Provides wealth management solutions to high-net-worth individuals and families. Offers retirement solutions to corporations and retirement scheme sponsors. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
This is an established company with proven profits.
If every debt were paid off today, $405.0M would still be left in the vault — a solid cushion for hard times.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit power and business quality lead the class.
Clearly below the class average.
Clearly below the class average.
This grade is a blend: the profit side is strong, the sales tempo slow.
The stock has been running stronger than the market lately.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
The net profit margin is 31% — still a thick cushion, though costs have been eating into it lately.
There is $433.6M in the vault; even if every debt were paid off, $405.0M would remain.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
Today’s price already includes part of tomorrow’s optimism. Report-card grade: 32/100.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 41/100.
The share set aside for the future is small; the pace of new ideas may slow.
On our five-subject report card, SEIC sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: SEIC does earn real profits — but on our report card it still sits behind its class. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Analysts’ average target sits above today’s price, yet the valuation grade (32/100) says the stock isn’t cheap.