SEI Investments CompanySEIC
NasdaqGS•Financial Services•Asset Management
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.
SEI Investments Company (SEIC) reported trailing twelve months revenue of $2.37B as of March 2026, a 9.4% increase year-over-year. Quarterly revenue reached $622.18M, reflecting continued top-line momentum.
SEI Investments Company generated $738.27M in TTM net income, with quarterly EBITDA of $198.68M. The operating margin expanded from 28.5% to 30.5%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (30.5%) and net margin (28.0%) indicates tight cost control with minimal non-operating drag. Net margin has improved from 27.5% a year ago, signaling stronger bottom-line efficiency.
SEIC trades at a P/E of 12.7x (below the broader market average) and a P/S of 4.0x. The price-to-book ratio of 3.8x reflects a moderate premium to book value.
The company generated $215.17M in free cash flow over the trailing twelve months, a 56.1% increase year-over-year, indicating cash generation ability. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are expanding at ~27.4%, suggesting durable pricing power and cost discipline.
Consistently high ROE averaging 27.0% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~18.9% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~27.8% — no sign of cost or pricing stress.
FCF covers net income by 1.0x on average — earnings are well-supported by cash generation.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 7.0% — net buybacks are reducing shares outstanding and boosting per-share value.