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Waddell & Reed Financial, Inc. (WDR)
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TelegramWaddell & Reed Financial, Inc. Income Statement 2020-2011 | WDR
Brief overview of revenue and earnings at Waddell & Reed Financial, Inc.
This overview is based on financial performance over the past five years. Revenue at Waddell & Reed Financial, Inc. moved from $1.5 billion in 2015 to $85.3 million in 2020. The five-year change reached −94.4%, while CAGR stood at −43.8%. The business finished the period with a smaller revenue base.
Net income changed from 246 million dollars to 72.7 million dollars (−70.4%). Net profitability strengthened faster than the top line.
Over the period, capitalization shifted from 2.3 billion dollars to 1.6 billion dollars (−29.1%). The decline in value indicates softer investor confidence.
Summary assessment
The indicators point to a weaker financial profile. The most visible risks are lower net income, lower investor confidence and a softer top-line trend. The key question is whether sales can be converted into sustainable profit.
Annual Income Statement Waddell & Reed Financial, Inc.
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|
Market Cap |
1.62 B | 1.2 B | 1.35 B | 1.89 B | 1.49 B | 2.29 B | 3.78 B | 5.58 B | 3.38 B | 2.54 B |
Shares |
64.2 M | 73.3 M | 80.5 M | 83.6 M | 82.7 M | 83.5 M | 84.5 M | 85.5 M | 85.5 M | 85.8 M |
Net Income |
72.7 M | 115 M | 184 M | 141 M | 147 M | 246 M | 313 M | 253 M | 151 M | 175 M |
Revenue |
85.3 M | 1.07 B | 1.16 B | 1.16 B | 1.24 B | 1.52 B | 1.6 B | 1.37 B | 1.17 B | 1.2 B |
EBITDA |
107 M | 166 M | 249 M | 264 M | 265 M | 432 M | 507 M | 397 M | 316 M | 307 M |
Operating Expenses |
97.1 M | 209 M | 217 M | 140 M | 112 M | 130 M | 128 M | 111 M | 110 M | 287 M |
General and Administrative Expenses |
178 M | 180 M | 181 M | 119 M | 93.6 M | 114 M | 113 M | 98.6 M | 96.3 M | 272 M |
Annual performance
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All numbers in USD currency
The income statement is one of the three key financial reports of a company Waddell & Reed Financial, Inc. (alongside the balance sheet and the cash flow statement). It shows how the company makes money and what its expenses are:
- How much revenue the company earned
- How much it spent on production, personnel, marketing, taxes, etc.
- What profit remained in the end
Analyzing the income statement helps an investor understand whether the business generates stable and growing profits, how effectively the company controls its expenses, and whether it is capable of generating income in the future. Additionally, this analysis shows how the company copes with crises and economic cycles, and allows assessing the potential for stock price growth and dividend payments.
Features- The income statement may include both recurring and one-time items (for example, profit from the sale of assets). It is necessary to separate core metrics from one-off events for accurate analysis.
- Companies often publish interim reports (e.g., quarterly), which allows for more timely tracking of trends.
- A combined analysis of the income statement with the balance sheet and cash flow statement provides a comprehensive view of the company’s financial health.
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