SEI Investments Co.

How big is SEI Investments Co.?

As of Jun 18, SEI Investments Co. has a market capitalization of $10.4 billion, with net sales of $2.17 billion and a net profit of $601.31 million over the latest four quarters.

As of Jun 18, SEI Investments Co. has a market capitalization of 10,400.86 million, categorizing it as a Mid Cap company.<BR><BR>As of Jun 18, the company reported net sales of 2,165.94 million and a net profit of 601.31 million for the latest four quarters.<BR><BR>As of Dec 24, the balance sheet shows shareholder's funds of 2,252.11 million and total assets of 2,715.69 million.

What does SEI Investments Co. do?

SEI Investments Co. offers investment processing, management, and operations solutions in the capital markets. As of March 2025, it reported net sales of $552 million and a net profit of $152 million, with a market cap of approximately $10.4 billion.

Overview:<BR>SEI Investments Co. provides investment processing, investment management, and investment operations solutions within the capital markets industry.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 552 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 152 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 10,400.86 Million (Mid Cap) <BR><BR>Key Metrics:<BR>P/E: 18.00 <BR>Dividend Yield: 62.95% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 26.63% <BR>Price to Book: 4.61 <BR><BR>Contact Details:<BR>Address: 1 Freedom Valley Dr, OAKS PA : 19456-9989 <BR>Tel: 1 610 6761000 <BR>Website: http://www.seic.com/

Should I buy, sell or hold SEI Investments Co.?

Who are in the management team of SEI Investments Co.?

As of March 2022, the management team of SEI Investments Co. is led by Mr. Alfred West as Chairman and CEO, with Ms. Kathryn McCarthy as Lead Independent Director and independent directors including Ms. Sarah Blumenstein, Mr. William Doran, Mr. Carl Guarino, and Mr. Carmen Romeo.

As of March 2022, the management team of SEI Investments Co. includes Mr. Alfred West, who serves as the Chairman of the Board and Chief Executive Officer. Additionally, the Board of Directors features Ms. Kathryn McCarthy as the Lead Independent Director, along with independent directors Ms. Sarah Blumenstein, Mr. William Doran, Mr. Carl Guarino, and Mr. Carmen Romeo.

Is SEI Investments Co. technically bullish or bearish?

As of October 10, 2025, SEI Investments Co. has shifted to a bearish trend, underperforming the S&P 500 in the past month with a return of -4.60%, but outperforming it over the past year with a return of 17.72%.

As of 10 October 2025, the technical trend for SEI Investments Co. has changed from mildly bullish to sideways. The current stance is bearish, with key indicators such as the MACD showing mildly bearish signals on both weekly and monthly time frames, and the Dow Theory also indicating a mildly bearish trend. The Bollinger Bands present a mixed picture, being bearish on the weekly and mildly bullish on the monthly. Moving averages are mildly bullish on the daily, but overall, the technicals suggest weakness.<BR><BR>In terms of performance, SEI Investments has underperformed the S&P 500 over the past month, with a return of -4.60% compared to the S&P 500's 0.31%. However, it has outperformed the index over the past year, returning 17.72% versus the S&P 500's 13.36%.

Is SEI Investments Co. overvalued or undervalued?

As of November 21, 2025, SEI Investments Co. is fairly valued with a P/E ratio of 18 and strong profitability metrics, despite underperforming the S&P 500 over the past three years.

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 ratios include a P/E ratio of 18, an EV to EBITDA of 15.05, and a PEG ratio of 0.64, which suggests that the stock is reasonably priced relative to its growth prospects.<BR><BR>In comparison to peers, SEI Investments Co. has a P/E ratio of 15.76, while Franklin Resources, Inc. is very attractive at 14.94, and Morningstar, Inc. is very expensive at 33.14. The company's strong ROCE of 38.53% and ROE of 26.63% indicate effective capital utilization and profitability. Despite recent underperformance against the S&P 500, where SEI's 3-year return was 27.09% compared to the index's 67.17%, the valuation metrics suggest that the stock is positioned fairly within its industry.