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.
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
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2025FinancialBest year on record$715M net income
- FY2016FinancialProfitable every year on record10 consecutive profitable years in our data
- FY2016FinancialRevenue already above $1B$1.40B in first reported year
- FY2016FinancialPositive free cash flow every year since10-year streak
Achievements
Verifiable track record, straight from the reported numbers.
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.
- Revenue growing — the company sells more than a year ago+11.1% YoY
- Profitable — makes more than it spends$707M TTM
- Profit growing — earnings are higher than last year+17.6% YoY
- Generates cash — cash left after running and investing$687M TTM
- Debt under control — could handle its obligationsmore cash than debt
- Established company — not a micro-cap — lower blow-up risk$12.6B market cap
- Not printing shares — share count not ballooning — you keep your slice-14.7% shares over ~5y
- Proven track record — years of profitability behind it10/10 profitable years
- Financially stable — balance sheet not near distresshealth score 50/100
- Pays a dividend — returns cash to shareholdersyield 1.01%
- Valuation not extreme — price not wildly above earningsP/E 17.8
Peer comparisonSEI Investments Co vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| SEIC this company | $12.6B | 17.8 | +11.1% | 28.8% | Mixed |
| BRK.A Berkshire Hathaway Inc. | $1.1T | 11.6 | +3.9% | 22.3% | Mixed |
| BRK.B Berkshire Hathaway | $1.1T | 11.6 | +0.0% | 18.0% | Strong |
| JPM JPMorgan Chase & Co. | $886.2B | 13.6 | +13.5% | 32.6% | Strained |
| V VISA Inc. | $723.9B | 31.9 | +14.4% | 50.8% | Solid |
| MA Mastercard Incorporated | $516.4B | 31.7 | +16.0% | 46.3% | Mixed |
| BAC Bank of America Corporation | $380.4B | 11.3 | +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.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/SEIC
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of SEIC on PreMarketPriceFigures 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.