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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| SEIC | +11.36% | +68.27% | +10.96% | +22,308% |
| S&P | +16.9% | +95.99% | +14.39% | +4,052% |
SEI Investments Co. engages in the provision of investment processing, investment management and investment operations platforms. It operates through the following business segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. The Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide. The Investment Advisors segment offers investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners and other investment professionals. The Institutional Investors segment delivers investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems and not-for-profit organizations worldwide. The Investment Managers segment gives investment operations outsourcing platforms to fund companies, banking institutions and both traditional and non-traditional investment managers worldwide. The Investments in New Businesses segment focuses on the provision of investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice platforms, entering new markets and conducting other research and development activities. The company was founded by Alfred P. West, Jr. in 1968 and is headquartered in Oaks, PA.
The financial software provider's stock isn't expensive, but is SEI a smart investment?
| Q3 2025 | YOY Change | |
|---|---|---|
| Revenue | $580.50M | 8.1% |
| Gross Profit | $496.60M | 7.6% |
| Gross Margin | 85.55% | -0.4% |
| Market Cap | $10.49B | 16.7% |
| Market Cap / Employee | $2.06M | 0.0% |
| Employees | 5.1K | 0.2% |
| Net Income | $164.59M | 6.3% |
| EBITDA | $181.35M | 11.2% |
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| Q3 2025 | YOY Change | |
|---|---|---|
| Net Cash | $792.82M | -12.0% |
| Inventory | 0 | 0.0% |
| Q3 2025 | YOY Change | |
|---|---|---|
| Long Term Debt | $19.23M | -22.0% |
| Short Term Debt | $7.08M | -10.6% |
| Q3 2025 | YOY Change | |
|---|---|---|
| Return On Assets | 25.27% | 3.8% |
| Return On Invested Capital | 24.94% | -0.5% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Free Cash Flow | $92.74M | -13.3% |
| Operating Free Cash Flow | $238.26M | 19.1% |
| Metric | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | YoY Change |
|---|---|---|---|---|---|
| Price to Earnings | 18.69 | 16.90 | 16.87 | 15.60 | -6.62% |
| Price to Book | 4.51 | 4.37 | 4.97 | 4.49 | 18.62% |
| Price to Sales | 5.10 | 4.64 | 5.18 | 4.76 | 8.37% |
| Price to Tangible Book Value | 5.57 | 5.57 | 6.27 | 5.62 | 20.09% |
| Price to Free Cash Flow TTM | 23.86 | 23.07 | 19.84 | 23.29 | -6.76% |
| Enterprise Value to EBITDA | 61.05 | 52.97 | 63.43 | 54.81 | 9.74% |
| Free Cash Flow Yield | 4.2% | 4.3% | 5.0% | 4.3% | 7.25% |
| Return on Equity | 26.5% | 26.6% | 30.1% | 29.4% | 19.39% |
| Total Debt | $32.14M | $28.33M | $29.05M | $26.32M | -19.21% |
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