Last 48 quarters of trend data · Financial Services · Asset Managers & Custodians
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 18.07 | 18.60 | 13.79 | 14.01 | 14.86 | 16.32 | 12.62 | 16.59 | 17.33 | 14.54 | 15.40 | 18.16 | 17.46 | 17.31 | 16.75 | 18.21 | 17.56 | 27.25 | 16.67 | 11.07 | 14.79 |
| — | +14.0% | +9.3% | -15.5% | -14.2% | +12.3% | -18.1% | -8.6% | -0.8% | -16.0% | -8.0% | -0.3% | -0.6% | -36.5% | +0.4% | +64.5% | +18.7% | +78.3% | +0.1% | -35.3% | -11.5% | |
| P/S Ratio | 4.98 | 4.73 | 4.20 | 3.93 | 4.23 | 4.63 | 5.15 | 4.56 | 4.88 | 4.21 | 4.12 | 4.67 | 4.33 | 4.22 | 4.08 | 4.15 | 4.34 | 3.55 | 3.87 | 3.62 | 4.29 |
| — | +2.2% | -18.6% | -13.8% | -13.3% | +10.1% | +25.2% | -2.3% | +12.6% | -0.2% | +0.8% | +12.4% | -0.1% | +18.9% | +5.6% | +14.7% | +1.0% | -18.5% | -17.7% | -25.5% | -9.3% | |
| P/B Ratio | 4.88 | 4.35 | 4.27 | 3.54 | 3.80 | 4.43 | 4.93 | 4.45 | 4.82 | 3.84 | 3.80 | 4.22 | 3.94 | 3.86 | 3.95 | 3.87 | 4.05 | 3.46 | 3.87 | 4.26 | 4.63 |
| — | -1.7% | -13.5% | -20.4% | -21.2% | +15.4% | +29.8% | +5.3% | +22.5% | -0.5% | -3.7% | +9.3% | -2.8% | +11.4% | +1.9% | -9.3% | -12.4% | -24.6% | -21.7% | -11.9% | -4.1% | |
| P/FCF | 18.74 | 15.48 | 19.63 | 11.65 | 20.58 | 12.11 | 27.41 | 19.26 | 14.74 | 12.03 | 21.23 | 25.67 | 22.83 | 13.55 | 37.48 | 20.56 | 16.46 | 22.48 | 35.50 | 8.60 | 15.52 |
| — | +27.9% | -28.4% | -39.5% | +39.6% | +0.7% | +29.1% | -25.0% | -35.5% | -11.2% | -43.4% | +24.9% | +38.7% | -39.7% | +5.6% | +139.1% | +6.0% | +53.9% | +172.1% | -51.0% | -44.3% | |
| EV / EBITDA | 14.19 | 13.54 | 11.56 | 11.03 | 12.48 | 13.87 | 16.22 | 13.33 | 15.29 | 12.57 | 12.56 | 15.07 | 15.77 | 14.14 | 13.81 | 14.58 | 15.66 | 21.17 | 11.92 | 7.89 | 11.75 |
| — | -2.4% | -28.7% | -17.2% | -18.4% | +10.4% | +29.1% | -11.6% | -3.0% | -11.2% | -9.0% | +3.4% | +0.7% | -33.2% | +15.8% | +84.7% | +33.2% | +80.7% | -7.4% | -39.5% | -10.7% | |
| EV / EBIT | 19.55 | 14.14 | 10.33 | 10.24 | 15.32 | 11.80 | 9.25 | 14.86 | 13.14 | 10.09 | 14.30 | 12.78 | 12.62 | 16.62 | 16.06 | 12.45 | 12.92 | 18.46 | 11.57 | 8.81 | 11.04 |
| — | +19.8% | +11.7% | -31.1% | +16.5% | +17.0% | -35.3% | +16.3% | +4.2% | -39.3% | -11.0% | +2.7% | -2.4% | -10.0% | +38.9% | +41.3% | +17.1% | +35.5% | -23.2% | -27.3% | -9.7% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 59.2% | 89.3% | 81.1% | 81.1% | 51.6% | 53.6% | 53.8% | 79.0% | 53.4% | 53.7% | 53.7% | 51.5% | 50.5% | 50.5% | 52.7% | 51.4% | 50.1% | 40.3% | 55.3% | 62.0% | 56.4% |
| — | +66.6% | +50.8% | +2.6% | -3.4% | -0.2% | +0.3% | +53.3% | +5.8% | +6.4% | +1.8% | +0.2% | +0.8% | +25.2% | -4.7% | -17.1% | -11.1% | -28.1% | -2.8% | +7.6% | -1.4% | |
| Operating Margin | 27.3% | 29.9% | 31.1% | 30.4% | 26.6% | 27.7% | 26.6% | 28.5% | 26.1% | 26.8% | 26.3% | 24.6% | 21.0% | 22.8% | 23.0% | 21.7% | 20.6% | 10.8% | 24.1% | 37.0% | 28.6% |
| — | +8.2% | +17.1% | +6.7% | +1.8% | +3.3% | +1.0% | +15.8% | +24.5% | +17.6% | +14.2% | +13.4% | +1.8% | +110.1% | -4.3% | -41.3% | -27.9% | -62.8% | -15.9% | +26.7% | +2.3% | |
| Net Margin | 31.1% | 25.4% | 30.4% | 28.1% | 28.4% | 28.4% | 40.6% | 27.5% | 28.0% | 28.8% | 26.8% | 25.7% | 24.9% | 24.3% | 24.3% | 22.8% | 24.6% | 13.1% | 23.1% | 32.7% | 29.0% |
| — | -10.4% | -25.2% | +2.1% | +1.5% | -1.5% | +51.4% | +7.0% | +12.3% | +18.8% | +10.3% | +12.6% | +1.3% | +85.4% | +5.2% | -30.3% | -15.2% | -54.0% | -17.8% | +15.2% | +2.1% |
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 28.9% | 6.2% | 7.4% | 6.4% | 6.7% | 6.9% | 9.9% | 6.7% | 6.8% | 6.7% | 6.2% | 6.0% | 5.7% | 5.6% | 5.9% | 5.4% | 5.8% | 3.2% | 5.7% | 9.9% | 7.9% |
| — | -9.9% | -25.2% | -4.9% | -0.4% | +2.5% | +60.0% | +12.3% | +18.1% | +19.5% | +4.9% | +11.0% | -0.9% | +75.9% | +3.0% | -45.7% | -26.4% | -57.8% | -22.4% | +36.8% | +8.3% | |
| ROA | 24.1% | 5.0% | 5.9% | 5.3% | 5.7% | 6.0% | 8.7% | 5.8% | 5.8% | 5.9% | 5.5% | 5.2% | 4.9% | 4.9% | 5.1% | 4.6% | 4.8% | 2.7% | 4.8% | 8.1% | 6.4% |
| — | -17.1% | -32.2% | -7.5% | -2.6% | +1.0% | +60.2% | +11.7% | +18.2% | +21.3% | +6.6% | +13.5% | +2.4% | +80.0% | +6.0% | -43.5% | -25.0% | -57.3% | -22.5% | +34.3% | +8.0% | |
| ROIC | 18.8% | 5.4% | 5.5% | 5.1% | 4.7% | 5.0% | 4.8% | 5.2% | 4.7% | 4.6% | 4.5% | 4.3% | 3.6% | 3.9% | 4.1% | 3.8% | 3.6% | 2.0% | 4.4% | 8.1% | 5.6% |
| — | +7.8% | +15.6% | -1.0% | +0.2% | +7.8% | +6.8% | +21.2% | +30.7% | +18.2% | +8.8% | +12.1% | -0.1% | +100.0% | -5.2% | -53.2% | -36.5% | -65.6% | -20.7% | +48.5% | +7.7% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.01 | 0.02 | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.03 | 0.04 |
| — | +46.4% | +115.4% | +100.9% | -26.0% | -21.4% | -15.6% | +22.4% | +20.0% | +15.2% | +9.9% | -26.2% | -20.2% | -21.6% | -21.2% | -58.6% | -64.9% | -30.1% | -27.0% | +43.1% | +73.2% | |
| Debt / EBITDA | 0.04 | 0.20 | 0.30 | 0.32 | 0.14 | 0.15 | 0.17 | 0.16 | 0.20 | 0.20 | 0.21 | 0.16 | 0.21 | 0.20 | 0.21 | 0.23 | 0.26 | 0.42 | 0.23 | 0.28 | 0.47 |
| — | +38.9% | +71.8% | +100.7% | -26.3% | -26.8% | -18.2% | +0.7% | -7.2% | +2.1% | +2.9% | -31.5% | -18.1% | -53.5% | -10.9% | -15.3% | -45.6% | +72.2% | -12.1% | +0.1% | +61.2% | |
| Current Ratio | 3.29 | 4.31 | 98.36 | 4.52 | 3.29 | 5.73 | 6.18 | 5.66 | 4.08 | 5.80 | 6.32 | 5.63 | 4.19 | 5.39 | 5.33 | 5.25 | 3.65 | 4.44 | 5.42 | 5.19 | 3.95 |
| — | -24.7% | +1490.6% | -20.0% | -19.4% | -1.3% | -2.1% | +0.4% | -2.6% | +7.7% | +18.5% | +7.3% | +14.6% | +21.5% | -1.7% | +1.1% | -7.5% | -18.0% | -3.7% | -15.4% | -3.7% | |
| Quick Ratio | 3.29 | 4.31 | 98.36 | 4.52 | 3.29 | 5.73 | 6.18 | 5.66 | 4.08 | 5.80 | 6.32 | 5.63 | 4.19 | 5.39 | 5.33 | 5.25 | 3.65 | 4.44 | 5.42 | 5.19 | 3.95 |
| — | -24.7% | +1490.6% | -20.0% | -19.4% | -1.3% | -2.1% | +0.4% | -2.6% | +7.7% | +18.5% | +7.3% | +14.6% | +21.5% | -1.7% | +1.1% | -7.5% | -18.0% | -3.7% | -15.4% | -3.7% | |
| Interest Coverage | 2130.23 | 355.11 | 451.51 | 488.97 | 724.74 | 1934.22 | 3176.40 | 851.84 | 1328.46 | 1436.18 | 982.12 | 1227.12 | 804.14 | 935.10 | 810.08 | 994.10 | 946.55 | 561.23 | 686.76 | 859.20 | 851.60 |
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Includes 30+ ratios · 48 years · Updated daily
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Quick answers to the most common questions about buying SEIC stock.
SEI Investments Company's current P/E is 18.1x. The average P/E over the last 4 quarters is 15.3x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
SEI Investments Company's current operating margin is 27.3%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking SEI Investments Company's business trajectory between earnings reports.