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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 Framework: Asset Management & Capital Markets Large Cap
SEI Investments Company (SEIC), is a Large Cap company, in the Asset Management industry, last closed at $108.60, about 2.8% undervalued vs fair value, +25.5% 1Y return, ranked 317/1078 in sector.
Metrics P/E 14.6× Rev Growth 8.1% ROE 30.4% Gross Margin 53.5% Div Yield 1.24%
USD 108.60
-1.62%
(Delayed)
• Vol 90d: 20.8%
52-Week Range
Market Cap
$11.39B
Enterprise Value
$11.07B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 63%
Updated: Sep 12
Top Beats

Quick Facts

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

Next Events

Earnings Oct 21

Fair Value Snapshot

Bear Base Bull
$84
$112
$153
Current: $108.60 +3% vs base

Engine Room Money Flow™

Large Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$2.3B
8.1%%
Operating Income (FRE Proxy)
$627.3M
13.7%%
EBITDA
$994.0M
20.8%%
Net Income
$715.3M
23.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
27.3%
Good

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$752.3M
105.2% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
65
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • High Return on Equity Return on equity ranks highly vs peers (score 0.94).
  • Sticky AUM Base Revenue stickiness is high (stability score 0.97).

Key risks

  • High Compensation Costs Compensation costs relative to peers are high (score 0.28).
  • Fee Margin Pressure Fee margin quality is below peers (score 0.28).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Moderate
52
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Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing SEIC's balance between Growth (26.8%), Profitability (32.6%), and Safety (40.6%). Growth 27% Safety 41% Profitability 33%

Click axes to expand details. Marker shows current allocation.

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Growth

55th percentile vs peers
56
Key Signals
EPS Growth YoY 27.6% 66p Rev Growth YoY 8.1% 54p EPS CAGR 3Y 17.6% 59p Revenue CAGR 3Y 4.9% 38p
Strengths
  • ROE in top 20% of peers (30.4%, 90th percentile)
  • Interest Coverage Ratio in top 20% of peers ($1.5K, 97th percentile)
  • D/E Ratio in top 20% of peers (1.2%, 88th percentile)
  • Debt/Assets in top 20% of peers (0.9%, 93th percentile)
Risks

No significant risks identified for this axis.

Profitability

67th percentile vs peers
68
Key Signals
Strengths
Risks
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Safety

84th percentile vs peers
85
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for SEI Investments Company.

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • 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
$111.67
- - -
+2.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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