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GQG Partners Selects SEI's Advisors' Inner Circle Fund to Launch First ETF
Thu 31 Jul 25, 01:00 PMSEI Investments Company (SEIC): Among Benjamin Graham Stocks for Defensive Investors
Wed 14 May 25, 08:26 AMSEI Makes Leadership Appointments in Traditional Investment Managers Segment
Tue 13 May 25, 01:00 PMSEI Investments Q1 Earnings Top Estimates as Revenues Increase Y/Y
Thu 24 Apr 25, 01:26 PMQ1 2025 SEI Investments Co Earnings Call
Thu 24 Apr 25, 11:48 AMSEI (SEIC) Reports Q1 Earnings: What Key Metrics Have to Say
Wed 23 Apr 25, 09:30 PMSEI Investments (SEIC) Beats Q1 Earnings and Revenue Estimates
Wed 23 Apr 25, 09:10 PMSEI Reports First-Quarter 2025 Financial Results
Wed 23 Apr 25, 08:01 PMInsights Into SEI (SEIC) Q1: Wall Street Projections for Key Metrics
Mon 21 Apr 25, 01:15 PM| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Income before tax | 609.28M | 693.67M | 568.69M | 631.44M | 614.21M |
| Minority interest | - | - | - | - | - |
| Net income | 475.47M | 546.59M | 447.29M | 501.43M | 505.87M |
| Selling general administrative | 481.58M | 441.97M | 416.17M | 379.28M | 224.67M |
| Selling and marketing expenses | - | - | - | - | - |
| Gross profit | 1045.27M | 1087.98M | 945.99M | 920.56M | 899.97M |
| Reconciled depreciation | 87.94M | 92.63M | 83.93M | 80.86M | 77.69M |
| Ebit | 475.75M | 553.38M | 445.89M | 628.90M | 615.18M |
| Ebitda | 701.04M | 787.24M | 653.52M | 709.75M | 692.86M |
| Depreciation and amortization | 225.29M | 233.85M | 207.64M | 80.86M | 77.69M |
| Non operating income net other | 134.28M | 140.85M | 123.42M | 171.65M | 172.86M |
| Operating income | 475.75M | 553.38M | 445.89M | 628.90M | 441.99M |
| Other operating expenses | 1515.28M | 1364.93M | 1238.17M | 1189.46M | 1182.18M |
| Interest expense | 0.75M | 0.56M | 0.61M | 0.63M | 0.65M |
| Tax provision | 133.81M | 147.08M | 121.41M | 130.01M | 108.34M |
| Interest income | 13.31M | 3.65M | 6.57M | 16.58M | 13.40M |
| Net interest income | 12.56M | 3.09M | 5.96M | 15.95M | 12.75M |
| Extraordinary items | - | - | - | 1.31M | 1.20M |
| Non recurring | 29.01M | 27.76M | 28.94M | 29.99M | 32.45M |
| Other items | - | - | - | - | - |
| Income tax expense | 133.81M | 147.08M | 121.41M | 130.01M | 108.34M |
| Total revenue | 1991.04M | 1918.31M | 1684.06M | 1649.88M | 1624.17M |
| Total operating expenses | 569.52M | 534.60M | 500.11M | 460.13M | 457.98M |
| Cost of revenue | 945.77M | 830.32M | 738.06M | 729.33M | 724.20M |
| Total other income expense net | 133.53M | 140.29M | 122.81M | 2.54M | 159.47M |
| Discontinued operations | - | - | - | - | - |
| Net income from continuing ops | 475.47M | 546.59M | 447.29M | 501.43M | 505.87M |
| Net income applicable to common shares | 475.47M | 546.59M | 447.29M | 501.43M | 505.87M |
| Preferred stock and other adjustments | - | - | - | - | - |
| Breakdown | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
| Total assets | 2520.00M | 2383.55M | 2354.33M | 2167.26M | 2151.37M |
| Intangible assets | 322.23M | 292.83M | 429.46M | 295.28M | 324.06M |
| Earning assets | - | - | - | - | - |
| Other current assets | -1423.65200M | 48.70M | 43.56M | 38.70M | 32.29M |
| Total liab | 388.18M | 429.73M | 493.57M | 427.35M | 412.59M |
| Total stockholder equity | 2131.83M | 1953.82M | 1860.76M | 1739.91M | 1738.78M |
| Deferred long term liab | - | 37.93M | 36.24M | 55.16M | 55.72M |
| Other current liab | 318.94M | 359.36M | 318.19M | 299.85M | 272.80M |
| Common stock | 1.31M | 1.34M | 1.38M | 1.43M | 1.50M |
| Capital stock | 1.31M | 1.34M | 1.38M | 1.43M | 1.50M |
| Retained earnings | 762.59M | 694.29M | 632.61M | 565.27M | 601.88M |
| Other liab | - | 13.06M | 76.38M | 76.02M | 80.58M |
| Good will | 137.33M | 115.60M | 117.23M | 64.49M | 64.49M |
| Other assets | - | 76.55M | 69.98M | 588.43M | 64.02M |
| Cash | 835.00M | 853.01M | 825.21M | 784.63M | 841.45M |
| Cash and equivalents | - | - | - | - | - |
| Total current liabilities | 353.05M | 397.88M | 349.55M | 317.27M | 293.56M |
| Current deferred revenue | 15.37M | 14.89M | 9.72M | 1.08M | 7.18M |
| Net debt | -809.64500M | -823.87800M | -746.24300M | -741.98900M | -793.84000M |
| Short term debt | 8.12M | 10.34M | 11.33M | 8.58M | 9.16M |
| Short long term debt | - | - | - | - | - |
| Short long term debt total | 25.35M | 29.13M | 78.97M | 42.64M | 47.61M |
| Other stockholder equity | 1404.96M | 1307.16M | 1246.61M | 1190.00M | 1158.90M |
| Property plant equipment | - | 181.03M | 212.48M | 189.05M | 160.86M |
| Total current assets | 1478.12M | 1453.31M | 1398.03M | 1300.98M | 1304.85M |
| Long term investments | 273.51M | 239.24M | 244.38M | 210.02M | 190.32M |
| Net tangible assets | - | 1545.39M | 1431.30M | 1380.14M | 1350.23M |
| Short term investments | 31.33M | 32.15M | 28.27M | 34.06M | 33.49M |
| Net receivables | 557.32M | 519.10M | 500.64M | 440.49M | 394.52M |
| Long term debt | - | - | 40.00M | - | - |
| Inventory | - | 0.35M | 0.35M | 3.10M | 3.10M |
| Accounts payable | 10.62M | 13.28M | 10.31M | 7.77M | 4.42M |
| Total permanent equity | - | - | - | - | - |
| Noncontrolling interest in consolidated entity | - | - | - | - | - |
| Temporary equity redeemable noncontrolling interests | - | - | - | - | - |
| Accumulated other comprehensive income | -37.03200M | -48.96700M | -19.84300M | -16.79800M | -23.50400M |
| Additional paid in capital | - | - | - | - | - |
| Common stock total equity | - | 1.34M | 1.38M | 1.43M | 1.50M |
| Preferred stock total equity | - | - | - | - | - |
| Retained earnings total equity | - | 694.29M | 632.61M | 565.27M | 601.88M |
| Treasury stock | - | - | - | - | - |
| Accumulated amortization | - | - | - | - | - |
| Non currrent assets other | 77.27M | 71.61M | 61.17M | 66.07M | 61.19M |
| Deferred long term asset charges | - | - | - | - | - |
| Non current assets total | 1041.89M | 930.25M | 956.30M | 866.28M | 846.52M |
| Capital lease obligations | 25.35M | 29.13M | 38.97M | 42.64M | 47.61M |
| Long term debt total | - | - | 40.00M | - | - |
| Breakdown | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
| Investments | -77.70400M | -17.05700M | -21.16400M | 12.46M | -3.54700M |
| Change to liabilities | - | 7.93M | 3.79M | -2.75700M | -4.46600M |
| Total cashflows from investing activities | - | -89.80900M | -164.88300M | -67.49600M | -78.18000M |
| Net borrowings | - | -40.00000M | 40.00M | 40.00M | 40.00M |
| Total cash from financing activities | -331.32400M | -437.23500M | -422.31900M | -482.13500M | -386.62000M |
| Change to operating activities | - | 30.04M | 19.73M | -24.73000M | -1.56200M |
| Net income | 462.26M | 475.47M | 546.59M | 447.29M | 501.43M |
| Change in cash | -18.36100M | 21.60M | 44.03M | -56.82000M | 86.51M |
| Begin period cash flow | 853.36M | 831.76M | 787.73M | 844.55M | 758.04M |
| End period cash flow | 835.00M | 853.36M | 831.76M | 787.73M | 844.55M |
| Total cash from operating activities | 447.03M | 566.12M | 633.10M | 488.68M | 545.12M |
| Issuance of capital stock | 87.94M | 58.19M | 55.23M | 49.41M | 60.91M |
| Depreciation | 73.97M | 87.94M | 92.63M | 83.93M | 80.86M |
| Other cashflows from investing activities | - | -33.56100M | -117.22000M | -25.50700M | -31.53600M |
| Dividends paid | 114.84M | 109.83M | 105.52M | 103.91M | 100.75M |
| Change to inventory | - | - | 19.73M | -24.73000M | -1.56200M |
| Change to account receivables | -38.26700M | -18.64100M | -57.70900M | -45.86700M | -29.80100M |
| Sale purchase of stock | -308.85400M | -344.72300M | -408.06900M | -427.00100M | -346.35200M |
| Other cashflows from financing activities | -8.79900M | -0.86800M | 76.03M | -0.63300M | -0.43300M |
| Change to netincome | - | 90.65M | 86.51M | 41.40M | 43.70M |
| Capital expenditures | 58.79M | 74.48M | 52.54M | 78.57M | 77.17M |
| Change receivables | - | - | - | - | - |
| Cash flows other operating | - | - | - | - | - |
| Exchange rate changes | - | - | - | - | - |
| Cash and cash equivalents changes | - | 39.08M | 45.90M | -60.94900M | 80.32M |
| Change in working capital | -83.38000M | 19.33M | -34.18600M | -73.35400M | -35.82900M |
| Stock based compensation | 31.31M | 39.40M | 41.45M | 27.01M | 24.58M |
| Other non cash items | -3.62900M | -9.52500M | -5.55900M | 4.84M | -22.49800M |
| Free cash flow | 388.24M | 491.63M | 580.57M | 410.12M | 467.95M |
Sector: Financial Services Industry: Asset Management
| Company | 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 |
-0.38 0.47% | 79.64 | 18.64 | 17.01 | 4.62 | 4.16 | 4.18 | 11.99 |
| BX Blackstone Group Inc |
-2.71 2.46% | 107.25 | 44.45 | 29.85 | 14.38 | 14.06 | 11.73 | |
| BLK BlackRock Inc |
-16.19 1.67% | 951.17 | 23.92 | 21.23 | 8.04 | 3.78 | 7.54 | 16.86 |
| APO Apollo Global Management LLC Class A |
-2.07 1.91% | 106.10 | 18.23 | 20.92 | 3.08 | 6.11 | 2.73 | 14.76 |
| IVSXF Investor AB (publ) |
1.85 4.87% | 39.85 | 20.83 | - | 0.88 | 1.11 | 10.01 | 1.68 |
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.
1 Freedom Valley Drive, Oaks, PA, United States, 19456
| 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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