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.

Raymond James Financial, Inc.

Ares Management Corp.

Franklin Resources, Inc.

Corebridge Financial, Inc.

SEI Investments Co.

Morningstar, Inc.

Principal Financial Group, Inc.

Northern Trust Corp.

Ares Capital Corp.

The Carlyle Group 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 Mar 26

INTEREST(HY) At USD 0.7 MM has Grown at 111.55%
INTEREST COVERAGE RATIO(Q) Lowest at 45,713.95
CASH AND EQV(HY) Lowest at USD 828.82 MM

With ROE of 28.94%, it has a expensive valuation with a 3.78 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 7.47%, its profits have risen by 21.9% ; the PEG ratio of the company is 0.5

High Institutional Holdings at 78.17%

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 7.47% in the last 1 year, much lower than market (S&P 500) returns of 25.41%

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, High Return

Absolute

Risk Adjusted

Volatility

SEI Investments Co.

7.47%

1.68

22.43%

S&P 500

25.41%

1.92

13.25%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.44%

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

78.17%

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

3.78

EV to EBIT

13.90

EV to EBITDA

12.40

EV to Capital Employed

4.38

EV to Sales

3.84

PEG Ratio

0.46

Dividend Yield

1.39%

ROCE (Latest)

31.51%

ROE (Latest)

28.94%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bearish

No Trend

OBV

No Trend

Mildly Bearish

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

8What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 675.98 MM

ROCE(HY)

Highest at 31.36%

NET SALES(Q)

Highest at USD 621.02 MM

RAW MATERIAL COST(Y)

Fallen by 1.43% (YoY

-10What is not working for the Company

INTEREST(HY)

At USD 0.7 MM has Grown at 111.55%

INTEREST COVERAGE RATIO(Q)

Lowest at 45,713.95

CASH AND EQV(HY)

Lowest at USD 828.82 MM

DEBT-EQUITY RATIO (HY)

Highest at -13.29 %

Here's what is working for SEI Investments Co.

Operating Cash Flow

Highest at USD 675.98 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Net Sales

Highest at USD 621.02 MM and Grown

In each period in the last five periods

MOJO Watch

Near term sales trend is very positive

Net Sales (USD MM)

Raw Material Cost

Fallen by 1.43% (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 25.61 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

At USD 0.7 MM has Grown at 111.55%

over previous Semi-Annual period

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Interest Coverage Ratio

Lowest at 45,713.95

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 828.82 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debt-Equity Ratio

Highest at -13.29 %

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