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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
$110.39-1.07(-0.01%)Pre-market
Market Cap
$12.66B
P/E
17.9x
P/S
5.2x
P/B
5.1x

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.

A

How this company scores

ExcellentMetricSide Score: 80/100

Strongest: Cash & Earnings Quality (23/25); weakest: Balance Sheet & Red Flags (16/25).

Profitability22/25
Growth19/25
Balance Sheet & Red Flags16/25
Cash & Earnings Quality23/25
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 · 17.9x5y range 12.7x – 19.7x
P/E 17.9x · near its 20-quarter median

Currently near its 20-quarter median.

P/S · 5.2x5y range 3.4x – 5.2x
P/S 5.2x · near its 20-quarter median

Currently near its 20-quarter median.

P/B · 5.1x5y range 3.5x – 5.1x
Price & Volume
Market Cap $12.66B

Metrics at a Glance

as of June 2026

Revenue & Profit

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

TTM Revenue
$2.45B
7Q
Q. Revenue
$641.62M
5Q
TTM EBITDA
$759.65M
7Q
TTM Op. Income
$708.08M
7Q
Q. Op. Income
$197.02M
4Q
TTM Net Income
$706.85M
3%
Q. Net Income
$195.66M
3Q
EPS
$1.63
3Q
Shares Out.
$120.34M
7Q
$2.45B in TTM revenue grew 11.1% YoY, reaching $641.62M last quarter. TTM EBITDA of $759.65M and TTM operating income of $708.08M show growth is flowing through to the bottom line. TTM net income of $706.85M 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
35.9%
2Q
EBITDA Margin
33.7%
2Q
Op. Margin
30.7%
2Q
Net Margin
30.5%
25%
Op. margin of 30.7% is up 4.1% YoY — cost efficiency is improving. Net margin at 30.5% and gross margin of 35.9% show how much of each revenue dollar survives to profit. Across the last 8 quarters, operating margin has risen for 2 consecutive quarters — an improving trend.

Price Ratios

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

P/E Ratio
17.9x
10%
P/S Ratio
5.2x
2%
P/B Ratio
5.1x
6%
At 17.9x P/E, the stock trades within typical market levels. P/S of 5.2x and P/B of 5.1x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Over the past year, P/E is up 10% — a weakening trend.

Assets & Liabilities

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

Total Assets
N/A
Cash
N/A
3Q
Long-Term Debt
$29.48M
Book Value
$2.50B
6Q
D/E Ratio
0.0
Debt/EBITDA
0.1
With $0 in assets and $29.48M in long-term debt, D/E is 0.0and book value is $2.50B — a conservative capital structure with a cushion to weather downturns. Over the past year, debt/equity is up 0% — an improving trend.

Cash Flow

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

Op. Cash Flow
$125.79M
30%
TTM Free Cash Flow
$686.80M
2Q
FCF Margin
28.0%
2Q
FCF / Net Income
1.0
2Q
TTM FCF of $686.80M on $125.79M in operating cash flow. The FCF / Net Income ratio of 1.0x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 2 consecutive quarters — an improving trend.

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· near its 20-quarter median

Currently near its 20-quarter median.