SEI Investments Company (SEIC)
Valuation Overview•Is SEI Investments Company Overvalued or Undervalued?
Commands a peer premium multiple, but this multiple is justified by a strong intrinsic cash flow value.
High-quality fundamentals with a strong composite quality score of 88/100, backed by robust profitability and solvency.
Analysts remain bullish, forecasting further upside expansion with consensus targets suggesting solid gains.
Verdict: Elite compounder with fortress-level fundamentals across every core pillar.
Wall Street is broadly bullish, projecting solid upside with steady expected earnings growth. This outlook is strongly supported by highly attractive capital returns, driven predominantly by aggressive share repurchases.
SEIC exhibits elite business quality, driven by exceptional capital efficiency and highly lucrative margins. This is backed by a fortress balance sheet, holding significant net cash ($391M) and minimal debt risk.
The company maintains stable top-line performance paired with robust earnings compounding (17.6% EPS 3Y CAGR). This growth is supported by elite operational efficiency, sustaining an impressive 27.3% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $607.9M | +8.1% | — | — | +5.6% | |
| EBITDA | $198.4M | — | +5.6% | — | — | |
| Net Income | $172.5M | +23.1% | +14.6% | — | +8.0% | |
| EPS (Diluted) | $1.38 | +27.7% | +17.6% | +13.4% | +11.1% | |
| Free Cash Flow | $124.8M | +3.4% | +6.0% | +7.4% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 59.2% | 54.5% | 54.6% | 55.0% |
| Operating Margin | 27.3% | 25.1% | 25.6% | 26.3% |
| Net Margin | 31.1% | 27.5% | 27.0% | 27.3% |
| FCF Margin | 25.3% | 24.1% | 25.5% | 26.1% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $1.29 | $1.44 | +11.6% | ||
| Q1'26 | $1.34 | $1.38 | +3.0% | ||
| Q4'25 | $1.25 | $1.30 | +4.0% | ||
| Q3'25 | $1.19 | $1.78 | +49.6% | ||
| Q2'25 | $1.12 | $1.17 | +4.5% | ||
| Q1'25 | $1.21 | $1.19 | -1.7% | ||
| Q4'24 | $1.07 | $1.19 | +11.2% | ||
| Q3'24 | $1.05 | $1.05 | +0.0% |
Total return is +8.7% (1Y), lagging the benchmark by -16.3%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +8.4% | -0.9% | — |
| 1Y | +8.7% | -16.3% | +1.2% |
| 3YCAGR | +16.1% | -2.8% | +5.0% |
| 5YCAGR | +9.2% | -3.4% | +7.6% |
| 10YCAGR | +7.1% | -6.2% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about SEI Investments Company (SEIC) valuation, health, and returns.
SEI Investments Company is estimated to be undervalued under our discounted cash flow framework. relative multiples indicate the stock is Slightly expensive versus peers compared to industry peers. undervalued (implying +28.3% upside to DCF intrinsic value of $114.73)
SEI Investments Company has multiple valuation anchors: DCF Intrinsic Value: $114.73 | Peer Relative Fair Value: $76.50 | Wall Street Analyst Target: $100.67 (implying +12.6% upside). A convergence of these signals offers higher conviction.
SEI Investments Company displays excellent financial health with a composite quality score of 88/100, supported by a Piotroski F-Score of 6/9, Return on Invested Capital (ROIC) of 18.8%.
SEI Investments Company pays a 1.1% dividend yield, covered by a 17% payout ratio with 13 years of growth, supplemented by a 5.7% buyback yield.
SEI Investments Company's current growth trajectory is Decelerating. The company achieved +8.1% 1Y revenue growth and +27.7% 1Y EPS growth, compared to its 3Y revenue CAGR of N/A.
Wall Street consensus is Buy based on 14 analysts, beating EPS expectations in 67% of recent quarters with a 5-quarter streak. The consensus price target represents a +12.6% change from current levels.
Investment risks for SEI Investments Company include: -19.9% 1-year max drawdown. Volatility risk is characterized by a beta of 0.68x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.