Profitability
Weight: 25%
A-
85
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 17.1%
- Operating Margin Trend -0.10 pp/yr
SEIC
SEI Investments Company
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A+
99
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 37.3%
- 5yr Share-Count CAGR -3.3%
Growth Quality
Weight: 10%
C+
58
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 0.0%
- 5yr EPS CAGR 10.3%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A
92
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.05x
Balance Sheet
Weight: 30%
A+
100
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 75.1%
- Interest Coverage (EBIT/Int) 2130.23x
Stability
Weight: 10%
C+
61
- EPS Volatility (σ/μ) 0.32
- Piotroski F-Score 5
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 2 trimmed.
- Holders
- 3
- Avg Δ position
- -41.8%
- New buys
- 0
- Full exits
- 0