Waddell & Reed Financial, Inc. [NYSE:WDR]: Analyst Rating and Earnings
Expert stock traders often make certain they pay attention what leading Wall Street analysts think regarding a potential stock purchase. As it relates to Waddell & Reed Financial, Inc. [WDR] currently, the latest ratings from Wall St. experts that can be seen publicly is related to the fiscal quarter that’s scheduled to end in December. On average, stock market experts give WDR an Hold rating. The average 12-month price forecast for this stock is $18.11, with the high estimate being $20.00, the low estimate being $15.00 and the median estimate amounting to $18.00. This is compared to its latest closing price of $17.79.
Wall Street analysts provide their ratings on a scale of 1 to 5, and the current average score for Waddell & Reed Financial, Inc. [WDR] is sitting at 3.30. This is compared to 1 month ago, when its average rating was 3.30.
For the quarter ending in Sep-18 Waddell & Reed Financial, Inc. [WDR] generated $0.3 billion in sales. That’s 0.89% higher than the average estimate of $0.29 billion as provided by Wall Street analysts. The three indicators above suggest that the company is performing better than market experts expected, boosting its appeal as a solid investment.
Pay attention to the next-scheduled financial results for this company to be released, which is slated for Tue 5 Feb (In 28 Days).
Fundamental Analysis of Waddell & Reed Financial, Inc. [WDR]
Now let’s turn to look at profitability: with a current Operating Margin for Waddell & Reed Financial, Inc. [WDR] sitting at +16.84 and its Gross Margin at +45.76, this company’s Net Margin is now 13.70%. These measurements indicate that Waddell & Reed Financial, Inc. [WDR] is generating considerably more profit, after expenses are accounted for, compared to its market peers.
This company’s Return on Total Capital is 18.37, and its Return on Invested Capital has reached 12.20%. its Return on Equity is 16.46, and its Return on Assets is 10.13. These metrics all suggest that Waddell & Reed Financial, Inc. is doing well at using the money it earns to generate returns.
Turning to investigate this organization’s capital structure, Waddell & Reed Financial, Inc. [WDR] has generated a Total Debt to Total Equity ratio of 21.74. Similarly, its Total Debt to Total Capital is 17.86, while its Total Debt to Total Assets stands at 13.71. Looking toward the future, this publicly-traded company’s Long-Term Debt to Equity is 10.86, and its Long-Term Debt to Total Capital is 8.92. This company has a healthy balance between its debt and its current holdings, suggesting it is a reliable investment due to its ability to leverage debt in an efficient way.
What about valuation? This company’s Enterprise Value to EBITDA is 4.01 and its Total Debt to EBITDA Value is 0.84. The Enterprise Value to Sales for this firm is now 0.73, and its Total Debt to Enterprise Value stands at 0.14. Waddell & Reed Financial, Inc. [WDR] has a Price to Book Ratio of 2.12, a Price to Cash Flow Ratio of 9.52 and P/E Ratio of 8.66. These metrics all suggest that Waddell & Reed Financial, Inc. is more likely to generate a positive ROI.
Shifting the focus to workforce efficiency, Waddell & Reed Financial, Inc. [WDR] earns $809,105 for each employee under its payroll. Income works out to $98,797 per employee. Similarly, this company’s Receivables Turnover is 7.39 and its Total Asset Turnover is 0.83.
Let’s now turn our attention to trading performance: Waddell & Reed Financial, Inc. [WDR] has 78.75M shares outstanding, amounting to a total market cap of $1.40B. Its stock price has been found in the range of 16.45 to 23.82. At its current price, it has moved by -25.48% from its 52-week high, and it has moved 7.90% from its 52-week low.
This stock’s Beta value is currently 1.57, which indicates that it is more volatile that the wider market. This stock’s Relative Strength Index (RSI) is at 43.30. This RSI score is good, suggesting this stock is neither overbought or oversold.
Conclusion: Is Waddell & Reed Financial, Inc. [WDR] a Reliable Buy?
Shares of Waddell & Reed Financial, Inc. [WDR], overall, appear to be a solid investment option, with Wall Street analysts expecting its price to rise considerably in the next 12 months. This company generates high value from the labor resources and other capital it has available, and while it has heavy Long-Term Debt to Equity, the majority of the metrics point to this investment being highly attractive.