Waddell Reed Shares Owned By Insiders vs. Current Valuation
Based on the measurements of profitability obtained from Waddell Reed's financial statements, Waddell Reed Financial may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in February. Profitability indicators assess Waddell Reed's ability to earn profits and add value for shareholders.
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.
Please note, there is a significant difference between Waddell Reed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Waddell Reed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Waddell Reed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Waddell Reed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Waddell Reed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Waddell Reed Financial utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Waddell Reed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Waddell Reed Financial over time as well as its relative position and ranking within its peers.
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Waddell Reed Financial Current Valuation vs. Shares Owned By Insiders Fundamental Analysis
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. Waddell Reed Financial is rated first in shares owned by insiders category among its peers. It is rated first in current valuation category among its peers reporting about 256,653,409 of Current Valuation per Shares Owned By Insiders. 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.Waddell Current Valuation vs. Shares Owned By Insiders
Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
Waddell Reed |
| = | 3.52 % |
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Waddell Reed |
| = | 903.42 M |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Waddell Current Valuation vs Competition
Waddell Reed Financial is rated first in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Asset Management industry is at this time estimated at about 66.29 Billion. Waddell Reed claims roughly 903.42 Million in current valuation contributing just under 2% to stocks in Asset Management industry.
Waddell Reed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Waddell Reed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Waddell Reed will eventually generate negative long term returns. The profitability progress is the general direction of Waddell Reed's change in net profit over the period of time. It can combine multiple indicators of Waddell Reed, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. Waddell Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas. Waddell Reed operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 1116 people.
Waddell Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Waddell Reed. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Waddell Reed position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Waddell Reed's important profitability drivers and their relationship over time.
Use Waddell Reed in pair-trading
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.Waddell Reed Pair Trading
Waddell Reed Financial Pair Trading Analysis
The ability to find closely correlated positions to Teradata Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Teradata Corp 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 Teradata Corp - 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 Teradata Corp to buy it.
The correlation of Teradata Corp 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 Teradata Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Teradata Corp 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 Teradata Corp 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.Use Investing Themes to Complement your Waddell Reed position
In addition to having Waddell Reed in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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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