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SEI Investments (SEIC) Stock Analysis

This is a peer-relative look at SEI Investments (SEIC): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for SEI Investments (SEIC)
Profile ItemSEIC
NameSEI Investments Company
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryAsset Management & Custody Banks
Market Capitalization12.49 billion USD
CurrencyUSD
ExchangeNasdaq
Listing DateMarch 25, 1981
Security TypeCommon Stock

Price Performance

Cumulative Growth

SEIC
GSPC
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SEI Investments (SEIC) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for SEI Investments (SEIC) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for SEI Investments (SEIC) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
Total Return (1Y)32.47%1.90%
Total Return (3Y, Annualized)26.31%12.71%
Total Return (5Y, Annualized)12.52%2.81%

Risk Profile

Drawdown History

SEIC
GSPC
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SEI Investments (SEIC) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for SEI Investments (SEIC) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
Volatility (1Y, Annualized)23.86%36.24%
Beta (5Y)0.941.04
Max Drawdown (5Y)-26.00%-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. SEIC is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
Sharpe Ratio (1Y)1.18-0.09
Sortino Ratio (1Y)1.85-0.13

Profitability

ROE (TTM)

SEI Investments (SEIC) posts ROE of 27.26%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

SEIC

Financial Services industry group

27.26%

Group distribution
Max
44.78%
SEIC
27.26%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
Largest peers
MA
231.37%
V
63.51%
SEIC
27.26%
MS
18.04%
GS
17.71%
BRK.A
12.12%
BRK.B
12.12%
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Where SEI Investments (SEIC) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

SEI Investments (SEIC) keeps 28.06% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

SEIC

Financial Services industry group

28.06%

Group distribution
Max
62.84%
SEIC
28.06%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Largest peers
V
51.20%
MA
46.73%
GS
31.21%
SEIC
28.06%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
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Where SEI Investments (SEIC) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

SEI Investments (SEIC) turns 29.91% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

SEIC

Financial Services industry group

29.91%

Group distribution
Max
107.33%
Q3
55.90%
Median
30.09%
SEIC
29.91%
Q1
14.60%
Min
-44.34%
Largest peers
V
63.73%
MA
60.53%
MS
39.00%
GS
38.37%
BRK.A
32.56%
BRK.B
32.56%
SEIC
29.91%
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Where SEI Investments (SEIC) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
ROE (TTM)27.26%12.91%
ROA (TTM)14.74%3.60%
Net Margin (TTM)28.06%15.36%
Operating Margin (TTM)29.91%30.09%
Gross Margin (TTM)----

Growth

Revenue Growth

SEI Investments (SEIC) grew revenue 8.10%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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SEI Investments (SEIC): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

SEI Investments (SEIC) grew earnings per share 27.66%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

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SEI Investments (SEIC): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
Revenue Growth (YoY)8.10%9.46%
Revenue Growth (3Y CAGR)4.89%10.90%
EPS Growth (YoY)27.66%7.46%
EPS Growth (3Y CAGR)17.62%13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for SEI Investments (SEIC) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for SEI Investments (SEIC) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

SEI Investments (SEIC) has dividend yield of 0.99%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

SEIC

Financial Services industry group

0.99%

Group distribution
Max
9.77%
Q3
3.92%
Median
1.09%
SEIC
0.99%
Q1
0.00%
Min
0.00%
Largest peers
MS
2.40%
GS
2.07%
SEIC
0.99%
V
0.66%
MA
0.53%
BRK.A
0.00%
BRK.B
0.00%
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Where SEI Investments (SEIC) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

SEI Investments (SEIC) has payout ratio of 18.09%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

SEIC

Financial Services industry group

18.09%

Group distribution
Max
241.07%
Q3
97.36%
Median
25.77%
SEIC
18.09%
Q1
0.00%
Min
0.00%
Largest peers
MS
32.91%
GS
25.88%
V
21.75%
SEIC
18.09%
MA
17.63%
BRK.A
0.00%
BRK.B
0.00%
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Where SEI Investments (SEIC) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
Dividend Yield (TTM)0.99%1.09%
Dividend Payout Ratio (TTM)18.09%25.77%

Valuation

P/E Ratio (TTM)

SEI Investments (SEIC) trades at P/E ratio of 18.31, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

SEIC

Financial Services industry group

18.31

Group distribution
Max
45.85
Q3
24.64
SEIC
18.31
Median
15.37
Q1
9.68
Min
0.16
Largest peers
V
34.31
MA
34.15
SEIC
18.31
MS
14.39
BRK.A
14.36
BRK.B
14.36
GS
12.45
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Where SEI Investments (SEIC) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

SEI Investments (SEIC) trades at 4.93 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

SEIC

Financial Services industry group

4.93

Group distribution
Max
9.23
SEIC
4.93
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Largest peers
V
17.18
MA
15.67
SEIC
4.93
MS
3.55
GS
3.52
BRK.A
3.18
BRK.B
3.18
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Where SEI Investments (SEIC) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

SEI Investments (SEIC) trades at 4.98 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

SEIC

Financial Services industry group

4.98

Group distribution
Max
7.79
SEIC
4.98
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
Largest peers
MA
84.30
V
22.05
SEIC
4.98
MS
2.65
GS
2.36
BRK.A
1.72
BRK.B
0.00
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Where SEI Investments (SEIC) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

SEI Investments (SEIC) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SEICIndustry group median
P/E Ratio (TTM)18.3115.37
P/S Ratio (TTM)4.932.72
P/B Ratio (MRQ)4.981.57
Free Cash Flow Yield (TTM)----