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⚠️ Not investment advice. Past performance does not guarantee future results.
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SEI Investments SEIC

United StatesFinancial Services · Asset ManagementUSD
6.6AI score
Rank 477 of 2,130
better than 77% of companies
102.07USD
▲ 27.2% in one year
SEIC MSCI World +22.1%
Average analyst target
117.12 USD (+14.7%)
8 analysts
52-wk low 75.08High 112.15
📈 Chart on TradingView ↗(affiliate link)Analysis of 08/10/2026

What does it do?

SEI Investments is a financial services company that provides asset management, fund administration, and technology solutions to financial institutions, advisors, and wealth managers.

Key points

from its scores
  • ✓Very solid balance sheet9.7
  • ✓High-quality business8.6
  • ✓Good share-price trend8.2
  • ✕Demanding valuation3.6
  • ✕Little or no dividend4.4

AI analysis

bottom line, main risk, context and news
Bottom line

SEI's solid profitability and competitive moat make it a quality company, but the valuation does not offer a sufficient margin of safety and earnings growth is weak.

SEI shows excellent financial health (ROE 27.59%, net margin 28.85%) and positive momentum (33.25% over 12 months), but its valuation is average (P/E 18.0) and earnings growth is negative (-10.7%), suggesting the market has already priced in much of its strength.

⚠ Main risk

The main risk is regulatory pressure on management fees in the asset management sector, which could compress operating margins (currently 30.71%) and impact future profitability.

Context and risks

SEI operates in the asset management sector, subject to ongoing regulatory scrutiny in the US (SEC) regarding fee disclosure and conflicts of interest. Although its business is diversified and does not depend on subsidies, the risk of regulatory changes affecting management fees is a structural factor in the sector.

Is SEI Investments stock cheap or expensive?

at the analysis date
Pricier than its sector

On P/E and Price / book, it trades 98% above the Financial Services median on average.

MultipleCompanySectorDifference
P/E18.013.7+31%
EV / EBITDA16.110.1+60%
Price / book4.91.9+164%
Price / sales5.03.5+45%

Sector: median of the 351 Financial Services companies analysed. In bold, the multiples used for the comparison.

Valuation score: 3.6 out of 10 (median for Financial Services: 5.2).

Average analyst target: 117.12 USD, +14.7% versus the price.

A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 8.6 (sector 8.8), Growth 5.0 (sector 6.9).

Indicative fair value · USD
Graham161.59▲ +58% vs price
Cash flow (DCF)74.07▼ −27% vs price
Dividends36.40▼ −64% vs price
Price102.07at the analysis date

Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.

Work out its fair value yourself →How much would you have made investing every month? →

Comparing it with its sector does not say whether it is a good buy: this is not investment advice.

🛒 Where to buy SEICCheapest · US (NYSE/Nasdaq) · sample 200.00 € orderCheapest · US (NYSE/Nasdaq) · sample 200.00 € orderAvailable in your country · US (NYSE/Nasdaq) · sample 200.00 € order
By the cost of that order: commission and FX, taxes excluded (public fee schedules). Brokers marked «affiliate» may pay Meridian a commission at no cost to you. This is not investment advice. · Compare all 22 brokers by real cost →

Score by category

0 to 10 · hover overtap each one to see what it measures
Financial healthiExcellent9.7Financial Services median: 5.5
Quality / MoatiExcellent8.6Financial Services median: 8.8
ValuationiWeak3.6Financial Services median: 5.2
GrowthiFair5.0Financial Services median: 6.9
DividendiWeak4.4Financial Services median: 6.3
MomentumiGood8.2Financial Services median: 6.2
Risk & ContextiFair5.9Financial Services median: 7.0
Financial Services median7 or more 5 to 7 under 5

Key metrics

at the analysis date · compared with the Financial Services median
P/Ei
18.0
Financial Services: 13.7above
EV / EBITDAi
16.1
Financial Services: 10.1above
ROEi
27.6%
Financial Services: 13.8%above
Operating margini
30.7%
Financial Services: 39.0%below
Net debt / EBITDAi
−0.47
Financial Services: 0.31net cash
Revenue growthi
+14.7%
Financial Services: +10.5%above

Valuation

P/E
18.0
Forward P/E
14.6
EV / EBITDA
16.1
Price / book
4.9
Price / sales
5.0
PEG
1.76
Market cap
12.3B USD
Enterprise value
12.2B USD

Profitability

ROE
27.6%
ROA
14.8%
ROIC (approx.)
29.3%
Gross margin
78.4%
Operating margin
30.7%
Net margin
28.8%
Free cash flow
377.5M USD
FCF yield
3.1%
Cash conversion
50%

Solvency

Total debt
67.9M USD
Net debt
−353.3M USD
Cash
421.2M USD
EBITDA
759.7M USD
Net debt / EBITDA
−0.47
Debt / equity
2.38
Current ratio
5.06
Quick ratio
4.76

Growth

Revenue growth
+14.7%
Earnings growth
−10.7%
EPS (TTM)
5.67 USD
EPS (forward)
6.97 USD

Dividend

Dividend yield
1.0%
Payout
18.3%

Risk and market

Beta
0.97
Analyst consensus
Buy (8)
Target price
117.12 USD
52-week range
75.08 – 112.15

Compare it with its sector

All 351 in Financial Services →
See the full ranking with filters →

Keep browsing the ranking

sorted by score, highest first

Frequently asked questions about SEI Investments

Is SEI Investments stock cheap or expensive?

On P/E and Price / book, it trades 98% above the Financial Services median on average. Valuation score: 3.6 out of 10 (median for Financial Services: 5.2). Average analyst target: 117.12 USD, +14.7% versus the price. This is not investment advice.

What score does SEI Investments get on MeridIAn Screener?

It scores 6.6 out of 10, rank 477 of 2,130 (better than 77% of the companies analysed). Its strongest category is Financial health (9.7) and its weakest, Valuation (3.6). Analysis of 08/10/2026.

What is SEI Investments's P/E ratio?

Its P/E is 18.0: the share price equals 18.0 times earnings per share over the last 12 months. The Financial Services median is 13.7. Based on the earnings analysts expect, the forward P/E is 14.6.

How much is SEI Investments worth on the stock market?

Its market capitalisation is 12.3B USD.

Does SEI Investments pay a dividend?

Yes: its dividend yield is 1.02% and it pays out 18% of its earnings.

How has SEI Investments stock performed over the last year?

It has risen 27.2% over the last year, excluding dividends. Over the last 52 weeks it has traded between 75.08 and 112.15 USD. Past performance does not guarantee future results.

What do analysts think of SEI Investments?

8 analysts cover it; their average recommendation is “Buy” and their average target is 117.12 USD (+14.7% versus the price). It is an estimate, not market data.