84.45 USD
+0.04 (+0.05%)
At close: Feb 6, 2026
84.45 USD
0 (0%)
After Hours: 2/6/2026, 8:05:48 PM
Taking everything into account, SEIC scores 7 out of 10 in our fundamental rating. SEIC was compared to 238 industry peers in the Capital Markets industry. SEIC has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. SEIC is not valued too expensively and it also shows a decent growth rate. This makes SEIC very considerable for quality investing!
1. Profitability
1.1 Basic Checks
- In the past year SEIC was profitable.
- SEIC had a positive operating cash flow in the past year.
- In the past 5 years SEIC has always been profitable.
- Of the past 5 years SEIC 4 years had a positive operating cash flow.
1.2 Ratios
- With an excellent Return On Assets value of 24.55%, SEIC belongs to the best of the industry, outperforming 99.58% of the companies in the same industry.
- The Return On Equity of SEIC (29.10%) is better than 93.70% of its industry peers.
- SEIC has a better Return On Invested Capital (18.64%) than 94.96% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SEIC is significantly above the industry average of 7.28%.
- The 3 year average ROIC (17.08%) for SEIC is below the current ROIC(18.64%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 24.55% | ||
| ROE | 29.1% | ||
| ROIC | 18.64% |
ROA(3y)20.65%
ROA(5y)21.02%
ROE(3y)25.57%
ROE(5y)26.08%
ROIC(3y)17.08%
ROIC(5y)18.31%
1.3 Margins
- SEIC has a Profit Margin of 31.08%. This is in the better half of the industry: SEIC outperforms 77.73% of its industry peers.
- SEIC's Profit Margin has improved in the last couple of years.
- SEIC has a Operating Margin (27.24%) which is comparable to the rest of the industry.
- SEIC's Operating Margin has been stable in the last couple of years.
- With an excellent Gross Margin value of 85.71%, SEIC belongs to the best of the industry, outperforming 90.76% of the companies in the same industry.
- In the last couple of years the Gross Margin of SEIC has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 27.24% | ||
| PM (TTM) | 31.08% | ||
| GM | 85.71% |
OM growth 3Y4.54%
OM growth 5Y0.62%
PM growth 3Y9.24%
PM growth 5Y3.23%
GM growth 3Y0.02%
GM growth 5Y0.29%
2. Health
2.1 Basic Checks
- The number of shares outstanding for SEIC has been reduced compared to 1 year ago.
- The number of shares outstanding for SEIC has been reduced compared to 5 years ago.
- SEIC has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
- An Altman-Z score of 16.39 indicates that SEIC is not in any danger for bankruptcy at the moment.
- SEIC's Altman-Z score of 16.39 is amongst the best of the industry. SEIC outperforms 97.06% of its industry peers.
- There is no outstanding debt for SEIC. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | 16.39 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 5.73 indicates that SEIC has no problem at all paying its short term obligations.
- SEIC has a Current ratio of 5.73. This is amongst the best in the industry. SEIC outperforms 86.55% of its industry peers.
- A Quick Ratio of 5.73 indicates that SEIC has no problem at all paying its short term obligations.
- With an excellent Quick ratio value of 5.73, SEIC belongs to the best of the industry, outperforming 86.55% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 5.73 | ||
| Quick Ratio | 5.73 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 26.24% over the past year.
- SEIC shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 13.14% yearly.
- The Revenue has grown by 8.09% in the past year. This is quite good.
- Measured over the past years, SEIC shows a small growth in Revenue. The Revenue has been growing by 6.41% on average per year.
EPS 1Y (TTM)26.24%
EPS 3Y17.38%
EPS 5Y13.14%
EPS Q2Q%12.61%
Revenue 1Y (TTM)8.09%
Revenue growth 3Y4.89%
Revenue growth 5Y6.41%
Sales Q2Q%9.11%
3.2 Future
- The Earnings Per Share is expected to grow by 9.80% on average over the next years. This is quite good.
- Based on estimates for the next years, SEIC will show a small growth in Revenue. The Revenue will grow by 5.85% on average per year.
EPS Next Y4.16%
EPS Next 2Y8.19%
EPS Next 3Y9.1%
EPS Next 5Y9.8%
Revenue Next Year14.17%
Revenue Next 2Y10.51%
Revenue Next 3Y9.61%
Revenue Next 5Y5.85%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 15.13, the valuation of SEIC can be described as correct.
- SEIC's Price/Earnings is on the same level as the industry average.
- SEIC's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.92.
- SEIC is valuated correctly with a Price/Forward Earnings ratio of 14.53.
- SEIC's Price/Forward Earnings is on the same level as the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 27.78, SEIC is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.13 | ||
| Fwd PE | 14.53 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SEIC is valued cheaply inside the industry as 81.93% of the companies are valued more expensively.
- 67.65% of the companies in the same industry are more expensive than SEIC, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 16.63 | ||
| EV/EBITDA | 13.8 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SEIC does not grow enough to justify the current Price/Earnings ratio.
- SEIC has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)3.64
PEG (5Y)1.15
EPS Next 2Y8.19%
EPS Next 3Y9.1%
5. Dividend
5.1 Amount
- SEIC has a Yearly Dividend Yield of 1.20%.
- SEIC's Dividend Yield is slightly below the industry average, which is at 6.08.
- SEIC's Dividend Yield is slightly below the S&P500 average, which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.2% |
5.2 History
- The dividend of SEIC is nicely growing with an annual growth rate of 7.04%!
- SEIC has paid a dividend for at least 10 years, which is a reliable track record.
- SEIC has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)7.04%
Div Incr Years14
Div Non Decr Years14
5.3 Sustainability
- SEIC pays out 17.66% of its income as dividend. This is a sustainable payout ratio.
- The dividend of SEIC is growing, but earnings are growing more, so the dividend growth is sustainable.
DP17.66%
EPS Next 2Y8.19%
EPS Next 3Y9.1%
84.45
+0.04 (+0.05%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-28 2026-01-28/amc
Earnings (Next)04-21 2026-04-21/amc
Inst Owners74.61%
Inst Owner Change-1.3%
Ins Owners13.48%
Ins Owner Change0.83%
Market Cap10.34B
Revenue(TTM)2.30B
Net Income(TTM)698.58M
Analysts80
Price Target116.03 (37.39%)
Short Float %1.46%
Short Ratio2.43
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.2% |
Yearly Dividend0.93
Dividend Growth(5Y)7.04%
DP17.66%
Div Incr Years14
Div Non Decr Years14
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)23.51%
Min EPS beat(2)0.77%
Max EPS beat(2)46.24%
EPS beat(4)3
Avg EPS beat(4)11.59%
Min EPS beat(4)-2.91%
Max EPS beat(4)46.24%
EPS beat(8)4
Avg EPS beat(8)6.22%
EPS beat(12)6
Avg EPS beat(12)3.86%
EPS beat(16)7
Avg EPS beat(16)0.58%
Revenue beat(2)0
Avg Revenue beat(2)-6.86%
Min Revenue beat(2)-11.34%
Max Revenue beat(2)-2.38%
Revenue beat(4)0
Avg Revenue beat(4)-4.13%
Min Revenue beat(4)-11.34%
Max Revenue beat(4)-1.3%
Revenue beat(8)0
Avg Revenue beat(8)-2.96%
Revenue beat(12)1
Avg Revenue beat(12)-2.5%
Revenue beat(16)4
Avg Revenue beat(16)-1.72%
PT rev (1m)4.29%
PT rev (3m)5.9%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.9%
EPS NY rev (1m)0.36%
EPS NY rev (3m)2.95%
Revenue NQ rev (1m)0.18%
Revenue NQ rev (3m)0.92%
Revenue NY rev (1m)0.04%
Revenue NY rev (3m)-0.13%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.13 | ||
| Fwd PE | 14.53 | ||
| P/S | 4.6 | ||
| P/FCF | 16.63 | ||
| P/OCF | 15.28 | ||
| P/B | 4.31 | ||
| P/tB | 5.34 | ||
| EV/EBITDA | 13.8 |
EPS(TTM)5.58
EY6.61%
EPS(NY)5.81
Fwd EY6.88%
FCF(TTM)5.08
FCFY6.01%
OCF(TTM)5.53
OCFY6.54%
SpS18.36
BVpS19.61
TBVpS15.81
PEG (NY)3.64
PEG (5Y)1.15
Graham Number49.61
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 24.55% | ||
| ROE | 29.1% | ||
| ROCE | 23.88% | ||
| ROIC | 18.64% | ||
| ROICexc | 27.47% | ||
| ROICexgc | 37.5% | ||
| OM | 27.24% | ||
| PM (TTM) | 31.08% | ||
| GM | 85.71% | ||
| FCFM | 27.66% |
ROA(3y)20.65%
ROA(5y)21.02%
ROE(3y)25.57%
ROE(5y)26.08%
ROIC(3y)17.08%
ROIC(5y)18.31%
ROICexc(3y)25.31%
ROICexc(5y)29.52%
ROICexgc(3y)37.92%
ROICexgc(5y)45.66%
ROCE(3y)21.88%
ROCE(5y)23.46%
ROICexgc growth 3Y-18.98%
ROICexgc growth 5Y-11.25%
ROICexc growth 3Y-15.89%
ROICexc growth 5Y-9.87%
OM growth 3Y4.54%
OM growth 5Y0.62%
PM growth 3Y9.24%
PM growth 5Y3.23%
GM growth 3Y0.02%
GM growth 5Y0.29%
F-Score8
Asset Turnover0.79
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 73.13% | ||
| Cap/Sales | 2.44% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 98.46% | ||
| Profit Quality | 88.99% | ||
| Current Ratio | 5.73 | ||
| Quick Ratio | 5.73 | ||
| Altman-Z | 16.39 |
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)26.24%
EPS 3Y17.38%
EPS 5Y13.14%
EPS Q2Q%12.61%
EPS Next Y4.16%
EPS Next 2Y8.19%
EPS Next 3Y9.1%
EPS Next 5Y9.8%
Revenue 1Y (TTM)8.09%
Revenue growth 3Y4.89%
Revenue growth 5Y6.41%
Sales Q2Q%9.11%
Revenue Next Year14.17%
Revenue Next 2Y10.51%
Revenue Next 3Y9.61%
Revenue Next 5Y5.85%
EBIT growth 1Y19.23%
EBIT growth 3Y9.65%
EBIT growth 5Y7.07%
EBIT Next Year32.03%
EBIT Next 3Y15.6%
EBIT Next 5Y13.86%
FCF growth 1Y31.33%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y28.11%
OCF growth 3YN/A
OCF growth 5YN/A
SEI INVESTMENTS COMPANY / SEIC FAQ
Can you provide the ChartMill fundamental rating for SEI INVESTMENTS COMPANY?
ChartMill assigns a fundamental rating of 7 / 10 to SEIC.
What is the valuation status of SEI INVESTMENTS COMPANY (SEIC) stock?
ChartMill assigns a valuation rating of 5 / 10 to SEI INVESTMENTS COMPANY (SEIC). This can be considered as Fairly Valued.
What is the profitability of SEIC stock?
SEI INVESTMENTS COMPANY (SEIC) has a profitability rating of 8 / 10.
How financially healthy is SEI INVESTMENTS COMPANY?
The financial health rating of SEI INVESTMENTS COMPANY (SEIC) is 9 / 10.
What is the earnings growth outlook for SEI INVESTMENTS COMPANY?
The Earnings per Share (EPS) of SEI INVESTMENTS COMPANY (SEIC) is expected to grow by 4.16% in the next year.