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SEI Investments (SEIC) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

SEI Investments
NasdaqGS•Financial Services•Asset Management
$105.92+2.50(0.02%)Market open
Market Cap
$12.54B
P/E
17.6x
P/S
4.9x
P/B
5.0x

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.

B

How this company scores

GoodMetricSide Score: 76/100

Strongest: Cash & Earnings Quality (21/25); weakest: Profitability (17/25).

Profitability17/25
Growth19/25
Balance Sheet & Red Flags19/25
Cash & Earnings Quality21/25
Strengths
Strong marginsHigh ROELow leverageCash-backed earnings

No red flags in the last 8 quarters.

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 17.6x5y range 12.7x – 19.7x
P/E 17.6x · near its 20-quarter median

Currently near its 20-quarter median.

P/S · 4.9x5y range 3.4x – 5.1x
P/S 4.9x · near its 20-quarter median

Currently near its 20-quarter median.

P/B · 5.0x5y range 3.5x – 5.0x
Price & Volume
Market Cap $12.54B

Metrics at a Glance

as of September 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue
$2.53B
7Q
Q. Revenue
$662.04M
6Q
TTM EBITDA
$805.46M
7Q
TTM Op. Income
$746.12M
7Q
Q. Op. Income
$198.00M
5Q
TTM Net Income
$710.90M
2%
Q. Net Income
$168.26M
2%
EPS
$1.42
7%
Shares Out.
$118.42M
7Q
$2.53B in TTM revenue grew 12.8% YoY, reaching $662.04M last quarter. TTM EBITDA of $805.46M and TTM operating income of $746.12M show growth is flowing through to the bottom line. TTM net income of $710.90M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 7 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin
35.1%
3Q
EBITDA Margin
32.9%
11%
Op. Margin
29.9%
8%
Net Margin
25.4%
10%
Op. margin of 29.9% is up 2.3% YoY — cost efficiency is improving. Net margin at 25.4% and gross margin of 35.1% show how much of each revenue dollar survives to profit. Over the past year, operating margin is up 8% — a weakening trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio
17.6x
2Q
P/S Ratio
4.9x
2Q
P/B Ratio
5.0x
2Q
At 17.6x P/E, the stock trades within typical market levels. P/S of 4.9x and P/B of 5.0x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Across the last 8 quarters, P/E has risen for 2 consecutive quarters — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets
$3.43B
6Q
Cash
$399.77M
2Q
Long-Term Debt
$30.95M
Book Value
$2.51B
7Q
D/E Ratio
0.0
Debt/EBITDA
0.1
With $3.43B in assets and $30.95M in long-term debt, D/E is 0.0and book value is $2.51B — a conservative capital structure with a cushion to weather downturns. Over the past year, debt/equity is up 0% — a weakening trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow
$217.96M
9%
TTM Free Cash Flow
$665.45M
2%
FCF Margin
26.3%
9%
FCF / Net Income
0.9
1%
TTM FCF of $665.45M on $217.96M in operating cash flow. The FCF / Net Income ratio of 0.9x means free cash flow covers net income — earnings are backed by cash. Over the past year, free cash flow is up 2% — a weakening trend.

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· near its 20-quarter median

Currently near its 20-quarter median.