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SEI Investments Valuation Multiples
Discover revenue and EBITDA valuation multiples for SEI Investments and similar public comparables like Everbright Securities, M&G, Pershing Square Holdings, Soul Patts and more.
SEI Investments Overview
About SEI Investments
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of December 2025, SEI (including LSV) manages, administers, or advises about $1.9 trillion in assets.
Founded
1968
HQ
Employees
5.0K
Website
Sectors
Financials (LTM)
EV
$10B
SEI Investments Financials
SEI Investments reported last 12-month revenue of $2B and EBITDA of $791M.
In the same LTM period, SEI Investments generated $791M in EBITDA and $712M in net income.
Revenue (LTM)
SEI Investments P&L
In the most recent fiscal year, SEI Investments reported revenue of $2B and EBITDA of $994M.
SEI Investments expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $2B | XXX | $2B | XXX | XXX | XXX |
| Gross Profit | — | XXX | $1B | XXX | XXX | XXX |
| Gross Margin | — | XXX | 54% | XXX | XXX | XXX |
| EBITDA | $791M | XXX | $994M | XXX | XXX | XXX |
| EBITDA Margin | 34% | XXX | 43% | XXX | XXX | XXX |
| EBIT Margin | 28% | XXX | 28% | XXX | XXX | XXX |
| Net Profit | $712M | XXX | $715M | XXX | XXX | XXX |
| Net Margin | 30% | XXX | 31% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
SEI Investments Stock Performance
SEI Investments has current market cap of $10B, and enterprise value of $10B.
Market Cap Evolution
SEI Investments' stock price is $81.80.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $10B | $10B | 0.0% | XXX | XXX | XXX | $5.85 |
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Start Free TrialSEI Investments Valuation Multiples
SEI Investments trades at 4.1x EV/Revenue multiple, and 12.1x EV/EBITDA.
EV / Revenue (LTM)
SEI Investments Financial Valuation Multiples
As of March 7, 2026, SEI Investments has market cap of $10B and EV of $10B.
Equity research analysts estimate SEI Investments' 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
SEI Investments has a P/E ratio of 14.0x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $10B | XXX | $10B | XXX | XXX | XXX |
| EV (current) | $10B | XXX | $10B | XXX | XXX | XXX |
| EV/Revenue | 4.1x | XXX | 4.2x | XXX | XXX | XXX |
| EV/EBITDA | 12.1x | XXX | 9.7x | XXX | XXX | XXX |
| EV/EBIT | 14.5x | XXX | 14.9x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 7.8x | XXX | XXX | XXX |
| P/E | 14.0x | XXX | 14.0x | XXX | XXX | XXX |
| EV/FCF | 15.1x | XXX | 16.1x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified SEI Investments Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
SEI Investments Margins & Growth Rates
SEI Investments' revenue in the last 12 month grew by 13%.
SEI Investments' revenue per employee in the last FY averaged $0.5M, while opex per employee averaged $0.3M for the same period.
SEI Investments' rule of 40 is 47% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
SEI Investments' rule of X is 67% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
SEI Investments Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 13% | XXX | 15% | XXX | XXX | XXX |
| EBITDA Margin | 34% | XXX | 43% | XXX | XXX | XXX |
| EBITDA Growth | 14% | XXX | (11%) | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 47% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 67% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.5M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.3M | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 12% | XXX | XXX | XXX |
| Opex to Revenue | 73% | XXX | 26% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
SEI Investments Public Comps
See public comps and valuation multiples for other Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Everbright Securities | XXX | XXX | XXX | XXX | XXX | XXX |
| M&G | XXX | XXX | XXX | XXX | XXX | XXX |
| Pershing Square Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
| Soul Patts | XXX | XXX | XXX | XXX | XXX | XXX |
| KGI Financial | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
SEI Investments M&A Activity
SEI Investments acquired XXX companies to date.
Last acquisition by SEI Investments was on XXXXXXXX, XXXXX. SEI Investments acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by SEI Investments
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialSEI Investments Investment Activity
SEI Investments invested in XXX companies to date.
SEI Investments made its latest investment on XXXXXXXX, XXXXX. SEI Investments invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by SEI Investments
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout SEI Investments
| When was SEI Investments founded? | SEI Investments was founded in 1968. |
| Where is SEI Investments headquartered? | SEI Investments is headquartered in United States. |
| How many employees does SEI Investments have? | As of today, SEI Investments has over 5K employees. |
| Who is the CEO of SEI Investments? | SEI Investments' CEO is Ryan P. Hicke. |
| Is SEI Investments publicly listed? | Yes, SEI Investments is a public company listed on Nasdaq. |
| What is the stock symbol of SEI Investments? | SEI Investments trades under SEIC ticker. |
| When did SEI Investments go public? | SEI Investments went public in 1981. |
| Who are competitors of SEI Investments? | SEI Investments main competitors are Everbright Securities, M&G, Pershing Square Holdings, Soul Patts. |
| What is the current market cap of SEI Investments? | SEI Investments' current market cap is $10B. |
| What is the current revenue of SEI Investments? | SEI Investments' last 12 months revenue is $2B. |
| What is the current revenue growth of SEI Investments? | SEI Investments revenue growth (NTM/LTM) is 13%. |
| What is the current EV/Revenue multiple of SEI Investments? | Current revenue multiple of SEI Investments is 4.1x. |
| Is SEI Investments profitable? | Yes, SEI Investments is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of SEI Investments? | SEI Investments' last 12 months EBITDA is $791M. |
| What is SEI Investments' EBITDA margin? | SEI Investments' last 12 months EBITDA margin is 34%. |
| What is the current EV/EBITDA multiple of SEI Investments? | Current EBITDA multiple of SEI Investments is 12.1x. |
| What is the current FCF of SEI Investments? | SEI Investments' last 12 months FCF is $636M. |
| What is SEI Investments' FCF margin? | SEI Investments' last 12 months FCF margin is 27%. |
| What is the current EV/FCF multiple of SEI Investments? | Current FCF multiple of SEI Investments is 15.1x. |
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