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SEI INVESTMENTS COMPANY

SEICNASDAQ
πŸ† #711 by market capEarnings Jan 27US Equity
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🏦Market Cap
$12.40B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
12.8%
Healthy
πŸ“ŠGross Margin
85.6%
High
πŸ’΅FCF Margin
25.9%
Strong
βš–οΈP/S Ratio
4.9x
Fair
Otter Score
76
Strong
No chart data available for SEIC.

Trading Snapshot

Day Range
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52-Week Range
$75.08 – $112.15
Volume (shares)
β€”
Avg Volume (shares)
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Shares Outstanding
118.9M
Next Earnings
2027-01-27

Fundamentals Snapshot

Annual Revenue
$2.30B
Last Q Revenue
$645M
P/E Ratio
17.5
P/S Ratio
4.9x
EPS (TTM)
$5.74
Dividend Yield
1.02%
Dilution (1yr)
βˆ’4.9%
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SEI INVESTMENTS COMPANY

SEIC
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$2.3Bβ–² +8.1% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
59.2%β–² +11.5% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$627Mβ–² +13.7% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$585Mβ–² +3.4% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
125.3Mβ–Ό βˆ’4.9% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$371Mβ–Ό βˆ’$437M YoY
StockOtter Β· stockotter.space

About SEI INVESTMENTS COMPANY

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Strong
76/100
Analyst data unavailable.

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