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Upturn AI SWOT - About
SEIC 
SEI Investments Company (SEIC)
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Upturn Advisory Summary
09/17/2025: SEIC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $99.33
1 Year Target Price $99.33
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.85% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.71B USD | Price to earnings Ratio 16.29 | 1Y Target Price 99.33 |
Price to earnings Ratio 16.29 | 1Y Target Price 99.33 | ||
Volume (30-day avg) 8 | Beta 0.98 | 52 Weeks Range 64.29 - 93.96 | Updated Date 09/17/2025 |
52 Weeks Range 64.29 - 93.96 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 1.12% | Basic EPS (TTM) 5.32 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 31.25% | Operating Margin (TTM) 26.56% |
Management Effectiveness
Return on Assets (TTM) 14.34% | Return on Equity (TTM) 30.06% |
Valuation
Trailing PE 16.29 | Forward PE 16.67 | Enterprise Value 10032356482 | Price to Sales(TTM) 4.86 |
Enterprise Value 10032356482 | Price to Sales(TTM) 4.86 | ||
Enterprise Value to Revenue 4.55 | Enterprise Value to EBITDA 10.48 | Shares Outstanding 123625060 | Shares Floating 111867081 |
Shares Outstanding 123625060 | Shares Floating 111867081 | ||
Percent Insiders 16.62 | Percent Institutions 74.44 |
Upturn AI SWOT
SEI Investments Company
Company Overview
History and Background
SEI Investments Company was founded in 1968 by Alfred P. West, Jr. Initially focused on providing computer services to banks, it evolved into a global provider of investment processing, investment management, and investment operations solutions.
Core Business Areas
- Private Banks: Provides technology and investment solutions to private banks and trust institutions.
- Investment Advisors: Offers investment management and technology platforms for independent investment advisors.
- Institutional Investors: Provides outsourced investment management services to institutional investors, including retirement plans and endowments.
- Investment Managers: Offers technology and operations solutions to investment managers.
Leadership and Structure
Alfred P. West, Jr. is the Executive Chairman. Ryan Hicke is the CEO. The company is structured around its core business segments, each with dedicated leadership and teams.
Top Products and Market Share
Key Offerings
- SEI Wealth Platform (SWP): A comprehensive technology and investment platform used by advisors to manage client assets. Competitors include Envestnet, Orion Advisor Services. Revenue contribution not publicly broken out, market share is difficult to pinpoint due to the integrated nature of the platform within advisor workflows and the proprietary use of many platforms. SWP AUA as of 2023 year end was $470 Billion.
- Manager of Managers Programs: Offers diversified investment portfolios managed by a selection of external investment managers. Competitors include Russell Investments, Mercer. Revenue contribution not publicly broken out, market share is difficult to pinpoint due to the customizability of the solutions offered.
- SEI Novus: A portfolio intelligence platform for institutional investors and investment managers. Competitors include Burgiss, Cobalt Software. Revenue contribution not publicly broken out, market share is difficult to pinpoint due to niche focus.
Market Dynamics
Industry Overview
The investment management and technology solutions industry is experiencing growth driven by increasing assets under management, regulatory changes, and the need for advanced technology. The landscape is highly competitive, with both established players and emerging fintech companies.
Positioning
SEI Investments Company is positioned as a provider of integrated solutions, differentiating itself through its comprehensive platform and outsourced services. Its competitive advantages include its long-standing relationships, broad product offerings, and technological expertise.
Total Addressable Market (TAM)
The global TAM for wealth management technology is estimated at hundreds of billions. SEI is well-positioned, given its comprehensive solution approach and substantial AUM/AUA through its platforms.
Upturn SWOT Analysis
Strengths
- Comprehensive platform
- Long-standing relationships
- Technological expertise
- Diversified revenue streams
- Strong brand reputation
Weaknesses
- Complexity of platform integration
- Dependence on key clients
- Slower growth compared to some fintech competitors
- Potential for increased competition
- Regulatory risks
Opportunities
- Expanding into new markets
- Acquiring complementary businesses
- Developing new technology solutions
- Capitalizing on regulatory changes
- Increasing demand for outsourced services
Threats
- Increased competition from fintech companies
- Economic downturns
- Changes in regulations
- Cybersecurity risks
- Disruptive technologies
Competitors and Market Share
Key Competitors
- ENV
- SSNC
- BLK
- MORN
Competitive Landscape
SEI's comprehensive platform and outsourced services provide a competitive advantage. However, competition is intensifying due to the rise of fintech companies.
Major Acquisitions
Orion Advisor Services
- Year: 2021
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded capabilities in financial planning and client communication for advisors.
Growth Trajectory and Initiatives
Historical Growth: SEI has demonstrated steady growth, driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by increased adoption of its platform and outsourced services.
Recent Initiatives: Recent initiatives include expanding its presence in international markets, investing in new technology, and acquiring companies to broaden its product offerings.
Summary
SEI Investments Company is a well-established player in the investment management and technology solutions industry with a strong brand and diversified revenue streams. Its comprehensive platform and outsourced services offer a competitive advantage. However, it faces increased competition from fintech companies and needs to continue investing in technology to maintain its position. The company's financial performance is solid, but managing regulatory risks and adapting to evolving market dynamics are crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor Presentations, Analyst Reports, Market Research Reports
Disclaimers:
This analysis is based on available information and analyst estimates, which are subject to change. The information provided is for informational purposes only and does not constitute investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SEI Investments Company
Exchange NASDAQ | Headquaters Oaks, PA, United States | ||
IPO Launch date 1990-03-26 | CEO & Director Mr. Ryan P. Hicke | ||
Sector Financial Services | Industry Asset Management | Full time employees 5066 | Website https://www.seic.com |
Full time employees 5066 | Website https://www.seic.com | ||
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 with additional offices in North America, Europe, Asia and Africa.
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