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.
SEI |
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
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
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 Corp | 2024-12-31 | 1.3 M | Fmr Inc | 2024-12-31 | 1.2 M | Bank Of New York Mellon Corp | 2024-12-31 | 1.2 M | Northern Trust Corp | 2024-12-31 | 1.1 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 756 K | Citadel Advisors Llc | 2024-12-31 | 745.9 K | Charles Schwab Investment Management Inc | 2024-12-31 | 668.3 K | Norges Bank | 2024-12-31 | 582.1 K | Brown Advisory Holdings Inc | 2024-12-31 | 568 K | Vanguard Group Inc | 2024-12-31 | 11.6 M | Blackrock Inc | 2024-12-31 | 11.5 M |
SEI Investments Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | 2.9M | (1.6M) | (24.7M) | 19.7M | 17.8M | 18.6M | |
| Change In Cash | (56.8M) | 44.0M | 21.6M | (18.4M) | 5.2M | 4.9M | |
| Free Cash Flow | 410.1M | 580.6M | 491.6M | 388.2M | 565.8M | 594.1M | |
| Depreciation | 83.9M | 92.6M | 87.9M | 74.0M | 75.2M | 45.9M | |
| Other Non Cash Items | 4.8M | (5.6M) | (9.5M) | (3.6M) | (78.9M) | (75.0M) | |
| Dividends Paid | 103.9M | 105.5M | 109.8M | 114.8M | 120.3M | 126.4M | |
| Capital Expenditures | 78.6M | 52.5M | 74.5M | 58.8M | 32.2M | 50.0M | |
| Net Income | 447.3M | 546.6M | 475.5M | 462.3M | 581.2M | 610.3M | |
| End Period Cash Flow | 787.7M | 831.8M | 853.4M | 835.0M | 840.2M | 882.2M | |
| Investments | 12.5M | (21.2M) | (17.1M) | (77.7M) | (117.3M) | (111.4M) | |
| Change To Netincome | 43.7M | 41.4M | 86.5M | 90.7M | 104.2M | 55.6M |
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 Jones | 0.86 | |
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 |
| Fundamentals | SEI Investments | Peer Average |
| Return On Equity | 0.27 | -0.31 |
| Return On Asset | 0.13 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.26 % | (5.51) % |
| Current Valuation | 8.55 B | 16.62 B |
| Shares Outstanding | 126.95 M | 571.82 M |
| Shares Owned By Insiders | 24.10 % | 10.09 % |
| Shares Owned By Institutions | 73.46 % | 39.21 % |
| Number Of Shares Shorted | 1.59 M | 4.71 M |
| Price To Earning | 19.70 X | 28.72 X |
| Price To Book | 4.17 X | 9.51 X |
| Price To Sales | 4.42 X | 11.42 X |
| Revenue | 2.13 B | 9.43 B |
| Gross Profit | 1.68 B | 27.38 B |
| EBITDA | 822.55 M | 3.9 B |
| Net Income | 581.19 M | 570.98 M |
| Cash And Equivalents | 791.44 M | 2.7 B |
| Cash Per Share | 5.87 X | 5.01 X |
| Total Debt | 32.13 M | 5.32 B |
| Debt To Equity | 0.01 % | 48.70 % |
| Current Ratio | 4.43 X | 2.16 X |
| Book Value Per Share | 17.76 X | 1.93 K |
| Cash Flow From Operations | 622.34 M | 971.22 M |
| Short Ratio | 3.32 X | 4.00 X |
| Earnings Per Share | 4.41 X | 3.12 X |
| Price To Earnings To Growth | 1.16 X | 4.89 X |
| Target Price | 89.5 | |
| Number Of Employees | 5.07 K | 18.84 K |
| Beta | 0.94 | -0.15 |
| Market Capitalization | 9.39 B | 19.03 B |
| Total Asset | 2.68 B | 29.47 B |
| Retained Earnings | 758 M | 9.33 B |
| Working Capital | 1.17 B | 1.48 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
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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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 | 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.