SEI Investments reported third-quarter revenue growth of 14%, or 10% excluding the Stratos Wealth acquisition. Adjusted EPS rose 24%, and the firm’s sales bookings and commentary were strong.
CEO Ryan Hicke has shown real results with the private banks segment as net sales and operating margins have improved and there is still a runway for further improvement.
SEI's investment managers segment has been strong but may not prove durable. A downturn for alternative asset managers, which SEI serves, could be a negative for the firm.
|
Metric
|
SEIC
|
SSNC
|
FIS
|
|---|---|---|---|
Price/Earnings (Normalized) | 17.62 | 13.52 | 5.91 |
Price/Book Value | 4.87 | 2.81 | 1.15 |
Price/Sales | 5.03 | 2.95 | 1.52 |
Price/Cash Flow | 14.58 | 10.26 | 5.12 |
|
Metric
|
SEIC
|
SSNC
|
FIS
|
|---|---|---|---|
Quick Ratio | 4.08 | 1.02 | 0.42 |
Current Ratio | 4.31 | 1.06 | 0.53 |
Interest Coverage | 475.49 | 3.48 | 3.23 |
|
Metric
|
SEIC
|
SSNC
|
FIS
|
|---|---|---|---|
Return on Assets (Normalized) | 23.65% | — | 8.35% |
Return on Equity (Normalized) | 31.00% | — | 21.17% |
Return on Invested Capital (Normalized) | 26.69% | — | 11.43% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
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|
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United States