SEI Investments (SEIC) Fundamental Analysis: Revenue, Earnings & Valuation

6.54 / 10

Outperform

Fundamentally, SEIC earns an Outperform rating with a 6.5/10 score. Inventory turnover (days 210.8, ratio 106.6) and fixed‑asset efficiency are strong, as are ROA (29.5%), EPS growth (27.7%) and gross margin (89.3%). The only downside is a negative Asset‑MV factor.

Analysis Checks(8/10)

Inventory turnover ratio

Value106.57

Score2/3

Weight5.44%

1M Return1.46%

Gross profit margin (%)

Value89.25

Score3/3

Weight14.04%

1M Return3.74%

Accounts receivable turnover ratio

Value3.60

Score1/3

Weight4.97%

1M Return1.33%

Rate of return on total assets (%)

Value29.51

Score3/3

Weight25.05%

1M Return5.43%

Fixed assets turnover ratio

Value12.57

Score2/3

Weight4.24%

1M Return1.15%

Annualized return on total assets (%)

Value29.51

Score3/3

Weight25.05%

1M Return5.43%

Diluted earnings per share (YoY growth rate %)

Value27.66

Score2/3

Weight11.46%

1M Return3.07%

Asset-MV

Value-0.55

Score0/3

Weight-2.52%

1M Return-0.72%

Inventory turnover days

Value210.83

Score3/3

Weight5.54%

1M Return1.49%

Current assets / Total assets (%)

Value39.06

Score3/3

Weight6.72%

1M Return2.18%

Is SEIC undervalued or overvalued?

SEIC scores 6.54/10 on fundamentals and holds a Discounted valuation at present. Backed by its 28.87% ROE, 31.23% net margin, 13.19 P/E ratio, 3.49 P/B ratio, and 28.86% earnings growth, these metrics solidify its Outperform investment rating.