WDR - Stock Risk Analysis Report for WADDELL & REED FINANCIAL-A

WDR Risk Report

Overview

Our quantitative data points are meant to provide a high-level understanding of factors in equity risk models for Waddell & Reed Financial-A. Portfolio managers use these models to forecast risk, optimize portfolios and review performance.

We show how WDR stock compares to 2,000+ US-based stocks, and to peers in the Finance and Insurance sector and Securities and Commodity Exchanges industry.

Please do not consider this data as investment advice. Data is downloaded from sources we deem reliable, but errors may occur.

Company Info

Business Description

Company logo Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).

Identity

Symbol: WDR
FactorPad FPID: f23mff
SEC CIK: 0001052100
Share Class FIGI: BBG001S6JBM4
Location: Overland Park, Kansas US
Web: http://ir.waddell.com/

Sector and Industry

Sector: Finance and Insurance
Industry: Securities and Commodity Exchanges
SIC Code: 6211

Share Data

Shares Outstanding: 62,024,785

Earnings and Dividends

Trailing 12-month earnings: 1.08
Next earnings date:

Dividend yield in last 12 months: 0.98%
Ex-dividend date: 2021-04-08

Market Risk Measures

Many of the following risk metrics are standardized and transformed into quantitative factors in institutional-level risk models.

Rankings below represent percentiles from 1 to 100, with 1 being the lowest rating of risk.

Systematic Risk

Stocks with higher beta exhibit higher sensitivity to the ups and downs in the market. (↑↑)

Beta: 0.98 | All: 33 | Sector: 23 | Industry: 50

Company Size

Stocks with higher market capitalization often have lower risk. (↑↓)

Market Capitalization: $1,549,379,129 | All: 81 | Sector: 79 | Industry: 84

Trading Liquidity

Higher average daily dollar volume over the past 30 days implies lower liquidity risk. (↑↓)

Daily Dollar Volume: $15,089,557 | All: 68 | Sector: 62 | Industry: 64

Price Momentum

Higher price momentum stocks, aka recent winners, equate to lower risk for many investors. (↑↓)

Stock Price Change (1-Year): 80.93% | All: 35 | Sector: 30 | Industry: 39

Financial Risk Measures

Style risk factors often include measures of profitability and payout levels.

Earnings Yield

Companies with higher earnings generally provide lower risk. (↑↓)

Earnings Yield (E/P): 4.55% | All: 29 | Sector: 53 | Industry: 59

Dividend Yield

Companies with higher dividend yields, if sustaintable, are perceived to have lower risk. (↑↓)

Dividend Yield (D/P): 3.94% | All: 9 | Sector: 18 | Industry: 45

Stock Risk Measures for Waddell & Reed Financial-A