Sei Investments Stock Performance
| SEIC Stock | USD 75.84 0.17 0.22% |
The entity has a beta of 0.9, which indicates possible diversification benefits within a given portfolio. SEI Investments returns are very sensitive to returns on the market. As the market goes up or down, SEI Investments is expected to follow. At this point, SEI Investments has a negative expected return of -0.13%. Please make sure to validate SEI Investments' maximum drawdown, daily balance of power, relative strength index, as well as the relationship between the skewness and day typical price , to decide if SEI Investments performance from the past will be repeated at future time.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SEI Investments has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest inconsistent performance, the Stock's forward indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.22) | Five Day Return 4 | Year To Date Return (7.42) | Ten Year Return 71.89 | All Time Return 39.8 K |
Forward Dividend Yield 0.0129 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 0.98 | Dividend Date 2025-01-08 |
1 | TIAA and Nuveens Lifetime Income Target-Date Strategies Reach One Million Accounts | 01/22/2025 |
2 | SEI Investments Co Trading 3.13 percent Higher on Jan 30 | 01/30/2025 |
3 | Decoding SEI Investments Co A Strategic SWOT Insight | 02/21/2025 |
4 | Acquisition by Klauder Paul of 2000 shares of SEI Investments at 40.64 subject to Rule 16b-3 | 02/27/2025 |
5 | Disposition of 2500 shares by Mark Warner of SEI Investments at 53.34 subject to Rule 16b-3 | 03/03/2025 |
6 | Schechter Investment Advisors LLC Sells 753 Shares of SEI Investments | 03/04/2025 |
7 | Best Cryptos to Join This Month Qubetics Breaks 14.6M, SEI Innovates, and Binance Rolls Out Rewards | 03/06/2025 |
8 | Should ALPS OShares U.S. Small-Cap Quality Dividend ETF Be on Your Investing Radar | 03/10/2025 |
9 | Vestcor Inc Sells 3,197 Shares of SEI Investments | 03/13/2025 |
10 | Disposition of 7823 shares by Sean Denham of SEI Investments at 74.96 subject to Rule 16b-3 | 03/18/2025 |
11 | Wealth Management Market Global Forecast Report 2025-2030, with Profiles of Allianz, Ameriprise Financial, Amundi AM, Angel One and more | 03/19/2025 |
| Begin Period Cash Flow | 835 M |
SEI |
SEI Investments Relative Risk vs. Return Landscape
If you would invest 8,262 in SEI Investments on December 21, 2024 and sell it today you would lose (678.00) from holding SEI Investments or give up 8.21% of portfolio value over 90 days. SEI Investments is currently does not generate positive expected returns and assumes 1.284% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% 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 = -0.1047
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SEIC |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SEI Investments is not performing at its full potential. However, 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 SEI Investments 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 | 0.27 | ||||
| Return On Asset | 0.13 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 8.81 B | ||||
| Shares Outstanding | 126.95 M | ||||
| Price To Earning | 19.70 X | ||||
| Price To Book | 4.29 X | ||||
| Price To Sales | 4.54 X | ||||
| Revenue | 2.13 B | ||||
| Gross Profit | 1.68 B | ||||
| EBITDA | 822.55 M | ||||
| Net Income | 581.19 M | ||||
| Cash And Equivalents | 791.44 M | ||||
| Cash Per Share | 5.87 X | ||||
| Total Debt | 32.13 M | ||||
| Debt To Equity | 0.01 % | ||||
| Current Ratio | 4.43 X | ||||
| Book Value Per Share | 17.76 X | ||||
| Cash Flow From Operations | 622.34 M | ||||
| Earnings Per Share | 4.41 X | ||||
| Market Capitalization | 9.65 B | ||||
| Total Asset | 2.68 B | ||||
| Retained Earnings | 758 M | ||||
| Working Capital | 1.17 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 | 0.26 | 0.17 | |
| Return On Capital Employed | 0.24 | 0.43 | |
| Return On Assets | 0.22 | 0.15 | |
| Return On Equity | 0.26 | 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 generated a negative expected return over the last 90 days | |
| About 74.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Wealth Management Market Global Forecast Report 2025-2030, with Profiles of Allianz, Ameriprise Financial, Amundi AM, Angel One and more |
- 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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