SEI Investments Co (SEIC) Stock Analysis
P/E 17.82×· 5Y range 11.90–21.58×· 66th percentile of history
Sector: Financial Services · Industry: Security Brokers, Dealers & Flotation Companies
AnalystsStrong Buy12 analystsStrengths
- ✓Altman Z 13.0 — safe-zone balance sheet
- ✓ROE 30.1% — efficient capital deployment
- ✓Interest coverage 725.6× — debt well covered
Price History
5-Year Weekly Candlestick Chart
Profile
Strong financial health, profitability and earnings quality; valuation lags behind.
How is each axis scored?
- Valuation49/100 · Weak
- P/E vs own history (66th pct)5/25
- FCF yield (5.2%)20/25
- P/S (5.4x)12/25
- EV/EBIT (18.7x)12/25
- Growth58/100 · Moderate
- Revenue CAGR (4.6%)6/25
- Net income CAGR (7.0%)12/25
- EPS CAGR 5Y (10.2%)20/25
- Fwd implied growth (15.7%)20/25
- Profitability95/100 · Strong
- ROIC (24.6%)20/25
- ROE (30.1%)25/25
- Net margin (31.2%)25/25
- Operating margin (27.9%)25/25
- Financial Health100/100 · Strong
- Altman Z (13.05)25/25
- Current ratio (4.52)25/25
- Interest coverage (725.6x)25/25
- Net cash / debt (Net cash)25/25
- Quality82/100 · Strong
- Piotroski F (5/9)15/25
- Beneish M (-2.26)20/25
- FCF conversion (90%)22/25
- Margin stability (σ 2.6%)25/25
About SEI Investments Co
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. Show more
SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of December 2025, SEI (including LSV) manages, administers, or advises about $1.9 trillion in assets.
Headquarters: OAKS, PA · Employees: 5,029 · Website ↗
Insider Transactions
Recent SEC Form 4 filings
- SellOpen market sale · filed 2026-09-24-2400 sh2026-09-22
- SellOption exercise · filed 2026-09-08-20000 sh2026-09-03
- SellOption exercise · filed 2026-09-08-17500 sh2026-09-03
- SellOpen market sale · filed 2026-09-08-37500 sh2026-09-03
- BuyOption exercise · filed 2026-09-08+20.0K sh2026-09-03
+3 more recent filings
Key Metrics
Financial snapshot — pillar inputs plus per-share and market context
Valuation
49D+P/E (TTM)17.8xB
Grade B: FairPrice / TTM EPS (own statements) — vs own 5Y history: 11.9x–21.6x · 66th pct
P/FCF19.2xB
Grade B: FairPrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield5.2%A
Grade A: ValueTTM FCF / Market Cap — vs own 5Y history: 4.4%–10.0% · 34th pct
P/S (TTM)5.35xC
Grade C: ExpensivePrice / TTM Revenue (own statements) — vs own 5Y history: 3.2x–5.9x · 94th pct
EV/EBIT18.7xC
Grade C: ExpensiveEnterprise value / TTM EBIT (D&A not in our data) — capital-structure neutral — vs own 5Y history: 10.0x–20.6x · 90th pct
EV/Sales5.0xC
Grade C: ExpensiveEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E15.4xB
Grade B: FairPrice / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio5.17xC
Grade C: ExpensivePrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio2.90C
Grade C: ExpensiveFinnhub PEG — their P/E basis ÷ expected EPS growth. Suppressed when their P/E diverges >2× from our TTM P/E (different basis)
Dividend Yield1.01%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio17.4%A
Grade A: SafeDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
95A+ROIC24.6%A
Grade A: MoatNOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE30.1%A
Grade A: StrongReturn on Equity. Neg. equity = heavy buybacks
ROA22.3%A
Grade A: StrongReturn on Assets (Finnhub) — Net Income / Total Assets; how efficiently assets produce profit
Net Margin31.2%A
Grade A: HighNet Income / Revenue
Operating Margin27.9%A
Grade A: HighTTM EBIT / TTM Revenue
Gross Margin27.9%D
Grade D: LowGross Profit / Revenue
FCF Margin28.0%A
Grade A: HighFCF / Revenue
True FCF Margin25.7%A
Grade A: HighTTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Financial Health
100A+Altman Z-Score13.05A
Grade A: SafeBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio4.52xA
Grade A: HighCurrent Assets/Liabilities
Quick Ratio3.29xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage725.6xA
Grade A: StrongEBIT/Interest. >10 Strong
Debt RepaymentNet CashA
Grade A: FastYears to repay net debt via FCF
Net Debt/EBITNet CashA
Grade A: LowLeverage. <2x Low, >4x High
Debt/Equity0.01xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt11.20xA
Grade A: CoveredCash covers how much of total debt. >1 = could repay all debt from cash
Growth
58CRevenue CAGR4.6%D
Grade D: LowCompound annual revenue growth (up to 5Y depending on data availability)
Net Income CAGR7.0%C
Grade C: OkCompound annual net income growth (up to 5Y depending on data availability)
EPS CAGR (5Y)10.2%C
Grade C: OkCompound annual EPS growth over up to 5Y of per-share earnings (own statements). Null when either endpoint EPS ≤ 0
Implied EPS Growth15.7%C
Grade C: MedImplied 1Y EPS growth from forward P/E vs our TTM EPS. Sparse — only where forward estimates exist
Dilution (5Y)-14.3%A
Grade A: BuybacksShare count change over 5Y
SBC / Net Income7.3%A
Grade A: LowStock-based comp/Net income. >30% = dilution risk
SBC / Revenue2.3%A
Grade A: LowTTM stock-based comp / TTM Revenue
Quality
82APiotroski F-Score5/9C
Grade C: AverageFinancial strength 0–9. >7 Strong
Beneish M-Score-2.26A
Grade A: SafeEarnings manipulation risk. < -2.22 Safe
FCF Conversion89.7%A
Grade A: StrongFCF / Net Income
Margin Stability2.6%A
Grade A: StableEBIT margin std deviation. Lower = stable
Capex / Revenue0.9%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.70xC
Grade C: AverageRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
More metrics — Per Share, Balance Sheet, MarketHide additional metrics
Per Share
EPS (TTM)$5.93
Own TTM net income / shares — same earnings basis as P/E
Cash / Share$3.55
Cash & short-term investments per share (Finnhub)
Book Value / Share$20.03
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt$32.41M
Total debt obligations (short + long term)
Cash & Equiv.$363.15M
Cash and short-term investments
Net Debt$-330.73MA
Grade A: Net CashTotal Debt minus Cash. Negative = Net Cash position
Total Equity$2.45B
Shareholders' equity (book value)
Asset / Liability5.33xA
Grade A: SolidTotal Assets / Total Liabilities
Market
Market Cap$12.68B
Current Market Capitalization
Beta0.98B
Grade B: MarketPrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
Takeaway
Company is effectively debt-free after netting cash. · Current P/E of 17.8x sits at the 66th percentile of its historical range.
How grades work: each metric is graded A–D against fixed thresholds (tap a row for the meaning). Card grades map the pillar score to A+–E — a card grade is that pillar's own score, not an average of the rows shown.
Financials as of Mar 2026 · Ratio snapshot Sep 26, 2026
Key Insights: SEI Investments Co (SEIC)
Piotroski F-Score of 5/9 indicates mixed fundamentals for SEI Investments Co. Altman Z-Score of 13.05 sits comfortably in the safe zone (≥ 2.99), indicating low bankruptcy risk. Beneish M-Score of -2.26 suggests a low likelihood of earnings manipulation.
- SEI Investments Co converts about 28% of revenue into free cash flow — strong cash generation.
- Company is effectively debt-free after netting cash.
- Return on equity of 30.1% is well above the market average.
See how SEIC ranks on the Capex Tracker — top 50 capital spenders compared.
No significant market moves for SEIC in the last 30 days.
See SEIC move history →Frequently Asked Questions about SEIC
Is SEIC stock a buy right now?
PreMarketPrice's quantitative model rates SEI Investments Co's financial health at 100/100. This is a data-driven snapshot of fundamentals, not investment advice.
Is SEIC stock overvalued?
SEI Investments Co trades at a trailing P/E of 17.8 and our valuation score rates it 49/100 (higher = cheaper vs. its own history). See the Valuation History and Key Metrics sections for forward P/E, EV/EBITDA and PEG context.
When does SEI Investments Co report earnings?
No confirmed earnings date is currently scheduled for SEIC. The Earnings section lists recent reports and updates as dates are announced.
What sector does SEI Investments Co operate in?
SEI Investments Co operates in the Financial Services sector, within the Security Brokers, Dealers & Flotation Companies industry. The Related Stocks section lists sector peers for comparison.
What does SEI Investments Co do?
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.
About SEI Investments Co (SEIC) Stock
SEI Investments Co (SEIC) is a US-listed stock operating in the Financial Services sector, specifically the Security Brokers, Dealers & Flotation Companies industry. Real-time pricing data for SEI Investments Co is available on this page with a market capitalization of $12.7 billion. The financial health score for SEIC is 100/100, which indicates excellent financial strength based on profitability, leverage, liquidity, and growth metrics. This page provides real-time pre-market pricing, earnings calendar, financial health analysis, and valuation metrics for SEIC stock.
SEIC Stock Analysis & Key Metrics
On PreMarketPrice, you can track SEI Investments Co (SEIC) across multiple dimensions:
- Pre-market price & movement: Real-time SEIC stock price with percentage change, updated continuously during pre-market and regular trading hours.
- Valuation & P/E history: Historical P/E, P/S, and P/B ratios for SEIC with trend analysis and normalized valuation multiples.
- Financial statements: Revenue, net income, assets, liabilities, and equity for SEI Investments Co across multiple reporting periods.
- Financial health score: A composite score of 100/100 based on Altman Z-Score, Piotroski F-Score, profitability, and leverage metrics for SEIC.
- Sector peers: Compare SEIC against 10 other financial services stocks on key financial metrics.
Is SEIC a Good Stock to Buy?
This page provides data-driven analysis to help you evaluate SEI Investments Co (SEIC) as an investment. The financial health score of 100/100 suggests excellent financial fundamentals. Valuation metrics show whether the stock is trading above or below its historical average.However, this is not financial advice — always do your own research before investing.
Data on this page is sourced from real-time market feeds, Polygon.io, and Finnhub.SEI Investments Co (SEIC) trades on NYSE. Pre-market trading occurs 4:00 AM – 9:30 AM ET. Regular market hours are 9:30 AM – 4:00 PM ET.