Sei Investments Stock Buy Hold or Sell Recommendation

SEIC Stock  USD 73.98  1.90  2.64%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding SEI Investments is 'Strong Hold'. Macroaxis provides SEI Investments buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SEIC positions.
  
Check out SEI Investments Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.
In addition, we conduct extensive research on individual companies such as SEI and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Execute SEI Investments Buy or Sell Advice

The SEI recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SEI Investments. Macroaxis does not own or have any residual interests in SEI Investments or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SEI Investments' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell SEI InvestmentsBuy SEI Investments
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Follows the market closelyDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon SEI Investments has a Risk Adjusted Performance of (0.11), Jensen Alpha of (0.09), Total Risk Alpha of (0.01) and Treynor Ratio of (0.22)
Macroaxis provides unbiased trade recommendation on SEI Investments that should be used to complement current analysts and expert consensus on SEI Investments. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure SEI Investments is not overpriced, please validate all SEI Investments fundamentals, including its number of shares shorted, ebitda, current ratio, as well as the relationship between the price to sales and cash per share . Given that SEI Investments has a price to earning of 19.70 X, we advise you to double-check SEI Investments market performance and probability of bankruptcy to ensure the company can sustain itself next year given your current risk tolerance and investing horizon.

SEI Investments Trading Alerts and Improvement Suggestions

SEI Investments generated a negative expected return over the last 90 days
About 73.0% of the company shares are owned by institutional investors
Latest headline from news.google.com: SEI Investments Position Cut by Amundi - MarketBeat

SEI Investments Returns Distribution Density

The distribution of SEI Investments' historical returns is an attempt to chart the uncertainty of SEI Investments' future price movements. The chart of the probability distribution of SEI Investments daily returns describes the distribution of returns around its average expected value. We use SEI Investments price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SEI Investments returns is essential to provide solid investment advice for SEI Investments.
Mean Return
-0.18
Value At Risk
-2.42
Potential Upside
1.63
Standard Deviation
1.39
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SEI Investments historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

SEI Stock Institutional Investors

Shares
Btim Corp2024-12-31
1.3 M
Fmr Inc2024-12-31
1.2 M
Bank Of New York Mellon Corp2024-12-31
1.2 M
Northern Trust Corp2024-12-31
1.1 M
Ubs Asset Mgmt Americas Inc2024-12-31
756 K
Citadel Advisors Llc2024-12-31
745.9 K
Charles Schwab Investment Management Inc2024-12-31
668.3 K
Norges Bank2024-12-31
582.1 K
Brown Advisory Holdings Inc2024-12-31
568 K
Vanguard Group Inc2024-12-31
11.6 M
Blackrock Inc2024-12-31
11.5 M
Note, although SEI Investments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SEI Investments Cash Flow Accounts

202020212022202320242025 (projected)
Change To Inventory2.9M(1.6M)(24.7M)19.7M17.8M18.6M
Change In Cash(56.8M)44.0M21.6M(18.4M)5.2M4.9M
Free Cash Flow410.1M580.6M491.6M388.2M565.8M594.1M
Depreciation83.9M92.6M87.9M74.0M75.2M45.9M
Other Non Cash Items4.8M(5.6M)(9.5M)(3.6M)(78.9M)(75.0M)
Dividends Paid103.9M105.5M109.8M114.8M120.3M126.4M
Capital Expenditures78.6M52.5M74.5M58.8M32.2M50.0M
Net Income447.3M546.6M475.5M462.3M581.2M610.3M
End Period Cash Flow787.7M831.8M853.4M835.0M840.2M882.2M
Investments12.5M(21.2M)(17.1M)(77.7M)(117.3M)(111.4M)
Change To Netincome43.7M41.4M86.5M90.7M104.2M55.6M

SEI Investments Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to SEI Investments or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that SEI Investments' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a SEI stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.09
β
Beta against Dow Jones0.86
σ
Overall volatility
1.42
Ir
Information ratio -0.05

SEI Investments Volatility Alert

SEI Investments exhibits very low volatility with skewness of -0.58 and kurtosis of 2.43. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SEI Investments' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact SEI Investments' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

SEI Investments Fundamentals Vs Peers

Comparing SEI Investments' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze SEI Investments' direct or indirect competition across all of the common fundamentals between SEI Investments and the related equities. This way, we can detect undervalued stocks with similar characteristics as SEI Investments or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of SEI Investments' fundamental indicators could also be used in its relative valuation, which is a method of valuing SEI Investments by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare SEI Investments to competition
FundamentalsSEI InvestmentsPeer Average
Return On Equity0.27-0.31
Return On Asset0.13-0.14
Profit Margin0.27 %(1.27) %
Operating Margin0.26 %(5.51) %
Current Valuation8.55 B16.62 B
Shares Outstanding126.95 M571.82 M
Shares Owned By Insiders24.10 %10.09 %
Shares Owned By Institutions73.46 %39.21 %
Number Of Shares Shorted1.59 M4.71 M
Price To Earning19.70 X28.72 X
Price To Book4.17 X9.51 X
Price To Sales4.42 X11.42 X
Revenue2.13 B9.43 B
Gross Profit1.68 B27.38 B
EBITDA822.55 M3.9 B
Net Income581.19 M570.98 M
Cash And Equivalents791.44 M2.7 B
Cash Per Share5.87 X5.01 X
Total Debt32.13 M5.32 B
Debt To Equity0.01 %48.70 %
Current Ratio4.43 X2.16 X
Book Value Per Share17.76 X1.93 K
Cash Flow From Operations622.34 M971.22 M
Short Ratio3.32 X4.00 X
Earnings Per Share4.41 X3.12 X
Price To Earnings To Growth1.16 X4.89 X
Target Price89.5
Number Of Employees5.07 K18.84 K
Beta0.94-0.15
Market Capitalization9.39 B19.03 B
Total Asset2.68 B29.47 B
Retained Earnings758 M9.33 B
Working Capital1.17 B1.48 B
Note: Acquisition by Klauder Paul of 2000 shares of SEI Investments at 40.64 subject to Rule 16b-3 [view details]

SEI Investments Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SEI . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About SEI Investments Buy or Sell Advice

When is the right time to buy or sell SEI Investments? Buying financial instruments such as SEI Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having SEI Investments in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run IT Thematic Idea Now

IT
IT Theme
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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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 SEI Investments Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
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
0.283
Dividend Share
0.95
Earnings Share
4.41
Revenue Per Share
16.338
Quarterly Revenue Growth
0.149
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.