Waddell And Reed Financial Inc (WDR) Return on Investment ROI from the first quarter of 2021 to first quarter of 2020 and for the year 2021, average high and low, overall ranking from Mar 31 2021 to Mar 31 2020 - CSIMarket
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Waddell and Reed Financial Inc  (NYSE: WDR)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Waddell And Reed Financial Inc's ROI from its first quarter of 2021 to the first quarter of 2020 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Waddell And Reed Financial Inc's ROI in the first quarter of 2021?
Waddell and Reed Financial Inc achieved a return on average invested assets (ROI) of 6.96 % in its first quarter of 2021, which is below Waddell And Reed Financial Inc's average return on investment, which stands at 20.59%.

ROI fell compared to the fourth quarter of 2020, despite the net income growth of % from the fourth quarter of 2020.

Within the Financial sector 355 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the fourth quarter of 2020 from 780 to 1253.

Definition and Formula of Return on Investment


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Return On Investment (Mar 31 2021)
I. Quarter		 (Dec 31 2020)
IV. Quarter		 (Sep 30 2020)
III. Quarter		 (Jun 30 2020)
II. Quarter		 (Mar 31 2020)
I. Quarter
Y / Y Investment Change TTM -17.67 % -19.74 % -15.72 % -11.51 % -7.79 %
Y / Y Net Income Change TTM -48.6 % -37.88 % -5.1 % 45.47 % 219.53 %
Investment (TTM) in Millions 735 757 775 823 814
Return On Investment (TTM) 6.96 % 9.17 % 11.36 % 10.95 % 11.15 %
WDR's Overall Ranking # 1253 # 780 # 687 # 681 # 678
Seq. Investment Change TTM -2.48 % -5.93 % -5.84 % -4.69 % -4.93 %
Seq. Net Income Change TTM -25.95 % -24.06 % -2.3 % -6.44 % -10.51 %
Net Income (TTM) in Millions 54 73 96 98 105

WDR Company Profile >> Back to WDR Roi Comparisons >> See Annual WDR Return On Investment



Return On Investment WDR's Ranking
Within: No.
Industry # 47
Sector # 356
Overall # 1253

Return On Investment Statistics
High Average Low
40.76 %
20.59 %
6.96 %
(June 30. 2014)   (Mar 31 2021)







Financial Statements
Waddell And Reed Financial Inc's I. Quarter Investments $ 735 Millions WDR's Balance sheet
Waddell And Reed Financial Inc's I. Quarter Income $ 2 Millions Quarterly WDR's Income Statement
WDR's Income by Division See WDR's Income by Division


WDR Annual Return On Investment (Dec 31 2020)
2020		 (Dec 31 2019)
2019		 (Dec 31 2018)
2018		 (Dec 31 2017)
2017		 (Dec 31 2016)
2016
Total Investments in Millions 757 957 1,006 1,023 1,109
Y / Y Investment Growth -20.88 % -4.85 % -1.62 % -7.82 % -0.29 %
Net Income in Millions 73 117 183 144 148
Y / Y Net Income Growth -37.88 % -36.02 % 26.77 % -2.77 % -39.59 %
Annual Return On Investment 9.59 % 12.22 % 18.17 % 14.1 % 13.37 %


Annual Roi Comment
In the fiscal year 2020 ROI decreased relative to the previous year to 9.59 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
WDR's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for WDR's Competitors
Subscribers only: Roi for Waddell And Reed Financial Inc's Suppliers
Subscribers only: Return On Investment for WDR's Customers

Other Ratios
WDR's Roa WDR's Inventory Turnover Ratio WDR's Growth Rates WDR's Dividend Statistics
WDR's Profitability Ratios WDR's Asset Turnover Ratio WDR's Dividend Growth
WDR's Roe WDR's Valuation Ratios WDR's Financial Strength Ratios WDR's Dividend Payout Ratio



Companies with similar Return On Investment at Mar 31 2021, within Financial Sector ROI
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Hudson Executive Investment Corp Ii  18.55 %
Bank7 Corp   18.10 %
Siriuspoint Ltd   18.03 %
Utg Inc   18.00 %
Primavera Capital Acquisition Corporation  17.78 %
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Gcm Grosvenor Inc   17.64 %
Servisfirst Bancshares Inc   17.32 %
Mvb Financial Corp  17.18 %
Berkshire Hathaway Inc  16.83 %
Humana Inc  16.68 %
Corvel Corporation  16.50 %
Molina Healthcare Inc   16.39 %
Netcapital Inc   16.37 %
Southern Missouri Bancorp Inc   16.27 %
Pjt Partners Inc   16.15 %
Abrdn Palladium Etf Trust  16.14 %
Fidelity National Financial Inc   16.06 %
Maiden Holdings Ltd   16.06 %
Invesco Db Commodity Index Tracking Fund  16.01 %
Houlihan Lokey Inc   15.76 %
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Cto Realty Growth Inc   15.62 %
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First Western Financial Inc   15.01 %

Date modified: 2026-09-18T13:11:04+00:00



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