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Upturn AI SWOT - About
SEIC 
SEI Investments Company (SEIC)
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Upturn Advisory Summary
04/01/2025: SEIC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 8.86% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.81B USD | Price to earnings Ratio 17.52 | 1Y Target Price 89.5 |
Price to earnings Ratio 17.52 | 1Y Target Price 89.5 | ||
Volume (30-day avg) 831708 | Beta 0.94 | 52 Weeks Range 62.02 - 86.95 | Updated Date 04/1/2025 |
52 Weeks Range 62.02 - 86.95 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.26% | Basic EPS (TTM) 4.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.35% | Operating Margin (TTM) 25.84% |
Management Effectiveness
Return on Assets (TTM) 13.21% | Return on Equity (TTM) 26.51% |
Valuation
Trailing PE 17.52 | Forward PE 16.1 | Enterprise Value 8973391872 | Price to Sales(TTM) 4.64 |
Enterprise Value 8973391872 | Price to Sales(TTM) 4.64 | ||
Enterprise Value to Revenue 4.21 | Enterprise Value to EBITDA 10.88 | Shares Outstanding 126950000 | Shares Floating 112160721 |
Shares Outstanding 126950000 | Shares Floating 112160721 | ||
Percent Insiders 24.09 | Percent Institutions 73.47 |
Analyst Ratings
Rating 3.25 | Target Price 85.6 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 5 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
SEI Investments Company
Company Overview
History and Background
SEI Investments Company was founded in 1968 by Alfred P. West, Jr. Initially focused on providing computer programming to banks, SEI evolved into a leading global provider of investment processing, investment management, and investment operations solutions for financial institutions, advisors, and ultra-high-net-worth families.
Core Business Areas
- Investment Managers: Offers technology and investment operations outsourcing solutions to investment managers.
- Wealth Management: Provides wealth management solutions and technology platforms to financial advisors.
- Institutional Investors: Delivers investment management and advisory services to institutional investors, including retirement plans and endowments.
- Private Banks: Provides technology and processing solutions to private banks.
Leadership and Structure
Alfred P. West, Jr. is the Chairman. Ryan P. Hicke is the Chief Executive Officer. The company operates with a decentralized organizational structure, empowering business segment leaders.
Top Products and Market Share
Key Offerings
- SEI Wealth Platform (SWP): A comprehensive technology platform used by financial advisors to manage client portfolios, providing tools for planning, investment management, and client communication. Competitors include Envestnet and Orion Advisor Services. Market share is difficult to precisely determine but SWP is a leading platform by assets serviced.
- Investment Processing Outsourcing (IPS): Offers a full suite of investment operations outsourcing services, including trade processing, accounting, and reporting. Competitors include State Street and BNY Mellon. Again, specific market share is not readily available but it holds a significant share.
Market Dynamics
Industry Overview
The investment technology and outsourcing industry is experiencing growth driven by increasing regulatory complexity, cost pressures, and the need for advanced technology solutions. Trends include increased demand for digital platforms, personalized advice, and integrated solutions.
Positioning
SEI is positioned as a leading provider of integrated technology and investment solutions. Its competitive advantage lies in its ability to offer a comprehensive suite of services and its long-standing experience in the industry.
Total Addressable Market (TAM)
The TAM for investment operations outsourcing and wealth management platforms is estimated to be in the tens of billions of dollars globally. SEI is well-positioned to capture a significant portion of this market through its comprehensive solutions and established client base.
Upturn SWOT Analysis
Strengths
- Comprehensive suite of solutions
- Long-standing industry experience
- Strong client relationships
- Proven technology platform
- Experienced management team
Weaknesses
- Dependence on financial markets
- Complex organizational structure
- Potential for technology obsolescence
- High operating expenses
Opportunities
- Expanding into new markets
- Developing new technology solutions
- Acquiring complementary businesses
- Capitalizing on regulatory changes
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- ENV
- SSNC
- FIS
Competitive Landscape
SEI competes primarily on the breadth of its integrated solutions, its long-standing relationships, and its proven technology. Competitors often focus on specific segments or offer point solutions. SEI has strong industry recognition but must navigate challenges posed by larger, more diversified financial services firms.
Major Acquisitions
Orion Advisor Solutions
- Year: 2023
- Acquisition Price (USD millions): 1.25
- Strategic Rationale: Enhanced capabilities in wealth management technology.
Growth Trajectory and Initiatives
Historical Growth: Discuss SEI Investments Company's growth trends over the past years.
Future Projections: Provide projections for SEI Investments Company's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by SEI Investments Company.
Summary
SEI is a well-established company with a strong position in the investment technology and outsourcing industry. Its comprehensive solutions and long-standing relationships are key strengths. However, it faces increasing competition and must adapt to evolving technological demands. SEI needs to continue innovating and expanding its offerings to maintain its competitive edge.
Similar Companies
- ENV
- SSNC
- FIS
- BLK
- MKTX
Sources and Disclaimers
Data Sources:
- SEI Investments Company Investor Relations
- Third-party market research reports
- Financial news articles
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice and should not be used as the sole basis for investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SEI Investments Company
Exchange NASDAQ | Headquaters Oaks, PA, United States | ||
IPO Launch date 1990-03-26 | CEO & Director Mr. Ryan P. Hicke | ||
Sector Financial Services | Industry Asset Management | Full time employees 5066 | Website https://www.seic.com |
Full time employees 5066 | Website https://www.seic.com | ||
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
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