Stock Scorecard
Stock Summary for SEI Investments Company (SEIC) - $79.94 as of 5/5/2025 9:10:02 PM EST
Total Score
17 out of 30
Safety Score
58 out of 100
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 (58 out of 100)
| 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) | 3 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 1 |
| Operating Margin (Max of 10) | 5 |
| Trading Volume (Max of 10) | 5 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
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 | 3/31/2025 |
| Next Earnings Date | 7/22/2025 |
Stock Price History |
|
| Last Day Price | 79.94 |
| Price 4 Years Ago | 58.44 |
| Last Day Price Updated | 5/5/2025 9:10:02 PM EST |
| Last Day Volume | 456,888 |
| Average Daily Volume | 805,826 |
| 52-Week High | 86.95 |
| 52-Week Low | 62.02 |
| Last Price to 52 Week Low | 28.89% |
Valuation Measures |
|
| Trailing PE | 17.05 |
| Industry PE | 18.14 |
| Sector PE | 17.70 |
| 5-Year Average PE | 26.98 |
| Free Cash Flow Ratio | 14.00 |
| Industry Free Cash Flow Ratio | 69.49 |
| Sector Free Cash Flow Ratio | 25.60 |
| Current Ratio Most Recent Quarter | 5.66 |
| Total Cash Per Share | 5.71 |
| Book Value Per Share Most Recent Quarter | 18.09 |
| Price to Book Ratio | 4.30 |
| Industry Price to Book Ratio | 2.63 |
| Sector Price to Book Ratio | 2.26 |
| Price to Sales Ratio Twelve Trailing Months | 4.50 |
| Industry Price to Sales Ratio Twelve Trailing Months | 6.26 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.11 |
| Analyst Buy Ratings | 2 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 124,487,000 |
| Market Capitalization | 9,951,490,780 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 12/27/2024 |
| Previous Dividend Amount | 0.4600 |
| Current Dividend Amount | 0.4900 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 0.95 |
| Trailing Annual Dividend Yield | 1.21% |
| Forward Annual Dividend Rate | 0.98 |
| Forward Annual Dividend Yield | 1.25% |
| 5-Year Dividend Payments Count | 10 |
| 3-Year Average Dividend Yield | 1.34% |
| 5-Year Average Dividend Yield | 1.33% |
| 1-Year Dividend Growth Rate Percentage | 6.74% |
| 3-Year Dividend Growth Rate Percentage | 6.98% |
| 5-Year Dividend Growth Rate Percentage | 7.18% |
| All-Time Dividend Growth Rate Percentage | 17.85% |
| Dividend Payout Ratio | 20.70% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 18.20% |
| Annual Earnings Growth | 25.73% |
| Reported EPS 12 Trailing Months | 4.59 |
| Reported EPS Past Year | 1.17 |
| Reported EPS Prior Year | 4.42 |
| Net Income Twelve Trailing Months | 601,308,000 |
| Net Income Past Year | 581,191,000 |
| Net Income Prior Year | 462,258,000 |
| Quarterly Revenue Growth YOY | 7.80% |
| 5-Year Revenue Growth | 5.19% |
| Operating Margin Twelve Trailing Months | 28.20% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 710,685,000 |
| Total Cash Past Year | 839,891,000 |
| Total Cash Prior Year | 834,697,000 |
| Net Cash Position Most Recent Quarter | 680,685,000 |
| Net Cash Position Past Year | 799,891,000 |
| 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 | 2,252,112,000 |
| Total Stockholder Equity Prior Year | 2,131,828,000 |
| Total Stockholder Equity Most Recent Quarter | 2,257,852,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 608,204,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.89 |
| Free Cash Flow Past Year | 590,117,000 |
| Free Cash Flow Prior Year | 388,237,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.68 |
| MACD Signal | -0.27 |
| 20-Day Bollinger Lower Band | 69.61 |
| 20-Day Bollinger Middle Band | 79.10 |
| 20-Day Bollinger Upper Band | 88.59 |
| Beta | 0.90 |
| RSI | 59.11 |
| 50-Day SMA | 73.50 |
| 150-Day SMA | 63.41 |
| 200-Day SMA | 61.87 |
System |
|
| Modified | 5/3/2025 9:53:46 AM EST |