SEI Investments Company (SEIC) — RQD Stock Rating Cockpit

$103.42 -1.25% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $103.44

SEI Investments Company (SEIC) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (steady margins, 24% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B- • BUY Cap $12.42B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SEIC Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is SEIC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, SEI Investments Company (NASDAQ: SEIC) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $103.42 (-1.25% 1D, market cap $12.42B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, SEIC ranks #120 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does SEIC compare to FRHC and JEF in the Financials sector?
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Within the Financials sector (Investment Bankers/Brokers/Service), SEIC carries a Roarable B- (70/100 RQD), trailing P/E of 17.4x, gross margin of —, and ROIC of 24.2%. By comparison, FRHC (Freedom Holding Corp.) holds a D grade (47/100 RQD, P/E 76.4x, ROIC 11.0%, cap $11.72B) and JEF (Jefferies Financial Group Inc.) posts a C grade (63/100 RQD, P/E 7.9x, ROIC 6.0%, cap $11.29B). Among the 5-stock peer group, JEF leads on earnings multiple (7.9x) while SEIC leads on capital efficiency (24.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SEIC?
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Per SEIC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000350894), SEI Investments Company generated $2.30B in revenue (+8.1% YoY), $715.3M in net income, and $585.0M in free cash flow against $6.83B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $103.44 (+0.02%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 25.5% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B-
025507510070
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C
Cash (15)Whales (12)SEC (14)Macro (12)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+5.4% Base Target
$129 Bull$109 Base$85 Bear
📬 FREE SEIC RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SEIC)Realized 20D OHLCV Swing Band: ±4.5%
Deterministic 5-Pillar Attribution (70/100 Composite)
🔍 WHY SEIC SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (21% of score)

SEC XBRL FY 2025 (10-K): 25.5% FCF Margin ($585.0M FCF) & 35.2% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (50.7) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
78
Grade A-$105.51+1.6% Next Q
Q2 (-2Q)
75
Grade B+$107.15-4% Next Q
Q3 (-1Q)
73
Grade B$102.88+0.5% Next Q
Current
70
Grade B-$103.42+6.6% Hist 90D α
Trajectory: A- (78) → B- (70)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SEIC Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, SEIC faces multiple-compression risk if 17.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 32.7% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($105.78) or 200D SMA ($93.11) invalidates the momentum regime and cuts Target Base ($109.00) toward Bear Floor ($84.80).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SEIC• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “SEIC Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
RSI-14 MOMENTUMNEUTRAL RANGE
50.730 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
8 / 99-Pt Accounting
52-WEEK LASER RANGE76% OF RANGE
L: $75$103.42H: $112
1. Money & Cash Health● HEALTHY
Are profits real cash in the bank?

Real cash coming in backs up reported profits (steady margins and healthy balance-sheet cushion).

Factor Grade: BRQD 15 / 20
2. Big Money & Insiders● BUYING
Are whales & executives buying or selling?

Hedge funds and options traders are leaning bullish, showing strong institutional appetite.

Factor Grade: BRQD 29 / 40
3. Hidden Risks & Market Weather● WATCH
SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: CRQD 26 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bullish on SEIC

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BULLISH (75)

24.2% ROIC with 42.0% gross margin and 4.71% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (70)

Altman-Z 4.20 and Piotroski 8/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BULLISH (68)

29/40 institutional & smart-money positioning score with 12/20 macro alignment.

Bull Case: Why Buyers Like SEIC
  • ✓Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.
  • ✓Company leadership has skin in the game with net positive insider conviction.
Bear Case: What Could Go Wrong
  • !Broader market pullbacks can still drag down strong stocks in the short run.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (SEIC Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
SEIC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +13.31%🛡️ HOLDING TREND SUPPORT
2026-11-02O $103.2H $104.7L $103.2C $103.4VOL 675.1K
RES: $109.5SUP: $102.8SMA50: $105.8SMA200: $93.11
$114.3$105.3$96.35$87.37$78.38RES $109.5SUP $102.8$103.42026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SEIC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
10.4%/yr Implied 5Y Growth

vs. +8.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SEIC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SEIC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SEIC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SEIC)

Financials Rank #120 of 1096 ⚔️ FRHC vs SEIC Full Matrix →

1. Head-to-Head Financials Peer Comparison (SEIC vs. FRHC, JEF, FUTU, SF)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, SEI Investments Company (SEIC) ranks #120 by composite RQD confidence (70/100, grade B-) and #161 by equity capitalization ($12.42B). Within this direct 5-issuer industry benchmark cohort, JEF leads on earnings valuation at 7.9x trailing P/E, while SEIC leads on capital efficiency and profitability with 24.2% ROIC and — gross margin. SEIC currently leads its immediate peer cohort in composite quantitative strength at 70/100 (B-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
SEIC ACTIVE
SEI Investments Company
B- 70/100 17.4x — 24.2% -1.25% $12.42B Benchmark Subject
FRHC
Freedom Holding Corp.
D 47/100 76.4x — 11.0% +1.81% $11.72B /frhc-vs-seic →
JEF
Jefferies Financial Group Inc.
C 63/100 7.9x — 6.0% -6.16% $11.29B /jef-vs-seic →
FUTU
Futu Holdings Limited
C 62/100 9.8x — 10.2% -2.98% $14.22B /futu-vs-seic →
SF
Stifel Financial Corporation
C- 59/100 16.0x — 3.4% -2.44% $10.32B /sf-vs-seic →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000350894

In its most recent audited fiscal period (FY2025, filed 2025-12-31), SEI Investments Company (SEIC) reported GAAP revenue of $2.30B (+8.1% vs. FY2024 revenue of $2.13B , and +19.7% cumulative change since FY2023) , GAAP net income of $715.3M, operating cash flow of $607.7M, and free cash flow of $585.0M (-0.9% YoY). On the balance sheet, SEIC closed FY2025 with $6.83B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.30B $715.3M $607.7M $585.0M $6.83B $0
FY2024 (FY) 2024-12-31 $2.13B $581.2M $622.3M $590.1M $2.68B $194.6M
FY2023 (FY) 2023-12-31 $1.92B $462.3M $447.0M $360.6M $6.83B $1.60B

3. SEIC Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SEIC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, SEI Investments Company (NASDAQ: SEIC) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $103.42 (-1.25% 1D, market cap $12.42B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, SEIC ranks #120 in composite RQD confidence.

How does SEIC compare to FRHC and JEF in the Financials sector?

Within the Financials sector (Investment Bankers/Brokers/Service), SEIC carries a Roarable B- (70/100 RQD), trailing P/E of 17.4x, gross margin of —, and ROIC of 24.2%. By comparison, FRHC (Freedom Holding Corp.) holds a D grade (47/100 RQD, P/E 76.4x, ROIC 11.0%, cap $11.72B) and JEF (Jefferies Financial Group Inc.) posts a C grade (63/100 RQD, P/E 7.9x, ROIC 6.0%, cap $11.29B). Among the 5-stock peer group, JEF leads on earnings multiple (7.9x) while SEIC leads on capital efficiency (24.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SEIC?

Per SEIC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000350894), SEI Investments Company generated $2.30B in revenue (+8.1% YoY), $715.3M in net income, and $585.0M in free cash flow against $6.83B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SEIC trading relative to its 50-day, 200-day, and 52-week technical levels?

SEIC last traded at $103.42 (-1.25% on volume of 764,308 shares), positioning the stock -2.23% below its 50-day simple moving average ($105.78) and +11.07% above its 200-day simple moving average ($93.11). Across its 52-week range of $75.08 to $112.15, SEIC sits at the 76.4% percentile with a 14-day RSI of 50.7 (NEUTRAL RANGE) and an implied next-earnings move of ±4.5% ($98.77 to $108.07).

SEIC Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell SEIC stock right now?

SEI Investments Company (SEIC) currently earns a Roarable Rating of B- (Buy — BUY) with 70/100 RQD Confidence. High-quality cash engine (steady margins, 24% return on capital) with steady institutional support.

What is SEIC's 12-month price target and RQD AI Jury consensus?

SEIC's 12-month base price target is $109 (range $84.8 to $128.62), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

ROARABLE RATING BRIEF • RQD 70/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

SEIC — SEI Investments Company: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:15:32Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, SEIC scores 70 out of 100, a letter grade of B-, with the verdict label "Roarable Buy — Sound Institutional Accumulation." The five pillars are:

  • Fundamental Cash Engine: 15 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of 24.2% and an FCF yield of 4.71%. For a prospective investor, this indicates the business generates strong returns on invested capital and meaningful free cash flow relative to its market value, which is a central support for the thesis.
  • Whale 13F Flow: 12 / 20. Per the Roarable RQD rating, this pillar reflects institutional accumulation and options positioning. The score is moderate, suggesting institutional interest is present but not the strongest component of the rating.
  • Insider Conviction: 17 / 20. Per the Roarable RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. It is the highest-scoring pillar, which an investor may read as a supportive signal, though the underlying trade-level detail is not included in the source data.
  • Macro Regime Fit: 12 / 20. Per the Roarable RQD rating, this pillar reflects a beta of 1.1 and sector sensitivity. The stock's market sensitivity is modestly above 1.0, so it may move somewhat more than the broad market in either direction.
  • Forensic Balance Sheet: 14 / 20. Per the Roarable RQD rating, this pillar reflects an Altman Z-Score of 2.5, a Piotroski F-Score of 8/9, and a Debt/Equity ratio of 0.5. These readings point to a generally sound balance sheet, with one forensic metric near the upper end of conventional concern thresholds not stated in this source.

Investor implications: Upside drivers cited in the data include the cash-generation and return-on-capital profile and the strong insider-flow score. Valuation tradeoffs are visible in the market data: trailing P/E of 17.4 and forward P/E of 16.2 are presented alongside an EV/EBITDA of 18.6, so the multiple is not a deep-value reading on every measure. The rating is a composite of data-driven signals and is educational in nature, not personalized advice.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
104.73$12.42B17.416.218.66.031%1.1$75.08 - $112.1524.2%

Business

Per the Financials sector and Investment Bankers/Brokers/Service industry classification in the source profile, SEI Investments Company is a NASDAQ-listed issuer. The profile does not describe its products, customer base, or revenue model. Not available in source data for product and customer detail beyond the classification. The source financials show revenue, operating income, and net income for recent fiscal years, which indicate a substantial revenue base, but the drivers of that revenue are not described.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$2297.4M$627.3M$715.3MN/A$585.0M$399.8M$0.0M
FY 2024$2125.2M$551.7M$581.2MN/A$590.1M$840.2M$194.6M
FY 2023$1919.8M$424.5M$462.3MN/A$360.6MN/A$1598.4M

Per the SEC financials, revenue grew from $1919.8M in FY 2023 to $2297.4M in FY 2025, and net income rose from $462.3M to $715.3M over the same span. Per the market data, operating margin is 27.3% and net margin is 31.1%, while gross margin is listed as 0%. Per the Roarable RQD rating, ROIC is 24.2%. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 8/9. Reported debt declined from $1598.4M in FY 2023 to $0.0M in FY 2025, and reported cash moved from $840.2M in FY 2024 to $399.8M in FY 2025.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as "NONE" and no butterfly links are present. Upstream dependencies, downstream customers, and sector correlation links are therefore not available in source data. The graph does place the company in the Financials sector and Investment Bankers/Brokers/Service industry, but it does not map any 2nd-order bottleneck. An investor would need external supply-chain data, which this dossier does not contain.

Analyst View & Smart Money Ownership

Per the analyst data, no analyst records are provided. Consensus ratings and individual price targets are not available in the analyst section. The news wire references a consensus target price of $123.67 and a $127 target from a single report; these are cited from headlines only. Per the holders section, no holder data is provided, so SEC Form 4 insider trades, 13F institutional holdings, and Congressional trades are not available in source data beyond the aggregated insider-flow pillar score in the RQD rating.

Open Questions

  • What drives the reported revenue, and what are the company's products and customers? The source provides no business description beyond sector classification.
  • Why is gross margin listed as 0% while operating and net margins are substantial, and what does that imply about the cost structure?
  • Why do reported cash and debt change so sharply between FY 2023, FY 2024, and FY 2025, and what explains the shift?
  • What do the Q3 earnings results actually show, given that the news items reference beats without providing figures?
  • Which specific insider, institutional, or Congressional trades underlie the insider-conviction and whale-flow pillar scores?

SEIC Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for SEI Investments Company (SEIC) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to SEIC Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SEIC Bull vs. Bear Conversation Board — What's Your Call at $103.42?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SEIC 🐻 33% BEARISH CONVICTION
1. Pick Your Side on SEIC:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $123.58 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is SEIC (B- • RQD 70/100) a Buy at $104.73?

Welcome to the SEIC (SEI Investments Company) Roar Pit. Current RQD Composite is 70/100 (Roarable Buy — Sound Institutional Accumulation) in Investment Bankers/Brokers/Service. Bulls point to capital efficiency (24.2% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RE RedlineAuditor Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $83.78 (-20.0%)
Spot @ $104.73

Pump the brakes on SEIC — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on SEIC, but look at what you are paying: 17.4x trailing P/E with tightening sector spreads. Unless SEI Investments Company expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH 🎯 Target: $128.82 (+23.0%)
Spot @ $104.73

SEIC cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on SEIC, the market is fixating on short-term headline noise in Investment Bankers/Brokers/Service and ignoring the balance sheet and cash flow trajectory. At $104.73 (52-wk range $75.08 - $112.15), any beat on forward guidance forces shorts and underweight funds to chase.

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