StockCV
SEI Investments Co logo

SEI Investments Co

Security Brokers, Dealers & Flotation Companies

$104.70
+1.40%
Market cap $12.6B

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers.

It is a $12.6B financial services company. Revenue grew 11.1% over the last year, and it keeps 29¢ of every dollar of sales as profit. It trades at 17.8× earnings — around the middle of its own history.

Website
seic.com
Location
Oaks, PA
Employees
5 029
Sector
Financial Services

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Valuation49Growth58Profitability100Health75Quality82Moat81

Strong profitability, health, quality and moat; Valuation lags behind.

Valuation49
  • P/E vs own history65th pct · 5/25
  • FCF yield5.5% · 20/25
  • P/S5.1x · 12/25
  • EV/EBITDA15.3x · 12/25
Growth58
  • Revenue CAGR4.6% · 6/25
  • Net income CAGR7.0% · 12/25
  • EPS CAGR ~5Y13.4% · 20/25
  • Fwd implied growth15.4% · 20/25
Profitability100
  • ROIC34.4% · 25/25
  • ROE28.9% · 25/25
  • Net margin28.8% · 25/25
  • Operating margin28.9% · 25/25
Health75
  • Altman Zn/a · 0/25
  • Current ratio5.06 · 25/25
  • Interest coverage725.6x · 25/25
  • Net cash / debtNet cash · 25/25
Quality82
  • Piotroski F5/9 · 15/25
  • Beneish M-2.26 · 20/25
  • FCF conversion97% · 22/25
  • Margin stabilityσ 2.6% · 25/25
Moat81
  • ROIC >12% years10/10 yrs · 25/25
  • Median gross margin26.6% · 6/25
  • FCF-positive years10/10 yrs · 25/25
  • Worst-year net marginworst 23.8% · 25/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

  1. FY2025Financial
    Best year on record
    $715M net income
  2. FY2016Financial
    Profitable every year on record
    10 consecutive profitable years in our data
  3. FY2016Financial
    Revenue already above $1B
    $1.40B in first reported year
  4. FY2016Financial
    Positive free cash flow every year since
    10-year streak

Achievements

Verifiable track record, straight from the reported numbers.

$10 000 invested in 2021 would be worth ~$17 175 today — price return only
$2.3B revenue in FY2025
Revenue up 11.1% year over year
Profitable 10 years in a row
Positive free cash flow 10 years in a row
5 029 employees
ROIC of 34.4%

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

  • High gross margin (85.5%)
  • Strongly profitable — 28.8% net margin
  • Revenue growing 11.1% year over year
  • Strong cash conversion — FCF is 28.0% of revenue
  • Net cash position after subtracting debt from cash

Watch-outs

Nothing stands out as a concern in the available data.

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

10 of 11 checks passed
  • Revenue growing+11.1% YoY
  • Profitable$707M TTM
  • Profit growing+17.6% YoY
  • Generates cash$687M TTM
  • Debt under controlmore cash than debt
  • Established company$12.6B market cap
  • Not printing shares-14.7% shares over ~5y
  • Proven track record10/10 profitable years
  • Financially stablehealth score 50/100
  • Pays a dividendyield 1.01%
  • Valuation not extremeP/E 17.8
Peer comparisonSEI Investments Co vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾
CompanyMarket capP/ERevenue growthNet marginProfile
SEIC this company$12.6B17.8+11.1%28.8%Mixed
BRK.A Berkshire Hathaway Inc.$1.1T11.6+3.9%22.3%Mixed
BRK.B Berkshire Hathaway$1.1T11.6+0.0%18.0%Strong
JPM JPMorgan Chase & Co.$886.2B13.6+13.5%32.6%Strained
V VISA Inc.$723.9B31.9+14.4%50.8%Solid
MA Mastercard Incorporated$516.4B31.7+16.0%46.3%Mixed
BAC Bank of America Corporation$380.4B11.3+15.9%27.8%Mixed

Head-to-head: SEIC vs BRK.A · SEIC vs BRK.B · SEIC vs JPM

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 2Buy 8Hold 2

Appendix · Financial records

The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of SEIC on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $104.70 · market cap $12.6B.