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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 with additional offices in North America, Europe, Asia and Africa.
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| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 916.33M | 746.76M | 594.65M | 609.28M | 693.67M |
| Minority interest | -2.25M | 0.00M | 0.00M | - | - |
| Net income | 715.30M | 581.19M | 462.26M | 475.47M | 546.59M |
| Selling general administrative | 678.31M | 270.43M | 231.47M | 481.58M | 441.97M |
| Selling and marketing expenses | - | - | 755.74M | - | - |
| Gross profit | 1360.35M | 1128.34M | 1919.79M | 1045.27M | 1087.98M |
| Reconciled depreciation | 77.08M | 75.23M | 74.58M | 87.94M | 92.63M |
| Ebit | 822.27M | 747.32M | 424.52M | 475.75M | 553.38M |
| Ebitda | 859.28M | 822.55M | 424.52M | 701.04M | 787.24M |
| Depreciation and amortization | 37.02M | 75.23M | 73.97M | 225.29M | 233.85M |
| Non operating income net other | - | - | - | 134.28M | 140.85M |
| Operating income | 627.31M | 551.74M | 424.52M | 475.75M | 553.38M |
| Other operating expenses | 1670.07M | 1573.41M | 231.47M | 1515.28M | 1364.93M |
| Interest expense | 0.39M | 0.56M | 0.58M | 0.75M | 0.56M |
| Tax provision | 198.78M | 165.57M | 127.82M | 133.81M | 147.08M |
| Interest income | 39.92M | 48.90M | 36.10M | 13.31M | 3.65M |
| Net interest income | 39.31M | 48.33M | 35.56M | 12.56M | 3.09M |
| Non recurring | - | - | - | 29.01M | 27.76M |
| Income tax expense | 198.78M | 165.57M | 132.40M | 133.81M | 147.08M |
| Total revenue | 2297.38M | 2125.15M | 1919.79M | 1991.04M | 1918.31M |
| Total operating expenses | 733.04M | 576.59M | 231.47M | 569.52M | 534.60M |
| Cost of revenue | 937.03M | 996.82M | 923.42M | 945.77M | 830.32M |
| Total other income expense net | 289.02M | 195.02M | 170.13M | 133.53M | 140.29M |
| Net income from continuing ops | 717.55M | 581.19M | 453.75M | 475.47M | 546.59M |
| Net income applicable to common shares | - | - | - | 475.47M | 546.59M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 3259.84M | 2684.61M | 2520.00M | 2383.55M | 2354.33M |
| Intangible assets | 602.54M | 313.39M | 322.23M | 292.83M | 429.46M |
| Other current assets | 66.69M | 60.58M | -1423.65M | 48.70M | 43.56M |
| Total liab | 556.07M | 432.49M | 388.18M | 429.73M | 493.57M |
| Total stockholder equity | 2447.78M | 2252.11M | 2131.83M | 1953.82M | 1860.76M |
| Deferred long term liab | - | - | - | 37.93M | 36.24M |
| Other current liab | 359.82M | 346.71M | 318.94M | 359.36M | 318.19M |
| Common stock | 1.22M | 1.27M | 1.31M | 1.34M | 1.38M |
| Capital stock | 1.22M | 1.27M | 1.31M | 1.34M | 1.38M |
| Retained earnings | 792.28M | 758.00M | 762.59M | 694.29M | 632.61M |
| Other liab | - | - | - | 13.06M | 76.38M |
| Good will | 354.99M | 170.29M | 137.33M | 115.60M | 117.23M |
| Other assets | 3259.84M | 31.09M | - | 76.55M | 69.98M |
| Cash | 399.80M | 839.89M | 835.00M | 853.01M | 825.21M |
| Total current liabilities | 387.21M | 380.51M | 353.05M | 397.88M | 349.55M |
| Current deferred revenue | 13.31M | 12.02M | 15.37M | 14.89M | 9.72M |
| Net debt | -371.24M | -807.76M | -809.64M | -823.88M | -746.24M |
| Short term debt | 8.68M | 7.90M | 8.12M | 10.34M | 11.33M |
| Short long term debt total | 28.56M | 32.13M | 25.35M | 29.13M | 78.97M |
| Other stockholder equity | 1678.79M | 1539.82M | 1404.96M | 1307.16M | 1246.61M |
| Property plant equipment | - | - | - | 181.03M | 212.48M |
| Total current assets | 1273.34M | 1551.81M | 1478.12M | 1453.31M | 1398.03M |
| Long term investments | 428.00M | 315.57M | 273.51M | 239.24M | 244.38M |
| Net tangible assets | - | - | - | 1545.39M | 1431.30M |
| Short term investments | 33.78M | 29.58M | 31.33M | 32.15M | 28.27M |
| Net receivables | 773.07M | 621.75M | 557.32M | 519.10M | 500.64M |
| Long term debt | - | - | - | - | 40.00M |
| Inventory | - | - | - | 0.35M | 0.35M |
| Accounts payable | 5.40M | 13.08M | 10.62M | 13.28M | 10.31M |
| Accumulated other comprehensive income | -24.50M | -46.98M | -37.03M | -48.97M | -19.84M |
| Common stock total equity | - | - | - | 1.34M | 1.38M |
| Retained earnings total equity | - | - | - | 694.29M | 632.61M |
| Non currrent assets other | 416.04M | 93.02M | 77.27M | 71.61M | 61.17M |
| Non current assets total | 1986.51M | 1132.80M | 1041.89M | 930.25M | 956.30M |
| Capital lease obligations | 28.56M | 32.13M | 25.35M | 29.13M | 38.97M |
| Long term debt total | - | - | - | - | 40.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | -33.71M | -117.30M | -77.70M | -17.06M | -21.16M |
| Change to liabilities | - | - | - | 7.93M | 3.79M |
| Total cashflows from investing activities | -399.09M | -117.30M | - | -89.81M | -164.88M |
| Net borrowings | - | 0.00M | - | -40.00M | 40.00M |
| Total cash from financing activities | -589.50M | -494.40M | -331.32M | -437.24M | -422.32M |
| Change to operating activities | - | - | - | 30.04M | 19.73M |
| Net income | 717.55M | 581.19M | 462.26M | 475.47M | 546.59M |
| Change in cash | -440.39M | 5.20M | -18.36M | 21.60M | 44.03M |
| Begin period cash flow | 840.19M | 835.00M | 853.36M | 831.76M | 787.73M |
| End period cash flow | 399.80M | 840.19M | 835.00M | 853.36M | 831.76M |
| Total cash from operating activities | 607.66M | 622.34M | 447.03M | 566.12M | 633.10M |
| Issuance of capital stock | 144.23M | 126.01M | 87.94M | 58.19M | 55.23M |
| Depreciation | 77.08M | 75.23M | 73.97M | 87.94M | 92.63M |
| Other cashflows from investing activities | -40.69M | -22.45M | - | -33.56M | -117.22M |
| Dividends paid | 124.20M | 120.35M | 114.84M | 109.83M | 105.52M |
| Change to inventory | - | - | - | - | 19.73M |
| Change to account receivables | -159.27M | -71.52M | -38.27M | -18.64M | -57.71M |
| Sale purchase of stock | -628.13M | -500.06M | -308.85M | -344.72M | -408.07M |
| Other cashflows from financing activities | 18.60M | -494.40M | -8.80M | -0.87M | 76.03M |
| Change to netincome | - | - | - | 90.65M | 86.51M |
| Capital expenditures | 22.64M | 56.57M | 58.79M | 74.48M | 52.54M |
| Cash and cash equivalents changes | - | - | - | 39.08M | 45.90M |
| Change in working capital | -168.80M | -58.63M | -83.38M | 19.33M | -34.19M |
| Stock based compensation | 53.55M | 58.63M | 31.31M | 39.40M | 41.45M |
| Other non cash items | -130.95M | -20.30M | -3.63M | -9.53M | -5.56M |
| Free cash flow | 585.02M | 565.78M | 388.24M | 491.63M | 580.57M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| SEIC SEI Investments Company |
0.57 0.53% |
109.14 | 18.63 | 16.67 | 5.18 | 5.07 | 5.02 | 12.25 |
| BLK BlackRock Inc |
0.60 0.05% |
1215.31 | 26.25 | 19.57 | 6.33 | 2.90 | 6.35 | 17.13 |
| BX Blackstone Group Inc |
-1.94 1.56% |
122.11 | 33.20 | 20.12 | 11.05 | 11.56 | 9.14 | 15.74 |
| IVSBF Investor AB ser. B |
- -% |
44.11 | 4.67 | 3.83 | 3.78 | 1.13 | 4.15 | 1.68 |
| KKR KKR & Co. Inc. |
0.47 0.48% |
98.56 | 32.68 | 13.66 | 3.58 | 3.22 | 0.68 | 1.47 |
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 with additional offices in North America, Europe, Asia and Africa.
| Name | Title | Year Born |
|---|---|---|
| Mr. Alfred P. West Jr. | Exec. Chairman | 1943 |
| Mr. Ryan P. Hicke | CEO & Director | 1978 |
| Mr. Dennis J. McGonigle | Exec. VP & CFO | 1961 |
| Mr. Wayne Montgomery Withrow | Exec. VP & Head of Global Asset Management | 1956 |
| Mr. Joe McCabe | Head of Solution Devel. - SEI Wealth Platform, North America Private Banking | NA |
| Mr. William M. Doran | Sec. & Director | 1941 |
| Mr. James F. Smigiel | Chief Investment Officer | 1969 |
| Ms. Kathy C. Heilig | VP, Chief Accounting Officer & Controller | 1959 |
| Mr. Michael N. Peterson | Exec. VP & Gen. Counsel | 1967 |
| Ms. Leslie A. Wojcik | Head of Global Communications | NA |
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