Sei Investments Stock Performance
| SEIC Stock | USD 80.82 0.66 0.82% |
On a scale of 0 to 100, SEI Investments holds a performance score of 19. The entity has a beta of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SEI Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding SEI Investments is expected to be smaller as well. Please check SEI Investments' total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to make a quick decision on whether SEI Investments' existing price patterns will revert.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in SEI Investments are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak forward indicators, SEI Investments exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.82 | Five Day Return 0.57 | Year To Date Return 28.45 | Ten Year Return 103.68 | All Time Return 42.4 K |
Forward Dividend Yield 0.0114 | Payout Ratio 0.2222 | Last Split Factor 2:1 | Forward Dividend Rate 0.92 | Dividend Date 2024-06-18 |
1 | Disposition of 40129 shares by Alfred West of SEI Investments at 66.9 subject to Rule 16b-3 | 09/05/2024 |
2 | Acquisition by Mccarthy Kathryn of 1000 shares of SEI Investments subject to Rule 16b-3 | 10/04/2024 |
3 | BlackRock Finance Surpasses Q3 Earnings and Revenue Estimates | 10/11/2024 |
4 | Why SEI is Poised to Beat Earnings Estimates Again | 10/22/2024 |
5 | Insider Sale EVP - Head of Investment Management Philip Mccabe Sells 10,500 Shares of SEI ... | 10/29/2024 |
6 | Close Brothers Asset Management and SEI Announce Strategic Partnership | 11/06/2024 |
7 | SEI Wins Top Honour at 2024 LSEG Lipper Fund Awards in Canada | 11/07/2024 |
8 | Insider Sale Executive Vice President Michael Peterson Sells 10,000 Shares of SEI Investments ... | 11/08/2024 |
9 | Disposition of 7099 shares by Alfred West of SEI Investments at 80.81 subject to Rule 16b-3 | 11/11/2024 |
10 | Executive Chairman WEST ALFRED P JR Sells Shares of SEI Investments Co | 11/12/2024 |
11 | Kahn Brothers Strategic Exits and Acquisitions in Q3 2024 Spotlight on MBIA Inc | 11/13/2024 |
12 | Atlanta Consulting Group Advisors LLC Invests 263,000 in SEI Investments | 11/18/2024 |
13 | Disposition of 5000 shares by William Doran of SEI Investments at 40.64 subject to Rule 16b-3 | 11/20/2024 |
14 | Front Street Capital Management Selects SEI for Custody and Advisor Technology | 11/21/2024 |
15 | Why Is SEI Up 7.7 percent Since Last Earnings Report | 11/22/2024 |
| Begin Period Cash Flow | 853.4 M |
SEI |
SEI Investments Relative Risk vs. Return Landscape
If you would invest 6,724 in SEI Investments on August 26, 2024 and sell it today you would earn a total of 1,358 from holding SEI Investments or generate 20.2% return on investment over 90 days. SEI Investments is currently generating 0.2902% in daily expected returns and assumes 1.1861% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than SEI, and 95% 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 = 0.2447
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average SEI Investments is performing at about 19% 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 | 0.25 | ||||
| Return On Asset | 0.13 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | 9.52 B | ||||
| Shares Outstanding | 128.91 M | ||||
| Price To Earning | 19.70 X | ||||
| Price To Book | 4.43 X | ||||
| Price To Sales | 5.08 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 | 18.29 X | ||||
| Cash Flow From Operations | 447.03 M | ||||
| Earnings Per Share | 4.15 X | ||||
| Market Capitalization | 10.42 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
By analyzing SEI Investments' fundamental ratios, stakeholders can gain valuable insights into SEI Investments' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SEI Investments has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if SEI Investments has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| 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.| SEI Investments has a poor financial position based on the latest SEC disclosures | |
| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Why Is SEI Up 7.7 percent Since Last Earnings Report |
- 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.
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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