Waddell Reed Financial Performance
The firm maintains a market beta of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Waddell Reed are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Waddell Reed Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable fundamental indicators, Waddell Reed is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Quick Ratio | 2.12 | |
| Fifty Two Week Low | 11.24 | |
| Target High Price | 25.00 | |
| Fifty Two Week High | 25.90 | |
| Payout Ratio | 92.59% | |
| Trailing Annual Dividend Yield | 4.00% | |
| Target Low Price | 14.00 |
Waddell |
Waddell Reed Relative Risk vs. Return Landscape
If you would invest (100.00) in Waddell Reed Financial on November 4, 2024 and sell it today you would earn a total of 100.00 from holding Waddell Reed Financial or generate -100.0% return on investment over 90 days. Waddell Reed Financial is generating negative expected returns assuming volatility of 0.0% on return distribution over 90 days investment horizon. In other words, 0% of stocks are less volatile than Waddell, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Waddell Reed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Waddell Reed's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Waddell Reed Financial, and traders can use it to determine the average amount a Waddell Reed's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Waddell Reed is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Waddell Reed by adding Waddell Reed to a well-diversified portfolio.
Waddell Reed Fundamentals Growth
Waddell Stock prices reflect investors' perceptions of the future prospects and financial health of Waddell Reed, and Waddell Reed fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Waddell Stock performance.
| Return On Equity | 9.34 | |||
| Return On Asset | 6.86 | |||
| Profit Margin | 6.71 % | |||
| Operating Margin | 13.86 % | |||
| Current Valuation | 903.42 M | |||
| Shares Outstanding | 62.18 M | |||
| Price To Earning | 23.14 X | |||
| Price To Book | 2.14 X | |||
| Price To Sales | 1.48 X | |||
| Revenue | 1.05 B | |||
| EBITDA | 145.46 M | |||
| Cash And Equivalents | 760.52 M | |||
| Cash Per Share | 12.23 X | |||
| Total Debt | 110.11 M | |||
| Debt To Equity | 0.15 % | |||
| Book Value Per Share | 11.66 X | |||
| Cash Flow From Operations | 188.04 M | |||
| Earnings Per Share | 1.08 X | |||
| Total Asset | 1.56 B | |||
| Retained Earnings | 1.1 B | |||
| Current Asset | 1.22 B | |||
| Current Liabilities | 443.21 M | |||
Things to note about Waddell Reed Financial performance evaluation
Checking the ongoing alerts about Waddell Reed for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Waddell Reed Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Waddell Reed is not yet fully synchronised with the market data | |
| Waddell Reed has some characteristics of a very speculative penny stock | |
| Waddell Reed has a very high chance of going through financial distress in the upcoming years | |
| Over 96.0% of the company outstanding shares are owned by institutional investors |
- Analyzing Waddell Reed's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Waddell Reed's stock is overvalued or undervalued compared to its peers.
- Examining Waddell Reed's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Waddell Reed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Waddell Reed's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Waddell Reed's stock. These opinions can provide insight into Waddell Reed's potential for growth and whether the stock is currently undervalued or overvalued.
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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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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