Financial Services
Live Price
Offline$89.44
-1.73% today
1Y Change
+4.80%
Window
Jun 23, 2025 → Jun 10, 2026
Coverage: 243 bars · Jun 23, 2025 → Jun 10, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
SEI Investments Company (SEIC) is a Financial Services stock with a market cap of $10.85B and listed on NASDAQ. The stock last traded around $89.44 and up 4.8% across the available one-year price window (Jun 23, 2025 → Jun 10, 2026). Baseline metrics include revenue growth of +8.1%, EPS growth of +28.9%, a dividend yield of 1.1%. What stands out right now is revenue +8.1%, EPS +28.9%, free cash flow +3.4% with operating margin 27.8% and ROIC 17.1%. The dividend is present but secondary, with a yield around 1.1%. Valuation is more restrained than many high-expectation growth names at P/E 14.9 and price/sales 4.6. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines SEIC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SEIC
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SEIC Max Drawdown
-19.85%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SEIC and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$1.9B
-3.7% YoY
FY Net Income
$546.6M
+15.0% YoY
Free Cash Flow
$580.6M
+18.1% YoY
Revenue Growth
+8.1%
EPS Growth
+28.9%
Gross Margin
60.3%
Net Margin
31.2%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 2.3B | 2.1B | 1.9B | 2.0B | 1.9B |
| Gross Profit | 1.4B | 1.1B | 984M | 1.0B | 1.1B |
| Operating Income | 627M | 552M | 425M | 476M | 553M |
| EBITDA | 859M | 823M | 669M | 561M | 647M |
| Net Income | 715M | 581M | 462M | 475M | 547M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 400M | 840M | 835M | 853M | 831M |
| Total Assets | 3.3B | 2.7B | 2.5B | 2.4B | 2.4B |
| Total Liabilities | 556M | 432M | 388M | 430M | 494M |
| Shareholder Equity | 2.4B | 2.3B | 2.1B | 2.0B | 1.9B |
| Total Debt | 9M | 32M | 25M | 29M | 79M |
| Net Debt | -391M | -808M | -809M | -824M | -752M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
633M
+11.8% YoY
Capital Expenditures
53M
+29.5% YoY
Free Cash Flow
581M
+18.1% YoY
Key ratios
Gross Margin
60.3%
Operating Margin
27.8%
Net Margin
31.2%
ROE
30.6%
Debt / Equity
0.02x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.