Stock Scorecard
Stock Summary for SEI Investments Company (SEIC) - $79.91 as of 11/20/2024 8:41:42 PM EST
Total Score
15 out of 30
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for SEIC
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for SEIC
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for SEIC
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for SEIC
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for SEIC (55 out of 90)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 6 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 1 |
| Operating Margin (Max of 10) | 5 |
| Trading Volume (Max of 10) | 6 |
| Price to Earnings (Max of 10) | 8 |
Latest News for for SEIC
Financial Details for SEIC
Company Overview |
|
|---|---|
| Ticker | SEIC |
| Company Name | SEI Investments Company |
| Country | USA |
| Description | SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania. |
| Sector Name | FINANCE |
| Industry Name | SECURITY BROKERS, DEALERS & FLOTATION COMPANIES |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 1/29/2025 |
Stock Price History |
|
| Last Day Price | 79.91 |
| Price 4 Years Ago | 54.73 |
| Last Day Price Updated | 11/20/2024 8:41:42 PM EST |
| Last Day Volume | 527,632 |
| Average Daily Volume | 708,127 |
| 52-Week High | 81.97 |
| 52-Week Low | 56.62 |
| Last Price to 52 Week Low | 41.13% |
Valuation Measures |
|
| Trailing PE | 19.42 |
| Industry PE | 22.45 |
| Sector PE | 21.40 |
| 5-Year Average PE | 17.95 |
| Free Cash Flow Ratio | 11.43 |
| Industry Free Cash Flow Ratio | 6.30 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 5.80 |
| Total Cash Per Share | 6.99 |
| Book Value Per Share Most Recent Quarter | 18.29 |
| Price to Book Ratio | 4.39 |
| Industry Price to Book Ratio | 2.68 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 5.06 |
| Industry Price to Sales Ratio Twelve Trailing Months | 6.41 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 128,909,000 |
| Market Capitalization | 10,301,118,190 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 6/10/2024 |
| Last Dividend Amount | 0.46 |
| Current Dividend Amount | 0.46 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 0.92 |
| Trailing Annual Dividend Yield | 1.15% |
| Forward Annual Dividend Rate | 0.98 |
| Forward Annual Dividend Yield | 1.23% |
| 5-Year Dividend Payments Count | 10 |
| 3-Year Average Dividend Yield | 1.36% |
| 5-Year Average Dividend Yield | 1.28% |
| 1-Year Dividend Growth Rate Percentage | 7.23% |
| 3-Year Dividend Growth Rate Percentage | 7.51% |
| 5-Year Dividend Growth Rate Percentage | 6.96% |
| All-Time Dividend Growth Rate Percentage | 16.54% |
| Dividend Payout Ratio | 22.17% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 36.80% |
| Annual Earnings Growth | -2.78% |
| Reported EPS 12 Trailing Months | 4.15 |
| Reported EPS Past Year | 3.23 |
| Reported EPS Prior Year | 3.46 |
| Net Income Twelve Trailing Months | 546,151,000 |
| Net Income Past Year | 462,258,000 |
| Net Income Prior Year | 475,467,000 |
| Quarterly Revenue Growth YOY | 12.70% |
| 5-Year Revenue Growth | 3.40% |
| Operating Margin Twelve Trailing Months | 0.27 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 901,134,000 |
| Total Cash Past Year | 834,697,000 |
| Total Cash Prior Year | 853,008,000 |
| Net Cash Position Most Recent Quarter | 871,134,000 |
| Net Cash Position Past Year | 794,697,000 |
| Long Term Debt Past Year | 40,000,000 |
| Long Term Debt Prior Year | 40,000,000 |
| Total Debt Most Recent Quarter | 30,000,000 |
| Equity to Debt Ratio Past Year | 0.98 |
| Equity to Debt Ratio Most Recent Quarter | 0.99 |
| Total Stockholder Equity Past Year | 2,131,828,000 |
| Total Stockholder Equity Prior Year | 1,953,824,000 |
| Total Stockholder Equity Most Recent Quarter | 2,354,410,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 473,410,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 3.67 |
| Free Cash Flow Past Year | 388,237,000 |
| Free Cash Flow Prior Year | 493,285,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 2.63 |
| MACD Signal | 2.32 |
| 20-Day Bollinger Lower Band | 59.94 |
| 20-Day Bollinger Middle Band | 69.61 |
| 20-Day Bollinger Upper Band | 79.29 |
| Beta | 0.97 |
| RSI | 74.88 |
| 50-Day SMA | 66.91 |
| 150-Day SMA | 59.93 |
| 200-Day SMA | 59.56 |
System |
|
| Modified | 11/19/2024 12:21:52 PM EST |