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. 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 2023, SEI (including LSV) manages, administers, or advises about $1.4 trillion in assets.

Financial Strength

10/10

Name	Current	Vs Industry
Cash-To-Debt	28.6
Equity-to-Asset	0.88
Debt-to-Equity	0.01
Debt-to-EBITDA	0.04
Interest Coverage	838.09
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	22.19	Distress Grey Safe
Beneish M-Score	-2.51	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

9/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	8.3
	3-Year EBITDA Growth Rate	4.5
	3-Year EPS without NRI Growth Rate	4.7
	3-Year FCF Growth Rate	1.8
	3-Year Book Growth Rate	10.2
	Future 3-5Y EPS without NRI Growth Rate	14.87
	Future 3-5Y Total Revenue Growth Rate	7.81

Momentum Rank

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	46.89
	9-Day RSI	49.51
	14-Day RSI	53.79
	6-1 Month Momentum %	22.83
	12-1 Month Momentum %	25.13

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	5.8
	Quick Ratio	5.8
	Cash Ratio	3.26
	Days Sales Outstanding	35.4
	Days Payable	3.63

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1.11
	Dividend Payout Ratio	0.22
	3-Year Dividend Growth Rate	7.3
	Forward Dividend Yield %	1.18
	5-Year Yield-on-Cost %	1.56
	3-Year Average Share Buyback Ratio	2.9
	Shareholder Yield %	3.21

Profitability Rank

10/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	52.39
	Operating Margin %	24.74
	Net Margin %	26.61
	FCF Margin %	23.06
	ROE %	24.65
	ROA %	21.5
	ROIC %	26.32
	ROC (Joel Greenblatt) %	342.41
	ROCE %	31.35
	Years of Profitability over Past 10-Year	10

GF Value Rank

5/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	20.07
	Forward PE Ratio	17.03
	PE Ratio without NRI	20.21
	Shiller PE Ratio	23.32
	Price-to-Owner-Earnings	24.3
	PEG Ratio	5.46
	PS Ratio	5.34
	PB Ratio	4.54
	Price-to-Tangible-Book	5.61
	Price-to-Free-Cash-Flow	23.11
	Price-to-Operating-Cash-Flow	20.72
	EV-to-EBIT	13.83
	EV-to-Forward-EBIT	13.15
	EV-to-EBITDA	12.5
	EV-to-Forward-EBITDA	12.99
	EV-to-Revenue	4.76
	EV-to-Forward-Revenue	4.35
	EV-to-FCF	20.63
	Price-to-Projected-FCF	1.47
	Price-to-DCF (Earnings Based)	1.3
	Price-to-DCF (FCF Based)	1.68
	Price-to-Median-PS-Value	1.01
	Price-to-Graham-Number	2.28
	Price-to-Net-Current-Asset-Value	8.17
	Price-to-Net-Cash	18.03
	Earnings Yield (Greenblatt) %	7.23
	FCF Yield %	4.42
	Forward Rate of Return (Yacktman) %	7.76

Financials (Next Earnings Date:2025-01-31 Est.)

Annual Quarterly TTM

SEIC's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

SEI Investments Co Operating Data

Annual Quarterly

SEIC's Complete Operating Data

No operating data available for SEI Investments Co.

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with NAS:SEIC

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

SEI Investments Co Executives

Details

GF Value: $70.49

SEIC

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with SEIC. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	2,052.819
	EPS (TTM) ($)	4.14
	Beta	0.98
	Volatility %	19.43
	14-Day RSI	53.79
	14-Day ATR ($)	1.602991
	20-Day SMA ($)	83.5215
	12-1 Month Momentum %	25.13
	52-Week Range ($)	61.58 - 87.25
	Shares Outstanding (Mil)	128.91

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

SEI Investments Co Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

SEI Investments Co Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

SEI Investments Co Frequently Asked Questions

What is SEI Investments Co(SEIC)'s stock price today?

The current price of SEIC is $84.47. The 52 week high of SEIC is $87.25 and 52 week low is $61.58.

When is next earnings date of SEI Investments Co(SEIC)?

The next earnings date of SEI Investments Co(SEIC) is 2025-01-31 Est..

Does SEI Investments Co(SEIC) pay dividends? If so, how much?

The Dividend Yield % of SEI Investments Co(SEIC) is 1.11% (As of Today), Highest Dividend Payout Ratio of SEI Investments Co(SEIC) was 0.27. The lowest was 0.2. And the median was 0.24. The Forward Dividend Yield % of SEI Investments Co(SEIC) is 1.18%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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