SEI INVESTMENTS CO SEIC
SEI Investments Company (together, with its subsidiaries unless otherwise noted, "SEI" or the "Company") is a leading global provider of financial technology, operations, and asset management solutions that connect the financial services ecosystem across advice, asset management, and administration. Our enterprise operating model unifies technology, trust‑based custody, and investment management to help clients more effectively deploy their capital, whether that's money, time, or talent, so they can better serve their clients and achieve their growth objectives.
We are headquartered in Oaks, Pennsylvania, and over 5,000 employees support clients from service centers located in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa.
Valuation FY2025 figures against the last close
Annual financial statements
Income statement
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.30B | $2.13B | $1.92B | $1.99B | $1.92B | $1.68B | $1.65B | $1.62B | $1.53B | $1.40B |
| Gross profit | $808.1M | $699.4M | $556.8M | $643.9M | $645.2M | $519.9M | $532.6M | $507.6M | $460.8M | $435.0M |
| SG&A | $180.9M | $147.6M | $132.2M | $168.2M | $91.9M | $74.0M | $72.2M | $65.6M | $63.8M | — |
| Total operating expenses | $1.67B | $1.57B | $1.50B | $1.52B | $1.36B | $1.24B | $1.19B | $1.18B | $1.13B | $1.03B |
| Operating income | $627.3M | $551.7M | $424.5M | $475.8M | $553.4M | $445.9M | $460.4M | $442.0M | $396.9M | $375.7M |
| Interest expense | $609.0K | $563.0K | $583.0K | $749.0K | $563.0K | $609.0K | $630.0K | $645.0K | $781.0K | $531.0K |
| Pre-tax income | $916.3M | $746.8M | $594.7M | $609.3M | $693.7M | $568.7M | $631.4M | $614.2M | $557.0M | $508.5M |
| Income tax | $198.8M | $165.6M | $132.4M | $133.8M | $147.1M | $121.4M | $130.0M | $108.3M | $152.7M | $174.7M |
| Net income | $715.3M | $581.2M | $462.3M | $475.5M | $546.6M | $447.3M | $501.4M | $505.9M | $404.4M | $333.8M |
| EPS, basic | 5.76 | 4.47 | 3.49 | 3.49 | 3.87 | 3.05 | 3.31 | 3.23 | 2.56 | 2.07 |
| EPS, diluted | 5.63 | 4.41 | 3.46 | 3.46 | 3.81 | 3.00 | 3.24 | 3.14 | 2.49 | 2.03 |
| Shares, diluted (wtd. avg.) | $127.1M | $131.7M | $133.7M | $137.4M | $143.3M | $149.0M | $154.9M | $161.2M | $162.3M | $164.4M |
Balance sheet
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | $399.8M | $840.2M | $834.7M | $853.4M | $831.8M | $787.7M | $844.5M | $758.0M | $747.8M | $699.2M |
| Receivables | $709.7M | $567.6M | $501.4M | $457.1M | $441.6M | $385.2M | $340.4M | $315.3M | $282.7M | $228.0M |
| Total current assets | $1.27B | $1.55B | $1.48B | $1.45B | $1.40B | $1.30B | $1.30B | $1.19B | $1.14B | $1.04B |
| Property, plant and equipment | $150.4M | $159.6M | $171.4M | $181.0M | $178.9M | $189.1M | $160.9M | $145.9M | $146.4M | $146.2M |
| Goodwill | $355.0M | $170.3M | $137.3M | $115.6M | $117.2M | $64.5M | $64.5M | $64.5M | $53.0M | $0 |
| Other intangibles | $368.3M | $77.4M | $82.4M | $55.5M | $68.8M | $24.3M | $28.0M | $31.7M | $28.6M | $0 |
| Total assets | — | $2.68B | $2.52B | $2.38B | $2.35B | $2.17B | $2.15B | $1.97B | $1.85B | $1.64B |
| Accounts payable | $5.4M | $13.1M | $10.6M | $13.3M | $10.3M | $7.8M | $4.4M | $10.9M | $5.3M | $6.0M |
| Total current liabilities | $387.2M | $380.5M | $353.0M | $397.9M | $355.7M | $317.3M | $293.6M | $295.7M | $275.0M | $249.4M |
| Total liabilities | — | $432.5M | $388.2M | $429.7M | $493.9M | $427.3M | $412.6M | $378.5M | $376.5M | $333.7M |
| Retained earnings | $792.3M | $758.0M | $762.6M | $694.3M | $632.6M | $565.3M | $601.9M | $518.0M | $467.5M | $384.0M |
| Total equity | $2.45B | $2.25B | $2.13B | $1.95B | $1.86B | $1.74B | $1.74B | $1.59B | $1.48B | $1.30B |
Cash flow
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $607.7M | $622.3M | $447.0M | $566.1M | $633.1M | $488.7M | $545.1M | $588.4M | $459.9M | $434.2M |
| Depreciation and amortisation | — | — | — | — | — | — | — | $28.8M | $27.3M | $26.4M |
| Capital expenditure | $22.6M | $32.2M | $24.8M | $39.2M | $26.5M | $54.4M | $43.1M | $29.1M | $25.5M | $31.4M |
| Investing cash flow | -$399.1M | -$117.3M | -$141.5M | -$89.8M | -$164.9M | -$67.5M | -$78.2M | -$123.4M | -$172.3M | -$81.6M |
| Financing cash flow | -$589.5M | -$494.4M | -$331.3M | -$437.2M | -$422.3M | -$482.1M | -$386.6M | -$443.7M | -$253.6M | -$328.7M |
| Dividends paid | $124.2M | $120.3M | $114.8M | $109.8M | $105.5M | $103.9M | $100.7M | $94.3M | $88.9M | $84.7M |
| Buybacks | $628.1M | $500.1M | $308.9M | $344.7M | $408.1M | $427.0M | $346.4M | $407.4M | $248.3M | $292.3M |
Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0000350894-26-000021.
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