Sei Investments Stock Performance
| SEIC Stock | USD 68.50 0.10 0.15% |
SEI Investments has a performance score of 3 on a scale of 0 to 100. The entity has a beta of 1.13, which indicates a somewhat significant risk relative to the market. SEI Investments returns are very sensitive to returns on the market. As the market goes up or down, SEI Investments is expected to follow. SEI Investments currently has a risk of 0.87%. Please validate SEI Investments downside variance, daily balance of power, and the relationship between the maximum drawdown and skewness , to decide if SEI Investments will be following its existing price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in SEI Investments are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound forward indicators, SEI Investments is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.15) | Five Day Return 1.89 | Year To Date Return 8.87 | Ten Year Return 110.96 | All Time Return 35.9 K |
Forward Dividend Yield 0.0134 | Payout Ratio 0.2432 | Last Split Factor 2:1 | Forward Dividend Rate 0.92 | Dividend Date 2024-01-09 |
1 | SEI Investments Raised to Buy at StockNews.com | 03/06/2024 |
2 | Disposition of 29343 shares by Alfred West of SEI Investments at 59.78 subject to Rule 16b-3 | 03/15/2024 |
3 | IXS Holdings Selects SEI for Cybersecurity and Network Operations | 03/27/2024 |
4 | SEI Investments to Report Q1 Results Wall Street Expects Earnings Growth | 04/11/2024 |
5 | Change Is Never Easy New Global X CEO | 04/22/2024 |
6 | SEI Investments Q1 2024 Earnings Preview | 04/23/2024 |
7 | SEI Q1 Earnings Snapshot | 04/24/2024 |
8 | SEI Investments Co Earnings Call Transcript Highlights Strong Growth and ... | 04/25/2024 |
9 | SEI Investments Company Q1 2024 Earnings Call Transcript | 04/26/2024 |
10 | Fiera Capital launches office in the Netherlands | 04/30/2024 |
11 | Affiliated Managers Q1 Earnings Top, Revenues Down YY | 05/06/2024 |
12 | SEI Investments Is Increasing Its Dividend To 0.43 - Yahoo News UK | 05/09/2024 |
| Begin Period Cash Flow | 853.4 M |
SEI |
SEI Investments Relative Risk vs. Return Landscape
If you would invest 6,720 in SEI Investments on February 11, 2024 and sell it today you would earn a total of 130.00 from holding SEI Investments or generate 1.93% return on investment over 90 days. SEI Investments is currently generating 0.0342% in daily expected returns and assumes 0.8709% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of stocks are less volatile than SEI, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
SEI Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SEI Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SEI Investments, and traders can use it to determine the average amount a SEI Investments' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0392
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SEIC |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average SEI Investments is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SEI Investments by adding it to a well-diversified portfolio.
SEI Investments Fundamentals Growth
SEI Stock prices reflect investors' perceptions of the future prospects and financial health of SEI Investments, and SEI Investments fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SEI Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.12 | |||
| Profit Margin | 0.25 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 8.16 B | |||
| Shares Outstanding | 131.39 M | |||
| Price To Earning | 19.70 X | |||
| Price To Book | 4.16 X | |||
| Price To Sales | 4.62 X | |||
| Revenue | 1.92 B | |||
| Gross Profit | 1.58 B | |||
| EBITDA | 424.52 M | |||
| Net Income | 462.26 M | |||
| Cash And Equivalents | 791.44 M | |||
| Cash Per Share | 5.87 X | |||
| Total Debt | 25.35 M | |||
| Debt To Equity | 0.01 % | |||
| Current Ratio | 4.43 X | |||
| Book Value Per Share | 17.20 X | |||
| Cash Flow From Operations | 447.03 M | |||
| Earnings Per Share | 3.66 X | |||
| Market Capitalization | 9.01 B | |||
| Total Asset | 2.52 B | |||
| Retained Earnings | 762.59 M | |||
| Working Capital | 1.13 B | |||
| Current Asset | 1 B | |||
| Current Liabilities | 224.48 M | |||
About SEI Investments Performance
To evaluate SEI Investments Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when SEI Investments generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare SEI Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand SEI Investments market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents SEI's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.12 | 0.13 | |
| Return On Tangible Assets | 0.22 | 0.17 | |
| Return On Capital Employed | 0.20 | 0.19 | |
| Return On Assets | 0.18 | 0.14 | |
| Return On Equity | 0.22 | 0.34 |
Things to note about SEI Investments performance evaluation
Checking the ongoing alerts about SEI Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SEI Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: SEI Investments Is Increasing Its Dividend To 0.43 - Yahoo News UK |
- Analyzing SEI Investments' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether SEI Investments' stock is overvalued or undervalued compared to its peers.
- Examining SEI Investments' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating SEI Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of SEI Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SEI Investments' stock. These opinions can provide insight into SEI Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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.
Quarterly Earnings Growth 0.253 | Dividend Share 0.89 | Earnings Share 3.66 | Revenue Per Share 14.872 | Quarterly Revenue Growth 0.091 |
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.