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Upturn AI SWOT - About
SEIC 
SEI Investments Company (SEIC)
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Upturn Advisory Summary
06/30/2025: SEIC (3-star) is a STRONG-BUY. BUY since 35 days. Profits (10.84%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
8 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $87.5
1 Year Target Price $87.5
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24% | Avg. Invested days 46 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.15B USD | Price to earnings Ratio 19.51 | 1Y Target Price 87.5 |
Price to earnings Ratio 19.51 | 1Y Target Price 87.5 | ||
Volume (30-day avg) 8 | Beta 0.91 | 52 Weeks Range 61.66 - 90.52 | Updated Date 06/29/2025 |
52 Weeks Range 61.66 - 90.52 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.09% | Basic EPS (TTM) 4.59 |
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 27.78% | Operating Margin (TTM) 28.25% |
Management Effectiveness
Return on Assets (TTM) 13.97% | Return on Equity (TTM) 26.63% |
Valuation
Trailing PE 19.51 | Forward PE 19.23 | Enterprise Value 10435496090 | Price to Sales(TTM) 5.15 |
Enterprise Value 10435496090 | Price to Sales(TTM) 5.15 | ||
Enterprise Value to Revenue 4.82 | Enterprise Value to EBITDA 12.3 | Shares Outstanding 124487000 | Shares Floating 112840931 |
Shares Outstanding 124487000 | Shares Floating 112840931 | ||
Percent Insiders 16.54 | Percent Institutions 76.8 |
Analyst Ratings
Rating 3 | Target Price 87.5 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SEI Investments Company
Company Overview
History and Background
SEI Investments Company was founded in 1968 by Alfred P. West, Jr. Initially focusing on performance evaluation for bank trust departments, SEI has 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 companies.
- Investment Advisors: Offers technology platforms, investment management, and business consulting services to independent investment advisors.
- Institutional Investors: Delivers outsourced investment management and operations solutions to institutional investors, including endowments, foundations, and corporations.
- Investment Managers: Provides investment processing and technology solutions to investment managers.
Leadership and Structure
Alfred P. West, Jr. is the Chairman and CEO. The company is structured with business segments focused on specific client groups, supported by shared technology and operational resources.
Top Products and Market Share
Key Offerings
- Competitors: Envestnet (ENV), Fiserv (FISV), SS&C Technologies (SSNC)
- SEI Wealth Platform (SWP): A comprehensive technology platform for wealth management, including portfolio management, client relationship management, and financial planning. SEI is a major player in this market, competing with Envestnet and Fiserv. Market share data specific to SWP is proprietary, but estimates place SEI among the top 3 providers in this space.
- Competitors: Mercer, Cambridge Associates, BlackRock (BLK)
- Investment Management Services: Outsourced investment management solutions for institutional and private clients, including asset allocation, portfolio construction, and manager selection. Competitors include Mercer and Cambridge Associates. Exact market share data varies by segment, but SEI manages trillions in assets under management.
Market Dynamics
Industry Overview
The financial technology and asset management industries are experiencing rapid growth, driven by increasing demand for sophisticated investment solutions and regulatory changes. Outsourcing and technology adoption are key trends.
Positioning
SEI is positioned as a technology-driven provider of investment solutions, offering a combination of software, services, and investment expertise. Its competitive advantages include its integrated platform, its deep industry knowledge, and its long-standing client relationships.
Total Addressable Market (TAM)
The total addressable market for SEI's various segments is estimated to be in the hundreds of billions of dollars, encompassing wealth management technology, outsourced investment operations, and institutional asset management. SEI is well-positioned to capture a significant share of this TAM through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Comprehensive technology platform
- Strong client relationships
- Experienced management team
- Diversified revenue streams
- Strong balance sheet
Weaknesses
- Dependence on financial markets
- Complexity of product offerings
- Potential for technology obsolescence
- Price competition in the industry
Opportunities
- Growth in outsourcing demand
- Expansion into new markets
- Adoption of new technologies
- Increasing regulatory complexity
Threats
- Economic downturn
- Increased competition
- Cybersecurity risks
- Changes in regulations
Competitors and Market Share
Key Competitors
- ENV
- FISV
- SSNC
- BLK
Competitive Landscape
SEI's advantages include its integrated platform and deep industry knowledge. Disadvantages include potential price competition and dependence on financial markets. Competitors like Envestnet and Fiserv have broader product offerings and larger client bases.
Major Acquisitions
Orion Advisor Services
- Year: 2015
- Acquisition Price (USD millions): 110
- Strategic Rationale: Expanded SEI's advisor technology platform and market reach.
Growth Trajectory and Initiatives
Historical Growth: Review SEI's revenue and earnings growth over the past 5-10 years to understand its historical growth trajectory.
Future Projections: Analyze analyst estimates for SEI's future revenue and earnings growth. Consider factors like market trends, strategic initiatives, and competitive landscape.
Recent Initiatives: Highlight recent acquisitions, new product launches, and strategic partnerships undertaken by SEI to drive future growth.
Summary
SEI Investments demonstrates solid financial performance and a strong position in the financial technology market. Its comprehensive wealth platform and outsourced investment services are key strengths. However, SEI faces increasing competition and must navigate market volatility while continuing to innovate and adapt to changing client needs and technological advancements. Dependence on market performance remains a key vulnerability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and financial figures are subject to change. An investment decision should be made only after consulting with a qualified financial advisor and reviewing all available information.
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.
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