(SEIC) SEI Investments - Ratings and Ratios
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US7841171033
SEIC: Wealth Management, Retirement Solutions, Investment Services, Asset Management
SEI Investments Company, trading under the ticker SEIC on NASDAQ, stands as a cornerstone in the financial services sector, particularly within asset management and custody banking. Established in 1968 and headquartered in Oaks, Pennsylvania, SEI has carved a niche as a trusted partner for financial institutions seeking robust investment solutions and operational support. The companys market capitalization of $10.9 billion underscores its significant presence, while a P/E ratio of 19.56 and forward P/E of 17.73 suggest a balance between current performance and future growth prospects.
SEIs service portfolio is both comprehensive and specialized, designed to cater to a diverse clientele including private banks, independent advisers, institutional investors, and retirement plan sponsors. Their offerings encompass wealth management, retirement solutions, and investment processing, all delivered through a network of subsidiaries. This structure allows SEI to maintain a client-centric approach, tailoring services to meet the unique needs of each investor, whether through mutual funds, separate portfolios, or other investment vehicles.
At the heart of SEIs investment strategy lies a dual approach, combining fundamental and quantitative analyses. This blend enables a holistic view, integrating top-down macro insights with bottom-up scrutiny of individual securities. Such a methodical approach not only aids in identifying opportunities but also in mitigating risks, crucial in todays volatile markets. SEIs ability to adapt and innovate has been key to its enduring success, positioning it as a reliable partner in navigating complex financial landscapes.
SEIs financial health is reflected in its P/B ratio of 4.86 and P/S ratio of 5.33, indicating a premium valuation relative to its book value and revenue. This suggests investor confidence in SEIs ability to generate returns and sustain growth. The companys role as a systemic provider of essential financial infrastructure makes it a stable investment, appealing to those seeking exposure to the asset management sector without undue volatility.
In summary, SEI Investments Company is a
Additional Sources for SEIC Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SEIC Stock Overview
Market Cap in USD | 10,436m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1990-03-26 |
SEIC Stock Ratings
Growth 5y | 47.7% |
Fundamental | 66.4% |
Dividend | 49.7% |
Rel. Strength Industry | -5.74 |
Analysts | 3.25/5 |
Fair Price Momentum | 71.90 USD |
Fair Price DCF | 29.43 USD |
SEIC Dividends
Dividend Yield 12m | 1.25% |
Yield on Cost 5y | 1.54% |
Annual Growth 5y | 5.70% |
Payout Consistency | 77.1% |
SEIC Growth Ratios
Growth Correlation 3m | 32.9% |
Growth Correlation 12m | 69.6% |
Growth Correlation 5y | 74.9% |
CAGR 5y | 5.35% |
CAGR/Max DD 5y | 0.12 |
Sharpe Ratio 12m | 0.90 |
Alpha | 4.65 |
Beta | 0.80 |
Volatility | 19.68% |
Current Volume | 488.5k |
Average Volume 20d | 565.1k |
As of February 22, 2025, the stock is trading at USD 80.25 with a total of 488,468 shares traded.
Over the past week, the price has changed by -2.47%, over one month by -4.36%, over three months by +0.70% and over the past year by +22.57%.
Yes, based on ValueRay Fundamental Analyses, SEI Investments (NASDAQ:SEIC) is currently (February 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 66.37 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SEIC as of February 2025 is 71.90. This means that SEIC is currently overvalued and has a potential downside of -10.4%.
SEI Investments has received a consensus analysts rating of 3.25. Therefor, it is recommend to hold SEIC.
- Strong Buy: 2
- Buy: 0
- Hold: 5
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, SEIC SEI Investments will be worth about 86.2 in February 2026. The stock is currently trading at 80.25. This means that the stock has a potential upside of +7.38%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 89.5 | 11.5% |
Analysts Target Price | 85.6 | 6.7% |
ValueRay Target Price | 86.2 | 7.4% |