Stock analysis · Bull Rankings model

SEIC analysis

SEI Investments CompanyAsset Management. Scored on the same transparent 7-signal model behind the daily rankings.

SEIC
SEI Investments Company · Asset Management
Rev+8.1%B
P/E16.8xC+
ROE29.6%A-
P/B4.82D
Yield1.1%C+
75Asset manager strength
$98.17$11.8B
1Y Target$107.57Analyst consensus · 7 analysts
5Y Target$157.50Compound horizon
10Y Target$233.63Long-dated conviction
Rev+8.1%
B
Revenue +8.1% — at or above S&P median
P/E16.8x
C+
P/E 16.8 — above the Financial Services median (≈75th pctile)
ROE29.6%
A-
ROE 29.6% — Buffett's preferred bar (>20%)
P/B4.82
D
P/B 4.82 — very expensive relative to book value
Yield1.1%
C+
Yield 1.1% — small income component

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 · 75 / 100
Profitability1.00
Value (P/E)0.69
Income0.44

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
Why now
Asset Management · market cap $11.8b. Trading near 52-week high of $98.58 — momentum setup, limited technical margin of safety. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $107.57 (implying +10% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.
Horizon
1-3 yr $107.57 (7-analyst consensus) — fundamentals + valuation re-rating. 5 yr $157.50 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $233.63 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.

Not enough history yet — the model records SEIC's score after each daily run, and the chart appears once a few days have accumulated.

Shares to buy
20
Position size
$1,963
3.9% of portfolio
Stop price
$73.63
25% below $98.17
$ at risk if stopped
$490.85
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?

Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

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 adviser.

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