SEI Investments
SEIC
102.07
-0.79
-0.77%
SEI Investments
US · SEIC
#1297 by market cap
Listed 1970
102.07
-0.79
-0.77%
Live - 5344 symbols - heartbeat 63s ago
· 2026-10-08 06:33
Pre-market
101.75
-0.31%
After-hours
102.07
0.00%
- Market cap
- 12.25B
- P/E (TTM)i
- 18.00
- P/Bi
- 4.90
- EPSi
- 5.63
- Div yieldi
- 1.02%
- 52W posi
- 73%
Reader sentiment
Are you bullish or bearish on SEIC?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Financial Health how this is computed
Good
- Altman Z-Score is 15.22, above the 3.0 "safe zone" threshold.
- Most reliable for industrial/manufacturing companies; less meaningful for banks, insurers and other financials.
Revenue annual, last 8 years
Latest year +8.10% YoY
Margins
- Gross margin
- 53.50%
- Operating margin
- 27.31%
- Net margin
- 31.14%
Key ratios & quality
- PEG ratioi
- 1.23
- Altman Z-Scorei
- 15.22
PEG uses trailing P/E against the 3-year net income growth rate (14.58%/yr) since forward earnings estimates aren't available here, so this is not a "forward PEG." Altman Z-Score below ~1.8 suggests financial distress risk, above ~3.0 suggests low risk; the model is most reliable for industrial/manufacturing companies and less meaningful for banks and other financial firms.
Income statement
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.62B | 1.65B | 1.68B | 1.92B | 1.99B | 1.92B | 2.13B | 2.30B |
| Gross profit | 899.97M | 920.56M | 945.99M | 1.09B | 1.05B | 984.14M | 1.13B | 1.23B |
| Selling & admin expenses | 224.67M | 219.14M | 254.93M | 264.65M | 281.42M | 262.78M | 270.43M | 271.88M |
| Research & development | -- | -- | -- | -- | -- | -- | -- | -- |
| Operating profit | 441.99M | 460.42M | 445.89M | 553.38M | 475.75M | 424.52M | 551.74M | 627.31M |
| Pretax profit | 614.21M | 631.44M | 568.69M | 693.67M | 609.28M | 594.66M | 746.76M | 916.33M |
| Tax | 108.34M | 130.02M | 121.41M | 147.08M | 133.81M | 132.40M | 165.57M | 198.78M |
| Net profit | 505.87M | 501.43M | 447.29M | 546.59M | 475.47M | 462.26M | 581.19M | 717.55M |
| Basic EPS | 3 | 3 | 3 | 4 | 3 | 3 | 4 | 6 |
| Diluted EPS | 3.14 | 3.24 | 3.00 | 3.81 | 3.46 | 3.46 | 4.41 | 5.63 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Revenue | 551.34M | 559.60M | 578.51M | 607.93M | 622.18M | 641.62M |
| Gross profit | 303.95M | 301.13M | 310.27M | 313.65M | 349.19M | 364.12M |
| Selling & admin expenses | 70.14M | 70.83M | 68.36M | 62.55M | 68.90M | 72.58M |
| Research & development | -- | -- | -- | -- | -- | -- |
| Operating profit | 157.10M | 148.64M | 159.96M | 161.62M | 189.49M | 197.02M |
| Pretax profit | 196.37M | 292.14M | 210.72M | 217.10M | 230.81M | 253.19M |
| Tax | 44.86M | 65.05M | 46.14M | 42.74M | 54.02M | 53.65M |
| Net profit | 151.52M | 227.08M | 164.59M | 174.36M | 176.79M | 199.54M |
| Basic EPS | 1 | 2 | 1 | 1 | 1 | 2 |
| Diluted EPS | 1.17 | 1.78 | 1.30 | 1.38 | 1.40 | 1.59 |
Balance sheet
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Total current assets | 1.19B | 1.30B | 1.30B | 1.40B | 1.45B | 1.48B | 1.55B | 1.27B |
| Cash & ST investments | 785.42M | 874.93M | 818.69M | 859.67M | 885.16M | 866.03M | 869.78M | 433.58M |
| Inventory | -- | -- | -- | -- | -- | -- | -- | -- |
| Total assets | 1.97B | 2.15B | 2.17B | 2.35B | 2.38B | 2.52B | 2.68B | 3.26B |
| Total current liabilities | 295.71M | 293.57M | 317.28M | 355.74M | 397.88M | 353.05M | 380.51M | 387.21M |
| Short-term debt | -- | 9.16M | 8.58M | 11.33M | 10.34M | 8.12M | 7.90M | 8.68M |
| Long-term debt | -- | -- | -- | 40.00M | -- | -- | -- | -- |
| Total liabilities | 378,521,000.00 | 412,592,000.00 | 427,349,000.00 | 493,939,000.00 | 429,729,000.00 | 388,175,000.00 | 432,494,000.00 | 556,068,000.00 |
| Total equity | 1.59B | 1.74B | 1.74B | 1.86B | 1.95B | 2.13B | 2.25B | 2.70B |
| Retained earnings | 517.97M | 601.89M | 565.27M | 632.61M | 694.29M | 762.59M | 758.00M | 792.28M |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Total current assets | 1.48B | 1.53B | 1.61B | 1.27B | 1.23B | 1.34B |
| Cash & ST investments | 741.86M | 778.03M | 824.06M | 433.58M | 395.24M | 421.20M |
| Inventory | -- | -- | -- | -- | -- | -- |
| Total assets | 2.57B | 2.63B | 2.85B | 3.26B | 3.28B | 3.32B |
| Total current liabilities | 261.43M | 247.57M | 281.42M | 387.21M | 272.82M | 265.53M |
| Short-term debt | 7.36M | 7.40M | 7.08M | 8.68M | 10.05M | 13.66M |
| Long-term debt | -- | -- | -- | -- | 32.42M | 29.48M |
| Total liabilities | 308,190,000.00 | 287,827,000.00 | 425,701,000.00 | 556,068,000.00 | 518,569,000.00 | 477,439,000.00 |
| Total equity | 2.26B | 2.34B | 2.42B | 2.70B | 2.76B | 2.85B |
| Retained earnings | 737.02M | 739.45M | 774.89M | 792.28M | 781.78M | 813.82M |
Cash flow
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | 588.40M | 545.12M | 488.68M | 633.10M | 566.12M | 447.03M | 622.34M | 607.66M |
| Depreciation & amortization | 77.69M | 80.86M | 83.93M | 92.63M | 87.94M | 73.97M | 75.23M | 77.08M |
| Free cash flow | 515.09M | 467.95M | 410.12M | 580.57M | 491.64M | 388.24M | 565.78M | 554.99M |
| Dividends paid | -94.32M | -100.75M | -103.91M | -105.52M | -109.83M | -114.84M | -120.35M | -124.20M |
| Stock buybacks / issuance | -319.40M | -285.44M | -377.59M | -352.84M | -286.54M | -207.69M | -374.06M | -483.90M |
| Ending cash balance | 758.04M | 844.55M | 787.73M | 831.76M | 853.36M | 835.00M | 840.19M | 470.60M |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Operating cash flow | -- | -- | -- | -- | -- | -- |
| Depreciation & amortization | -- | -- | -- | -- | -- | -- |
| Free cash flow | -- | -- | -- | -- | -- | -- |
| Dividends paid | -- | -- | -- | -- | -- | -- |
| Stock buybacks / issuance | -- | -- | -- | -- | -- | -- |
| Ending cash balance | -- | -- | -- | -- | -- | -- |
Returns & efficiency
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| ROE %i | 32.96 | 30.10 | 25.72 | 30.36 | 24.93 | 22.63 | 26.51 | 30.44 |
| ROA %i | 26.45 | 24.32 | 20.71 | 24.18 | 20.07 | 18.85 | 22.33 | 24.07 |
| ROIC %i | 32.27 | 28.52 | 24.80 | 29.24 | 23.74 | 20.81 | 24.48 | 28.76 |
| 5-year avg ROE %i | 28.09 | 28.81 | 28.72 | 29.64 | 28.81 | 26.75 | 26.03 | 26.97 |
| EBIT margin %i | 37.86 | 38.31 | 33.81 | 36.19 | 30.64 | 31.01 | 35.17 | 39.91 |
| FCF / sales %i | 31.71 | 28.36 | 24.35 | 30.26 | 24.69 | 20.22 | 26.62 | 24.16 |
| Current ratioi | 4.03 | 4.44 | 4.10 | 3.95 | 3.65 | 4.19 | 4.08 | 3.29 |
| Quick ratioi | 3.89 | 4.32 | 3.97 | 3.82 | 3.53 | 4.03 | 3.92 | 3.12 |
| Debt / assetsi | 0.00 | 2.21 | 1.97 | 3.35 | 1.22 | 1.01 | 1.20 | 0.88 |
| LT debt / equityi | -- | 2.21 | 1.96 | 3.64 | 0.96 | 0.81 | 1.08 | 0.81 |
| Interest coveragei | 953.26 | 1,003.29 | 934.82 | 1,233.10 | 814.46 | 1,020.99 | 1,327.39 | 1,505.65 |
| Revenue CAGR (3Y) %i | 6.77 | 5.59 | 3.33 | 5.71 | 6.47 | 4.46 | 3.47 | 4.89 |
| Net income CAGR (3Y) %i | 15.11 | 14.52 | 3.42 | 2.61 | -1.76 | 1.10 | 2.07 | 14.58 |
| FCF CAGR (3Y) %i | 15.58 | 9.91 | 3.18 | 4.07 | 1.66 | -1.81 | -0.86 | 4.12 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| ROE %i | 26.62 | 30.06 | 29.38 | 30.44 | 31.36 | 29.22 |
| ROA %i | 23.42 | 26.74 | 25.27 | 24.07 | 25.28 | 23.76 |
| ROIC %i | 24.70 | 28.13 | 27.65 | 28.76 | 29.55 | 27.59 |
| 5-year avg ROE %i | -- | -- | -- | -- | -- | -- |
| EBIT margin %i | 35.72 | 40.02 | 39.66 | 39.91 | 40.18 | 37.27 |
| FCF / sales %i | 27.87 | 26.67 | 27.67 | 24.16 | 26.78 | 26.94 |
| Current ratioi | 5.66 | 6.18 | 5.73 | 3.29 | 4.52 | 5.06 |
| Quick ratioi | 5.33 | 5.92 | 5.49 | 3.12 | 4.25 | 4.76 |
| Debt / assetsi | 1.10 | 1.11 | 0.93 | 0.88 | 2.12 | 2.04 |
| LT debt / equityi | 0.93 | 0.93 | 0.80 | 0.81 | 2.43 | 2.17 |
| Interest coveragei | 1,269.80 | 1,570.44 | 1,680.97 | 1,505.65 | 1,060.95 | 668.02 |
| Revenue CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| Net income CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| FCF CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
✦ Quant Revenue Concentration how this is computed
Diversified
- Investment Managers is the largest reported line at 35.49% of revenue, across 5 reported segments.
- No single line clears half of revenue; Investment Advisors is next at 27.73%, spreading the business across more than one real driver.
Revenue breakdown most recent period
Business
Investment Managers35.49%
Investment Advisors27.73%
Private Banks24.45%
Institutional Investors10.86%
Investments In New Businesses1.47%
Quote time 2026-10-08 06:33:07 · For reference only, not investment advice and not tailored to your situation.