.29 91 38
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 0.00%
# of Holders: 348
Total Shares Held: 82,402,489
3 Mo. Net Change: -2,567,991
# New Positions: 26
# Closed Positions: 34
# Increased Positions: 127
# Reduced Positions: 152
# Net Buyers: -25
NYSE and AMEX quotes delayed by at least 20 minutes. NASDAQ delayed by at least 15 minutes. For a complete list of exchanges and delays, please click here.