SEI Investments Company SEIC
Composite 66/100; the shares have moved about 23% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 36/100 — a moderate mark against it.
Balance-sheet strength ranks 83/100 — a strong point in its favour. Momentum ranks 80/100 — a strong point in its favour. Quality ranks 78/100 — a strong point in its favour.
Valuation ranks 36/100 — a moderate mark against it. Income ranks 43/100 — a slight mark against it.
What the company does SEI Investments Company is a publicly owned asset management holding company offering wealth management, retirement and investment solutions, asset administration, and investment processing outsourcing to private banks, institutional investors, hedge funds, and financial advisers.
Key financials SEIC reports strong profitability with ROE 27.6%, ROA 14.8%, and ROCE 28.0%. Gross, operating, and net margins stand at 78.4%, 30.7%, and 28.8%, respectively. Revenue growth is 14.7%, though EPS declined -10.7%. The balance sheet is conservative with debt/equity at 0.02 and a current ratio of 5.06.
Stock health The stock shows robust momentum with 3m, 6m, and 12m returns of 14.06%, 20.37%, and 17.89%, respectively. RSI(14) is elevated at 68.80, indicating near-term overbought conditions. Quality and strength scores are excellent at 81.0 and 85.1, respectively.
Price vs fair value The stock trades at a PREMIUM of 15.20% versus our fair-value estimate of 87.33 and at a discount of 12.44% versus the analyst 12-month target of 115.86. - Morgan Stanley highlights SEIC as a ‘Strong Buy’ quality stock for volatile markets (TipRanks) - Simply Wall St. cites higher revenue, buybacks, and a new ETF as potential catalysts (Simply Wall St.) - Simply Wall St. also suggests SEIC may be 35% undervalued based on record revenue (Simply Wall St.)
Looking forward Forward P/E is 17.70 with a PEG of 15.23, suggesting valuation concerns despite strong fundamentals. Analysts (n=7) see 115.86 as a potential 12.44% upside, while our fair-value estimate implies a 15.20% premium, reflecting differing views on growth sustainability and margin trajectory.
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Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.