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Alternative stocks to Waddell & Reed Financial (NYSE:WDR)


These are the alternatives to Waddell & Reed Financial that fall within the same industry, Asset Management & Custody, or region, USA.

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Waddell & Reed Financial stock research in summary

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Waddell & Reed Financial stock research analysis by the purely faced based Obermatt method on current and historical performance by investment strategy | Waddell & Reed Financial (NYSE:WDR), Asset Management & Custody, USA


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Country USA
Industry Asset Management & Custody
Index
Size class Large

Large companies - similar industry as Waddell & Reed Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. The Carlyle Group (XL, US)  Asset Management & Custody
1. The Carlyle Group (XL, US)   Asset Management & Custody 67 81 64 98
2. Invesco (XL, US)  Asset Management & Custody
2. Invesco (XL, US)   Asset Management & Custody 99 7 79 84
3. BlackRock (XXL, US)  Asset Management & Custody
3. BlackRock (XXL, US)   Asset Management & Custody 25 65 93 79
4. Pershing Squares (XL, US)  Asset Management & Custody
4. Pershing Squares (XL, US)   Asset Management & Custody 91 13 76 74
5. Franklin Resources (XL, US)  Asset Management & Custody
5. Franklin Resources (XL, US)   Asset Management & Custody 100 3 75 72
6. Ameriprise Financial (XXL, US)  Asset Management & Custody
6. Ameriprise Financial (XXL, US)   Asset Management & Custody 33 51 72 55
7. BNY Mellon (XXL, US)  Asset Management & Custody
7. BNY Mellon (XXL, US)   Asset Management & Custody 35 37 55 35
8. T. Rowe Price (XL, US)  Asset Management & Custody
8. T. Rowe Price (XL, US)   Asset Management & Custody 71 25 30 23
9. State Street (XXL, US)  Asset Management & Custody
9. State Street (XXL, US)   Asset Management & Custody 89 11 15 15
10. Northern Trust (XL, US)  Asset Management & Custody
10. Northern Trust (XL, US)   Asset Management & Custody 51 17 37 9

September 12, 2024

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as Waddell & Reed Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. First Busey (XXL, US)  Regional Banks
1. First Busey (XXL, US)   Regional Banks 89 79 77 100
2. Financial Institutions (XXL, US)  Regional Banks
2. Financial Institutions (XXL, US)   Regional Banks 98 91 57 100
3. Columbia Banking Systems (XXL, US)  Regional Banks
3. Columbia Banking Systems (XXL, US)   Regional Banks 99 81 39 100
4. Yum! (XL, US)  Restaurants
4. Yum! (XL, US)   Restaurants 71 91 49 100
5. Amalgamated Bank (XXL, US)  Regional Banks
5. Amalgamated Bank (XXL, US)   Regional Banks 33 97 97 100
6. Business First Bancshares (XXL, US)  Regional Banks
6. Business First Bancshares (XXL, US)   Regional Banks 59 79 81 100
7. First Republic Bank (XXL, US)  Regional Banks
7. First Republic Bank (XXL, US)   Regional Banks 100 89 95 100
8. Paramount (XXL, US)  Broadcasting
8. Paramount (XXL, US)   Broadcasting 97 95 94 100
9. Hanmi Financial (XXL, US)  Regional Banks
9. Hanmi Financial (XXL, US)   Regional Banks 97 25 97 100
10. Kelly Services (XL, US)  HR- & Employment Services
10. Kelly Services (XL, US)   HR- & Employment Services 97 97 100 100

September 12, 2024


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Mid sized companies - similar industry as Waddell & Reed Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. StepStone Group (L, US)  Asset Management & Custody
1. StepStone Group (L, US)   Asset Management & Custody 9 100 98 93
2. Federated Investors (L, US)  Asset Management & Custody
2. Federated Investors (L, US)   Asset Management & Custody 83 21 84 89
3. SEI Investments (L, US)  Asset Management & Custody
3. SEI Investments (L, US)   Asset Management & Custody 35 41 89 75
4. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
4. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 3 85 74 64
5. Victory Capitals (L, US)  Asset Management & Custody
5. Victory Capitals (L, US)   Asset Management & Custody 55 79 21 59
6. AMG (L, US)  Asset Management & Custody
6. AMG (L, US)   Asset Management & Custody 65 21 66 53
7. WisdomTree (M, US)  Asset Management & Custody
7. WisdomTree (M, US)   Asset Management & Custody 41 69 38 52
8. GCM Grosvenor (M, US)  Asset Management & Custody
8. GCM Grosvenor (M, US)   Asset Management & Custody 41 79 1 30
9. Virtus Investment Partners (L, US)  Asset Management & Custody
9. Virtus Investment Partners (L, US)   Asset Management & Custody 93 5 9 18
10. Riverstone Energy (M, US)  Asset Management & Custody
10. Riverstone Energy (M, US)   Asset Management & Custody 17 7 3 1

September 12, 2024


Mid sized companies - similar region as Waddell & Reed Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Tetra Tech (L, US)  Facility Services
1. Tetra Tech (L, US)   Facility Services 67 95 98 100
2. Bumble (M, US)  Interactive Media & Services
2. Bumble (M, US)   Interactive Media & Services 89 43 100 100
3. Lifetime Brands (L, US)  Housewares & Specialties
3. Lifetime Brands (L, US)   Housewares & Specialties 100 83 54 100
4. Smith & Wesson (L, US)  Leisure Products
4. Smith & Wesson (L, US)   Leisure Products 93 95 95 100
5. Tennant (L, US)  Industrial Machinery
5. Tennant (L, US)   Industrial Machinery 89 97 78 100
6. DASAN Zhone Solutions (M, US)  Communications Equipment
6. DASAN Zhone Solutions (M, US)   Communications Equipment 69 79 94 100
7. Comtech (M, US)  Communications Equipment
7. Comtech (M, US)   Communications Equipment 100 51 92 100
8. Minerals Technologies (L, US)  Specialty Chemicals
8. Minerals Technologies (L, US)   Specialty Chemicals 49 99 86 100
9. APEI (M, US)  Education Services
9. APEI (M, US)   Education Services 67 73 94 100
10. Laureate Education (L, US)  Education Services
10. Laureate Education (L, US)   Education Services 87 87 85 100

September 12, 2024



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