Stock Analysis
SEI Investments CoSEIC
P/E 17.73×· 5Y range 11.90–21.58×· 64th percentile of history
Sector: Financial Services · Industry: Security Brokers, Dealers & Flotation Companies
AnalystsStrong Buy12 analystsP/E 17.7× sits at the 64th percentile of its 5.0513347022587265-year history.
Cash covers 621% of debt · Q2 2026.
PMP Verdict
High quality, fairly valued
Strengths
- Financial Health100
- Profitability90
Strong fundamentals at a reasonable valuation.
Bull Case
- ✓Altman Z 17.8 — safe-zone balance sheet
- ✓ROE 24.8% — efficient capital deployment
- ✓Interest coverage 905.4× — debt well covered
What's happening with SEIC
Profile
Strong financial health, profitability and moat; valuation lags behind.
How is each axis scored?
- Valuation49/100 · Weak
- P/E vs own history (64th pct)5/25
- FCF yield (5.5%)20/25
- P/S (5.1x)12/25
- EV/EBIT (17.2x)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 (15.1%)20/25
- Profitability90/100 · Strong
- ROIC (22.4%)20/25
- ROE (24.8%)20/25
- Net margin (28.8%)25/25
- Operating margin (28.9%)25/25
- Financial Health100/100 · Strong
- Altman Z (17.75)25/25
- Current ratio (5.06)25/25
- Interest coverage (905.4x)25/25
- Net cash / debt (Net cash)25/25
- Quality74/100 · Moderate
- Piotroski F (6/9)15/25
- Beneish M (-2.16)12/25
- FCF conversion (97%)22/25
- Margin stability (σ 3.7%)25/25
- Moat81/100 · Strong
- ROIC >12% years (10/10 yrs)25/25
- Median gross margin (26.6%)6/25
- FCF-positive years (10/10 yrs)25/25
- Worst-year net margin (worst 23.8%)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 ↗
Price History
Weekly Candlestick Chart — up to 5Y
Key Metrics
Financial snapshot · Tap any metric for its definition and grade
TTM Snapshot
trailing twelve months · YoYValuation
49D+P/E (TTM)17.7xB
Grade B: FairPrice / TTM EPS (own statements) — vs own 5Y history: 11.9x–21.6x · 64th pct
P/FCF19.0xB
Grade B: FairPrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield5.5%A
Grade A: ValueTTM (OCF − CapEx) / Market Cap — vs own 5Y history: 4.4%–10.0% · 43rd pct
P/S (TTM)5.11xC
Grade C: ExpensivePrice / TTM Revenue (own statements) — vs own 5Y history: 3.2x–5.6x · 87th pct
EV/EBIT17.2xB
Grade B: FairEnterprise value / TTM EBIT (D&A not in our data) — capital-structure neutral — vs own 5Y history: 10.0x–18.4x · 90th pct
EV/Sales5.0xB
Grade B: FairEnterprise 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 Ratio4.40xC
Grade C: ExpensivePrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio2.91C
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 Yield1.02%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio18.0%A
Grade A: SafeDividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
90A+ROIC22.4%A
Grade A: MoatNOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE24.8%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 Margin28.8%A
Grade A: HighNet Income / Revenue
Operating Margin28.9%A
Grade A: HighTTM EBIT / TTM Revenue
Gross Margin28.9%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
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 Growth15.1%C
Grade C: MedAnalyst forward EPS (normalized basis) vs our GAAP TTM EPS — different bases, so extreme values usually mark cyclically depressed TTM earnings, not real growth
Dilution (5Y)-17.1%A
Grade A: BuybacksShare count change over 5Y
SBC / Net Income8.0%A
Grade A: LowStock-based comp/Net income. >30% = dilution risk
SBC / Revenue2.3%A
Grade A: LowTTM stock-based comp / TTM Revenue
Financial Health
100A+Altman Z-Score17.75A
Grade A: SafeBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio5.06xA
Grade A: HighCurrent Assets/Liabilities
Quick Ratio5.06xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage905.4xA
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/Equity0.02xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt6.21xA
Grade A: CoveredCash covers how much of total debt. >1 = could repay all debt from cash
Quality
74B+Piotroski F-Score6/9C
Grade C: AverageFinancial strength 0–9. >7 Strong
Beneish M-Score-2.16C
Grade C: Gray zoneEarnings manipulation risk. < -2.22 Safe
FCF Conversion97.2%A
Grade A: StrongFCF / Net Income
Margin Stability3.7%A
Grade A: StableEBIT margin std deviation. Lower = stable
Capex / Revenue1.0%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.77xC
Grade C: AverageRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
Insider Transactions
SEC Form 4 · 8 recordsP/S codes are the directional signal; grants, option exercises and tax withholding carry none. Form 4 doesn't flag 10b5-1 plans — scheduled sales may appear within open-market sells.
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
WEST ALFRED P JR Filed | WEST ALFRED P JR | SellOpen market sale | -5483 | |
WEST ALFRED P JR Filed | WEST ALFRED P JR | SellOpen market sale | -28394 | |
LANE MICHAEL Filed | LANE MICHAEL | SellOpen market sale | -2400 | |
Hicke Ryan Filed | Hicke Ryan | Option exercise | -20000 | |
Hicke Ryan Filed | Hicke Ryan | Option exercise | -17500 |
Show 3 more filingsShow fewer filings
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
Hicke Ryan Filed | Hicke Ryan | SellOpen market sale | -37500 | |
Hicke Ryan Filed | Hicke Ryan | Option exercise | +20.0K | |
Hicke Ryan Filed | Hicke Ryan | Option exercise | +17.5K |
Option exercise (M) rows report a derivative leg, not an open-market sale — a paired negative entry is the option position being consumed.
More metrics — Moat, Per Share, Balance Sheet, MarketHide additional metrics
Moat
81AROIC >12% Years10/10 yrsA
Grade A: DurableShare of completed fiscal years with ROIC > 12% — measures multi-year capital-return durability
Gross Margin (Med.)26.6%D
Grade D: WeakMedian annual gross margin across available fiscal years — pricing-power durability
FCF-Positive Years10/10 yrsA
Grade A: DurableShare of completed fiscal years with positive free cash flow
Net Margin Floor23.8%A
Grade A: DurableWeakest annual net margin across completed fiscal years — recession/downcycle resilience
Per Share
EPS (TTM)$5.89
Own TTM net income / shares — same earnings basis as P/E
Cash / Share$3.51
Cash & short-term investments per share (Finnhub)
Book Value / Share$20.83
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt$67.85M
Total debt obligations (short + long term)
Cash & Equiv.$421.20M
Cash and short-term investments
Net Debt$-353.34MA
Grade A: Net CashTotal Debt minus Cash. Negative = Net Cash position
Total Equity$2.85B
Shareholders' equity (book value)
Asset / Liability6.96xA
Grade A: SolidTotal Assets / Total Liabilities
Market
Market Cap$12.53B
Current Market Capitalization
Beta0.98B
Grade B: MarketPrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
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 Jun 2026 · Ratio snapshot Oct 17, 2026
Key Insights: SEI Investments Co (SEIC)
SEIC is down 0.83% at the last close. Piotroski F-Score of 6/9 indicates mixed fundamentals for SEI Investments Co. Altman Z-Score of 17.75 sits comfortably in the safe zone (≥ 2.99), indicating low bankruptcy risk.
- 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 24.8% 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
What is the current SEI Investments Co (SEIC) stock price?
SEIC is trading at $104.40 at the last market close, down 0.83% on the session. PreMarketPrice tracks SEIC pre-market, intraday and after-hours prices.
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 17.7 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. As of the latest update, SEI Investments Co is trading at $104.40, down 0.83% on the day with a market capitalization of $12.5 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 6 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.