📊 SEIC Key Takeaways
Is Sei Investments Co (SEIC) a Good Investment?
SEI Investments demonstrates fortress-like financial health with zero debt, exceptional profitability (31.1% net margin, 27.3% operating margin), and outstanding capital returns (ROE 29.2%, ROA 27.2%). The company generates robust free cash flow of $585M with 25.5% FCF margin, demonstrating superior capital efficiency and financial discipline in a capital-light business model.
Why Buy Sei Investments Co Stock? SEIC Key Strengths
- Zero long-term debt with strong balance sheet (Equity: $2.4B vs Liabilities: $287.8M)
- Exceptional profitability margins: 31.1% net margin, 27.3% operating margin with high revenue quality
- Outstanding returns on capital: 29.2% ROE and 27.2% ROA indicate superior capital deployment
- Strong free cash flow generation: $585M FCF with 25.5% margin, enabling significant capital returns
- Robust liquidity: 3.29x current ratio with $399.8M cash position
- Capital-light business model requiring minimal capex ($22.6M on $2.3B revenue)
SEIC Stock Risks: Sei Investments Co Investment Risks
- Net income growth flat (-0.3% YoY) despite 8.1% revenue growth suggests margin compression or one-time impacts
- Moderate revenue growth rate (8.1% YoY) indicates limited organic expansion momentum
- Financial services sector exposure to interest rate cycles and economic slowdowns
- Potential cyclicality in asset management and brokerage fees tied to market volatility
Key Metrics to Watch
- Operating margin trends and gross margin sustainability amid revenue growth
- Organic revenue growth acceleration and AUM/asset base expansion
- Free cash flow consistency and capital allocation decisions (dividends vs buybacks)
- Net income growth recovery and net margin expansion
- Operating cash flow relative to net income for earnings quality assessment
Sei Investments Co (SEIC) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 25.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 3.29x current ratio provides a solid financial cushion.
SEIC Profit Margin, ROE & Profitability Analysis
SEIC vs Finance Sector: How Sei Investments Co Compares
How Sei Investments Co compares to Finance sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Sei Investments Co Stock Overvalued? SEIC Valuation Analysis 2026
Based on fundamental analysis, Sei Investments Co appears fundamentally strong relative to the Finance sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Sei Investments Co Balance Sheet: SEIC Debt, Cash & Liquidity
SEIC Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Sei Investments Co's revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.46 reflects profitable operations.
SEIC Revenue Growth, EPS Growth & YoY Performance
SEIC Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $537.4M | $154.9M | $1.19 |
| Q2 2025 | $519.0M | $139.1M | $1.05 |
| Q1 2025 | $511.6M | $131.4M | $0.99 |
| Q3 2024 | $476.8M | $115.7M | $0.87 |
| Q2 2024 | $489.1M | $118.9M | $0.89 |
| Q1 2024 | $469.1M | $107.0M | $0.79 |
| Q3 2023 | $471.3M | $61.7M | $0.45 |
| Q2 2023 | $481.7M | $111.3M | $0.81 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Sei Investments Co Dividends, Buybacks & Capital Allocation
SEIC SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Sei Investments Co (CIK: 0000350894)
📋 Recent SEC Filings
❓ Frequently Asked Questions about SEIC
What is the AI rating for SEIC?
Sei Investments Co (SEIC) has an AI rating of BUY with 85% confidence, based on fundamental analysis of SEC EDGAR filings.
What are SEIC's key strengths?
Claude: Zero long-term debt with strong balance sheet (Equity: $2.4B vs Liabilities: $287.8M). Exceptional profitability margins: 31.1% net margin, 27.3% operating margin with high revenue quality.
What are the risks of investing in SEIC?
Claude: Net income growth flat (-0.3% YoY) despite 8.1% revenue growth suggests margin compression or one-time impacts. Moderate revenue growth rate (8.1% YoY) indicates limited organic expansion momentum.
What is SEIC's revenue and growth?
Sei Investments Co reported revenue of $2.3B.
Does SEIC pay dividends?
Sei Investments Co pays dividends, with $124.2M distributed to shareholders in the trailing twelve months.
Where can I find SEIC SEC filings?
Official SEC filings for Sei Investments Co (CIK: 0000350894) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is SEIC's EPS?
Sei Investments Co has a diluted EPS of $5.63.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is SEIC a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Sei Investments Co has a BUY rating with 85% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is SEIC stock overvalued or undervalued?
Valuation metrics for SEIC: ROE of 29.2% (sector avg: 12%), net margin of 31.1% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.
Should I buy SEIC stock in 2026?
Our dual AI analysis gives Sei Investments Co a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is SEIC's free cash flow?
Sei Investments Co's operating cash flow is $607.7M, with capital expenditures of $22.6M. FCF margin is 25.5%.
How does SEIC compare to other Finance stocks?
Vs Finance sector averages: Net margin 31.1% (avg: 25%), ROE 29.2% (avg: 12%), current ratio 3.29 (avg: 1.2).
Why is SEIC's return on equity (ROE) so high?
Sei Investments Co has a return on equity of 29.2%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 31.1% net margin.