SEI Investments

SEI Investments

Capital Markets
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.

$12.7B

Market Cap • 9/25/2026

1968

(58 years)

Founded

1981

(45 years ago)

IPO

NASDAQ

Listing Exchange

Flag of United States

United States

Country

Valuation

P/B

5,1

P/S

5,2

P/EBITDA

16,1

P/OCF

17,8

P/FCF

18,5

P/E

18,6

BVPS

20

EPS

5,7

Market Cap

Market Cap

12,7B

EV

12,7B

EV/Revenue

5,2

EV/EBITDA

16,2

EV/EBIT

17,9

Payout

Dividend Per Share

1

Dividend Yield

1%

Buyback Yield

3,3%

Total Yield

4,3%

Dividend Yield 5Y

1,2%

Payout

18%

Retained Earnings

813,8M

Profitability

Gross Margin

89,1%

EBITDA Margin

32,1%

EBIT Margin

28,9%

Net Margin

29,2%

D&A/EBITDA

11,7%

R&D/Revenue

0%

Capex/Revenue

1%

Capex/D&A

32,6%

Capex/OCF

3,5%

SBC/OCF

7,9%

% PPE

5,5%

% Goodwill

11,7%

ROE

27,6%

ROIC

25,7%

Growth

CAGR Revenue 5Y

6,4%

CAGR Op. Income 5Y

7%

CAGR Net Income 5Y

7,4%

CAGR EPS 5Y

10,6%

CAGR OCF 5Y

5,3%

Leverage

N.D./EBITDA

—

Debt/Equity

0%

Current Ratio

5,1

Quick Ratio

1,5

Interest Coverage

51798,2%

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