Who are SEI Investments's main competitors?

Named competitors: Broadridge Financial (BR), SS&C Technologies (SSNC), Envestnet (private or unlisted), FIS (FIS). The cockpit's measured peer set (industry) also includes HDFC Asset Management (HDFCAMC.NS), iA Financial (IAG.TO), Invesco (IVZ), IGM Financial (IGM.TO), Guosen Securities (002736.SZ), Carlyle (CG).

Is SEI Investments expensive compared with its peers?

On forward p/e it trades at 15.3× against a peer median of 13.8×, 9th most expensive of 21 in its peer set.

How has SEI Investments stock performed?

Over six months to 6 Nov 2026 the shares returned +15.5% against +4.2% for the median peer; over one year +27.8%.

← CockpitCompetitor Analysis › SEIC SEI Investments CompanyOpen in the cockpit ↗

SEI Investments CompanySEICCompetitor analysis, valuation and peers

United States · USD·Financials›Investment Managers

Provides outsourced investment processing, operations and asset management technology to financial institutions and advisors.

Momentum strong 69

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$12.5B

US dollars, full cap

Free float

82%

of shares outstanding

$/day

$84.8M

20-day average traded

Fwd P/E

15.3×

forward earnings

ROIC−WACC

n/a

WACC 9.7%

Hurdle

n/a

no reverse DCF

Next earnings

89 days

3 Feb 2027

Close · USD$105.30

1D+0.1%

1W+1.8%

1M+2.0%

3M+0.6%

6M+15.5%

YTD+28.4%

1Y+27.8%

ATR %2.5%

Beta0.60

52w lowhigh6.1% off high

What SEI Investments does

Provides outsourced investment processing, operations and asset management technology to financial institutions and advisors.

Banks and wealth managers pay it fees to run their investment operations and technology, usually as a share of the assets on its platform plus service charges, so a client's growth lifts its revenue. Its own funds and investment strategies add asset-based fees.

Products and services

Investment processing/outsourcing
Investment management (funds/strategies)
Fund administration for asset managers

Customers

Banks/trust companies
Independent financial advisors
Investment managers/institutional investors

Where it sits in the supply chain

Financial services
Asset/wealth management technology…
Fund administration & investment…

What could go right

Outsourcing/technology adoption by smaller institutions
Asset management fee growth

What could go wrong

Equity market sensitivity of AUM-based fees
Competition from larger fintech/outsourcing providers

Moat: narrow (switching costs, installed base, process know-how). Deeply embedded back-office/technology outsourcing relationships are costly and risky for clients to unwind.

Headquarters: Oaks, Pennsylvania, US · Founded: 1968 · Employees: 5,029

Named competitors

Broadridge Financial BR
SS&C Technologies SSNC
Envestnet private or unlisted
FIS FIS

SEI Investments at a glance

Size SEI Investments (SEIC) is a United States Financials company (Investment Managers) with a market value of $12.5B, the 680th largest of 3,117 United States companies the cockpit tracks. Shares closed at $105.30 on 6 Nov 2026.

Performance Over six months the shares gained 15.5%, against +4.2% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 20 in its peer set.

Growth Revenue grew 12.9% over the last twelve months (peer median +12.5%); the operating margin is 30.0% (peer median 36.2%).

Valuation It trades at 15.3× forward earnings against a peer median of 13.8× (9th most expensive of 21).

Short interest Short interest is 2.8% of the free float (15 Oct 2026).

Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: SEI Investments against the median of its 20 peers (local-currency closes).

SEI Investments financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	$2.54B	$2.30B	$2.13B	$1.92B	$1.99B
Revenue growth	—	+8%	+11%	-3%	—
Gross profit	$2.16B	$1.98B	$1.83B	$1.63B	$1.67B
EBITDA	$861M	$710M	$630M	$501M	$561M
Net income	$711M	$715M	$581M	$462M	$475M
Free cash flow	$647M	$583M	$590M	$422M	$527M
Capital expenditure	$50.7M	$52.7M	$56.6M	$58.8M	$74.5M
Total debt	$69.3M	$28.6M	$32.1M	$25.4M	$29.1M

Quarterly statements and history in the cockpit →

SEI Investments competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. SEI Investments is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. SEI Investments is the large dot.

SEI Investments competitors and peer comparison

Head to head with its named competitors (SEIC vs BR vs SSNC vs FIS)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
SEI Investments SEIC	$12.5B	+15%	+13%	30%	15.3×	n/a
Broadridge Financial Solutions BR	$21.5B	+28%	+7%	17%	17.9×	8.5%
SS&C Technologies SSNC	$18.2B	+13%	+9%	24%	10.2×	6.9%
Fidelity National Information Services FIS	$14.8B	-33%	+24%	22%	5.1×	n/a

How SEI Investments compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

SEI Investments against its 20 peers (data as of 6 Nov 2026)
Measure	SEIC	Peer median	Rank in peer set
1-month return	+2.0%	+1.2%	10th highest of 21
6-month return	+15.5%	+4.2%	6th highest of 20
Distance from 52-week high	-6.1%	-15.8%	3rd highest of 21
Revenue growth (TTM)	+12.9%	+12.5%	11th highest of 21
Operating margin	30.0%	36.2%	9th lowest of 21
Forward P/E	15.3×	13.8×	9th most expensive of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
SEI Investments SEIC	United States	$12.5B	+15%	+13%	30%	15.3×	n/a	n/a
HDFC Asset Management HDFCAMC.NS	India	$12.0B	-7%	+12%	80%	35.5×	n/a	n/a
iA Financial IAG.TO	Canada	$13.1B	+29%	+13%	59%	13.9×	n/a	n/a
Invesco IVZ	United States	$11.9B	-1%	+17%	24%	8.6×	n/a	n/a
IGM Financial IGM.TO	Canada	$13.3B	+7%	+20%	36%	14.0×	n/a	n/a
Guosen Securities 002736.SZ	China	$13.9B	-16%	-10%	34%	7.9×	n/a	n/a
Carlyle CG	United States	$14.1B	-22%	-44%	14%	10.2×	n/a	n/a
SBI Funds Management SBIFUNDS.NS	India	$10.8B	n/a	+21%	89%	31.1×	n/a	n/a
Stifel Financial SF	United States	$10.7B	-7%	+8%	22%	10.3×	n/a	n/a
DWS Group GmbH & Co. KGaA DWS.DE	Germany	$14.7B	+7%	+24%	37%	12.6×	n/a	n/a
ICICI Prudential Asset Management ICICIAMC.NS	India	$15.4B	-11%	+22%	73%	39.2×	n/a	n/a
Blue Owl Capital OWL	United States	$15.4B	-7%	+11%	17%	10.4×	n/a	n/a
Affiliated Managers AMG	United States	$9.39B	+20%	+12%	22%	9.1×	n/a	n/a
CVC Capital Partners CVC.AS	Netherlands	$16.9B	+10%	+14%	57%	18.1×	n/a	n/a
Franklin Resources BEN	United States	$17.1B	+10%	+8%	15%	10.6×	n/a	n/a
TPG TPG	United States	$17.9B	+4%	+21%	17%	13.8×	n/a	n/a
HealthEquity HQY	United States	$8.57B	+22%	+7%	26%	20.5×	n/a	n/a
VZ Holding AG VZN.SW	Switzerland	$8.03B	+17%	+9%	45%	24.1×	n/a	n/a
China Merchants Securities 600999.SS	China	$20.1B	+3%	-8%	76%	6.8×	n/a	n/a
Banca Generali BGN.MI	Italy	$7.73B	+4%	+17%	38%	15.3×	n/a	n/a
Pershing Square PS	United States	$20.6B	+24%	+67%	37%	84.9×	n/a	n/a

Questions

Who are SEI Investments's main competitors?: Named competitors: Broadridge Financial (BR), SS&C Technologies (SSNC), Envestnet (private or unlisted), FIS (FIS). The cockpit's measured peer set (industry) also includes HDFC Asset Management (HDFCAMC.NS), iA Financial (IAG.TO), Invesco (IVZ), IGM Financial (IGM.TO), Guosen Securities (002736.SZ), Carlyle (CG).
Is SEI Investments expensive compared with its peers?: On forward p/e it trades at 15.3× against a peer median of 13.8×, 9th most expensive of 21 in its peer set.
How has SEI Investments stock performed?: Over six months to 6 Nov 2026 the shares returned +15.5% against +4.2% for the median peer; over one year +27.8%.