SEI Investments Co News and Headlines -
The stock of SEI Investments Co (NAS:SEIC, 30-year Financials) shows every sign of being fairly valued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF
The stock of SEI Investments Co (NAS:SEIC, 30-year Financials) is believed to be fairly valued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value
Investors searching for value opportunities could be interested in the three stocks listed below, as they represent equities in companies with high profitability and robust financial conditions. These qualities are represented by GuruFocus profitability and financial strength ratings of at least 7 out of 10.
Additionally, Wall Street sell-side analysts have issued positive ratings for them, suggesting that share prices are foreseen to perform well over the coming months.
SEI Investments Co
The first stock that makes the cut is SEI Investments Co (SEIC), an Oaks, Pennsylvania-based asset management company.
GuruFocus rated its financial strength 9 out of 10,
According to the GuruFocus All-in-One Screener, a Premium feature, as of Feb. 1, the following guru-held companies have positive future earnings estimates from Morningstar analysts.
Shares of Lithia Motors Inc. (LAD) were trading around $318 on Monday.
Analysts project a three-year to five-year earnings growth rate of 28.03%. The return on equity (ROE) of 23.35% and return on assets
According to the Peter Lynch Stalwarts Screen, a Premium All-in-One Screener template, four stocks that have good growth potential and are modestly undervalued based on the GF Value measure are Intel Corp. (INTC), Maximus Inc. (MMS), SEI Investments Co. (SEIC) and Usana Health Sciences Inc. (USNA).
Lynch, the legendary manager of the Fidelity Magellan Fund during the 1980s, defined a stalwart as a well-established company that still offers long-term growth potential. The Screener lists certain criteria for stalwarts, including 10-year revenue and earnings growth rates between 8% and 20%, 10 years of profitability over the
For most of the past decade, the SEI Investment Co.'s (SEIC) earnings per share and share price moved along together. However, in 2018 and 2019, the earnings kept growing while the share price stalled:
In 2020, earnings came down, as did the stock price, but we're still left with a significant gap between the two.
Company history and recent earnings
SEI began operations in 1968 with computer-based training simulations for bank loan officers. According to its 10-K for 2019, it went on to become a provider of investment processing
According to the GuruFocus All-in-One Screener, a Premium feature, as of June 29, the following guru-held companies are trading at a discount and have positive future earnings estimates from Morningstar analysts.
Shares of Lincoln Electric Holdings Inc. (LECO) were trading around $81.05 on Monday.
The manufacturer of welding and brazing products has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have increased 17.20% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 8.31%. The return on equity of 34.58% and
In order to unearth stocks that represent reasonably priced strong businesses capable of generating high share price returns, I have screened the market for companies with the following characteristics:
1) Their share prices are trading below or close to the Peter Lynch earnings line.
2) Their return on invested capital (ROIC) surpasses the weighted average cost of capital (WACC), suggesting efficient allocation of financial resources.
3) Wall Street analysts predict that their annual earnings per share will grow more rapidly than the S&P 500 index over the next one to five years.
Sprouts Farmers Market Inc
The first company
According to the GuruFocus All-in-One Screener, a Premium feature, the following companies have grown their book value per share over the past decade through April 13.
Book value per share is calculated as total equity minus preferred stock, divided by shares outstanding. Theoretically, it is what shareholders will receive if a company is liquidated. Total equity is a balance sheet item and is equal to total assets minus total liabilities.
Since the book value per share may not reflect the company’s true value, some investors check the tangible book value to confirm their investment ideas.
Arch Capital Group
"The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but rather by the probability – the reasoned probability – of that investment causing its owner a loss of purchasing-power over his contemplated holding period...
We think of business risk in terms of what can happen — say five, 10, 15 years from now — that will destroy, or modify, or reduce the economic strengths that we perceive currently exist in a business...
Risk comes from not knowing what you're doing.”
The wealthiest people don’t always have the biggest salaries. And the wealthiest companies aren’t necessarily those with the best earnings lately.
I believe that companies with a great balance sheet deserve recognition. So, in 2001 I started compiling an annual list of Balance Sheet Powerhouses. To make it, a company needs to have:
- A market value of $1 billion or more.
- $300 million in current assets.
- Debt less than 10% of stockholders’ equity.
- A current ratio (current assets divided by current liabilities) of 2.0 or better.
- Earnings of at least 10 cents a share in the latest fiscal year.
"When you have to make a choice and don’t make it, that is in itself a choice."
- William James
One evening a Cherokee elder told his grandson about a battle that goes on inside people. He said, “My son, the battle is between two “wolves” inside us all. One is Evil. It is anger, envy, jealousy, sorrow, regret, greed, arrogance, self-pity, guilt, resentment, inferiority, lies, false pride, superiority, and ego. The other is Good. It is joy, peace, love, hope, serenity, humility, kindness, benevolence, empathy, generosity, truth, compassion, and faith.” The grandson thought about
Many investors, including us at Urbem, highly appreciate businesses where founders still manage day-to-day operations, lead the board or hold some other position of significant influence. The reason is the so-called founder advantage. A study of the S&P 500 by consulting firm Bain & Co. shows that founder-led companies outperformed others by three-to-one in the S&P 500 over a 25-year period.
So how would founders provide a competitive edge for the business to generate excessive returns? First, we think that founders tend to take a longer-term view and have a greater desire to maximize the sustainability of their company. In
It is usual for investors to dislike cyclical stocks. In the end, who could predict macro-economic trends accurately on a consistent basis to buy and sell at near-perfect timings? If such a discipline could be studied, the wealthiest group of people on this planet would be economists!
At Urbem, we fully recognize our inability to make calls on cycles, which in itself is an edge for our investment process in our view. But at the same time, we think that recession provides a unique advantage for a small portion of cyclical businesses – it helps weaken or even wipe out
“When we control a company we get to allocate capital, whereas we are likely to have little or nothing to say about this process with marketable holdings. This point can be important because the heads of many companies are not skilled in capital allocation.
Their inadequacy is not surprising. Most bosses rise to the top because they have excelled in an area such as marketing, production, engineering, administration or, sometimes, institutional politics. Once they become CEOs, they face new responsibilities. They now must make capital allocation decisions, a critical job that they may have never tackled and that
"CEOs need to be shareholders. They should have just as much at stake as their employees or their investors." - Alfred West, chairman and CEO of SEI Investments
Pennsylvania-based SEI Investments (SEIC) is a global provider of investment processing, investment management and investment operations solutions that enables corporations, financial institutions, financial advisors and ultra-high-net-worth families to create and manage wealth. In 1968, its current chairman and CEO, Alfred West, who was just fresh out of college, founded the company as Simulated Environments to develop training simulation applications for banks. Over the next several decades, the business pivoted a
In this – part four – of a four-part series on fundamental business analysis, I will continue using SEI Investments (SEIC) as a case study taking readers through the three major components of a successful fundamental business analysis. I will bring readers through the major steps in analyzing the history of SEI Investments' growth and ask whether that growth can continue. In particular, I will focus on whether the company’s growth has added value –and will continue to add value – through scalability, capital allocation and strength of management.
A Note on Value Versus Growth
Many dyed-in-the-wool value
In the third installment of this four-part series, I will continue using SEI Investments Co. (SEIC) as a case study, taking readers through the three major components of a successful fundamental business analysis. I will bring readers through the major steps in analyzing a company’s moat, which will include the major traits of the moat, how the company developed and implemented these components and steps required to maintain or even broaden its existing moat.
It might be good to start by defining what the meaning is of a moat and its major components. I define a competitive moat as the
|2021-05-07 $ 63.33 (0.24%)|
SEI Investments Co Stock Is Estimated To Be Fairly Valued - GuruFocus.com
|2021-05-03 $ 61.55 (0.18%)|
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|2021-04-28 $ 60.92 (0.94%)|
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Invesco (IVZ) Beats Q1 Earnings Estimates, Hikes Dividend 10% - www.zacks.com
|2021-04-22 $ 56.08 (-11%)|
SEI Investments (SEIC) Dip 1.6% as Q1 Earnings & Revenues Miss - www.zacks.com
|2021-04-21 $ 63.01 (0.59%)|
SEI Investments (SEIC) Lags Q1 Earnings and Revenue Estimates - www.zacks.com
|2021-04-20 $ 62.64 (0.21%)|
|2021-04-19 $ 62.51 (-1.03%)|
FOCS or SEIC: Which Is the Better Value Stock Right Now? - www.zacks.com
|2021-04-15 $ 62.79 (0.42%)|
BlackRock (BLK) Q1 Earnings Beat, Revenues & AUM Rise Y/Y - www.zacks.com
SEI Investments Co Stock Appears To Be Fairly Valued - GuruFocus.com
|2021-04-02 $ 61.91 (%)|
AB or SEIC: Which Is the Better Value Stock Right Now? - www.zacks.com
|2021-04-01 $ 61.91 (1.61%)|
SEI Investments' (SEIC) Oranj Platform Buyout to Boost SWP - www.zacks.com
|2021-03-25 $ 59.76 (0.81%)|
3 Highly Profitable Business with Solid Conditions - GuruFocus.com
|2021-03-17 $ 61.18 (1.31%)|
AB vs. SEIC: Which Stock Is the Better Value Option? - www.zacks.com
|2021-03-09 $ 59.24 (-0.92%)|
|2021-02-11 $ 57.41 (2.54%)|
|2021-02-08 $ 56.4 (0.86%)|
Affiliated Managers (AMG) Q4 Earnings Top Estimates, AUM Down - www.zacks.com
Lazard (LAZ) Q4 Earnings Beat Estimates, Revenues Increase - www.zacks.com
|2021-02-03 $ 55.34 (-0.91%)|
Waddell & Reed (WDR) Q4 Earnings Miss on Higher Expenses - www.zacks.com
|2021-02-01 $ 54.75 (3.6%)|
5 Guru Stocks Predicted to Boost Earnings - GuruFocus.com
|2021-01-29 $ 52.85 (-1.93%)|
Principal Financial (PFG) Q4 Earnings Beat, Revenues Miss - www.zacks.com
|2021-01-28 $ 53.89 (-4.37%)|
SEI Investments (SEIC) Q4 Earnings Beat Estimates, AUM Up Y/Y - www.zacks.com
|2021-01-27 $ 56.35 (-3.31%)|
SEI Investments (SEIC) Q4 Earnings and Revenues Top Estimates - www.zacks.com
|2021-01-26 $ 58.28 (-1.62%)|
Invesco's (IVZ) Q4 Earnings Beat Estimates, AUM Balance Up - www.zacks.com
Trading and IB to Support Raymond James' (RJF) Q1 Earnings - www.zacks.com
|2021-01-25 $ 59.24 (-0.27%)|
Rise in Assets Balance to Support Invesco (IVZ) Q4 Earnings - www.zacks.com
|2021-01-14 $ 60.48 (0.78%)|
AB or SEIC: Which Is the Better Value Stock Right Now? - www.zacks.com
|2021-01-04 $ 56.93 (-0.94%)|
4 Financial Stocks That Could Gain Big This Year - www.zacks.com
|2020-11-09 $ 55.85 (5.98%)|
|2020-11-03 $ 50.95 (2.8%)|
FHI vs. SEIC: Which Stock Is the Better Value Option? - www.zacks.com
SEI: Can the Share Price Catch Up With the Earnings? - GuruFocus.com
|2020-10-28 $ 49.87 (0.08%)|
Waddell & Reed (WDR) Stock Down 1.5% Despite Q3 Earnings Beat - www.zacks.com
|2020-10-27 $ 49.83 (-0.62%)|
Principal Financial (PFG) Q3 Earnings and Revenues Miss - www.zacks.com
Invesco's (IVZ) Q3 Earnings Beat Estimates, AUM Balance Up - www.zacks.com
|2020-10-26 $ 50.14 (-3.63%)|
Affiliated Managers (AMG) Q3 Earnings Beat, AUM Balance Down - www.zacks.com
|2020-10-22 $ 51.94 (-6.73%)|
SEI Investments (SEIC) Q3 Earnings Lag Estimates, AUM Falls - www.zacks.com
|2020-10-21 $ 55.69 (-1.87%)|
SEI Investments (SEIC) Q3 Earnings Miss Estimates - www.zacks.com
|2020-10-20 $ 56.75 (0.82%)|
Zions (ZION) Q3 Earnings & Revenues Top Estimates, Down Y/Y - www.zacks.com
BancorpSouth (BXS) Q3 Earnings & Revenues Surpass Estimates - www.zacks.com
|2020-09-04 $ 51.8 (-0.56%)|
|2020-08-27 $ 52.89 (1.01%)|
Eaton Vance (EV) Up on Q3 Earnings Beat, AUM Balance Rise - www.zacks.com
|2020-08-21 $ 51.78 (0.82%)|
SEI (SEIC) Down 3.9% Since Last Earnings Report: Can It Rebound? - www.zacks.com
|2020-08-19 $ 52.27 (-0.36%)|
Why SEI Investments (SEIC) Stock is Worth Betting on Now - www.zacks.com
|2020-08-05 $ 53.07 (1.94%)|
SEIC or ARES: Which Is the Better Value Stock Right Now? - www.zacks.com
|2020-07-29 $ 51.14 (0.04%)|
Waddell & Reed (WDR) Stock Down 3.7% Despite Q2 Earnings Beat - www.zacks.com
|2020-07-28 $ 51.12 (-3.66%)|
Invesco (IVZ) Misses on Q2 Earnings as Revenues & AUM Fall - www.zacks.com
Principal Financial (PFG) Q2 Earnings Beat, Revenues Lag - www.zacks.com
|2020-07-27 $ 53.06 (0.17%)|
Affiliated Managers (AMG) Q2 Earnings Top, Revenues Fall Y/Y - www.zacks.com
Legg Mason (LM) Q1 Earnings Meet Estimates, Revenues Fall - www.zacks.com
|2020-07-23 $ 53.44 (-7.86%)|
SEI Investments (SEIC) Q2 Earnings Lag Estimates, AUM Declines - www.zacks.com
|2020-07-22 $ 58 (-0.63%)|
SEI Investments (SEIC) Lags Q2 Earnings and Revenue Estimates - www.zacks.com
|2020-07-15 $ 57.77 (2.48%)|
|2020-06-16 $ 57.02 (0.51%)|
|2020-06-15 $ 56.73 (0.78%)|
|2020-06-12 $ 56.29 (1.41%)|
FHI vs. SEIC: Which Stock Is the Better Value Option? - www.zacks.com
Why Is SEI (SEIC) Up 6.1% Since Last Earnings Report? - www.zacks.com
|2020-05-20 $ 51.84 (1.89%)|
Solid Asset Balance Aids SEI Investments Despite High Costs - www.zacks.com
|2020-05-13 $ 49.97 (1.07%)|
Medley Capital (MCC) Incurs Loss in Q2, Stock Declines 7.1% - www.zacks.com
|2020-04-24 $ 48.825 (0.88%)|
SEI Investments (SEIC) Q1 Earnings Lag Estimates, AUM Declines - www.zacks.com
|2020-04-23 $ 48.4 (-1.43%)|
SEI Investments (SEIC) Lags Q1 Earnings Estimates - www.zacks.com
|2020-04-15 $ 47.96 (-1.01%)|
|2020-04-13 $ 48.79 (-4.2%)|
6 Financial Companies Boosting Book Value - GuruFocus.com
|2020-02-25 $ 63.48 (-3.96%)|
|2020-02-24 $ 66.1 (-3.32%)|
The Founder Advantage - GuruFocus.com
Urbem's 'Wonderful Business' Series: SEI Investments - GuruFocus.com
|2019-01-24 $ 48.83 (%)|
Fundamental Business Analysis: SEI Investments, Part 3 - GuruFocus.com
Fundamental Business Analysis: SEI Investments, Part 2 - GuruFocus.com
|2019-01-17 $ 48.66 (1.1%)|
Fundamental Business Analysis: SEI Investments, Part 1 - GuruFocus.com
|2016-09-02 $ 45.99 (0.37%)|
Royce Dividend Fund Semi-Annual Letter To Shareholders - GuruFocus.com
|2016-06-10 $ 49.73 (-2.89%)|
The Kelly Formula in Value Investing - GuruFocus.com
|2016-01-25 $ 43.76 (-2.58%)|
Columbia Wanger Exits Several Stakes During 4th Quarter - GuruFocus.com
|2015-11-11 $ 53.81 (0.64%)|
Columbia Wanger Sells Nearly Half of Stake in SEI Investments - GuruFocus.com
|2015-09-15 $ 50.5 (-0.1%)|
|2010-06-23 $ 21.19 (0.24%)|
|2009-09-17 $ 18.9 (-0.47%)|
|2009-05-05 $ 15.05 (6.44%)|
SEI Investments Company Reports Operating Results (10-Q) - GuruFocus.com