Is SEI Investments Co. overvalued or undervalued?

As of 21 November 2025, the valuation grade for SEI Investments Co. has moved from expensive to fair. Based on the current metrics, the company appears to be fairly valued. Key valuation ratios include a P/E ratio of 18, a Price to Book Value of 4.72, and an EV to EBITDA of 15.05. In comparison to peers, Franklin Resources, Inc. has a P/E of 14.94 and an EV to EBITDA of 5.52, while Morningstar, Inc. shows a much higher P/E of 33.14, indicating that SEI Investments is positioned more favorably within its industry.
Despite recent stock performance lagging behind the S&P 500, with a year-to-date return of -2.96% compared to the S&P's 12.26%, the long-term outlook remains more optimistic, as evidenced by a 3-year return of 31.43% versus the S&P's 67.17%. Overall, SEI Investments Co. is currently fairly valued, reflecting a balanced assessment of its financial metrics against industry peers.