SEIC · NASDAQ · STOCK
SEI Investments (SEIC) Stock Analysis
$105.25
52W $75.08 – $112.15
67/100
$12.63B
18.1
0.97
Is SEIC Bullish or Bearish?
Bullish.
Innellis AI committee rates SEI Investments Company (SEIC) Buy with a composite score of 67/100
, based on 6 analysts with 67% agreement.
Last updated September 20, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +7.67 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -12.33 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is news sentiment is positive (+0.75 across 4 articles, 14d). The main limiting factor is price-to-book of 4.1x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- ROE of 28.9% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
- News sentiment is positive (+0.75 across 4 articles, 14d) — News
Bear Case
- Price-to-book of 4.1x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 20, 2026
Overall Committee Score
67/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 13%
of 211 Financial Services peers
Value Analyst
neutral
59
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 28.9% shows genuine earnings power backing the valuation
− Price-to-book of 4.1x prices in significant intangible value
Growth Analyst
bullish
75
/ 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bullish
75
/ 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
82
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.75 across 4 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2518.64)
Investment Thesis Evolution
Committee score moved marginally from 67.3 to 67.3.
Comparing 2026-09-19 to 2026-09-20 (1 day apart).
Technical Analysis
RSI (14)
34.5
Neutral
MACD Histogram
-0.889
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
0.16
Inside Bands
Price vs Moving Averages
EMA 9
$106.22
Below
EMA 21
$106.90
Below
EMA 50
$104.08
Above
EMA 200
$93.18
Above
Fundamental Analysis
Valuation
50
Growth
72
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
18.1×
P/B Ratio
5.06×
PEG Ratio
2.66
Dividend Yield
0.99%
52W High
$112.15
52W Low
$75.08
Quality & Growth
ROE
2922.3%
ROA
2194.3%
Gross Margin
6728.1%
Operating Margin
2898.6%
Revenue Growth YoY
—
Debt / Equity
0.03
AI Fundamental Assessment
P/E ratio of 18.1 (inexpensive relative to a 15-40x range); Price-to-book of 5.1x; PEG ratio of 2.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 29.2%; Return on assets of 21.9%; Net margin of 28.8%; Gross margin of 67.3%; Current ratio of 98.36 (healthy short-term liquidity); Debt-to-equity of 0.03; Free cash flow per share is positive (5.76); Most recent quarter beat estimates by 8.9%; 2 consecutive earnings beats; EPS growth accelerating (+4.5% -> +13.6% QoQ); Average YoY EPS growth of -10.7%; Analyst estimates rising over recent quarters
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