# SEI Investments Co (SEIC) — Stock CV

SEI Investments Co 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.

> 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.

## Identity

- **Ticker**: SEIC
- **Sector**: Financial Services
- **Industry**: Security Brokers, Dealers & Flotation Companies
- **Headquarters**: OAKS, PA
- **Employees**: 5 029
- **Website**: https://www.seic.com
- **Market cap**: $12.6B
- **Last price**: $104.70
- **Financial profile**: Mixed

## Vitals (TTM)

- **Revenue**: $2.45B
- **Net income**: $707M
- **Free cash flow**: $687M
- **Net cash**: $371M
- **P/E**: 17.8
- **Revenue growth (YoY)**: 11.1%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 49 |
| Growth | 58 |
| Profitability | 100 |
| Health | 75 |
| Quality | 82 |
| Moat | 81 |

## Qualifications (beginner checklist) — 10 of 11 passed

- [x] Revenue growing — +11.1% YoY
- [x] Profitable — $707M TTM
- [x] Profit growing — +17.6% YoY
- [x] Generates cash — $687M TTM
- [x] Debt under control — more cash than debt
- [x] Established company — $12.6B market cap
- [x] Not printing shares — -14.7% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 50/100
- [x] Pays a dividend — yield 1.01%
- [x] Valuation not extreme — P/E 17.8

## Experience (career milestones)

- **FY2025** — Best year on record: $715M net income
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $1B: $1.40B in first reported year
- **FY2016** — Positive free cash flow every year since: 10-year streak

## 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

- None stand out in the data.

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $1.92B | $547M | $607M |
| FY2022 | $1.99B | $475M | $527M |
| FY2023 | $1.92B | $462M | $422M |
| FY2024 | $2.13B | $581M | $590M |
| FY2025 | $2.30B | $715M | $585M |

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Source: https://stockcv.com/SEIC — derived from company filings; may be delayed or incomplete. Information, not investment advice.