SEI Investments Z Score

SEIC
 Stock
  

USD 63.16  0.01  0.0158%   

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Additionally, take a look at SEI Investments Piotroski F Score and SEI Investments Valuation analysis.
  
The current year Invested Capital is expected to grow to about 353.5 M, whereas Capital Expenditure is forecasted to decline to (79.4 M). SEI Investments Interest Expense is projected to decrease significantly based on the last few years of reporting. The past year's Interest Expense was at 610,650. The current year Net Income to Non Controlling Interests is expected to grow to about 413.1 K, whereas Consolidated Income is forecasted to decline to about 260.7 M.

SEI Investments Z Score Analysis

SEI Investments' Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
 2015 2016 2021 2022 (projected)
Interest Expense483 K531 K610.65 K626.72 K
Gross Profit1.33 B1.4 B1.26 B1.09 B
Z Score 
 = 
Sum Of  
 
5 Factors 
More About Z Score | All Equity Analysis
First Factor
 = 
1.2 * (
Working Capital
/
Total Assets )
Second Factor
 = 
1.4 * (
Retained Earnings
/
Total Assets )
Thrid Factor
 = 
3.3 * (
EBITAD
/
Total Assets )
Fouth Factor
 = 
0.6 * (
Market Value of Equity
/
Total Liabilities )
Fifth Factor
 = 
0.99 * (
Revenue
/
Total Assets )

SEI Investments Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for SEI Investments is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Z Score. Since SEI Investments' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of SEI Investments' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of SEI Investments' interrelated accounts and indicators.
To calculate Z-Score one would need to know current working capital of the company, its total assets, and liabilities, amount of latest retained earnings as well as earnings before interest and tax. Z-Score can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area' with scores of less than 1, indicating the high probability of distress. Z Score is used widely by financial auditors, accountants, money managers, loan processers, wealth advisers, as well as day traders. In the last 25 years, many financial models that utilize z score has been proved to be successful as a predictor of corporate bankruptcy.
Compare to competition

Based on the company's disclosures, SEI Investments has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

SEI Investments Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses SEI Investments' direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of SEI Investments could also be used in its relative valuation, which is a method of valuing SEI Investments by comparing valuation metrics of similar companies.
SEI Investments is currently under evaluation in z score category among related companies.

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

SEI Investments Institutional Holders

Institutional Holdings refers to the ownership stake in SEI Investments that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of SEI Investments' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing SEI Investments' value.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon Shares4.6 K241 K
Zurich Insurance Group LtdCommon Shares66.8 KM
Zurich Insurance Group LtdCommon Shares25.3 K1.5 M
Zurich Insurance Group LtdCommon Shares34.9 K1.9 M
Zurich Insurance Group LtdCommon Shares38.8 KM
Zurcher Kantonalbank Zurich CantonalbankCommon Shares16.3 K801 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares12.7 K687 K

SEI Investments Fundamentals

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 Piotroski F Score and SEI Investments Valuation analysis. You can also try Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for analysis

When running SEI Investments price analysis, check to measure SEI Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SEI Investments is operating at the current time. Most of SEI Investments' value examination focuses on studying past and present price action to predict the probability of SEI Investments' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SEI Investments' price. Additionally, you may evaluate how the addition of SEI Investments to your portfolios can decrease your overall portfolio volatility.
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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
8.5 B
Quarterly Revenue Growth YOY
(0.029) 
Return On Assets
0.15
Return On Equity
0.27
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.