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SEICSEI Investments Company
$95.94$11.5B
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  4. Financial Ratios

SEI Investments Company (SEIC) Financial Ratios

Latest Ratios: P/E Ratio 17.0x · EV/EBITDA 16.8x · ROE 28.9%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

SEIC Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$11.5B$10.3B$10.9B$8.5B$8.0B$8.7B$8.6B$10.1B$7.4B$11.7B$8.1B
Enterprise Value$11.2B$9.9B$10.1B$7.7B$7.2B$8.0B$7.8B$9.3B$6.7B$10.9B$7.4B
P/E Ratio →17.0414.5718.7018.3716.8515.9919.1620.2114.7128.8624.32
P/S Ratio5.024.475.114.434.024.555.086.154.597.645.79
P/B Ratio4.443.804.823.994.104.694.925.834.687.906.23
P/FCF19.7217.5619.2021.8916.3015.0420.8821.6814.4631.2323.63
P/OCF18.9916.9117.4619.0114.1513.7917.5218.6112.6625.3519.09

P/E links to full P/E history page with 30-year chart

SEIC EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.314.734.013.614.164.645.674.127.175.29
EV / EBITDA16.8114.9116.0415.4212.7512.3514.7617.2712.8823.1716.58
EV / EBIT17.8012.0413.4612.9215.1114.4217.5420.3115.1527.5819.75
EV / FCF—16.9317.7819.8114.6213.7519.0719.9813.0029.3221.61

SEIC Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin59.2%59.2%53.1%51.3%52.5%56.7%56.2%55.8%55.4%55.0%54.5%
Operating Margin27.3%27.3%26.0%22.1%23.9%28.8%26.5%27.9%27.2%26.0%26.8%
Net Profit Margin31.1%31.1%27.3%24.1%23.9%28.5%26.6%30.4%31.1%26.5%23.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE28.9%28.9%26.5%22.6%24.9%30.4%25.7%30.1%33.0%29.1%25.7%
ROA24.1%24.1%22.3%18.9%20.1%24.2%20.7%24.3%26.5%23.2%20.7%
ROIC18.8%18.8%18.6%15.4%18.2%22.3%18.7%20.4%21.4%21.2%21.7%
ROCE24.2%24.2%24.7%20.4%23.9%28.8%24.1%26.1%27.2%26.8%27.3%

SEIC Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.010.010.010.010.010.040.020.03—0.02—
Debt / EBITDA0.040.040.050.050.050.120.080.09—0.06—
Net Debt / Equity—-0.14-0.36-0.38-0.42-0.40-0.43-0.46-0.47-0.48-0.53
Net Debt / EBITDA-0.56-0.56-1.29-1.62-1.46-1.16-1.40-1.47-1.45-1.51-1.55
Debt / FCF—-0.63-1.43-2.08-1.68-1.30-1.81-1.70-1.46-1.91-2.03
Interest Coverage2130.232130.231327.391020.99635.18982.91732.16730.83685.25508.25707.52

Net cash position: cash ($400M) exceeds total debt ($29M)

SEIC Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio3.293.294.084.193.653.954.104.444.034.144.16
Quick Ratio3.293.294.084.193.653.954.104.444.034.144.16
Cash Ratio1.031.032.212.362.142.342.472.872.552.712.79
Asset Turnover—0.700.790.760.840.810.780.770.820.820.86
Inventory Turnover———————————
Days Sales Outstanding———————————

SEIC Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.0%1.2%1.1%1.4%1.4%1.2%1.2%1.0%1.3%0.8%1.0%
Payout Ratio17.4%17.4%20.7%24.8%23.1%19.3%23.2%20.1%18.6%22.0%25.4%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield5.9%6.9%5.3%5.4%5.9%6.3%5.2%4.9%6.8%3.5%4.1%
FCF Yield5.1%5.7%5.2%4.6%6.1%6.6%4.8%4.6%6.9%3.2%4.2%
Buyback Yield5.4%6.1%4.6%3.6%4.3%4.7%5.0%3.4%5.5%2.1%3.6%
Total Shareholder Yield6.5%7.3%5.7%5.0%5.7%5.9%6.2%4.4%6.7%2.9%4.6%
Shares Outstanding—$125M$132M$134M$137M$143M$149M$155M$161M$162M$164M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrong
Balance SheetFortress
Cash FlowRobust
Top Statement Risk

Market Beta Sensitivity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Pricing Reflects Conglomerate Discount

Based on current market data, SEIC trades at a forward P/E of 14.72, which appears to discount its fintech-like platform capabilities by grouping the firm with traditional asset managers, despite its recurring revenue model and high switching costs that typically command a premium in the technology sector.

The current valuation suggests that investors are prioritizing the firm's mature asset management roots over its integrated wealth platform growth. This discrepancy warrants investigation, as the market may be failing to account for the long-term durability of the firm's fee-based ecosystem compared to pure-play asset managers.

Capital Efficiency Constrained by Cash

As reported in recent financial statements, SEIC's ROIC has hovered between 3.6% and 5.2% over the last ten quarters, a trend that appears suppressed by the company's substantial cash holdings rather than a fundamental inability to generate returns on its core operating assets.

The relatively low ROIC relative to the firm's strong operating margins suggests that the balance sheet is currently over-capitalized. Investors should monitor whether management can deploy this idle capital into higher-yielding strategic initiatives or if it will continue to act as a drag on overall capital efficiency.

Stable Working Capital Amid Operations

According to quarterly filings, SEIC maintains a consistent DSO profile averaging approximately 34 days, which indicates a stable and predictable collection cycle for its wealth platform and administrative services, suggesting that the firm possesses significant leverage over its client base regarding payment terms.

The stability in DSO reflects the recurring nature of the firm's contracts and the essential utility of its platform services. This efficiency is a key indicator of operational health, as it minimizes the risk of bad debt and ensures that cash flow remains aligned with revenue recognition.

Fortress Balance Sheet Limits Risk

With a debt-to-equity ratio consistently near 0.01% as shown in recent SEC filings, SEIC maintains a fortress balance sheet that effectively eliminates refinancing risk and provides the firm with unparalleled flexibility to navigate periods of market volatility or to fund future organic growth initiatives.

The near-zero leverage position is a hallmark of the company's conservative capital allocation strategy, which prioritizes financial stability over aggressive debt-fueled expansion. While this approach limits potential equity returns during bull markets, it provides a significant buffer against the cyclicality inherent in the asset management industry.

Misapplication of Traditional Asset Metrics

The P/E ratio is frequently misapplied to SEIC, as it obscures the firm's dual identity as both a technology platform provider and an asset manager, failing to account for the high-quality, recurring nature of its platform fees compared to volatile, market-dependent investment management revenue streams.

Analysts should instead focus on EV/EBITDA or a sum-of-the-parts valuation to better capture the value of the firm's proprietary wealth platform. Relying solely on P/E risks mispricing the business by ignoring the structural moat provided by its integrated technology architecture.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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SEIC — Frequently Asked Questions

Quick answers to the most common questions about buying SEIC stock.

What is SEI Investments Company's P/E ratio?

SEI Investments Company's current P/E ratio is 17.0x. The historical average is 25.8x. This places it at the 17th percentile of its historical range.

What is SEI Investments Company's EV/EBITDA?

SEI Investments Company's current EV/EBITDA is 16.8x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 15.7x.

What is SEI Investments Company's ROE?

SEI Investments Company's return on equity (ROE) is 28.9%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 35.9%.

Is SEIC stock overvalued?

Based on historical data, SEI Investments Company is trading at a P/E of 17.0x. This is at the 17th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is SEI Investments Company's dividend yield?

SEI Investments Company's current dividend yield is 1.03% with a payout ratio of 17.4%.

What are SEI Investments Company's profit margins?

SEI Investments Company has 59.2% gross margin and 27.3% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does SEI Investments Company have?

SEI Investments Company's Debt/EBITDA ratio is 0.0x, indicating low leverage. A ratio below 2x is generally considered financially healthy.