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SEI INVESTMENTS CO
Nasdaq · CIK 350894
Last close102.43
Daily change-1.44 (-1.39%)
10 Years gain+143.79%
Dividends TTM1.04 (+6.12%)
Dividend yield1.00%
Fundamental Analysis
SEIC · STANDARD
SIC 6211 · Security Brokers, Dealers & Flotation Companies · Fiscal year end 1231
Fundamental
67.3Momentum
61.8Acceleration
61.8Confidence
87.0Annual Revenue18
Quarterly Revenue77
Annual CFO18
Balance SheetMissing
RankingLimited
Score Breakdown
Growth12.4 / 25
Quality15.9 / 25
Capital Efficiency20.0 / 20
Balance Sheet15.0 / 15
Shareholder Economics0.0 / 10
Forward Indicators3.9 / 5
Signals
Gross margin expansionGross margin improved by 1.8439 percentage points.
Operating leverageOperating margin improved by 2.3602 percentage points.
Share count reductionDiluted share count declined 4.7246%.
Strong operating leverageOperating income is growing faster than revenue while operating margin expands.
Key Metrics
Revenue Growth TTM13.33%OK
Revenue CAGR 3Y4.89%OK
Gross Margin35.24%OK
Operating Margin28.94%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC29.37%OK
Incremental Operating Margin 3Y51.54%OK
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y-4.72%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $2.30B | $808.13M | $627.31M | $607.66M | $585.02M | 35.18% | 27.31% | 25.46% | 28.4% | 127.08M |
| 2025 FY Dec 31, 2024 | $2.13B | $699.39M | $551.74M | $622.34M | $590.12M | 32.91% | 25.96% | 27.77% | 31.7% | 131.73M |
| 2025 FY Dec 31, 2023 | $1.92B | $556.77M | $424.52M | $447.03M | $422.20M | 29% | 22.11% | 21.99% | 27.52% | 133.73M |
| 2024 FY Dec 31, 2022 | $1.99B | $643.92M | $475.75M | $566.12M | $526.93M | 32.34% | 23.89% | 26.47% | 34.86% | 137.42M |
| 2023 FY Dec 31, 2021 | $1.92B | $645.24M | $553.38M | $633.10M | $606.60M | 33.64% | 28.85% | 31.62% | 43.94% | 143.31M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $2.40B | sum latest 4 fiscal quarters Revenue | OK | 0000350894-26-000048, 0000350894-25-000120 |
| Revenue Growth TTM | 13.33% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0000350894-26-000048, 0000350894-25-000120 |
| Revenue CAGR 3Y | 4.89% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0000350894-26-000013 |
| Revenue CAGR 5Y | 6.41% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0000350894-26-000013 |
| Gross Profit CAGR 3Y | 7.87% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0000350894-26-000013 |
| Operating Income Growth | 23.4% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0000350894-26-000048, 0000350894-25-000120 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 35.24% | Gross Profit / Revenue | OK | 0000350894-26-000048, 0000350894-25-000120 |
| Operating Margin | 28.94% | Operating Income / Revenue | OK | 0000350894-26-000048, 0000350894-25-000120 |
| ROIC | 29.37% | NOPAT / Average Invested Capital | OK | 0000350894-26-000048, 0000350894-25-000120 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0000350894-26-000048 |
| Current Ratio | 5.06x | Current Assets / Current Liabilities | OK | derived |
| Cash / Debt | 12x | (Cash + Short-term Investments) / Total Debt | OK | 0000350894-26-000048 |
| Revenue per Diluted Share | $19.47 | Revenue / Diluted Shares | OK | 0000350894-26-000048, 0000350894-25-000120 |