(SEIC) SEI Investments - Ratings and Ratios
Investment, Advisory, Processing, Custody, Funds
SEIC EPS (Earnings per Share)
SEIC Revenue
Description: SEIC SEI Investments
SEI Investments Company is a leading asset management holding company that offers a broad range of financial services, including wealth management, retirement and investment solutions, and investment advisory services, to a diverse client base, encompassing private banks, institutional investors, and individual investors.
The companys business model is built around managing separate client-focused portfolios and launching equity, fixed income, and balanced mutual funds. SEI Investments employs a combination of fundamental and quantitative analysis to make investment decisions, utilizing both top-down and bottom-up approaches. With a strong track record since its founding in 1968, the company has established itself as a reputable player in the asset management industry.
To further evaluate SEI Investments performance, key performance indicators (KPIs) such as Assets Under Management (AUM), revenue growth, and profit margins are crucial. As an asset management company, AUM is a critical metric, and SEI Investments AUM has been steadily increasing over the years, driven by its expanding client base and investment product offerings. Additionally, the companys revenue growth has been driven by its diversified business model, with a mix of investment management fees, administration fees, and other revenue streams. The companys profit margins are also noteworthy, reflecting its ability to manage costs and maintain profitability in a competitive industry.
SEI Investments return on equity (RoE) of 26.40% indicates a strong ability to generate profits from shareholder equity. Furthermore, the companys price-to-earnings (P/E) ratio of 20.22 and forward P/E ratio of 19.76 suggest that the stock is fairly valued relative to its earnings growth prospects. Overall, SEI Investments solid financial performance, diversified business model, and strong investment management capabilities position it well for continued growth and success in the asset management industry.
Additional Sources for SEIC Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
SEIC Stock Overview
Market Cap in USD | 11,131m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1990-03-26 |
SEIC Stock Ratings
Growth Rating | 69.2 |
Fundamental | 88.3 |
Dividend Rating | 50.2 |
Rel. Strength | 8.54 |
Analysts | 3.75 of 5 |
Fair Price Momentum | 84.04 USD |
Fair Price DCF | 36.25 USD |
SEIC Dividends
Dividend Yield 12m | 1.17% |
Yield on Cost 5y | 2.00% |
Annual Growth 5y | 5.70% |
Payout Consistency | 77.1% |
Payout Ratio | 15.4% |
SEIC Growth Ratios
Growth Correlation 3m | 82% |
Growth Correlation 12m | 74.1% |
Growth Correlation 5y | 77.2% |
CAGR 5y | 12.61% |
CAGR/Max DD 5y | 0.48 |
Sharpe Ratio 12m | 1.33 |
Alpha | 14.89 |
Beta | 0.930 |
Volatility | 20.29% |
Current Volume | 887.7k |
Average Volume 20d | 887.7k |
Stop Loss | 85.9 (-3%) |
As of July 31, 2025, the stock is trading at USD 88.57 with a total of 887,742 shares traded.
Over the past week, the price has changed by -1.57%, over one month by -1.44%, over three months by +14.15% and over the past year by +32.41%.
Yes, based on ValueRay´s Fundamental Analyses, SEI Investments (NASDAQ:SEIC) is currently (July 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 88.31 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SEIC is around 84.04 USD . This means that SEIC is currently overvalued and has a potential downside of -5.11%.
SEI Investments has received a consensus analysts rating of 3.75. Therefor, it is recommend to hold SEIC.
- Strong Buy: 2
- Buy: 2
- Hold: 4
- Sell: 0
- Strong Sell: 0
According to our own proprietary Forecast Model, SEIC SEI Investments will be worth about 100.7 in July 2026. The stock is currently trading at 88.57. This means that the stock has a potential upside of +13.72%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 99.3 | 12.1% |
Analysts Target Price | 85.2 | -3.8% |
ValueRay Target Price | 100.7 | 13.7% |