SEI Investments Company
SEI Investments Company Fundamental Analysis
SEI Investments Company (SEIC) shows strong financial fundamentals with a PE ratio of 14.96, profit margin of 31.17%, and ROE of 30.64%. The company generates $2.4B in annual revenue with moderate year-over-year growth of 8.10%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 80.1/100 based on profitability, valuation, growth, and balance sheet metrics. The B+ grade reflects solid fundamentals with room for improvement in valuation or growth.
Fundamental Health Score
We analyze SEIC's fundamental strength across five key dimensions:
Efficiency Score
ExcellentSEIC demonstrates superior asset utilization.
Valuation Score
ExcellentSEIC trades at attractive valuation levels.
Growth Score
ExcellentSEIC delivers strong and consistent growth momentum.
Financial Health Score
ExcellentSEIC maintains a strong and stable balance sheet.
Profitability Score
ExcellentSEIC achieves industry-leading margins.
Key Financial Metrics
Is SEIC Expensive or Cheap?
P/E Ratio
SEIC trades at 14.96 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, SEIC's PEG of 0.53 indicates potential undervaluation.
Price to Book
The market values SEI Investments Company at 4.51 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.
EV/EBITDA
Enterprise value stands at 12.30 times EBITDA. This signals the market has high growth expectations.
How Well Does SEIC Make Money?
Net Profit Margin
For every $100 in sales, SEI Investments Company keeps $31.17 as profit after all expenses.
Operating Margin
Core operations generate 27.86 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $30.64 in profit for every $100 of shareholder equity.
ROA
SEI Investments Company generates $22.54 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
SEI Investments Company generates strong operating cash flow of $610.60M, reflecting robust business health.
Free Cash Flow
SEI Investments Company generates strong free cash flow of $584.56M, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $4.78 in free cash annually.
FCF Yield
SEIC converts 5.23% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
14.96
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.53
vs 25 benchmark
P/B Ratio
Price to book value ratio
4.51
vs 25 benchmark
P/S Ratio
Price to sales ratio
4.69
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.02
vs 25 benchmark
Current Ratio
Current assets to current liabilities
4.52
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.31
vs 25 benchmark
ROA
Return on assets percentage
0.23
vs 25 benchmark
ROCE
Return on capital employed
0.22
vs 25 benchmark
How SEIC Stacks Against Its Sector Peers
| Metric | SEIC Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 14.96 | 19.09 | Better (Cheaper) |
| ROE | 30.64% | 817.00% | Weak |
| Net Margin | 31.17% | 1851.00% | Weak |
| Debt/Equity | 0.02 | 1.00 | Strong (Low Leverage) |
| Current Ratio | 4.52 | 670.76 | Strong Liquidity |
| ROA | 22.54% | -24573.00% (disorted) | Strong |
SEIC outperforms its industry in 4 out of 6 key metrics, particularly excelling in ROA, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews SEI Investments Company's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
63.78%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
92.00%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
49.29%
Industry Style: Value, Dividend, Cyclical
High Growth