Ratings SEI Investments Company

Equities

SEIC

US7841171033

Market Closed - Nasdaq Other stock markets 04:00:00 2024-04-18 pm EDT			5-day change	1st Jan Change
66.01 ^USD	-0.11%		-4.11%	+3.87%

Apr. 09	Oppenheimer Raises SEI Investments' Price Target to $80 From $77, Maintains Outperform Rating	MT
Apr. 02	Morgan Stanley Adjusts SEI Investments Price Target to $68 From $65, Maintains Underweight Rating	MT

Summary

The company has a good ESG score relative to its sector, according to Refinitiv.

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.
The group's activity appears highly profitable thanks to its outperforming net margins.
Thanks to a sound financial situation, the firm has significant leeway for investment.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Over the last 4 months, analysts have significantly revised upwards the company's estimated sales.
For the last few months, EPS revisions have remained quite promising. Analysts now anticipate higher profitability levels than before.
Over the past four months, analysts' average price target has been revised upwards significantly.
Predictions on business development from analysts polled by Standard & Poor's are tight. This results from either a good visibility into core activities or accurate earnings releases.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
The group usually releases upbeat results with huge surprise rates.

Weaknesses

The company's enterprise value to sales, at 3.75 times its current sales, is high.
The company appears highly valued given the size of its balance sheet.
The company is not the most generous with respect to shareholders' compensation.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	ESG Refinitiv
SEI INVESTMENTS COMPANY	+3.87%	8.67B	B+
360 ONE WAM LIMITED	+12.62%	3.43B	C-
ST. JAMES'S PLACE PLC	-39.79%	2.84B	B
ASSETMARK FINANCIAL HOLDINGS, INC.	+15.19%	2.57B	B-
STEPSTONE GROUP LP	+12.54%	2.35B	C
VAN LANSCHOT KEMPEN N.V	+14.21%	1.46B	B-
UTI ASSET MANAGEMENT COMPANY LIMITED	+4.18%	1.37B	B
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED	+3.08%	1.4B	B+
INSIGNIA FINANCIAL LTD.	-1.71%	1.03B	C+
P10, INC.	-27.40%	860M	C-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes