Waddell & Reed Financial, Inc. (WDR): Price and Financial Metrics


Waddell & Reed Financial, Inc. (WDR)

Today's Latest Price: $15.38 USD

0.84 (5.78%)

Updated Jun 5 5:05pm

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Overall POWR Rating


POWR Components:

 Trade Grade  Buy & Hold Grade  Peer Grade  Industry Rank


Industry Rank:

Ranked of 45 in Asset Management

See all "A" rated Strong Buy stocks

WDR Stock Summary

  • With a price/earnings ratio of 9.09, Waddell & Reed Financial Inc P/E ratio is greater than that of about merely 18.84% of stocks in our set with positive earnings.
  • The ratio of debt to operating expenses for Waddell & Reed Financial Inc is higher than it is for about only 12.86% of US stocks.
  • Shareholder yield, a measure of how much is returned to shareholders via dividends and share repurchases, for WDR comes in at 25.22% -- higher than that of 90.38% of stocks in our set.
  • If you're looking for stocks that are quantitatively similar to Waddell & Reed Financial Inc, a group of peers worth examining would be FLXS, AGX, HBCP, OPBK, and HFBL.
  • WDR's SEC filings can be seen here. And to visit Waddell & Reed Financial Inc's official web site, go to www.waddell.com.
WDR Daily Price Range
WDR 52-Week Price Range

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WDR Price/Volume Stats

Current price $15.38 52-week high $18.33
Prev. close $14.54 52-week low $9.87
Day low $15.01 Volume 1,833,972
Day high $15.86 Avg. volume 1,279,350
50-day MA $13.01 Dividend yield 6.88%
200-day MA $15.22 Market Cap 1.01B

Waddell & Reed Financial, Inc. (WDR) Company Bio


Waddell & Reed Financial provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company was founded in 1937 and is based in Overland Park, Kansas.

WDR Price Forecast Based on DCF Valuation

Current PriceDCF Fair Value Target:Forecasted Gain:
$15.38$18.1126%

We started the process of determining a valid price forecast for Waddell & Reed Financial Inc with a discounted cash flow analysis -- the results of which can be found in the table below. To summarize, we found that Waddell & Reed Financial Inc ranked in the 55th percentile in terms of potential gain offered. Moreover, under all the scenarios we modelled, the output consistently forecasted positive returns. In terms of the factors that were most noteworthy in this DCF analysis for WDR, they are:

  • Its compound free cash flow growth rate, as measured over the past 5.75 years, is -0.07% -- higher than only 19.37% of stocks in our DCF forecasting set.
  • WDR's estimated cost of debt, based largely on its market capitalization and its interest coverage ratio, is 2%; for context, that number is higher than 42.82% of tickers in our DCF set.
  • Relative to other stocks in its sector (Financial Services), Waddell & Reed Financial Inc has a reliance on debt greater than just 18.62% of them.


Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price
0%24%
1%25%
2%26%
3%27%
4%29%
5%30%

FSAM, SLF, AFL, BRK.B, and PTMN can be thought of as valuation peers to WDR, in the sense that they are in the Financial Services sector and have a similar price forecast based on DCF valuation.


WDR Latest News Stream


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Latest WDR News From Around the Web

Below are the latest news stories about Waddell & Reed Financial Inc that investors may wish to consider to help them evaluate WDR as an investment opportunity.

Why Is Waddell & Reed (WDR) Down 2.9% Since Last Earnings Report?

Waddell & Reed (WDR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo | May 28, 2020

Here's Why Waddell & Reed (WDR) Stock is Worth Betting On Now

With an impressive cost management and no debt burden, Waddell & Reed (WDR) appears a solid bet now.

Yahoo | May 22, 2020

Waddell & Reed, Inc. Expands Digital Platform for Advisor Data Access

Waddell & Reed, Inc. Expands Digital Platform for Advisor Data Access

Yahoo | May 14, 2020

Waddell & Reed Financial, Inc. Announces April 30, 2020 Assets Under Management

Waddell & Reed Financial, Inc. Announces April 30, 2020 Assets Under Management

Yahoo | May 12, 2020

Were Hedge Funds Right About Waddell & Reed Financial, Inc. (WDR)?

Hedge funds don't get the respect they used to get. Nowadays investors prefer passive funds over actively managed funds. One thing they don't realize is that 100% of the passive funds didn't see the coronavirus recession coming, but a lot of hedge funds did. Even we published an article near the end of February and […]

Yahoo | May 10, 2020

Read More 'WDR' Stories Here

WDR Price Returns

1-mo 14.86%
3-mo 15.99%
6-mo -3.24%
1-year -0.98%
3-year 8.91%
5-year -54.23%
YTD -4.57%
2019 -1.85%
2018 -14.97%
2017 26.27%
2016 -25.50%
2015 -40.14%

WDR Dividends

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Continue Researching WDR

Here are a few links from around the web to help you further your research on Waddell & Reed Financial Inc's stock as an investment opportunity:

Waddell & Reed Financial Inc (WDR) Stock Price | Nasdaq
Waddell & Reed Financial Inc (WDR) Stock Quote, History and News - Yahoo Finance
Waddell & Reed Financial Inc (WDR) Stock Price and Basic Information | MarketWatch


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