MODEL VERDICT
SEI Investments Company (SEIC)
Relative Valuation•Peer multiples, Monte Carlo simulation & quality-adjusted fair value
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Composite score derived from valuation, quality, and risk factors
Quantitative model thresholds · For educational and research purposes only
Each row records the model's monthly assessment. High Conviction = the model detected notable undervaluation vs peers. Neutral = no notable divergence was found. The return column shows the actual price change over 90 days for reference. This is a quantitative observation log — not investment advice.
| Date | Assessment | Score | Price | Status | 90d Fwd Return |
|---|---|---|---|---|---|
| May 1, 2026 | NEUTRAL | 0.27 | $90.22 | CURRENT | — |
| Apr 24, 2026 | NEUTRAL | 0.27 | $88.84 | CURRENT | — |
| Apr 17, 2026 | NEUTRAL | 0.25 | $79.79 | CURRENT | — |
| Apr 16, 2026 | NEUTRAL | 0.25 | $80.01 | CURRENT | — |
| Apr 10, 2026 | NEUTRAL | 0.25 | $76.98 | CURRENT | — |
Historical model observations for research purposes only. Past quantitative patterns do not predict future results. Not a recommendation to buy, sell, or hold any security.
| Methodology | Fair Value | vs Current | Weight | Quality | Status |
|---|---|---|---|---|---|
| Industry Median P/E 8 industry peers | $105.09 | +16.5% | 30% | A | Peer Data |
| Price / Book 10 industry peers | $40.30 | -55.3% | 25% | B | Model Driven |
| Price / Tangible Book 9 bank peers | $49.79 | -44.8% | 20% | B+ | Bank Primary |
| Dividend Yield 9 industry peers | $30.88 | -65.8% | 10% | B | Supplementary |
| Earnings Yield 8 industry peers | $105.09 | +16.5% | 8% | B | Data |
| Forward P/E 9 analyst estimates | $64.97 | -28.0% | 7% | A- | Analyst Est. |
| Weighted Output Blended model output | $78.79 | -12.7% | 100% | 94 | SLIGHTLY OVERVALUED |
| EPS Growth ↓ | P/E Multiple → | 12× | 14× | 16× (Current) | 18× | 20× |
|---|---|---|---|---|---|
| Bear Case (5%) | $71 | $83 | $95 | $107 | $119 |
| Conservative (9%) | $73 | $86 | $98 | $110 | $122 |
| Base Case (13.4%) | $77 | $89 | $102 | $115 | $128 |
| Bull Case (18%) | $80 | $93 | $106 | $120 | $133 |
Cross-sectional regression predicting expected multiples based on growth, margins, ROIC, and beta.
| Multiple | Avg | Median | Min | Max | Std |
|---|---|---|---|---|---|
| P/E Ratio | 17.69 | 18.37 | 14.57 | 20.21 | 1.97 |
| EV/EBIT | 15.11 | 14.42 | 12.02 | 20.31 | 2.90 |
| EV/EBITDA | 14.78 | 14.88 | 12.35 | 17.27 | 1.74 |
| P/FCF | 18.94 | 19.20 | 15.04 | 21.89 | 2.71 |
| P/FFO | 15.35 | 15.85 | 13.66 | 17.42 | 1.50 |
| P/TBV | 5.92 | 6.10 | 5.08 | 7.51 | 0.86 |
| P/AFFO | 17.08 | 17.41 | 14.08 | 20.08 | 2.13 |
| P/B Ratio | 4.59 | 4.69 | 3.80 | 5.83 | 0.70 |
| Div Yield | 0.01 | 0.01 | 0.01 | 0.01 | 0.00 |
| P/S Ratio | 4.83 | 4.55 | 4.02 | 6.15 | 0.70 |
Based on our peer multiples analysis with 17 valuation metrics, the model estimates SEIC's fair value at $78.79 vs the current price of $90.22, implying -12.7% downside potential. Model verdict: Slightly Overvalued. Confidence: 94/100. This is a quantitative estimate, not a recommendation.
The blended fair value of $78.79 is calculated using four lenses: industry median multiples (40%), historical multiples (30%), forward estimates (20%), and quality-adjusted multiples (10%). Monte Carlo simulation (10,000 iterations) gives a range of $73.36 (P10) to $89.08 (P90), with a median of $80.53.
SEIC's current P/E of 16.0x compares to the industry median of 18.7x (8 peers in the group). This represents a -14.1% discount to the industry. The historical average P/E is 17.7x over 7 years. Signal: Slightly Cheap.
14 analysts cover SEIC with a consensus rating of Buy. The consensus price target is $100.67 (range: $82.00 — $115.00), implying +11.6% upside from the current price. Grade breakdown: Strong Buy (0), Buy (11), Hold (3), Sell (0), Strong Sell (0).
The model confidence score is 94/100, based on: data completeness (30), peer quality (25), historical depth (20), earnings stability (15), and model agreement (4). Cyclicality penalty: -0 points. The model shows strong agreement across inputs.
The model flags several key risks: (1) Margin reversion: Current net margin of 31.1% is 3.8 percentage points above the 7-year average (27.4%), with a Z-score of +1.4σ. If margins normalize, fair value could drop to ~$87. (2) Macro/regulatory risks are not captured in this model but remain material.
Peak earnings risk refers to the possibility that SEIC's current profitability is above its sustainable long-term trend. The model detects a margin Z-score of +1.4σ, meaning margins are 1.4 standard deviations above their historical average. If margins revert to the 7-year mean (27.4%), the model estimates fair value drops by 300.0% to approximately $87. This isn't a prediction — it's a scenario analysis.
No. This dashboard is a quantitative research tool for educational and informational purposes only. It is not investment advice, a solicitation, or a recommendation to buy, sell, or hold any security. The operator of this platform is not a registered investment advisor (RIA), broker-dealer, or financial planner. All model outputs, fair value estimates, signals, and scenarios are the result of automated quantitative computations and should not be construed as professional financial guidance. You should consult a qualified, licensed financial advisor before making any investment decisions. Past model performance is not indicative of future results.