Valuation dashboard for SEI Investments Company (SEIC) with P/E 17.99, P/B 4.87, EV/EBITDA 12.19 and dividend yield 1.01%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise.
Analysis Summary
SEI Investments Company reported revenue of $2.30B in the most recent fiscal year, growing at a 5-year CAGR of 6.4%. Net income reached $715.3M, with a 9.8% 5-year CAGR.
Trailing-twelve-month margins: gross margin 76.1%, operating margin 29.5%, net margin 28.0%.
At $103.42 (closing price, October 30, 2026), SEIC trades at a P/E of 17.99 and an ROE of 28.69%. Market capitalisation stands at $12.3B, placing it among large-cap names.
Balance sheet quality for SEIC: current ratio of 3.3. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 17.99 |
| Price / Book | 4.87 |
| EV / EBITDA | 12.19 |
| Dividend Yield | 1.01% |
Valuation Models
| DCF Fair Value | $73.05 |
| vs Current Price | -29.4% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| SEIC | SEI Investments Company | $12.3B | 17.99 | 4.87 | 28.7% |
| AMP | Ameriprise Financial, Inc. | $43.4B | 11.04 | 8.67 | 68.7% |
| TROW | T. Rowe Price Group, Inc. | $22.2B | 10.51 | 1.95 | 19.9% |
| BLK | BlackRock, Inc. | $177.7B | 26.09 | 2.75 | 11.8% |
| APO | Apollo Global Management, Inc. | $68.4B | 25.91 | 3.26 | 8.6% |
| STT | State Street Corporation | $46.2B | 13.87 | 1.62 | 13.1% |
| AMG | Affiliated Managers Group, Inc. | $9.9B | 13.22 | 3.32 | 26.9% |
| LAZ | Lazard Inc | $3.7B | 23.04 | 4.08 | 20.4% |
Price
| Price | $103.42 (closing price, October 30, 2026) |
| Market Cap | $12.3B |
| Exchange | NASDAQ |
| Country | US |
Profitability
| Return on Equity | 28.69% |
| Return on Invested Capital | 18.92% |
| Return on Assets | 20.70% |
| Gross Margin | 76.13% |
| Operating Margin | 29.53% |
| Net Margin | 28.02% |
Related companies: AMP · TROW · BLK · APO · STT · AMG · LAZ · FHI
Explore sector: Financial Services · Asset Management
More sections of SEIC: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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