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Earnings transcript
Read the complete earnings call transcript.
SEIC
SEI Investments Company
$77.01
-1.03
(-1.32%)
| Exchange: | NASDAQ |
| Market Cap: | 9.429B |
| Shares Outstanding: | 253.333M |
About The Company
| Sector: | Financial Services | |||||
| Industry: | Asset Management | |||||
| CEO: | Ryan Hicke | |||||
| Full Time Employees: | 5066 | |||||
| Address: |
| |||||
| Website: | https://www.seic.com |
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,919,793 | 2,125,151 | 2,297,381 |
| Gross Profit | 984,142 | 1,128,335 | 1,360,349 |
| EBITDA | 669,207 | 822,547 | 859,285 |
| Operating Income | 424,524 | 551,741 | 627,311 |
| Net Income | 462,258 | 581,191 | 715,305 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,520,003 | 2,684,606 | 3,259,844 |
| Total Liabilities | 388,175 | 432,494 | 556,068 |
| Total Stockholders Equity | 2,131,828 | 2,252,112 | 2,447,784 |
| Total Debt | 25,353 | 32,135 | 8,677 |
| Cash and Cash Equivalents | 834,697 | 839,891 | 399,804 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 447,030 | 622,343 | 0 |
| Capital Expenditure | -58,793 | -56,566 | -22,644 |
| Free Cash Flow | 388,237 | 565,777 | -22,644 |
| Net Income | 462,258 | 581,191 | 0 |
| Net Change in Cash | -18,361 | 5,195 | -369,598 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 3,066,471.971 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 3,237,570.343 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 3,152,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,060,250.596 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,119,408.857 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,089,822.411 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,147,911.646 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,231,878.665 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,189,884.509 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 514,362.225 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 543,061.831 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 528,708.479 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 9.500 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 9.840 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 9.160 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Earnings Performance: SEI reported an EPS of $1.78 in Q2 2025, surpassing expectations as highlighted in the earnings call transcript. This indicates robust profitability and operational efficiency, reinforcing investor confidence.
- Solid Financial Position: Based on balance sheet data, SEI maintains a healthy level of cash and cash equivalents alongside strong total stockholders' equity, providing a buffer for strategic investments and operational stability.
- Consistent Revenue Growth: Income statement data shows steady revenue increases over recent years, supported by diversified product and geographic revenue segments, which mitigates risk from market-specific downturns.
- High Return Metrics: Key metrics such as ROE (TTM) and ROIC (TTM) reflect efficient use of equity and invested capital, positioning SEI favorably against industry benchmarks.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates SEIC intrinsic value between $63.20 – $86.51 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about SEIC valuation
Is SEI Investments Company (SEIC) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for SEI Investments Company (SEIC) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is SEIC a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether SEIC trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is SEIC’s P/E ratio?
You can see SEIC’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for SEIC?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is SEIC a good long-term investment?
Whether SEIC fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
SEIC
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-1.32
Trading Metrics:
| Open: | 76.84 | Previous Close: | 78.04 | |
| Day Low: | 76.55 | Day High: | 78.5 | |
| Year Low: | 64.66 | Year High: | 93.96 | |
| Price Avg 50: | 81.21 | Price Avg 200: | 84.51 | |
| Volume: | 535956 | Average Volume: | 844735 |
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Login — it's freeSEIC full analysis
Welcome to MARKETSNAP’s SWOT analysis for SEI Investments Company, a key player in the financial services space. If you’re not familiar with SEI, let me give you the quick rundown: they’re a global provider of investment processing, management, and operations solutions, primarily serving wealth managers, financial advisors, and institutional investors. Operating in the asset management industry within the broader financial sector, SEI has carved out a niche by offering tech-driven solutions and outsourced services. With a solid market cap and…
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