SEI Investments Company — Asset Management. Scored on the same transparent model behind the daily rankings.
★
SEIC
SEI Investments Company · Asset Management
Rev+8.1%B
P/E19.7xC
ROE27.6%A-
P/B5.36D
Yield0.9%C
69.9Asset manager strength
$111.63$13.4B
1Y Target$115.86Analyst consensus · 7 analysts
5Y Target$169.63Compound horizon
10Y Target$251.63Long-dated conviction
Rev+8.1%B
Revenue +8.1% — at or above S&P median
P/E19.7xC
P/E 19.7 — expensive vs Financial Services peers (≈90th pctile)
ROE27.6%A-
ROE 27.6% — Buffett's preferred bar (>20%)
P/B5.36D
P/B 5.36 — very expensive relative to book value
Yield0.9%C
Yield 0.9% — minimal
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Financial strength · 69.9 / 100
Profitability97.6
Value (P/E)58.3
Income41.6
A peer-relative read for asset managers on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.
Entry · Margin of safety
52-week rangeNear 52-week high
0% off the 12-month high
Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.
Why now
SEI’s fee‑driven wealth‑management platform for private banks and independent advisers is the engine of durable compounding, delivering 8.1% revenue growth YoY, 27.6% ROE, and a modest P/E of 19.6x that validates the premium multiple. The recurring advisory and processing fees lock in cash‑flow streams that will keep earnings expanding at double‑digit rates, making the current price a launchpad for the next growth wave.
Moat
The company’s integrated investment‑processing outsourcing and asset‑administration services create high switching costs for institutional clients and independent advisers, locking in long‑term contracts. This stickiness fuels the 27.6% ROE, reflecting pricing power that rivals can’t quickly replicate without building comparable platforms.
Risk
Revenue growth is only 8.1% and the P/E of 19.6x is elevated for a pure‑play asset manager, suggesting the market may already price in the fee‑run rate; any slowdown or fee compression would pressure margins. A bear signal would be a quarterly earnings miss that pushes the price below the 52‑week low of $75.08, confirming that growth expectations are overstated.
Horizon
1-3 yr $115.86 (7-analyst consensus) — fundamentals + valuation re-rating. 5 yr $169.63 at ~9% CAGR — compounding case rests on the competitive position widening. 10 yr $251.63 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Score history · SEIC
Not enough history yet — the model records SEIC's score after each daily run, and the chart appears once a few days have accumulated.
SEIC at a glance
Every figure here comes from the same audited fundamentals behind the score. Charts drawn from data the score does not use say so on the card.
Analyst estimate revisions
30-day change
+0.0%
90-day change
+4.5%
Forward EPS estimate
$6.92
Over the last 90 days, what analysts expect SEIC to earn is drifting higher (+4.5%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →
Position sizing · SEIC
$
%
%
Shares to buy
17
Position size
$1,898
3.8% of portfolio
Stop price
$83.72
25% below $111.63
$ at risk if stopped
$474.43
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
SEI Investments Company (SEIC): score, valuation & FAQ
SEI Investments Company (SEIC) is a Asset Management company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.
Its strongest graded signals are ROE (A-), while P/B (D) rate weaker.
Is SEIC a good stock to buy?
Bull Rankings grades SEIC on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by ROE (A-). A score is a quantitative screen of SEI Investments Company's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
How does Bull Rankings grade SEIC?
As a bank, insurer or REIT, SEIC isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on ROE (A-) and weakest on P/B (D).
Is SEIC overvalued or undervalued?
We don't compute a reliable discounted-cash-flow value for SEIC — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.
What are the main risks of investing in SEIC?
Revenue growth is only 8.1% and the P/E of 19.6x is elevated for a pure‑play asset manager, suggesting the market may already price in the fee‑run rate; any slowdown or fee compression would pressure margins. A bear signal would be a quarterly earnings miss that pushes the price below the 52‑week low of $75.08, confirming that growth expectations are overstated.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.