SEI Investments trades at $95.93 and has moved in lockstep with the market. Its shares have returned 9.9% over the last six months while the S&P 500 has gained 9%.
Is SEIC a buy right now? Find out in our full research report, it’s free.
Why Are We Positive on SEIC?
Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ: SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors.
1. Revenue Climbing Higher
We at StockStory place the most emphasis on long-term growth, but within financials, a stretched historical view may miss recent interest rate changes, market returns, and industry trends. SEI Investments’s annualized revenue growth of 9.9% over the last two years is above its five-year trend, suggesting some bright spots. 
Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
2. EPS Increasing Steadily
Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions.
SEI Investments’s EPS grew at 13.2% compounded annual growth rate over the last five years, higher than its 6.5% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded.
3. Stellar ROE Showcases Lucrative Growth Opportunities
Return on equity, or ROE, tells us how much profit a company generates for each dollar of shareholder equity, a key funding source for financial firms. Over a long period, financial firms with high ROE tend to compound shareholder wealth faster through retained earnings, buybacks, and dividends.
Over the last five years, SEI Investments has averaged an ROE of 26.5%, exceptional for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows SEI Investments has a strong competitive moat.
Final Judgment
These are just a few reasons why we’re bullish on SEI Investments, but at $95.93 per share (or 15.7× forward P/E), is now the time to initiate a position? See for yourself in our full research report, it’s free.
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