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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt No Debt
SEIC's Cash to Debt is ranked higher than
78% of the 1169 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. SEIC: No Debt )
SEIC' s 10-Year Cash to Debt Range
Min: 0.29   Max: No Debt
Current: No Debt

Equity to Asset 0.84
SEIC's Equity to Asset is ranked higher than
63% of the 1285 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 vs. SEIC: 0.84 )
SEIC' s 10-Year Equity to Asset Range
Min: 0.25   Max: 0.84
Current: 0.84

0.25
0.84
Interest Coverage 464.32
SEIC's Interest Coverage is ranked higher than
61% of the 1088 Companies
in the Global Asset Management industry.

( Industry Median: 380.45 vs. SEIC: 464.32 )
SEIC' s 10-Year Interest Coverage Range
Min: 18.2   Max: 9999.99
Current: 464.32

18.2
9999.99
F-Score: 9
Z-Score: 18.73
M-Score: -2.74
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 26.64
SEIC's Operating margin (%) is ranked higher than
57% of the 1324 Companies
in the Global Asset Management industry.

( Industry Median: 46.08 vs. SEIC: 26.64 )
SEIC' s 10-Year Operating margin (%) Range
Min: 11.83   Max: 43.39
Current: 26.64

11.83
43.39
Net-margin (%) 24.72
SEIC's Net-margin (%) is ranked higher than
57% of the 1328 Companies
in the Global Asset Management industry.

( Industry Median: 40.75 vs. SEIC: 24.72 )
SEIC' s 10-Year Net-margin (%) Range
Min: 2.74   Max: 25.72
Current: 24.72

2.74
25.72
ROE (%) 25.70
SEIC's ROE (%) is ranked higher than
92% of the 1354 Companies
in the Global Asset Management industry.

( Industry Median: 7.44 vs. SEIC: 25.70 )
SEIC' s 10-Year ROE (%) Range
Min: 12.13   Max: 98.63
Current: 25.7

12.13
98.63
ROA (%) 21.36
SEIC's ROA (%) is ranked higher than
94% of the 1366 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. SEIC: 21.36 )
SEIC' s 10-Year ROA (%) Range
Min: 5.61   Max: 31.45
Current: 21.36

5.61
31.45
ROC (Joel Greenblatt) (%) 145.45
SEIC's ROC (Joel Greenblatt) (%) is ranked higher than
72% of the 942 Companies
in the Global Asset Management industry.

( Industry Median: 105.37 vs. SEIC: 145.45 )
SEIC' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 90.37   Max: 285.6
Current: 145.45

90.37
285.6
Revenue Growth (%) 10.70
SEIC's Revenue Growth (%) is ranked higher than
78% of the 905 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 vs. SEIC: 10.70 )
SEIC' s 10-Year Revenue Growth (%) Range
Min: -11.1   Max: 27.5
Current: 10.7

-11.1
27.5
EBITDA Growth (%) 8.70
SEIC's EBITDA Growth (%) is ranked higher than
74% of the 818 Companies
in the Global Asset Management industry.

( Industry Median: 1.60 vs. SEIC: 8.70 )
SEIC' s 10-Year EBITDA Growth (%) Range
Min: -1.1   Max: 44.8
Current: 8.7

-1.1
44.8
EPS Growth (%) 10.40
SEIC's EPS Growth (%) is ranked higher than
73% of the 820 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. SEIC: 10.40 )
SEIC' s 10-Year EPS Growth (%) Range
Min: -8.3   Max: 54.2
Current: 10.4

-8.3
54.2
» SEIC's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

SEIC Guru Trades in Q3 2013

Jim Simons 1,089,726 sh (+28.21%)
Columbia Wanger 9,376,500 sh (+2.84%)
Jean-Marie Eveillard 15,000 sh (unchged)
Tom Gayner 130,000 sh (unchged)
Ruane Cunniff 10,000 sh (unchged)
Steven Cohen Sold Out
Chuck Royce 3,896,648 sh (-7.15%)
Richard Blum 1,093,815 sh (-33.05%)
Paul Tudor Jones 10,900 sh (-36.99%)
» More
Q4 2013

SEIC Guru Trades in Q4 2013

Steven Cohen 18,001 sh (New)
Tom Gayner 200,000 sh (+53.85%)
Jim Simons 1,163,800 sh (+6.8%)
Jean-Marie Eveillard 15,000 sh (unchged)
Columbia Wanger 9,376,500 sh (unchged)
Ruane Cunniff 10,000 sh (unchged)
Paul Tudor Jones Sold Out
Chuck Royce 3,489,748 sh (-10.44%)
Richard Blum 893,815 sh (-18.28%)
» More
Q1 2014

SEIC Guru Trades in Q1 2014

Paul Tudor Jones 29,299 sh (New)
Joel Greenblatt 8,721 sh (New)
Steven Cohen 47,971 sh (+166.49%)
Jim Simons 1,495,426 sh (+28.5%)
Tom Gayner 227,000 sh (+13.5%)
Ruane Cunniff 10,000 sh (unchged)
Jean-Marie Eveillard 15,000 sh (unchged)
Columbia Wanger 9,306,500 sh (-0.75%)
Chuck Royce 3,169,472 sh (-9.18%)
Richard Blum 693,815 sh (-22.38%)
» More
Q2 2014

SEIC Guru Trades in Q2 2014

Joel Greenblatt 23,086 sh (+164.72%)
Jim Simons 1,797,326 sh (+20.19%)
Tom Gayner 237,000 sh (+4.41%)
Chuck Royce 3,253,147 sh (+2.64%)
Ruane Cunniff 10,000 sh (unchged)
Jean-Marie Eveillard Sold Out
Columbia Wanger 9,266,500 sh (-0.43%)
Paul Tudor Jones 25,509 sh (-12.94%)
Richard Blum 474,519 sh (-31.61%)
» More
» Details

Insider Trades

Latest Guru Trades with SEIC

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-06-30 Add 164.72%0.01%$30.27 - $33.62 $ 38.6620%23086
Jean-Marie Eveillard 2014-06-30 Sold Out $30.27 - $33.62 $ 38.6620%0
Joel Greenblatt 2014-03-31 New Buy$32.49 - $35.4 $ 38.6614%8721
Tom Gayner 2013-12-31 Add 53.85%0.08%$30.34 - $34.77 $ 38.6616%200000
Joel Greenblatt 2012-06-30 Sold Out 0.04%$17.3 - $21 $ 38.66101%0
Ruane Cunniff 2012-06-30 Reduce -66.67%$17.3 - $21 $ 38.66101%10000
Joel Greenblatt 2012-03-31 Reduce -64.03%0.08%$17.43 - $21.37 $ 38.66111%22706
Tom Gayner 2011-12-31 New Buy0.09%$14.15 - $17.36 $ 38.66142%95000
Joel Greenblatt 2011-12-31 Add 48.29%0.04%$14.15 - $17.36 $ 38.66142%63119
Ray Dalio 2011-12-31 Sold Out 0.01%$14.15 - $17.36 $ 38.66142%0
Jean-Marie Eveillard 2011-12-31 Reduce -46.43%$14.15 - $17.36 $ 38.66142%15000
Joel Greenblatt 2011-09-30 New Buy0.11%$14.93 - $22.9 $ 38.66113%42564
Ray Dalio 2011-09-30 New Buy0.01%$14.93 - $22.9 $ 38.66114%49800
Jean-Marie Eveillard 2011-09-30 Add 180%$14.93 - $22.9 $ 38.66113%28000
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 21.40
SEIC's P/E(ttm) is ranked higher than
65% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 19.10 vs. SEIC: 21.40 )
SEIC' s 10-Year P/E(ttm) Range
Min: 12.21   Max: 30.32
Current: 21.4

12.21
30.32
P/B 5.11
SEIC's P/B is ranked lower than
58% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. SEIC: 5.11 )
SEIC' s 10-Year P/B Range
Min: 2.34   Max: 10.82
Current: 5.11

2.34
10.82
P/S 5.33
SEIC's P/S is ranked higher than
73% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 7.12 vs. SEIC: 5.33 )
SEIC' s 10-Year P/S Range
Min: 1.63   Max: 6.52
Current: 5.33

1.63
6.52
PFCF 23.21
SEIC's PFCF is ranked higher than
91% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 23.21 )
SEIC' s 10-Year PFCF Range
Min: 10   Max: 32.58
Current: 23.21

10
32.58
EV-to-EBIT 17.41
SEIC's EV-to-EBIT is ranked higher than
71% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 21.62 vs. SEIC: 17.41 )
SEIC' s 10-Year EV-to-EBIT Range
Min: 4   Max: 23.1
Current: 17.41

4
23.1
PEG 4.67
SEIC's PEG is ranked higher than
90% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 4.67 )
SEIC' s 10-Year PEG Range
Min: 0.83   Max: 148.21
Current: 4.67

0.83
148.21
Shiller P/E 29.03
SEIC's Shiller P/E is ranked higher than
77% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 29.03 )
SEIC' s 10-Year Shiller P/E Range
Min: 10   Max: 37.99
Current: 29.03

10
37.99
Current Ratio 5.58
SEIC's Current Ratio is ranked higher than
72% of the 894 Companies
in the Global Asset Management industry.

( Industry Median: 2.94 vs. SEIC: 5.58 )
SEIC' s 10-Year Current Ratio Range
Min: 0.81   Max: 6.36
Current: 5.58

0.81
6.36
Quick Ratio 5.58
SEIC's Quick Ratio is ranked higher than
72% of the 894 Companies
in the Global Asset Management industry.

( Industry Median: 2.74 vs. SEIC: 5.58 )
SEIC' s 10-Year Quick Ratio Range
Min: 0.81   Max: 6.36
Current: 5.58

0.81
6.36

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.16
SEIC's Dividend Yield is ranked lower than
86% of the 1029 Companies
in the Global Asset Management industry.

( Industry Median: 3.31 vs. SEIC: 1.16 )
SEIC' s 10-Year Dividend Yield Range
Min: 0.38   Max: 1.74
Current: 1.16

0.38
1.74
Dividend Payout 0.25
SEIC's Dividend Payout is ranked higher than
85% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 4.39 vs. SEIC: 0.25 )
SEIC' s 10-Year Dividend Payout Range
Min: 0.16   Max: 1.6
Current: 0.25

0.16
1.6
Dividend growth (3y) 28.10
SEIC's Dividend growth (3y) is ranked higher than
89% of the 502 Companies
in the Global Asset Management industry.

( Industry Median: 7.20 vs. SEIC: 28.10 )
SEIC' s 10-Year Dividend growth (3y) Range
Min: 11.9   Max: 28.1
Current: 28.1

11.9
28.1
Yield on cost (5-Year) 3.69
SEIC's Yield on cost (5-Year) is ranked lower than
51% of the 1045 Companies
in the Global Asset Management industry.

( Industry Median: 3.73 vs. SEIC: 3.69 )
SEIC' s 10-Year Yield on cost (5-Year) Range
Min: 1.17   Max: 5.35
Current: 3.69

1.17
5.35
Share Buyback Rate 2.60
SEIC's Share Buyback Rate is ranked higher than
87% of the 952 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. SEIC: 2.60 )
SEIC' s 10-Year Share Buyback Rate Range
Min: 2.9   Max: 0.1
Current: 2.6

Valuation & Return

vs
industry
vs
history
Price/Net Cash 17.79
SEIC's Price/Net Cash is ranked higher than
85% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 17.79 )
SEIC' s 10-Year Price/Net Cash Range
Min: 13.86   Max: 2140.5
Current: 17.79

13.86
2140.5
Price/Net Current Asset Value 15.60
SEIC's Price/Net Current Asset Value is ranked higher than
84% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 15.60 )
SEIC' s 10-Year Price/Net Current Asset Value Range
Min: 8.54   Max: 370
Current: 15.6

8.54
370
Price/Tangible Book 6.81
SEIC's Price/Tangible Book is ranked lower than
52% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. SEIC: 6.81 )
SEIC' s 10-Year Price/Tangible Book Range
Min: 3.7   Max: 31.85
Current: 6.81

3.7
31.85
Price/DCF (Projected) 1.75
SEIC's Price/DCF (Projected) is ranked higher than
68% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 2.37 vs. SEIC: 1.75 )
SEIC' s 10-Year Price/DCF (Projected) Range
Min: 0.63   Max: 6.38
Current: 1.75

0.63
6.38
Price/Median PS Value 1.13
SEIC's Price/Median PS Value is ranked higher than
71% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.26 vs. SEIC: 1.13 )
SEIC' s 10-Year Price/Median PS Value Range
Min: 0.28   Max: 2.25
Current: 1.13

0.28
2.25
Price/Peter Lynch Fair Value 3.54
SEIC's Price/Peter Lynch Fair Value is ranked higher than
91% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 3.54 )
SEIC' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.77   Max: 3.74
Current: 3.54

0.77
3.74
Price/Graham Number 2.50
SEIC's Price/Graham Number is ranked higher than
61% of the 1505 Companies
in the Global Asset Management industry.

( Industry Median: 1.72 vs. SEIC: 2.50 )
SEIC' s 10-Year Price/Graham Number Range
Min: 1.42   Max: 9
Current: 2.5

1.42
9
Earnings Yield (Greenblatt) 5.70
SEIC's Earnings Yield (Greenblatt) is ranked higher than
67% of the 1323 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. SEIC: 5.70 )
SEIC' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.3   Max: 24.8
Current: 5.7

4.3
24.8
Forward Rate of Return (Yacktman) 8.86
SEIC's Forward Rate of Return (Yacktman) is ranked higher than
81% of the 735 Companies
in the Global Asset Management industry.

( Industry Median: 1.54 vs. SEIC: 8.86 )
SEIC' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 4.9   Max: 26.2
Current: 8.86

4.9
26.2

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:SI3.Germany
SEI Investments Company is incorporated in Pennsylvania. It is a global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. Its wealth management business solutions include: Investment processing and investment operations outsourcing solutions for banks, trust companies, independent wealth advisers, and investment managers; Investment management programs to affluent individual investors and for institutional investors, including retirement plan sponsors, and not-for-profit organizations; and Fund processing solutions for banks, investment management firms, and investment companies that sponsor and distribute mutual funds, hedge funds, and alternative investments. For over 40 years, SEI has been a provider of wealth management business solutions for the financial services industry. Investment processing solutions consist of application and business process outsourcing services, and transaction-based services. The Company delivers these solutions to banks, trust institutions, independent wealth advisers located in the United Kingdom, and financial advisors in Canada that provide wealth management services to their private and institutional clients. Investment management programs consist of money market, fixed-income and equity mutual funds and other collective investment products, alternative investment portfolios, and separately managed accounts. It serves as the administrator and investment advisor for many of these products. It also provides comprehensive solutions to investment managers worldwide that sponsor and distribute alternative investments such as hedge funds, funds of hedge funds, and private equity funds, across both registered and partnership structures. It also offers operational outsourcing solutions for the administration and management of separately managed account programs, as well as total operational outsourcing solutions for investment management firms. Its business segments are: Private Banks - provides investment processing and investment management programs to banks and trust institutions worldwide, independent wealth advisers located in the United Kingdom, and financial advisors in Canada; Investment Advisors - provides investment management programs to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States; Institutional Investors - provides investment management programs and administrative outsourcing solutions to retirement plan sponsors and not-for-profit organizations worldwide; Investment Managers - provides investment processing, fund processing, and operational outsourcing solutions to investment managers, fund companies and banking institutions located in the United States, and to investment managers worldwide o
» More Articles for SEIC

Headlines

Articles On GuruFocus.com
SEI to Announce Third-Quarter 2014 Earnings on Wednesday, October 22, 2014 Oct 15 2014 
SEI White Paper: Lump Sum Payments Should Be Paired With a De-Risking Portfolio Strategy Oct 15 2014 
Size and Scale of Affiliated Managers' Operations Will Increase Oct 03 2014 
Among Best Stock Pickers - Richard Blum’s Top Four Jul 16 2013 
Top Three Holdings of a Top Stock Picker Richard Blum May 09 2013 
Stocks With Dividend Growth From Last Week III/2011 Dec 25 2011 
Dividend Stocks Raising Yield on Cost May 31 2011 
Daily Dividend Report: HNZ, OCR, SEIC, FPTB, EDE, FISI May 26 2011 
SEI Investments Company (SEIC) Executive Vice President/CFO Dennis Mcgonigle sells 35,000 Shares Jun 23 2010 
SEI Investments Company (SEIC) Executive Vice President/CFO Dennis Mcgonigle sells 55,000 Shares Sep 17 2009 

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