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SEI Investments Company (SEIC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

SEI Investments Company

SEICMarket cap $12BPrice $102.1

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages and administers investment platforms, outsourcing, and technology for banks, advisors, and institutions worldwide. Oversees hundreds of billions in assets without ever appearing on Wall Street's front pages.

In Bastion Portfolios?

52W Return+27%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+12%7

Rev CAGR (3y)+9%6

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+16%8

EPS Growth Y+2+7%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin29%9

Net Income Margin29%9

Free Cash Flow Margin28%9

Debt

Net Debt/EBITDA-0.410

Efficiency

ROE29%9

ROA24%10

Earnings Stability77

GEAR+VERY STRONG96

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)135

P/BV4.93

EV Multiples

EV/EBITDA Fwd136

EV/EBIT Fwd156

Yield

Free Cash Flow Yield0.0%6

Dividend Yield1.0%3

Momentum

Short term

1 month return-6%4

3 month return+8%8

YTD return+25%8

Mid term

Price vs 52wHigh91%8

1 year return+22%7

Long term

3 year return+82%7

5 year return+82%7

Risk Shield

Price Risk

Beta1.04

Volatility23%9

Free Cash Flow

Free Cash Flow Margin28%9

Free Cash Flow Yield0.0%6

Quality

ROCE26%10

Earnings Stability77

Net Debt/EBITDA-0.410

02Growth

Is it actually growing, and how fast?

SEICSEI Investments

Revenue FY25$2.3B

GROWTH RATING↗

AVERAGE59 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+7%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 5%/yr over the last 3 years and is set to grow 9%/yr from here.

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 9%/yr).

WATCH

A mid-pack grower, ahead of 59% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return+8%8

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+22%7

3-year return+82%7

5-year return+82%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +82% over three years and +82% over five, ahead of 60% of the market.

It's up 22% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+8%) and so far this year (+25%).

WATCH

Returns sit at the market level over the past month (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on SEI Investments. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SEICSEI Investments

Revenue FY25$2.3B

GROWTH RATING↗

AVERAGE59 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+7%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 5%/yr over the last 3 years and is set to grow 9%/yr from here.

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 9%/yr).

WATCH

A mid-pack grower, ahead of 59% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return+8%8

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+22%7

3-year return+82%7

5-year return+82%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +82% over three years and +82% over five, ahead of 60% of the market.

It's up 22% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+8%) and so far this year (+25%).

WATCH

Returns sit at the market level over the past month (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on SEI Investments. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community