📊 SEIC Key Takeaways
Is Sei Investments Co (SEIC) a Good Investment?
SEI demonstrates exceptional profitability with a 28% net margin and outstanding cash generation (34.6% FCF margin), coupled with a fortress balance sheet featuring minimal debt and $363.1M in cash. Net income growth of 23.1% significantly outpaces revenue growth of 8.1%, indicating strong operating leverage and efficient scaling, though moderate ROE of 7.1% suggests room for improvement in capital allocation.
Sei Investments Co Key Strengths (SEIC)
- Exceptional net margin of 28.0% and operating margin of 30.5% demonstrate pricing power and operational efficiency
- Outstanding cash generation with $215.2M free cash flow and 34.6% FCF margin shows sustainable profitability
- Fortress balance sheet with virtually zero debt (0.01x D/E), $363.1M cash, and 4.52x current ratio provides financial resilience
- Strong operating leverage with net income growth (23.1%) nearly 3x revenue growth (8.1%), indicating efficient scaling
- Asset-light business model with minimal capex ($6.4M) and low capital intensity
SEIC Stock Risks: Sei Investments Co Investment Risks
- Moderate ROE of 7.1% and ROA of 6.6% suggest capital efficiency could be improved despite strong balance sheet
- Cyclical exposure to financial markets, AUM fluctuations, and trading activity volumes
- Regulatory risk and compliance burden inherent in financial services sector
- Modest revenue growth of 8.1% YoY is solid but not exceptional; growth dependent on market conditions and client AUM expansion
- Competitive pressures from larger diversified financial institutions and emerging fintech competitors
Key Metrics to Watch
- Operating cash flow and free cash flow trends to ensure cash generation remains robust
- Revenue growth acceleration or deceleration as indicator of market conditions and business momentum
- Net margin sustainability to confirm operating leverage can be maintained at scale
- Client assets under management and net inflows as leading indicators for future revenue
- Return on equity trajectory to assess whether capital deployment efficiency is improving
Sei Investments Co (SEIC) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 34.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 4.52x 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 has mixed fundamental signals 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 |
|---|---|---|---|
| Q1 2026 | $551.3M | $151.5M | $1.17 |
| 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 |
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 grade of A with 82% confidence, based on fundamental analysis of SEC EDGAR filings.
What are SEIC's key strengths?
Claude: Exceptional net margin of 28.0% and operating margin of 30.5% demonstrate pricing power and operational efficiency. Outstanding cash generation with $215.2M free cash flow and 34.6% FCF margin shows sustainable profitability.
What are the risks of investing in SEIC?
Claude: Moderate ROE of 7.1% and ROA of 6.6% suggest capital efficiency could be improved despite strong balance sheet. Cyclical exposure to financial markets, AUM fluctuations, and trading activity volumes.
What is SEIC's revenue and growth?
Sei Investments Co reported revenue of $622.2M.
Does SEIC pay dividends?
Sei Investments Co pays dividends, with $63.7M 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 $1.40.
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 grade reflects both perspectives for balanced insights.
What is SEIC's fundamental grade?
Based on our AI fundamental analysis in June 2026, Sei Investments Co has a A grade with 82% 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 7.1% (sector avg: 12%), net margin of 28.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.
What is SEIC's AI grade for 2026?
Our dual AI analysis gives Sei Investments Co a combined A grade 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 $221.6M, with capital expenditures of $6.4M. FCF margin is 34.6%.
How does SEIC compare to other Finance stocks?
Vs Finance sector averages: Net margin 28.0% (avg: 25%), ROE 7.1% (avg: 12%), current ratio 4.52 (avg: 1.2).