SEI INVESTMENTS CO SEIC

Latest FY: 2025 Financial Services Asset Management
Market Price $106.80
Market Cap $12.85B
P/E Ratio 18.97
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑8.1% YoY
$2.30B
3-Yr CAGR: 4.9%
Net Income ↑23.1% YoY
$715.30M
Net Margin: 31.1%
Free Cash Flow ↓-0.9% YoY
$585.02M
FCF Yield: 4.55%
EPS (Diluted) ↑27.7% YoY
$5.63
Basic: $5.76
Return on Equity Efficiency
29.2%
ROA: 56.2%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (SEIC)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Div / Sh Div Yield Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $1,401.5M $435.0M $333.8M $2.03 $0.54 1.09% $425.2M $393.8M
FY 2017 $1,526.6M +8.9% $460.8M $404.4M +21.1% $2.49 +22.7% $0.58 0.81% $459.9M $434.4M +10.3%
FY 2018 $1,624.2M +6.4% $507.6M $505.9M +25.1% $3.14 +26.1% $0.63 1.36% $588.4M $559.3M +28.8%
FY 2019 $1,649.9M +1.6% $532.6M $501.4M -0.9% $3.24 +3.2% $0.68 1.04% $545.1M $502.0M -10.2%
FY 2020 $1,684.1M +2.1% $519.9M $447.3M -10.8% $3.00 -7.4% $0.72 1.25% $488.7M $434.2M -13.5%
FY 2021 $1,918.3M +13.9% $645.2M $546.6M +22.2% $3.81 +27.0% $0.77 1.26% $633.1M $606.6M +39.7%
FY 2022 $1,991.0M +3.8% $643.9M $475.5M -13.0% $3.46 -9.2% $0.83 1.42% $566.1M $526.9M -13.1%
FY 2023 $1,919.8M -3.6% $556.8M $462.3M -2.8% $3.46 0.0% $0.89 1.40% $447.0M $422.2M -19.9%
FY 2024 $2,125.2M +10.7% $699.4M $581.2M +25.7% $4.41 +27.5% $0.95 1.15% $622.3M $590.1M +39.8%
FY 2025 $2,297.4M +8.1% $808.1M $715.3M +23.1% $5.63 +27.7% $1.01 1.23% $607.7M $585.0M -0.9%
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Valuation

Market Price $106.80
Market Cap $12.85B
Enterprise Value $12.45B
P/E Ratio 18.97
P/B Ratio 5.25
FCF Yield 4.55%
Dividend Yield 0.95%
Shares Outstanding 120,273,000
%

Profitability & Margins

Gross Margin 35.18%
Operating Margin 27.31%
Net Margin 31.14%
Return on Equity (ROE) 29.22%
Return on Assets (ROA) 56.18%
Asset Turnover 1.80x
Revenue 3-Yr CAGR 4.89%
🛡️

Financial Health & Liquidity

Current Ratio 3.29
Cash Ratio 1.03
Debt / Equity 0.000
Debt / Assets 0.000
Cash & Equivalents $399.80M
Total Debt N/A
Book Value / Share $20.35
💧

Cash Flow Efficiency

Operating Cash Flow $607.66M
Capital Expenditures (CapEx) $22.64M
Free Cash Flow $585.02M
OCF / Revenue 26.45%
FCF / Revenue 25.46%
FCF 3-Yr CAGR 3.55%
🏷️

Per Share Metrics

EPS (Diluted) $5.63
EPS (Basic) $5.76
Dividends / Share $1.01
Book Value / Share $20.35
EPS YoY Growth 27.66%
🏛️

Balance Sheet (FY 2025)

Total Assets $1.27B
Total Liabilities -$1.17B
Stockholders' Equity $2.45B
Current Assets $1.27B
Current Liabilities $387.21M