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.

$12.3B

Market Cap • 10/23/2026

1968

(58 years)

Founded

1981

(45 years ago)

IPO

NASDAQ

Listing Exchange

Flag of United States

United States

Country

Valuation

P/B

4,9

P/S

4,8

P/EBITDA

14,5

P/OCF

17,7

P/FCF

17,7

P/E

17,8

BVPS

20,9

EPS

5,7

Market Cap

Market Cap

12,3B

EV

12,3B

EV/Revenue

4,8

EV/EBITDA

14,5

EV/EBIT

16,5

Payout

Dividend Per Share

1

Dividend Yield

1%

Buyback Yield

0%

Total Yield

1%

Dividend Yield 5Y

1,2%

Payout

0%

Retained Earnings

785,6M

Profitability

Gross Margin

89,2%

EBITDA Margin

33,4%

EBIT Margin

29,4%

Net Margin

28,5%

D&A/EBITDA

11,8%

R&D/Revenue

0%

Capex/Revenue

0%

Capex/D&A

0%

Capex/OCF

0%

SBC/OCF

—

% PPE

5,3%

% Goodwill

11,4%

ROE

49,9%

ROIC

26,1%

Growth

CAGR Revenue 5Y

6,4%

CAGR Op. Income 5Y

6,9%

CAGR Net Income 5Y

6,5%

CAGR EPS 5Y

9,5%

CAGR OCF 5Y

3,7%

Leverage

N.D./EBITDA

—

Debt/Equity

0%

Current Ratio

4,3

Quick Ratio

0

Interest Coverage

40027,8%

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