SEI Investments Touted as Cash-Rich Buy, Privia Health and Hamilton Insurance Flagged as Sells

StockStory··Read original
2▲1 ▼2Impact / 5
Summary · why it matters

StockStory highlights SEI Investments as a cash-heavy stock to buy this week while recommending investors avoid Privia Health and Hamilton Insurance Group. SEI Investments holds a net cash position of $343 million, representing 2.9% of its market cap, and has posted annual revenue growth of 9.9% over the last two years along with a 26.5% return on equity. Privia Health, with a net cash position of $410.5 million or 11.6% of its market cap, is flagged for its modest $2.25 billion revenue base, 5% free cash flow margin, and 0% return on capital. Hamilton Insurance Group carries a net cash position of $805.7 million, equal to 24.1% of its market cap, but faces flat projected sales and earnings per share growth of 14% that lagged its revenue gains.

Impact on assets 3

Financials± Mixed
Health Care▼
Privia Health Group Inc
PRVA
▼ NegativeCapitalrelevance

Flagged as a sell due to modest revenue, low free cash flow margin, and 0% return on capital.