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SEIC

9/9 Score

SEI Investments Company

Analysis Date: February 5, 2026

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.

Buffettology Criteria

All 9 of 9 criteria passed

  • High ROE

    Return on Equity > 12%

    Value: 30.3%

  • High ROIC

    Return on Invested Capital > 9%

    Value: 17.0%

  • Cash Machine

    FCF / Assets > 5%

    Value: 17.4%

  • Fair Valuation

    Earnings Yield > 3.5%

    Value: 7.2%

  • Share Buybacks

    Share Count is Dropping

    Value: -6.1%

  • Defensible Moat

    Gross Profit Margin > 40%

    Value: 59.2%

  • Simple Business

    Not in a speculative sector (e.g., Biotech)

    Value: Financial Services

  • Conservative Debt

    Debt to Equity < 1.5

    Value: 0.00x

  • Consistent Growth

    5-Year Growth is Positive

    Value: 92.0%

Analysis Summary

This looks like a company that's been compounding value at a remarkable clip. The high ROE and ROIC suggest a business with a strong economic engine, and the fact that it's generating plenty of cash while also buying back shares is a very encouraging sign. With a wide moat and virtually no debt, SEIC appears to be building a formidable enterprise, right before our eyes.

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