SEI Investments Piotroski F Score

SEIC
 Stock
  

USD 60.51  1.15  1.87%   

This module uses fundamental data of SEI Investments to approximate its Piotroski F score. SEI Investments F Score is determined by combining nine binary scores representing 3 distinct fundamental categories of SEI Investments. These three categories are profitability, efficiency, and funding. Some research analysts and sophisticated value traders use Piotroski F Score to find opportunities outside of the conventional market and financial statement analysis.They believe that some of the new information about SEI Investments financial position does not get reflected in the current market share price suggesting a possibility of arbitrage. Additionally, take a look at SEI Investments Altman Z Score, SEI Investments Correlation, SEI Investments Valuation, as well as analyze SEI Investments Alpha and Beta and SEI Investments Hype Analysis.
  
SEI Investments Debt Current is projected to increase significantly based on the last few years of reporting. The past year's Debt Current was at 7.36 Million. The current year Long Term Debt to Equity is expected to grow to 0.0386, whereas Total Debt is forecasted to decline to about 73.8 M. SEI Investments Long Term Debt to Equity is projected to slightly decrease based on the last few years of reporting. The past year's Long Term Debt to Equity was at 0.0247. The current year Calculated Tax Rate is expected to grow to 37.24, whereas PPandE Turnover is forecasted to decline to 9.43.
At this time, it appears that SEI Investments' Piotroski F Score is Poor. Although some professional money managers and academia have recently criticized Piotroski F-Score model, we still consider it an effective method of predicting the state of the financial strength of any organization that is not predisposed to accounting gimmicks and manipulations. Using this score on the criteria to originate an efficient long-term portfolio can help investors filter out the purely speculative stocks or equities playing fundamental games by manipulating their earnings..
4.0
Piotroski F Score - Poor
1
Current Return On AssetsPositiveFocus
2
Change in Return on AssetsDecreasedFocus
3
Cash Flow Return on AssetsPositiveFocus
4
Current Quality of Earnings (accrual)DecreasingFocus
5
Asset Turnover GrowthDecreaseFocus
6
Current Ratio ChangeIncreaseFocus
7
Long Term Debt Over Assets ChangeLower LeverageFocus
8
Change In Outstending SharesIncreaseFocus
9
Change in Gross MarginNo ChangeFocus

SEI Investments Piotroski F Score Drivers

The critical factor to consider when applying the Piotroski F Score to SEI Investments is to make sure SEI Investments is not a subject of accounting manipulations and runs a healthy internal audit department. So, if SEI Investments' auditors report directly to the board (not management), the managers will be reluctant to manipulate simply due to the fear of punishment. On the other hand, the auditors will be free to investigate the ledgers properly because they know that the board has their back. Below are the main accounts that are used in the Piotroski F Score model. By analyzing the historical trends of the mains drivers, investors can determine if SEI Investments' financial numbers are properly reported.
Current ValueLast YearChange From Last Year 10 Year Trend
Weighted Average Shares Diluted172.1 M143.3 M
Fairly Up
Decreasing
Slightly volatile
Weighted Average Shares169.2 M141.2 M
Fairly Up
Decreasing
Slightly volatile
Return on Average Assets21.524.1751
Fairly Down
Increasing
Slightly volatile
Net Cash Flow from Operations508.7 M633.1 M
Significantly Down
Increasing
Slightly volatile
Current Liabilities288 M355.7 M
Significantly Down
Increasing
Slightly volatile
Total Liabilities406.5 M493.9 M
Significantly Down
Increasing
Slightly volatile
Gross Margin0.890.9
Fairly Down
Decreasing
Slightly volatile
Total Debt73.8 M85.5 M
Fairly Down
Increasing
Stable
Asset Turnover0.780.8484
Significantly Down
Increasing
Slightly volatile
Current Assets1.2 B1.4 B
Significantly Down
Increasing
Slightly volatile
Total AssetsB2.4 B
Fairly Down
Increasing
Slightly volatile

SEI Investments F Score Driver Matrix

One of the toughest challenges investors face today is learning how to quickly synthesize historical financial statements and information provided by the company, SEC reporting, and various external parties in order to project the various growth rates. Understanding the correlation between SEI Investments' different financial indicators related to revenue, expenses, operating profit, and net earnings helps investors identify and prioritize their investing strategies towards SEI Investments in a much-optimized way.

About SEI Investments Piotroski F Score

F-Score is one of many stock grading techniques developed by Joseph Piotroski, a professor of accounting at the Stanford University Graduate School of Business. It was published in 2002 under the paper titled Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers. Piotroski F Score is based on binary analysis strategy in which stocks are given one point for passing 9 very simple fundamental tests, and zero point otherwise. According to Mr. Piotroski's analysis, his F-Score binary model can help to predict the performance of low price-to-book stocks.

Book Value per Share

7.92

SEI Investments Book Value per Share is projected to slightly grow based on the last few years of reporting. The past year's Book Value per Share was at 7.34

SEI Investments Current Valuation Drivers

We derive many important indicators used in calculating different scores of SEI Investments from analyzing SEI Investments' financial statements. These drivers represent accounts that assess SEI Investments' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of SEI Investments' important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee110.79 K131.33 K133.5 K111.85 K124.06 K111.2 K
Revenue Per Employee418.23 K421.64 K439.27 K421.13 K435.39 K405.69 K
Earnings Before Interest Taxes and Depreciation Amortization EBITDA425.52 M470.45 M493.03 M476.56 M586.5 M474.46 M

SEI Investments ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, SEI Investments' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to SEI Investments' managers, analysts, and investors.
Environment Score
Governance Score
Social Score

About SEI Investments Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze SEI Investments's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of SEI Investments using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of SEI Investments based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people.

SEI Investments Investors Sentiment

The influence of SEI Investments' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in SEI Investments. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to SEI Investments' public news can be used to forecast risks associated with investment in SEI Investments. The trend in average sentiment can be used to explain how an investor holding SEI Investments can time the market purely based on public headlines and social activities around SEI Investments. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
SEI Investments' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for SEI Investments' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average SEI Investments' news discussions. The higher the estimated score, the more favorable is the investor's outlook on SEI Investments.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards SEI Investments in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, SEI Investments' short interest history, or implied volatility extrapolated from SEI Investments options trading.

Currently Active Assets on Macroaxis

Additionally, take a look at SEI Investments Altman Z Score, SEI Investments Correlation, SEI Investments Valuation, as well as analyze SEI Investments Alpha and Beta and SEI Investments Hype Analysis. You can also try Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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Is SEI Investments' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SEI Investments. If investors know SEI Investments will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SEI Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.54) 
Market Capitalization
8.3 B
Quarterly Revenue Growth YOY
(0.029) 
Return On Assets
0.1466
Return On Equity
0.2699
The market value of SEI Investments is measured differently than its book value, which is the value of SEI Investments that is recorded on the company's balance sheet. Investors also form their own opinion of SEI Investments' value that differs from its market value or its book value, called intrinsic value, which is SEI Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SEI Investments' market value can be influenced by many factors that don't directly affect SEI Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SEI Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine SEI Investments value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SEI Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.