All three tenses have at least two readings, so the archetype blend applies as printed.
All nine metrics read as filed from the record.
What did they actually do?
Has it survived what it has been through?
1 warning event since 2017; the latest 2024-02-01.
From the record
SEI Investments Company's filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2024-02-01) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+5.6% a year over 10 filed years; profitable in 10 of 10.
From the record
SEI Investments Company's 10 filed years say what it did: revenue went from $1.4 billion in fiscal 2016 to $2.3 billion in fiscal 2025, up 5.6% a year; it rose in 8 of 9 years; the deepest fall was 4% from fiscal 2022 to fiscal 2023; net income was positive in 10 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count shrank 2.8% a year. 92% of cash flow returned. Insiders: 39 sales, 0 purchases.
From the record
Over the 3 fiscal years to 2024-12-31, SEI Investments Company's diluted share count shrank about 2.8% a year, and dividends and buybacks returned about 92% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 39 sales and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
ROE 26%: 26¢ of profit per shareholder dollar. Leverage 16%: owes 16¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2024-12-31, SEI Investments Company earned about 26 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 26 cents per dollar of everything the company owns. Leverage: it owed about 16 cents per dollar of assets, and net share issuance: its share count shrank 1.5% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
bottom 46% of 29 in its family; net margin 31.1%.
From the record
SEI Investments Company's standing among 29 graded names in its industry family: revenue of $2.3 billion in fiscal 2025 ranks in the bottom 48% by size; a net margin of 31.1% ranks in the top 19%; revenue growth of 4.9% a year over the last 3 filed years ranks in the bottom 9% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
bottom 25% of 18 in its family for leadership; chief executive since 2023.
From the record
SEI Investments Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Hicke, Ryan (Chief Executive Officer, as filed), filing under that title since 2023-06-30, 3.4 years (bottom 42% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 3.8 years (bottom 8%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (bottom 26%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they set up to do next?
How much room does it have to grow?
top 46% of 29 in its family for room to expand.
From the record
SEI Investments Company's room to grow, from the newest filed statements (fiscal 2025): cash from operations less capital spending is 25.5% of revenue (top 33%); a gross margin of 35.2% (bottom 42%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
bottom 27% of 29 in its family for growth drivers.
From the record
SEI Investments Company's growth drivers, from the filed years to fiscal 2025: revenue grew 4.9% a year over the last three filed years against 5.6% over all 10, slowing (bottom 31% of its family); the newest year grew 8.1% (bottom 23%); capital spending grew -16.7% a year (bottom 25%) (its annual reports). SEI Investments Company reported 5 lines of business in fiscal 2025: Investment Managers at $815 million (36%), Investment Advisors at $577 million (25%), Private Bank at $573 million (25%), and 2 more; 3 of 5 grew against the year before (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
top 49% of 25 in its family for expectations against reality.
From the record
SEI Investments Company's newest year against its own record: revenue of $2.3 billion in fiscal 2025 came in 4.6% above the $2.2 billion its prior three years' pace pointed to (top 46% of its family); net income of $715 million against a prior three-year average of $506 million (bottom 44%); a net margin of 31.1% against 25.1% before (top 46%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made