Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles:
Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.
Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them.
Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.

Type
Public
HQ
Mission, US
Founded
1937
Size (employees)
1,447 (est)
Waddell & Reed Financial was founded in 1937 and is headquartered in Mission, US
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Waddell & Reed Financial Office Locations

Waddell & Reed Financial has an office in Mission
Mission, US (HQ)
6300 Lamar Ave
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Waddell & Reed Financial Financials and Metrics

Waddell & Reed Financial Financials

Waddell & Reed Financial's revenue was reported to be $1.24 b in FY, 2016 which is a 18.3% decrease from the previous period.
USD

Revenue (Q1, 2018)

297.6 m

Net income (Q1, 2018)

46 m

EBIT (Q1, 2018)

59.9 m

Market capitalization (14-Jun-2018)

1.6 b

Closing share price (14-Jun-2018)

19.4

Cash (31-Mar-2018)

177.6 m

EV

1.5 b
Waddell & Reed Financial's current market capitalization is $1.6 b.
Annual
usdFY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016

Revenue

978.3 m1.1 b1.2 b1.4 b1.6 b1.5 b1.2 b

Revenue growth, %

15%5%17%17%(5%)(18%)

General and administrative expense

86.4 m104.6 m105.1 m84 m

Operating expense total

86.4 m104.6 m105.1 m84 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

Revenue

297.6 m

Sales and marketing expense

68.8 m

General and administrative expense

27.9 m25.5 m19.2 m19.3 m23.3 m25.7 m28.2 m27.8 m19.5 m

Operating expense total

27.9 m25.5 m19.2 m19.3 m23.3 m25.7 m28.2 m27.8 m88.3 m
Annual
usdY, 2010Y, 2011Y, 2012Y, 2013Y, 2014Y, 2015FY, 2016

Cash

190.1 m323.9 m330.3 m487.8 m566.6 m558.5 m555.1 m

Accounts Receivable

4.3 m

Inventories

9.4 m15 m35 m20.6 m

Current Assets

1 b1.2 b1.2 b1.1 b
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

Cash

426.6 m520.7 m507.7 m529 m610.8 m614.9 m612.7 m447.1 m467.5 m529.8 m565.2 m427.9 m225.9 m177.6 m

Current Assets

884.5 m1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1 b

PP&E

70.3 m82.8 m83 m86.6 m97.4 m98.2 m100.4 m106.8 m105.9 m105.8 m99.1 m95.5 m91.7 m82.5 m

Total Assets

1.2 b1.3 b1.4 b1.4 b1.5 b1.5 b1.4 b1.4 b1.4 b1.4 b1.4 b1.4 b1.4 b1.3 b
Annual
usdFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

253 m313.3 m245.5 m148.3 m

Depreciation and Amortization

13.7 m14.8 m16 m18.4 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

Net Income

174.2 m74.9 m157.9 m232.4 m67.1 m134.6 m182.6 m37.5 m71 m125.8 m33.5 m57.5 m96.7 m46 m

Depreciation and Amortization

10.4 m3.3 m6.9 m10.7 m4 m8.1 m12.2 m4.4 m8.6 m13.2 m5.2 m10.4 m15.6 m5.3 m

Cash From Operating Activities

181.4 m88.9 m129.1 m260.2 m90.3 m155.8 m230.6 m(47.3 m)18.4 m66.1 m49.2 m(37.3 m)(16.6 m)50.3 m

Purchases of PP&E

(10.9 m)(13.8 m)(18.2 m)(25.2 m)(9.2 m)(14.1 m)(20.6 m)(5.7 m)(9.3 m)(13.9 m)(1.9 m)(3.7 m)(5.4 m)(414 k)
USDY, 2018

EV/EBIT

25.1 x

EV/CFO

30 x

Financial Leverage

1.4 x
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Waddell & Reed Financial Online and Social Media Presence

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