Is SEI Investments Company (SEIC) Undervalued? Valuation & Fair Price
At $104.85, the frameworks are split on SEI Investments Company today — Warren Buffett and Phil Town (Rule #1) rate it Avoid and Benjamin Graham and Peter Lynch rate it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
SEI Investments Company
SEICFinancial Services · Asset Management · NASDAQ
$104.85
P/E 18.2×
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.
Investor scorecard
How the four investors rate SEI Investments Company
A split decision across the frameworks
Investor model analysis
Details lockedAt $104.85, 2 of 4 frameworks say Avoid
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
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Insider & congress activity
Are insiders buying SEIC?
Over recent SEC Form 4 filings, SEIC insiders bought $0 and sold $43.8M of stock across 32 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| Hicke RyanChief Executive Officer | Sell | 37,500 | $4.2M | Sep 3, 2026 |
| ROMEO CARMENdirector | Sell | 5,000 | $549K | Sep 1, 2026 |
| Peterson MichaelExecutive Vice President | Sell | 37,500 | $4.2M | Aug 28, 2026 |
| McCabe PhilipSee Remarks | Sell | 5,043 | $532K | Aug 5, 2026 |
| McCabe PhilipSee Remarks | Sell | 24,957 | $2.6M | Aug 4, 2026 |
Members of Congress have also reported 5 trades in SEIC. See the full insider & congress timeline.
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Return on Equity
ROE Consistency
ROE Quality (Low Leverage)
Risk factors & concerns — free account
UnlockCompany financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | $2.3B | $2.1B | $1.9B | $2.0B | $1.9B |
| Rev. Growth | +8.1% | +10.7% | -3.6% | +3.8% | — |
| Net Income | $715M | $581M | $462M | $475M | $547M |
| Net Margin | 31.1% | 27.3% | 24.1% | 23.9% | 28.5% |
| EPS (Diluted) | $5.76 | $4.47 | $3.49 | $3.49 | $3.87 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
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Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.