Waddell & Reed Financial Inc

美股公司 · 2018年11月27日 · 30 次阅读

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. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.

公司基本面

市值 15.700000000000001亿 市盈率 8.66
当前价 19.87 目标价 18.69
ROI 12.20% ROE 18.20%
ROA 12.30% RSI 49.72
指标说明
市盈率 = 股价/年度每股收益:
  • <0 :指该公司盈利为负(计算市盈率没有意义,一般显示为“—”)
  • 0-13 :即价值被低估(一般传统行业 或者周期性行业的股票都比较低 比如美光科技)
  • 14-20:即正常水平
  • 21-28:即价值被高估
  • 28+ :反映股市出现投机性泡沫
市净率 = 总市值/所有者权益:

一般市净率较低的股票, 投资价值较高

资产收益率(ROA) = 净利润/总资产:

该指标越高 表示公司资产利用效果越好

净资产收益率(ROE) = 净利润/总股东权益:

该指标越高 表示投资带来的收益越高

Waddell & Reed Financial Inc 公司 评级升降级

日期 机构 评级 目标价
18-04-30 Evercore ISI 升级 Underperform → In-line
18-01-31 Citigroup 升级 Sell → 中立
17-10-10 Jefferies 重申 持有 $19 → $20
17-06-30 RBC Capital Mkts 启动 Underperform $17
17-06-14 Keefe Bruyette 升级 Underperform → Mkt Perform
16-11-16 Keefe Bruyette 降级 Mkt Perform → Underperform
16-10-17 Citigroup 降级 中立 → Sell
16-07-27 RBC Capital Mkts 重申 跑赢市场 $29 → $26
16-04-27 RBC Capital Mkts 重申 跑赢市场 $32 → $29
16-04-18 RBC Capital Mkts 重申 跑赢市场 $37 → $32
16-03-15 BofA/Merrill 降级 中立 → Underperform
16-02-03 RBC Capital Mkts 重申 跑赢市场 $44 → $37
16-01-06 RBC Capital Mkts 重申 跑赢市场 $49 → $44
16-01-04 Credit Suisse 降级 中立 → Underperform
15-12-15 Citigroup 降级 中立 → Sell
15-10-28 RBC Capital Mkts 重申 跑赢市场 $58 → $49
15-10-26 Citigroup 升级 Sell → 中立
15-09-21 Morgan Stanley 降级 Equal-Weight → Underweight
15-06-03 Piper Jaffray 启动 中立
14-04-30 RBC Capital Mkts 重申 跑赢市场 $78 → $83

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