Waddell Financial Statements From 2010 to 2025
Waddell Reed financial statements provide useful quarterly and yearly information to potential Waddell Reed Financial investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Waddell Reed financial statements helps investors assess Waddell Reed's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Waddell Reed's valuation are summarized below:Waddell Reed Financial does not presently have any fundamental gauges for analysis.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
Check Waddell Reed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Waddell Reed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Waddell financial statements analysis is a perfect complement when working with Waddell Reed Valuation or Volatility modules.
Waddell |
Waddell Reed Financial Company Shares Outstanding Analysis
Waddell Reed's Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.
Current Waddell Reed Shares Outstanding | 62.18 M |
Most of Waddell Reed's fundamental indicators, such as Shares Outstanding, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Waddell Reed Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.
CompetitionBased on the latest financial disclosure, Waddell Reed Financial has 62.18 M of shares currently outstending. This is 96.61% lower than that of the Financial Services sector and 61.52% lower than that of the Asset Management industry. The shares outstanding for all United States stocks is 89.13% higher than that of the company.
Waddell Reed Financial Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Waddell Reed's current stock value. Our valuation model uses many indicators to compare Waddell Reed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Waddell Reed competition to find correlations between indicators driving Waddell Reed's intrinsic value. More Info.Waddell Reed Financial is rated first in return on equity category among its peers. It is rated first in return on asset category among its peers reporting about 0.73 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Waddell Reed Financial is roughly 1.36 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Waddell Reed by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Pair Trading with Waddell Reed
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Waddell Reed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Waddell Reed will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Interpublic Group could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Interpublic Group when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Interpublic Group - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Interpublic Group of to buy it.
The correlation of Interpublic Group is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Interpublic Group moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Interpublic Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Interpublic Group can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Other Consideration for investing in Waddell Stock
If you are still planning to invest in Waddell Reed Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Waddell Reed's history and understand the potential risks before investing.
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