(SEIC) SEI Investments - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US7841171033

SEIC: Wealth Management, Retirement Solutions, Investment Services, Asset Management

SEI Investments Company, trading under the ticker SEIC on NASDAQ, stands as a cornerstone in the financial services sector, particularly within asset management and custody banking. Established in 1968 and headquartered in Oaks, Pennsylvania, SEI has carved a niche as a trusted partner for financial institutions seeking robust investment solutions and operational support. The companys market capitalization of $10.9 billion underscores its significant presence, while a P/E ratio of 19.56 and forward P/E of 17.73 suggest a balance between current performance and future growth prospects.

SEIs service portfolio is both comprehensive and specialized, designed to cater to a diverse clientele including private banks, independent advisers, institutional investors, and retirement plan sponsors. Their offerings encompass wealth management, retirement solutions, and investment processing, all delivered through a network of subsidiaries. This structure allows SEI to maintain a client-centric approach, tailoring services to meet the unique needs of each investor, whether through mutual funds, separate portfolios, or other investment vehicles.

At the heart of SEIs investment strategy lies a dual approach, combining fundamental and quantitative analyses. This blend enables a holistic view, integrating top-down macro insights with bottom-up scrutiny of individual securities. Such a methodical approach not only aids in identifying opportunities but also in mitigating risks, crucial in todays volatile markets. SEIs ability to adapt and innovate has been key to its enduring success, positioning it as a reliable partner in navigating complex financial landscapes.

SEIs financial health is reflected in its P/B ratio of 4.86 and P/S ratio of 5.33, indicating a premium valuation relative to its book value and revenue. This suggests investor confidence in SEIs ability to generate returns and sustain growth. The companys role as a systemic provider of essential financial infrastructure makes it a stable investment, appealing to those seeking exposure to the asset management sector without undue volatility.

In summary, SEI Investments Company is a

Additional Sources for SEIC Stock

SEIC Stock Overview

Market Cap in USD 10,436m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1990-03-26

SEIC Stock Ratings

Growth 5y 47.7%
Fundamental 66.4%
Dividend 49.7%
Rel. Strength Industry -5.74
Analysts 3.25/5
Fair Price Momentum 71.90 USD
Fair Price DCF 29.43 USD

SEIC Dividends

Dividend Yield 12m 1.25%
Yield on Cost 5y 1.54%
Annual Growth 5y 5.70%
Payout Consistency 77.1%

SEIC Growth Ratios

Growth Correlation 3m 32.9%
Growth Correlation 12m 69.6%
Growth Correlation 5y 74.9%
CAGR 5y 5.35%
CAGR/Max DD 5y 0.12
Sharpe Ratio 12m 0.90
Alpha 4.65
Beta 0.80
Volatility 19.68%
Current Volume 488.5k
Average Volume 20d 565.1k
What is the price of SEIC stocks?
As of February 22, 2025, the stock is trading at USD 80.25 with a total of 488,468 shares traded.
Over the past week, the price has changed by -2.47%, over one month by -4.36%, over three months by +0.70% and over the past year by +22.57%.
Is SEI Investments a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, SEI Investments (NASDAQ:SEIC) is currently (February 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 66.37 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SEIC as of February 2025 is 71.90. This means that SEIC is currently overvalued and has a potential downside of -10.4%.
Is SEIC a buy, sell or hold?
SEI Investments has received a consensus analysts rating of 3.25. Therefor, it is recommend to hold SEIC.
  • Strong Buy: 2
  • Buy: 0
  • Hold: 5
  • Sell: 0
  • Strong Sell: 1
What are the forecast for SEIC stock price target?
According to ValueRays Forecast Model, SEIC SEI Investments will be worth about 86.2 in February 2026. The stock is currently trading at 80.25. This means that the stock has a potential upside of +7.38%.
Issuer Forecast Upside
Wallstreet Target Price 89.5 11.5%
Analysts Target Price 85.6 6.7%
ValueRay Target Price 86.2 7.4%