WADDELL & REED FINANCIAL INC
Financials · Security Brokers, Dealers & Flotation Companies · DE · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY20 | FY19 | FY18 | FY17 | FY16 | FY15 | |
|---|---|---|---|---|---|---|
| Revenue | $1.05B | $1.07B | $1.16B | $1.16B | $1.24B | $1.52B |
| Operating income | $94.8M | $145.7M | $222.0M | $219.8M | $259.2M | $403.1M |
| Net income | $22.0M | $32.1M | $183.6M | $141.3M | $156.7M | $237.6M |
| Total assets | $1.15B | $1.27B | $1.34B | $1.38B | $1.41B | $1.56B |
| Total liabilities | $426.1M | $438.2M | $449.2M | $497.0M | $551.6M | $708.7M |
| Equity | $727.8M | $808.9M | $883.5M | $872.9M | $844.0M | $846.5M |
| EPS (diluted) | — | — | — | — | — | — |
| Shares out. | 67.8M | 76.3M | 83.4M | 84.3M | 81.8M | 83.6M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2020- Operating margin
- 9.0%
- Net margin
- 2.1%
- Return on equity
- 3.0%
- Return on assets
- 1.9%
- Return on capital (ROCE)
- 12.5%
- Liabilities / assets
- 36.9%
- Debt / equity
- 0.59×
- Book value / share
- $10.73
- Revenue growth (YoY)
- −1.9%
- Net income growth (YoY)
- −31.4%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2020- Altman Z″ (distress)
- 8.98safe
- Accruals / assets
- −14.4%clean
- Piotroski F-Score
- 5/9mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 warning● 5 good- Revenue declined year-over-year
- Operating margin is positive
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Material events
SEC Form 8-K · most recent- Terminated a material agreement · Completed an acquisition or disposition · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylawsApr 30, 2021
- Other material eventApr 21, 2021
- Regulation FD disclosureApr 13, 2021
- Entered a material agreement · Other material eventApr 5, 2021
- Other material eventMar 25, 2021
- Shareholder voteMar 23, 2021
- Regulation FD disclosureMar 10, 2021
- Regulation FD disclosureFeb 10, 2021
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 15-12BMay 13, 2021
- 13F-HRMay 12, 2021
- S-8 POSMay 3, 2021
- S-8 POSMay 3, 2021
- S-8 POSMay 3, 2021
- S-8 POSMay 3, 2021
- 25-NSEMay 3, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021
- 4OWNERSHIP DOCUMENTApr 30, 2021