SEI Investments Co. (SEIC) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

T. Rowe Price Group, Inc.

SEI Investments Co.

Franklin Resources, Inc.

Raymond James Financial, Inc.

Ares Management Corp.

Ares Capital Corp.

Principal Financial Group, Inc.

Morningstar, Inc.

The Carlyle Group Inc.

Northern Trust Corp.

Corebridge Financial, Inc.

Why is SEI Investments Co. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 24.80%

Poor long term growth as Operating profit has grown by an annual rate of 9.79%

Flat results in Dec 25

INTEREST COVERAGE RATIO(Q) Lowest at 82,558.3
DIVIDEND PAYOUT RATIO(Y) Lowest at 37.68%
CASH AND EQV(HY) Lowest at USD 1,257.64 MM

With ROE of 28.94%, it has a fair valuation with a 3.90 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 3.79%, its profits have risen by 21.9% ; the PEG ratio of the company is 0.5

High Institutional Holdings at 78.15%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.

Underperformed the market in the last 1 year

The stock has generated a return of 3.79% in the last 1 year, much lower than market (S&P 500) returns of 14.90%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to SEI Investments Co. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is SEI Investments Co. for you?

Low Risk, Medium Return

Absolute

Risk Adjusted

Volatility

SEI Investments Co.

4.86%

0.77

25.77%

S&P 500

14.9%

0.77

19.29%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.45%

EBIT Growth (5y)

9.79%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

22.18%

Dividend Payout Ratio

17.94%

Pledged Shares

Institutional Holding

78.15%

ROCE (avg)

54.84%

ROE (avg)

24.80%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

3.90

EV to EBIT

14.36

EV to EBITDA

12.81

EV to Capital Employed

4.52

EV to Sales

3.96

PEG Ratio

0.48

Dividend Yield

1.34%

ROCE (Latest)

31.51%

ROE (Latest)

28.94%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bearish

No Trend

OBV

No Trend

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

ROCE(HY)

Highest at 30.44%

DIVIDEND PER SHARE(HY)

Highest at USD 3.3

RAW MATERIAL COST(Y)

Fallen by 0.47% (YoY

NET SALES(Q)

Highest at USD 609.49 MM

-5What is not working for the Company

INTEREST COVERAGE RATIO(Q)

Lowest at 82,558.3

DIVIDEND PAYOUT RATIO(Y)

Lowest at 37.68%

CASH AND EQV(HY)

Lowest at USD 1,257.64 MM

DEBT-EQUITY RATIO (HY)

Highest at -17.36 %

Here's what is working for SEI Investments Co.

Dividend per share

Highest at USD 3.3 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Net Sales

Highest at USD 609.49 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Raw Material Cost

Fallen by 0.47% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at USD 20.93 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Here's what is not working for SEI Investments Co.

Interest Coverage Ratio

Lowest at 82,558.3

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Cash and Eqv

Lowest at USD 1,257.64 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debt-Equity Ratio

Highest at -17.36 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Dividend Payout Ratio

Lowest at 37.68%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)