SEI Investments Company

Fundamentals8.7
Price Action7.0
News Sentiment8.0
AI Rating
7.8

Key Drivers

  • High Margins
  • Strong FCF
  • Low Leverage

AI
AI Summary

7.8

SEIC should now be viewed less as a stable fee-driven manager and more as an execution story on platform expansion—strong Q1 growth, ~30% operating margins, and robust FCF support upside, but the stock likely needs continued wins across private markets, retirement digitization, and wealth-platform rollouts to justify its already-richer valuation.

PlatformExpansion
ExecutionRisk
Valuation‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.7

Key Financial Insights:

  • High Margins
  • Strong FCF
  • Low Leverage

SEIC remains a high-quality, cash-generative business with strong margins, low leverage, and healthy revenue growth, though the stock looks fairly valued rather than cheap.

Profitable
CashGenerative

Price Behavior

7.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Higher Lows
  • Breakout Follow-through
  • Near Resistance

Over the last month, SEIC has trended higher from the low-80s to the low-90s with higher lows and support near $88.84-$89.89, but it needs a sustained break above $91.70-$92.29 to confirm more upside.

uptrend
watchlist
Support Level: $88.84-$89.89
Resistance Level: $91.70-$92.29

Fast rally from the low-80s to the low-90s may need a pause or pullback before extending further

Sentiment & News

8.0

Key News Insights:

  • Earnings beat
  • Margin expansion
  • Carlyle partnership

SEI delivered a strong Q1 beat with double-digit revenue, EPS, and margin growth, while its expanded Carlyle partnership underscores continued platform and distribution expansion.

Earnings
Growth

The news is positive for SEIC, reinforcing improving fundamentals and a growth-oriented strategy that could support investor sentiment