SEIC
Strong BuyPremium GrowerAI pickSEI Investments Company · Financial Services · United States · $12.2B cap · $92.5M/day traded
$102.88 -0.4% · close 27 Oct · scored 28 Oct
Premium Grower: Strong business with the market behind it, priced at a premium.
Reported 21 Oct: the next-year EPS estimate rose 1.6% across the report (snapshots of 18 Oct and 25 Oct).
As of 28 Oct 2026, MoatMap's StockRank for SEI Investments Company (SEIC) is 81/100, ranked against 24,000+ stocks in 35 markets (Quality 85, Value 24, Momentum 69, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
SEI Investments runs the back-office and investment-processing plumbing for private banks, wealth managers, advisers and asset managers, plus outsourced investment management and fund administration. Revenue is largely recurring and fee-based, the balance sheet carries no meaningful debt, and the company funds growth and steady share repurchases from its own cash flow. It has just reported a record quarter for revenue and earnings, is extending its adviser platform with tax-management tools and AI assistant integrations, and its own research points to a large pool of wealthy-client assets that advisers do not yet manage. In a period where rates may stay higher for longer, a cash-generative platform with no refinancing need and sticky, multi-year client relationships is in a stronger position than leveraged financials. A strong quality score and an active buyback support the case, though the shares are not cheap on the value measures.
ABOUT SEI INVESTMENTS COMPANY
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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 | 10.4% |
| EPS | 3.49 | 3.49 | 4.47 | 5.76 | 18.2% | 5.75 | 6.49 | 7.25 | 12.2% |
| Shares | 134.2M | 131.2M | 126.8M | 122.2M | -8.9% | 118.9M | — | — | — |
| Debt | 29.1M | 25.4M | 32.1M | 28.6M | -0.7% | 45.8M | — | — | — |
| Equity | 2.0B | 2.1B | 2.3B | 2.4B | 7.8% | — | — | — | — |
| Op CF | 566.1M | 447.0M | 622.3M | 607.7M | 2.4% | 691.7M | — | — | — |
| Inv CF | -89.8M | -141.5M | -117.3M | -399.1M | — | — | — | — | — |
| Fin CF | -437.2M | -331.3M | -494.4M | -589.5M | — | — | — | — | — |
Above its 200-day average and 8% below its 52-week high.
Calmer than 86% of stocks we rank over the past year (23% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
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) | $12.2B | 81 | Strong Buy |
| AMG | Affiliated Managers Group, Inc. | $9.9B | 88 | Strong Buy |
| BEN | Franklin Templeton Inc. | $15.8B | 72 | Buy |
| VCTR | Victory Capital Holdings, Inc. | $6.6B | 85 | Strong Buy |
| TROW | T. Rowe Price Group, Inc. | $22.2B | 76 | Buy |
| FHI | Federated Hermes, Inc. | $4.2B | 76 | Buy |
| IVZ | Invesco Ltd. | $12.4B | 54 | Hold |
| TPG | TPG Inc. | $17.4B | 51 | Hold |
| GQG.AX | GQG Partners Inc. | $2.1B | 78 | Buy |
| CVC.AS | CVC Capital Partners plc | $15.5B | 47 | Hold |
Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 75.2%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.