WDR: Waddell & Reed Financial, Inc. - Summary | Jitta

Waddell & Reed Financial, Inc.

NYSE:WDR

Price
$15.34
Loss Chance
47.4%
3.86JITTA SCORE
21.68%Under Jitta Line
Jitta Ranking
511 / 731
1,639 / 4,194
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HISTORICAL JITTA SCORE
Jitta Factors
Growth Opportunity (13)
Recent Business Performance (22)
Financial Strength (79)
Return to Shareholders (65)
Competitive Advantage (31)
Jitta Signs
Debt LevelLow Liabilities
Return on EquityConsistently High
Share RepurchaseEvery Year
CapExVery Low
Interest Coverage RatioVery Good
Cash Conversion CycleLess than 30 days
Revenue and EarningRevenue decline from 2014-2019
Operating MarginDeclined
Recent Business PerformanceEarning decline 32.85% in the last year
SG&A to SalesIncreasing
Key Stats
Jitta Score
Jitta Line
3.86
21.68%
4.61
132.78%
5.11
290.33%
Asset Management and Custody Banks
7.36
43.00%
4.58
76.65%
3.88
41.46%
COMPANY DESCRIPTION
Waddell & Reed Financial, Inc., through its subsidiaries, 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 acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners’ variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.