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Company Analysis

SEI Investments Company SEIC

A comprehensive view of key metrics, scores, and financial health for SEI Investments Company

Overview of SEI Investments Company

SEIC NMS
Financial Services Asset Management Mid Cap
SEI Investments Company (SEIC), is a Mid Cap company, in the Asset Management industry, last closed at $79.89, about 75.2% overvalued vs fair value, +6.6% 1Y return, ranked 427/1004 in sector.
$79.89
0.93%
As of March 13, 2026
Previous close • Vol 90d: 24.7%
52-Week Range
Market Cap
$9.96B
Enterprise Value
$9.56B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.seic.com
HQ Oaks, PA
Employees 4,997
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$11
$20
$37
Current: $79.89 -75% vs base

Engine Room Money Flow™

Mid Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$39.9M
-18.4%%
Interest Expense
$386.0K
Net Interest Income
$39.3M
-18.7%%
Total Revenue
$2.3B
8.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
25.8%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$752.3M
129.4% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating SEI Investments Company's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
52
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing SEIC's balance between Growth (33.9%), Profitability (32.7%), and Safety (33.5%). Growth 34% Safety 33% Profitability 33%

Click axes to expand details. Marker shows current allocation.

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Growth

57th percentile vs peers
57
Key Signals
Rev Growth YoY 8.1% 58p EPS Growth YoY 27.6% 67p Revenue CAGR 3Y 4.9% 48p EPS CAGR 3Y 5.0% 61p TSR 0.7% 52p
Strengths
  • Interest Coverage Ratio in top 20% of peers ($2.1K, 96th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Roic in top 20% of peers (19.1%, 89th percentile)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

55th percentile vs peers
55
Key Signals
Strengths
Risks
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Safety

56th percentile vs peers
57
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for SEI Investments Company.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$19.84
- - -
-75.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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