SEI Investments Balance Sheet Health
Financial Health criteria checks 6/6
SEI Investments has a total shareholder equity of $2.3B and total debt of $0.0, which brings its debt-to-equity ratio to 0%. Its total assets and total liabilities are $2.6B and $308.2M respectively. SEI Investments's EBIT is $573.9M making its interest coverage ratio -12. It has cash and short-term investments of $741.9M.
Key information
0%
Debt to equity ratio
US$0
Debt
| Interest coverage ratio | -12x |
| Cash | US$741.86m |
| Equity | US$2.26b |
| Total liabilities | US$308.19m |
| Total assets | US$2.57b |
Recent financial health updates
Recent updates
SEI Investments: Fairly Priced Amid Positive Growth Prospects
Sep 23
Tactical Expansions And Innovations Set To Propel Market Share And AUM Growth
Aug 25 SEI's strategic investments and focus on RIA market expansion, platform adoption, and entering new markets are poised to drive future AUM growth and revenue.SEI Investments Is Another Decent Dividend Growth Stock
Jul 29SEI Investments GAAP EPS of $0.81 misses by $0.01, revenue of $481.67M beats by $9.49M
Jul 20Financial Position Analysis
Short Term Liabilities: SEIC's short term assets ($1.5B) exceed its short term liabilities ($261.4M).
Long Term Liabilities: SEIC's short term assets ($1.5B) exceed its long term liabilities ($46.8M).
Debt to Equity History and Analysis
Debt Level: SEIC is debt free.
Reducing Debt: SEIC had no debt 5 years ago.
Debt Coverage: SEIC has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: SEIC has no debt, therefore coverage of interest payments is not a concern.
Balance Sheet
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/05/06 21:49 |
| End of Day Share Price | 2025/05/06 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SEI Investments Company is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Thomas McCrohan | CLSA |
| Stephen Saunders | GARP Research & Securities Co. |
| Ryan Bailey | Goldman Sachs |