SEI Competitors
| SEIC Stock | USD 86.20 0.23 0.27% |
SEI Investments vs Franklin Resources Correlation
Almost no diversification
The correlation between SEI Investments and BEN is 0.91 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding SEI Investments and BEN in the same portfolio, assuming nothing else is changed.
Moving against SEI Stock
At present, SEI Investments' Return On Equity is projected to increase slightly based on the last few years of reporting. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 112.3 M, whereas Intangible Assets are forecasted to decline to about 225.5 M.SEI Investments Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between SEI Investments and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of SEI and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of SEI Investments does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between SEI Stock performing well and SEI Investments Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze SEI Investments' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| IVZ | 1.44 | 0.24 | 0.16 | 0.24 | 1.57 | 4.04 | 9.73 | |||
| CMA | 1.07 | 0.28 | 0.23 | 0.37 | 0.87 | 2.60 | 6.66 | |||
| FDS | 1.36 | (0.05) | (0.03) | 0.04 | 2.36 | 2.56 | 11.88 | |||
| OXLC | 1.23 | 0.00 | (0.01) | 0.10 | 1.56 | 2.51 | 9.22 | |||
| AMG | 1.29 | 0.42 | 0.37 | 0.48 | 0.64 | 3.07 | 10.56 | |||
| JHG | 0.95 | 0.16 | 0.12 | 0.28 | 0.96 | 1.90 | 14.63 | |||
| XP | 2.01 | 0.21 | 0.07 | 0.27 | 2.82 | 5.18 | 15.41 | |||
| ATCO | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| ORI | 1.18 | 0.02 | (0.04) | (0.29) | 2.16 | 2.06 | 5.68 | |||
| BEN | 1.12 | 0.12 | 0.08 | 0.19 | 1.45 | 2.54 | 7.36 |
Cross Equities Net Income Analysis
Compare SEI Investments and related stocks such as Invesco Plc, Comerica Incorporated, and FactSet Research Systems Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IVZ | 193.2 M | 729.7 M | 677.1 M | 940.3 M | 991.5 M | 968.1 M | 854.2 M | 1.1 B | 882.8 M | 688.3 M | 761.6 M | 1.6 B | 920.7 M | (333.7 M) | 774.8 M | 891 M | 609.6 M |
| CMA | 52.7 M | 393 M | 521 M | 541 M | 593 M | 521 M | 477 M | 743 M | 1.2 B | 1.2 B | 497 M | 1.2 B | 1.2 B | 881 M | 698 M | 723 M | 594.3 M |
| FDS | 6.5 M | 188.8 M | 198.6 M | 211.5 M | 241.1 M | 338.8 M | 258.3 M | 267.1 M | 352.8 M | 372.9 M | 399.6 M | 396.9 M | 468.2 M | 537.1 M | 597 M | 686.6 M | 720.9 M |
| OXLC | 81.7 K | 4.4 M | 24.3 M | 22.7 M | 3.3 M | (85.8 M) | 105.2 M | 38 M | (21 M) | (291.1 M) | 289.9 M | 125.9 M | (171.3 M) | 235.1 M | 48.5 M | 55.7 M | 58.5 M |
| JHG | 0.0 | 52.8 M | 171.6 M | 206.3 M | 402.3 M | 329.8 M | 189 M | 655.5 M | 523.8 M | 427.6 M | 130.3 M | 620 M | 372.4 M | 392 M | 408.9 M | 470.2 M | 252.1 M |
| XP | 31.9 M | 31.9 M | 31.9 M | 31.9 M | 23.6 M | 75.8 M | 243.8 M | 413.9 M | 461.4 M | 1.1 B | 2.1 B | 3.6 B | 3.6 B | 3.9 B | 4.5 B | 5.2 B | 5.4 B |
| ORI | 49.9 M | (140.5 M) | (68.6 M) | 447.8 M | 409.7 M | 422.1 M | 466.9 M | 560.5 M | 370.5 M | 1.1 B | 558.6 M | 1.5 B | 686.4 M | 598.6 M | 852.7 M | 980.6 M | 1 B |
| BEN | 13.5 M | 1.9 B | 2.2 B | 2.4 B | 2 B | 1.7 B | 1.7 B | 764.4 M | 1.2 B | 798.9 M | 1.8 B | 1.3 B | 882.8 M | 464.8 M | 524.9 M | 603.6 M | 945.8 M |
SEI Investments and related stocks such as Invesco Plc, Comerica Incorporated, and FactSet Research Systems Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in SEI Investments financial statement analysis. It represents the amount of money remaining after all of SEI Investments operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.SEI Investments Competitive Analysis
The better you understand SEI Investments competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, SEI Investments' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across SEI Investments' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
SEI Investments Competition Performance Charts
Five steps to successful analysis of SEI Investments Competition
SEI Investments' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by SEI Investments in relation to its competition. SEI Investments' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of SEI Investments in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact SEI Investments' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to SEI Investments, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your SEI Investments position
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Drugs
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Check out SEI Investments Correlation with its peers. For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Is Asset Management & Custody Banks space 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 0.092 | Dividend Share 0.98 | Earnings Share 5.43 | Revenue Per Share | Quarterly Revenue Growth 0.077 |
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.