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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
89% of the 1394 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
64% of the 1541 Companies
in the Global Asset Management industry.

( Industry Median: 0.81 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
60% of the 1287 Companies
in the Global Asset Management industry.

( Industry Median: 2003.83 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: 19.55
M-Score: -4.40
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
54% of the 1589 Companies
in the Global Asset Management industry.

( Industry Median: 51.71 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
56% of the 1591 Companies
in the Global Asset Management industry.

( Industry Median: 46.96 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
93% of the 1620 Companies
in the Global Asset Management industry.

( Industry Median: 7.97 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 1639 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 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
73% of the 1068 Companies
in the Global Asset Management industry.

( Industry Median: 82.78 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 (3Y)(%) 10.70
SEIC's Revenue Growth (3Y)(%) is ranked higher than
79% of the 1009 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. SEIC: 10.70 )
SEIC' s 10-Year Revenue Growth (3Y)(%) Range
Min: -11.1   Max: 27.5
Current: 10.7

-11.1
27.5
EBITDA Growth (3Y)(%) 8.70
SEIC's EBITDA Growth (3Y)(%) is ranked higher than
75% of the 868 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. SEIC: 8.70 )
SEIC' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -1.1   Max: 44.8
Current: 8.7

-1.1
44.8
EPS Growth (3Y)(%) 10.40
SEIC's EPS Growth (3Y)(%) is ranked higher than
73% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 3.40 vs. SEIC: 10.40 )
SEIC' s 10-Year EPS Growth (3Y)(%) 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

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%)
Ruane Cunniff 10,000 sh (unchged)
Jean-Marie Eveillard 15,000 sh (unchged)
Columbia Wanger 9,376,500 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
Q3 2014

SEIC Guru Trades in Q3 2014

John Burbank 6,903 sh (New)
Jim Simons 1,811,726 sh (+0.8%)
Columbia Wanger 9,322,504 sh (+0.6%)
Chuck Royce 3,260,717 sh (+0.23%)
Ruane Cunniff 10,000 sh (unchged)
Tom Gayner 237,000 sh (unchged)
Richard Blum Sold Out
Joel Greenblatt Sold Out
Paul Tudor Jones 20,456 sh (-19.81%)
» 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 2014-09-30 Sold Out 0.01%$32.01 - $37.895 $ 40.0112%0
John Burbank 2014-09-30 New Buy$32.01 - $37.895 $ 40.0112%6903
Joel Greenblatt 2014-06-30 Add 164.72%0.01%$30.27 - $33.62 $ 40.0124%23086
Jean-Marie Eveillard 2014-06-30 Sold Out $30.27 - $33.62 $ 40.0124%0
Joel Greenblatt 2014-03-31 New Buy$32.49 - $35.4 $ 40.0118%8721
Tom Gayner 2013-12-31 Add 53.85%0.08%$30.34 - $34.77 $ 40.0120%200000
Joel Greenblatt 2012-06-30 Sold Out 0.04%$17.3 - $21 $ 40.01108%0
Ruane Cunniff 2012-06-30 Reduce -66.67%$17.3 - $21 $ 40.01108%10000
Joel Greenblatt 2012-03-31 Reduce -64.03%0.08%$17.43 - $21.37 $ 40.01119%22706
Tom Gayner 2011-12-31 New Buy0.09%$14.15 - $17.36 $ 40.01150%95000
Joel Greenblatt 2011-12-31 Add 48.29%0.04%$14.15 - $17.36 $ 40.01150%63119
Ray Dalio 2011-12-31 Sold Out 0.01%$14.15 - $17.36 $ 40.01150%0
Jean-Marie Eveillard 2011-12-31 Reduce -46.43%$14.15 - $17.36 $ 40.01150%15000
Joel Greenblatt 2011-09-30 New Buy0.11%$14.93 - $22.9 $ 40.01120%42564
Ray Dalio 2011-09-30 New Buy0.01%$14.93 - $22.9 $ 40.01122%49800
Jean-Marie Eveillard 2011-09-30 Add 180%$14.93 - $22.9 $ 40.01120%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) 22.50
SEIC's P/E(ttm) is ranked higher than
65% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 21.30 vs. SEIC: 22.50 )
SEIC' s 10-Year P/E(ttm) Range
Min: 12.21   Max: 30.32
Current: 22.5

12.21
30.32
P/B 5.37
SEIC's P/B is ranked lower than
52% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. SEIC: 5.37 )
SEIC' s 10-Year P/B Range
Min: 2.34   Max: 10.82
Current: 5.37

2.34
10.82
P/S 5.59
SEIC's P/S is ranked higher than
76% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 8.76 vs. SEIC: 5.59 )
SEIC' s 10-Year P/S Range
Min: 1.63   Max: 6.52
Current: 5.59

1.63
6.52
PFCF 24.40
SEIC's PFCF is ranked higher than
90% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 24.40 )
SEIC' s 10-Year PFCF Range
Min: 10   Max: 32.58
Current: 24.4

10
32.58
EV-to-EBIT 18.42
SEIC's EV-to-EBIT is ranked higher than
71% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 23.05 vs. SEIC: 18.42 )
SEIC' s 10-Year EV-to-EBIT Range
Min: 4   Max: 23.1
Current: 18.42

4
23.1
PEG 4.91
SEIC's PEG is ranked higher than
91% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 4.91 )
SEIC' s 10-Year PEG Range
Min: 0.83   Max: 148.21
Current: 4.91

0.83
148.21
Shiller P/E 30.84
SEIC's Shiller P/E is ranked higher than
78% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 30.84 )
SEIC' s 10-Year Shiller P/E Range
Min: 10   Max: 38.45
Current: 30.84

10
38.45
Current Ratio 5.58
SEIC's Current Ratio is ranked higher than
73% of the 1081 Companies
in the Global Asset Management industry.

( Industry Median: 2.75 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
74% of the 1081 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 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 1.20
SEIC's Dividend Yield is ranked lower than
86% of the 1249 Companies
in the Global Asset Management industry.

( Industry Median: 3.59 vs. SEIC: 1.20 )
SEIC' s 10-Year Dividend Yield Range
Min: 0.38   Max: 1.74
Current: 1.2

0.38
1.74
Dividend Payout 0.25
SEIC's Dividend Payout is ranked higher than
86% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 3.21 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 569 Companies
in the Global Asset Management industry.

( Industry Median: 8.80 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
58% of the 1263 Companies
in the Global Asset Management industry.

( Industry Median: 4.16 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 1036 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 18.70
SEIC's Price/Net Cash is ranked higher than
86% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 18.70 )
SEIC' s 10-Year Price/Net Cash Range
Min: 13.86   Max: 2140.5
Current: 18.7

13.86
2140.5
Price/Net Current Asset Value 16.40
SEIC's Price/Net Current Asset Value is ranked higher than
85% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 16.40 )
SEIC' s 10-Year Price/Net Current Asset Value Range
Min: 8.54   Max: 370
Current: 16.4

8.54
370
Price/Tangible Book 7.16
SEIC's Price/Tangible Book is ranked higher than
54% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.29 vs. SEIC: 7.16 )
SEIC' s 10-Year Price/Tangible Book Range
Min: 3.7   Max: 31.85
Current: 7.16

3.7
31.85
Price/DCF (Projected) 1.84
SEIC's Price/DCF (Projected) is ranked higher than
75% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 1.84 )
SEIC' s 10-Year Price/DCF (Projected) Range
Min: 0.63   Max: 6.38
Current: 1.84

0.63
6.38
Price/Median PS Value 1.18
SEIC's Price/Median PS Value is ranked higher than
73% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.48 vs. SEIC: 1.18 )
SEIC' s 10-Year Price/Median PS Value Range
Min: 0.28   Max: 2.24
Current: 1.18

0.28
2.24
Price/Peter Lynch Fair Value 3.72
SEIC's Price/Peter Lynch Fair Value is ranked higher than
92% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. SEIC: 3.72 )
SEIC' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.77   Max: 3.74
Current: 3.72

0.77
3.74
Price/Graham Number 2.63
SEIC's Price/Graham Number is ranked higher than
66% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 2.31 vs. SEIC: 2.63 )
SEIC' s 10-Year Price/Graham Number Range
Min: 1.42   Max: 9
Current: 2.63

1.42
9
Earnings Yield (Greenblatt) 5.40
SEIC's Earnings Yield (Greenblatt) is ranked higher than
67% of the 1571 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. SEIC: 5.40 )
SEIC' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.3   Max: 24.8
Current: 5.4

4.3
24.8
Forward Rate of Return (Yacktman) 9.30
SEIC's Forward Rate of Return (Yacktman) is ranked higher than
73% of the 632 Companies
in the Global Asset Management industry.

( Industry Median: 7.29 vs. SEIC: 9.30 )
SEIC' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 4.8   Max: 26.6
Current: 9.3

4.8
26.6

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:SI3.Germany,
SEI Investments Company was incorporated in Pennsylvania in 1968. The Company is a provider of investment processing, investment management and investment operations solutions. It helps financial institutions, financial advisors, institutional investors, investment managers and ultra-high-net-worth families create and manage wealth by providing comprehensive, investment and investment-business solutions. The Company's wealth management business solutions include: Investment processing outsourcing solutions for providers of institutional and private-client wealth management services, including banks, trust companies, independent wealth advisers and other financial services firms; investment management solutions for institutional investors, including retirement plan sponsors, not-for-profit organizations and affluent individual investors; and investment operations outsourcing solutions for investment management firms, banks and investment companies that sponsor and distribute mutual funds, hedge funds and alternative investments. The Company's business segments include: Private Banks, provides investment processing and investment management programs to banks and trust institutions, independent wealth advisers and financial advisors; 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, hospitals and not-for-profit organizations; Investment Managers, provides investment operations outsourcing solutions to fund companies, banking institutions and both traditional and non-traditional investment managers; and Investments in New Businesses, focuses on providing investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice solutions, entering new markets, and conducting other research and development activities. Its competitors include: Federated Investors, Inc., Russell Investment Group, AssetMark Investment Services Inc., Brinker Capital, Mercer and Aon Hewitt. The Company's products and services include: Investment Processing, Investment Management Programs and Investment Operations.
» More Articles for SEIC

Headlines

Articles On GuruFocus.com
SEI Reveals 2015 New Year's Resolutions for Advisors Dec 15 2014 
SEI Introduces AIFMD Annex IV Reporting Solution to Help Alternative Managers Meet New Transparency Dec 08 2014 
SEI Year-End Survey: Advisors Believe in the Bull Market for 2015 Dec 03 2014 
SEI Hosts Inaugural Women's Network Leadership Summit Nov 25 2014 
SEI Named a Finalist for 2014 Industry Innovation Awards in Investment Outsourcing Category Nov 24 2014 
SEI Announces 10th Year of US Managed Volatility Fund Nov 20 2014 
SEI Adds Environmental, Social, and Governance Strategy to New Covenant Growth Fund Nov 12 2014 
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 

More From Other Websites
SEI Reveals 2015 New Year's Resolutions For Advisors Dec 15 2014
SEI Reveals 2015 New Year's Resolutions for Advisors Dec 15 2014
SEI Investments (SEIC) Keeps Enhancing Shareholder Value Dec 10 2014
SEI INVESTMENTS CO Files SEC form 8-K, Other Events, Financial Statements and Exhibits Dec 10 2014
SEI Declares Dividend of $.24 Per Share And Increase In Stock Repurchase Program Dec 09 2014
SEI Declares Dividend of $.24 per Share and Increase in Stock Repurchase Program Dec 09 2014
SEI Introduces AIFMD Annex IV Reporting Solution To Help Alternative Managers Meet New Transparency... Dec 08 2014
SEI Introduces AIFMD Annex IV Reporting Solution to Help Alternative Managers Meet New Transparency... Dec 08 2014
SEI Year-End Survey: Advisors Believe in the Bull Market for 2015 Dec 03 2014
SEI Hosts Inaugural Women's Network Leadership Summit Nov 25 2014
SEI Named A Finalist For 2014 Industry Innovation Awards In Investment Outsourcing Category Nov 24 2014
SEI Named a Finalist for 2014 Industry Innovation Awards in Investment Outsourcing Category Nov 24 2014
SEI Announces 10th Year Of US Managed Volatility Fund Nov 20 2014
SEI Adds Environmental, Social, And Governance Strategy To New Covenant Growth Fund Nov 12 2014
SEI Adds Environmental, Social, and Governance Strategy to New Covenant Growth Fund Nov 12 2014
Insider Trading Alert - BJRI, SEIC And PIR Traded By Insiders Nov 11 2014
Insider Trading Alert - CRZO, SEIC And MOH Traded By Insiders Nov 10 2014
SEI INVESTMENTS CO Financials Oct 30 2014
SEI INVESTMENTS CO Files SEC form 10-Q, Quarterly Report Oct 23 2014
SEI Investments Gains on Q3 Earnings Beat, Revenues Up Oct 23 2014

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