SEI Investments Company

As of June 30, 2026, SEI Investments Company carries a market capitalization of 9.24B, placing it among publicly traded companies globally. Its enterprise value stands at 9.23B, reflecting the total theoretical takeover cost after accounting for cash holdings and debt obligations.

SEI Investments Company's next confirmed earnings release is scheduled for February 3, 2027.

As of June 30, 2026, SEI Investments Company has 119.98M shares outstanding.

As of June 30, 2026, SEI Investments Company trades at a trailing price-to-earnings ratio of 15.16. The price-to-sales ratio is 4.37, and the price-to-book ratio stands at 4.22.

As of June 30, 2026, SEI Investments Company trades at an EV/EBITDA multiple of 13.18 - the valuation measure that neutralizes differences in capital structure, tax rates, and depreciation policy, making it the standard yardstick for comparing companies across an industry. The EV/Sales ratio of 4.30 reflects the premium investors pay for the company's revenue stream, a useful check when earnings are depressed or negative. Its EV/EBIT multiple of 14.90 values the business against core operating earnings after depreciation, a stricter test than EV/EBITDA for capital-intensive businesses. SEI Investments Company trades at an EV/FCF ratio of 15.33, comparing the total takeover cost of the business to the cash it actually generates for all capital providers. These enterprise value multiples are built on an enterprise value of 9.23B versus a market cap of 9.24B, with the gap driven by net debt and cash on the balance sheet.

As of June 30, 2026, SEI Investments Company maintains a current ratio of 5.06, meaning it holds 5.1x the short-term assets needed to cover near-term liabilities. The debt-to-equity ratio is 2.38, indicating elevated leverage, while an interest coverage ratio of 585.39 demonstrates strong ability to service its debt obligations.

Over the twelve months ended June 30, 2026, SEI Investments Company posted a return on equity (ROE) of 29.22, showing how much profit the company earns on every dollar of shareholder capital. Return on invested capital (ROIC) comes in at 20.97 - the clearest signal of whether the business earns more on its capital than that capital costs, and the core measure of a durable competitive advantage. Return on assets (ROA) stands at 23.76, measuring how efficiently the asset base is converted into earnings. Return on capital employed (ROCE) is 26.48, useful for judging operating efficiency across full business cycles. The company generates approximately 425,007.00 in revenue per employee across its workforce of 5,046.25, a quick read on workforce productivity versus industry peers.

Over the twelve months ended June 30, 2026, SEI Investments Company recorded 172.03M in income tax expense. That works out to an effective tax rate of 21.55, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items. Taxes are levied on pretax income of 798.12M, leaving 618.71M in net income after tax - the gap is what shifts in the tax rate do to reported earnings and EPS.

As of the close on October 22, 2026, SEI Investments Company's stock has gained approximately 35.46% over the past 52 weeks. The 50-day moving average sits at 92.86, while the 200-day moving average is 79.72.

Over the twelve months ended June 30, 2026, SEI Investments Company generated 2.14B in revenue and converted that into 618.71M in net income, yielding earnings per share of 5.01. EBITDA reached 700.44M, while operating income came in at 619.78M.

As of June 30, 2026, SEI Investments Company holds 368.67M in cash and equivalents against 59.39M in total debt, resulting in a net debt position of -317.47M. Total book value stands at 2.19B, with working capital of 943.31M providing operational flexibility.

SEI Investments Company produced 623.23M in operating cash flow over the twelve months ended June 30, 2026. After subtracting -22.08M in capital expenditures, free cash flow totaled 601.16M - equivalent to 4.93 per share.

Over the twelve months ended June 30, 2026, SEI Investments Company posted a gross margin of 54.58, reflecting its pricing power and cost economics. The operating margin of 28.90 and net profit margin of 28.85 provide insight into operational efficiency.

Over the twelve months ended June 30, 2026, SEI Investments Company paid dividends of 0.91 per share. The dividend payout ratio of 17.57 indicates the proportion of earnings distributed to shareholders, a key gauge of how sustainable the dividend is and how much room remains for future dividend growth. Free cash flow yield stands at 6.25, showing how much cash the business generates relative to its market value - dividends covered by free cash flow are generally more durable than those funded by debt. Total shareholder yield reaches 5.00, combining dividends paid with share buybacks and debt reduction for a fuller picture of capital returned to SEI Investments Company shareholders.

SEI Investments Company's most recent stock split took place on June 22, 2007 with a 1:2 split ratio.

As of June 30, 2026, SEI Investments Company has an Altman Z-Score of 16.49, well above the 3.0 threshold that indicates strong financial health and minimal bankruptcy risk.