SEI Investments Company Common Stock (SEIC)

FairStock Score: 69/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Looking at SEI Investments, I see a stalwart rather than a bargain. It provides wealth management, retirement, asset administration and outsourcing services to banks, advisors and institutions, work that tends to be sticky once integrated. The financial quality is evident: FairStock calculates return on equity of 27.59%, return on capital employed of 14.76%, and debt-to-equity of just 0.02. Its Piotroski F-score is 8/9 and Altman Z-score is 17.03, both pointing to a strong balance sheet. In fiscal year 2025, the year ended 2025-12-31, SEI earned net income of $715.3 million on revenue of $2.3 billion, up from $581.2 million on $2.1 billion in fiscal year 2024, the year ended 2024-12-31. Diluted EPS rose to $5.63 from $4.41. Trailing twelve month free cash flow was $660.1 million, a 5.2% yield.

In plain English: SEI Investments provides investment, wealth-management and administration services to banks, advisers and institutions. The business looks financially strong, with high profits compared to shareholder money, very little debt and steady cash flow, but profit fell in the most recent quarter even as revenue rose. At the recent price, the shares look expensive compared with a conservative asset-based value measure, though the price compared with earnings is not extreme.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer