SEI Financial Statements From 2010 to 2024

SEIC Stock  USD 66.57  0.36  0.54%   
SEI Investments financial statements provide useful quarterly and yearly information to potential SEI Investments investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on SEI Investments financial statements helps investors assess SEI Investments' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting SEI Investments' valuation are summarized below:
SEI Investments does not now have any fundamental trend indicators for analysis.
Check SEI Investments financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among SEI main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . SEI financial statements analysis is a perfect complement when working with SEI Investments Valuation or Volatility modules.
  
This module can also supplement various SEI Investments Technical models . Check out the analysis of SEI Investments Correlation against competitors.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.

SEI Investments Company Return On Equity Analysis

SEI Investments' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

 = 

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current SEI Investments Return On Equity

    
  0.23  
Most of SEI Investments' fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, SEI Investments is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Competition

Based on the latest financial disclosure, SEI Investments has a Return On Equity of 0.2278. This is 84.29% lower than that of the Capital Markets sector and 96.62% lower than that of the Financials industry. The return on equity for all United States stocks is 173.48% lower than that of the firm.

SEI Investments Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining SEI Investments's current stock value. Our valuation model uses many indicators to compare SEI Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across SEI Investments competition to find correlations between indicators driving SEI Investments's intrinsic value. More Info.
SEI Investments is rated third in return on equity category among related companies. It is currently regarded as top stock in return on asset category among related companies reporting about  0.51  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for SEI Investments is roughly  1.96 . Comparative valuation analysis is a catch-all model that can be used if you cannot value SEI Investments by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for SEI Investments' Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the SEI Investments' earnings, one of the primary drivers of an investment's value.

About SEI Investments Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include SEI Investments income statement, its balance sheet, and the statement of cash flows. SEI Investments investors use historical funamental indicators, such as SEI Investments's revenue or net income, to determine how well the company is positioned to perform in the future. Although SEI Investments investors may use each financial statement separately, they are all related. The changes in SEI Investments's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on SEI Investments's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on SEI Investments Financial Statements. Understanding these patterns can help to make the right decision on long term investment in SEI Investments. Please read more on our technical analysis and fundamental analysis pages.
SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards SEI Investments in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, SEI Investments' short interest history, or implied volatility extrapolated from SEI Investments options trading.

Currently Active Assets on Macroaxis

When determining whether SEI Investments offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SEI Investments' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Sei Investments Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Sei Investments Stock:
Check out the analysis of SEI Investments Correlation against competitors.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

Complementary Tools for SEI Stock analysis

When running SEI Investments' price analysis, check to measure SEI Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SEI Investments is operating at the current time. Most of SEI Investments' value examination focuses on studying past and present price action to predict the probability of SEI Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SEI Investments' price. Additionally, you may evaluate how the addition of SEI Investments to your portfolios can decrease your overall portfolio volatility.
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Is SEI Investments' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SEI Investments. If investors know SEI will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SEI Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of SEI Investments is measured differently than its book value, which is the value of SEI that is recorded on the company's balance sheet. Investors also form their own opinion of SEI Investments' value that differs from its market value or its book value, called intrinsic value, which is SEI Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SEI Investments' market value can be influenced by many factors that don't directly affect SEI Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SEI Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if SEI Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SEI Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.