SEI Investments (SEIC)$90.53
Market Cap: 9.95 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for SEI Investments (SEIC).
FINANCIAL
ASSET MANAGEMENT
DCF ready
Valuation
16.3x
EV/FCF, 6.1% FCF yield
Quality
29.2%
ROIC, 25.5% FCF margin
Growth
6.4%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 3.3x current ratio
Superinvestors
3
Top: Thomas Gayner (0.1%)
Strengths to research
- Return on equity is strong at 29.2%.
- Free cash flow margin is healthy at 25.5%.
- Debt/equity looks manageable at 0.0x.
- 3 tracked superinvestors report a position.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for SEIC.
Grade B
81
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| SEIC Target | SEI Investments | $10.0B | 16.1x | 16.3x | 29.2% | 6.4% | 25.5% | 35.2% | -0.6x | N/A |
| BEN | FRANKLIN RESOURCES, INC. | $10.5B | 34.1x | 10.2x | 3.6% | 9.5% | 10.4% | N/A | -1.7x | N/A |
| HLNE | Hamilton Lane Inc. CL A | $9.1B | N/A | 21.6x | 20.9% | 17.3% | 55.2% | N/A | N/A | N/A |
| OBDC | Blue Owl Capital Corp. | $7.1B | 8.9x | 9.1x | 3.8% | N/A | N/A | N/A | N/A | N/A |
| CG | Carlyle Group | $14.6B | 20.8x | -3.7x | 11.5% | 10.2% | -70.6% | N/A | N/A | N/A |
| EQH | Equitable Holdings Inc. | $15.3B | -8.8x | 4.0x | N/A | -1.2% | 6.1% | N/A | N/A | N/A |
| IVZ | Invesco Ltd | $6.4B | -16.9x | 5.0x | -1.2% | 0.7% | 22.6% | N/A | N/A | N/A |
| CRBG | Corebridge Financial Inc. | $16.9B | -40.8x | 8.1x | -2.8% | 4.2% | 10.9% | N/A | N/A | N/A |
| PFG | Principal Financial Group | $17.2B | 19.8x | 3.7x | 7.9% | 1.2% | 29.0% | N/A | N/A | N/A |
Financial Charts
No financial data available for SEIC (annual).
3 superinvestors own SEIC
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Thomas Gayner Markel Group | 173,200 | $14M | 0.11% | 0.0% |
| Kahn Brothers Group Kahn Brothers Group | 6,596 | $518,000 | 0.09% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 3,300 | $259,000 | 0.00% | 0.0% |