SEI Investments Company
SEIC scores 80.9 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.
No material penalties applied. SEIC ranks #12 based on its factor profile and ML signal alignment.
These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.
No risk factors identified.
| Stock | Score | P/E | Rev Growth | Margin | Mkt Cap |
|---|---|---|---|---|---|
| SEIC | 80.9 | 14.0 | 10.7% | 27.3% | $9.6B |
| CME | 84.9 | 27.2 | 9.9% | 57.5% | $109.0B |
| CINF | 82.3 | 10.7 | 11.4% | 18.9% | $25.4B |
| ACT | 82.0 | 8.9 | 2.4% | 54.6% | $6.0B |
| TROW | 79.3 | 10.1 | 3.1% | 28.5% | $20.5B |
| FHB | 78.3 | 11.8 | 3.2% | 24.2% | $3.3B |
| MCHB | 77.7 | 0.0 | 123.7% | 23.2% | $3.4B |
| TRMK | 75.6 | 11.9 | 34.8% | 19.3% | $2.7B |
| BCAL | 74.3 | 9.9 | 26.2% | 27.1% | $613M |
| NMIH | 73.9 | 7.7 | 8.4% | 55.1% | $3.0B |
| FFIN | 73.2 | 18.8 | 11.7% | 30.7% | $4.8B |
| TW | 73.1 | 30.0 | 18.9% | 39.6% | $24.8B |
| VCTR | 73.1 | 18.3 | 8.8% | 32.3% | $4.9B |
| VLY | 72.4 | 12.5 | -2.2% | 17.1% | $7.5B |
| QQQX | 72.3 | 10.4 | 48.6% | 257.3% | $1.4B |
| CNOB | 72.0 | 17.5 | 13.4% | 11.9% | $1.4B |
| Sector Average | 45.5 | 50.1 | 13.3% | -2.1% | — |
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.
Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.
| Metric | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|
| Revenue | $608M | $579M | $560M | $551M |
| Gross Profit | $314M | $310M | $301M | $435M |
| Operating Income | $162M | $160M | $149M | $157M |
| Net Income | $173M | $164M | $227M | $152M |
| EPS (Diluted) | $1.38 | $1.30 | $1.78 | $1.17 |
| Gross Margin | 51.6% | 53.6% | 53.8% | 79.0% |
| Operating Margin | 26.6% | 27.7% | 26.6% | 28.5% |
| Net Margin | 28.4% | 28.4% | 40.6% | 27.5% |
| Year | Low | High | Range | Status |
|---|---|---|---|---|
| 2021 | $55.05 | $65.22 | 16.9% | Narrow |
| 2022 | $46.30 | $64.29 | 32.5% | Moderate |
| 2023 | $52.20 | $64.94 | 21.8% | Narrow |
| 2024 | $61.58 | $87.25 | 34.5% | Moderate |
| 2025 | $64.66 | $93.96 | 36.9% | Wide |
Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.
Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.