Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SEIC
BuyPremium GrowerFLAGSEI Investments Company · Financial Services · United States · $13.4B · Avg Vol: $66M/d
SEI Investments has strong quality Q84 and momentum M71 with a buyback on file, but value at V22 is well below the calibrated floor, so stage one fails. Insider selling is separately adverse.
COMPANY DESCRIPTION
SEI Investments Company provides technology-driven wealth management solutions, including investment processing, investment management, and investment operations platforms for financial institutions, independent investment advisors, and ultra-high-net-worth investors globally. Its competitive advantage lies in its integrated proprietary technology and comprehensive service offerings, creating high switching costs and deep client relationships within the financial services industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 1.9B | 2.1B | 2.3B | 4.9% | 2.5B | 2.6B | 2.8B | 10.0% |
| EPS | 3.49 | 3.49 | 4.47 | 5.76 | 18.2% | 5.67 | 6.38 | 7.08 | 10.8% |
| Shares | 134.2M | 131.2M | 126.8M | 122.2M | -8.9% | 120.0M | — | — | — |
| Debt | 29.1M | 25.4M | 32.1M | 28.6M | -0.7% | 67.9M | — | — | — |
| Equity | 2.0B | 2.1B | 2.3B | 2.4B | 7.8% | — | — | — | — |
| Op CF | 566.1M | 447.0M | 622.3M | 607.7M | 2.4% | 712.0M | — | — | — |
| Inv CF | -89.8M | -141.5M | -117.3M | -399.1M | — | — | — | — | — |
| Fin CF | -437.2M | -331.3M | -494.4M | -589.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SEIC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SEIC | SEI Investments Company(you) | $13.4B | 74 | Buy |
| IVZ | Invesco Ltd. | $14.5B | 64 | Hold |
| BEN | Franklin Templeton Inc. | $17.6B | 83 | Strong Buy |
| CVC.AS | CVC Capital Partners plc | $16.6B | 62 | Hold |
| AMG | Affiliated Managers Group, Inc. | $9.6B | 83 | Strong Buy |
| ARCC | Ares Capital Corporation | $14.3B | 53 | Hold |
| TROW | T. Rowe Price Group, Inc. | $23.7B | 87 | Strong Buy |
| VCTR | Victory Capital Holdings, Inc. | $7.3B | 90 | Strong Buy |
| WT | WisdomTree, Inc. | $3.7B | 70 | Buy |
| TPG | TPG Inc. | $21.1B | 52 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%