ScoreComparison
Why is SEI Investments Co. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 24.80%
2
Poor long term growth as Operating profit has grown by an annual rate of 8.12%
3
Flat results in Jun 25
- DIVIDEND PAYOUT RATIO(Y) Lowest at 27.46%
- CASH AND EQV(HY) Lowest at USD 1,520.19 MM
- DEBT-EQUITY RATIO (HY) Highest at -32.03 %
4
With ROE of 26.63%, it has a expensive valuation with a 4.72 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 -1.68%, its profits have risen by 23.6% ; the PEG ratio of the company is 0.6
5
High Institutional Holdings at 79.07%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 3.45% over the previous quarter.
6
Below par performance in long term as well as near term
- Along with generating -1.68% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow 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, High Return
Absolute
Risk Adjusted
Volatility
SEI Investments Co.
-0.55%
0.95
24.71%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
5.91%
EBIT Growth (5y)
8.12%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
22.18%
Dividend Payout Ratio
21.53%
Pledged Shares
0
Institutional Holding
79.07%
ROCE (avg)
54.84%
ROE (avg)
24.80%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
18
Industry P/E
Price to Book Value
4.72
EV to EBIT
16.98
EV to EBITDA
15.05
EV to Capital Employed
6.54
EV to Sales
4.58
PEG Ratio
0.64
Dividend Yield
117.94%
ROCE (Latest)
38.53%
ROE (Latest)
26.63%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend16What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 638.31 MM
ROCE(HY)
Highest at 30.06%
DIVIDEND PER SHARE(HY)
Highest at USD 3.33
INTEREST COVERAGE RATIO(Q)
Highest at 183,160.87
RAW MATERIAL COST(Y)
Fallen by -0.45% (YoY
NET SALES(Q)
Highest at USD 560.24 MM
PRE-TAX PROFIT(Q)
Highest at USD 287.64 MM
NET PROFIT(Q)
Highest at USD 223.59 MM
EPS(Q)
Highest at USD 1.78
-3What is not working for the Company
DIVIDEND PAYOUT RATIO(Y)
Lowest at 27.46%
CASH AND EQV(HY)
Lowest at USD 1,520.19 MM
DEBT-EQUITY RATIO
(HY)
Highest at -32.03 %
Here's what is working for SEI Investments Co.
Operating Cash Flow
Highest at USD 638.31 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Interest Coverage Ratio
Highest at 183,160.87
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Dividend per share
Highest at USD 3.33 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 560.24 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 287.64 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 287.64 MM has Grown at 48.9%
over average net sales of the previous four periods of USD 193.18 MMMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 223.59 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Net Profit
At USD 223.59 MM has Grown at 48.73%
over average net sales of the previous four periods of USD 150.33 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 1.78
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Raw Material Cost
Fallen by -0.45% (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
Here's what is not working for SEI Investments Co.
Cash and Eqv
Lowest at USD 1,520.19 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at -32.03 %
in the last five Semi-Annual periodsMOJO 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 27.46%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
Non Operating Income
Highest at USD 0.47 MM
in the last five periodsMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating income
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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