SEI Investments Company (SEIC) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$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 $12.26B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 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 2026-11-03, 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 $12.26B). 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 #97 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 FUTU 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 (50/100 RQD, P/E 76.4x, ROIC 11.0%, cap $11.93B) and FUTU (Futu Holdings Limited) posts a C grade (63/100 RQD, P/E 9.8x, ROIC 10.2%, cap $13.80B). 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: ±4.4%
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 (46.3) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
78
Grade A-$105.27+3% Next Q
Q2 (-2Q)
75
Grade B+$108.43-4.8% Next Q
Q3 (-1Q)
73
Grade B$103.20+0.2% 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 ($105.63) or 200D SMA ($93.21) 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”
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How SEIC Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$585.0M (25.5% FCF Margin)
Revenue$2.30BGross Profit $808.1M (35.2%)Cost of Sales $1.49BOp Profit $627.3M (27.3%)OpEx (R&D/SG&A) $180.8MNet Profit$715.3M (31.1%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.92B
FY24
Rev $2.13B
FY25
Rev $2.30B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$2.30B35.2%27.3%$715.3M$585.0M24.2%
FY 2024$2.13B32.9%26%$581.2M$590.1M27.1%
FY 2023$1.92B35.2%22.1%$462.3M$360.6M8.1%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SEIC)

  • ✓Walkthrough of SEIC's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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SEIC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +13.31%🛡️ HOLDING TREND SUPPORT
2026-11-03O $104.7H $104.7L $103.4C $103.4VOL 764.3K
RES: $109.5SUP: $103.0SMA50: $105.6SMA200: $93.21
$114.3$105.3$96.35$87.37$78.38RES $109.5SUP $103.0$103.42026-05-042026-06-182026-08-052026-09-212026-11-03
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 #97 of 1096 ⚔️ FRHC vs SEIC Full Matrix →

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

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

Across 1096 tracked Financials securities in the Roarable RQD universe, SEI Investments Company (SEIC) ranks #97 by composite RQD confidence (70/100, grade B-) and #160 by equity capitalization ($12.26B). 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% $12.26B Benchmark Subject
FRHC
Freedom Holding Corp.
D 50/100 76.4x — 11.0% +1.81% $11.93B /frhc-vs-seic →
FUTU
Futu Holdings Limited
C 63/100 9.8x — 10.2% -2.98% $13.80B /futu-vs-seic →
JEF
Jefferies Financial Group Inc.
D+ 58/100 7.9x — 6.0% -6.16% $10.59B /jef-vs-seic →
SF
Stifel Financial Corporation
D+ 56/100 16.0x — 3.4% -2.44% $10.07B /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 2026-11-03, 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 $12.26B). 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 #97 in composite RQD confidence.

How does SEIC compare to FRHC and FUTU 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 (50/100 RQD, P/E 76.4x, ROIC 11.0%, cap $11.93B) and FUTU (Futu Holdings Limited) posts a C grade (63/100 RQD, P/E 9.8x, ROIC 10.2%, cap $13.80B). 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 -2.09% below its 50-day simple moving average ($105.63) and +10.95% above its 200-day simple moving average ($93.21). Across its 52-week range of $75.08 to $112.15, SEIC sits at the 76.4% percentile with a 14-day RSI of 46.3 (NEUTRAL RANGE) and an implied next-earnings move of ±4.4% ($98.87 to $107.97).

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.

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. 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.

Recent Catalysts & News Wire Analysis

  • Earnings coverage: Multiple outlets (Yahoo Finance, Seeking Alpha) report on SEIC's Q3 earnings call and a headline stating the company surpassed Q3 earnings and revenue estimates. The Q3 results are referenced by headline only; specific figures are not in the source data.
  • Price target action: A TradingView headline reports a 12-month price target raised to $127, implying 17% upside. This item is flagged as a CATALYST in the source.
  • Consensus target: A MarketBeat headline references a consensus target price of $123.67 according to brokerages.
  • Quality commentary: A ChartMill headline characterizes SEIC as a quality stock with durable fundamentals.
  • Risk watch items: The news wire does not identify specific risks.
  • Proprietary signals: The Butterfly Supply-Chain Graph lists no proprietary signals.

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. 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.

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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