SEI Investments Co (STU:SI3) Cyclically Adjusted PB Ratio: (As of Aug. 26, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

STU:SI3 SEI Investments Co STU:SI3
78 GF Score
Price €94.00
GF Value €80.68
Valuation Modestly Overvalued
! 8 Warning Signs
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What is SEI Investments Co Cyclically Adjusted PB Ratio?

Note: If the price history is too short, we do not calculate current Cyclically Adjusted PB Ratio for this stock. All the historical data is shown as the company's primary share's data instead.

Shiller PE for Stocks: The True Measure of Stock Valuation


SEI Investments Co  (STU:SI3) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


SEI Investments Co Cyclically Adjusted PB Ratio Related Terms


SEI Investments Co Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for SEI Investments Co's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

SEI Investments Co Cyclically Adjusted PB Ratio Chart

SEI Investments Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.95 5.04 5.02 5.97 5.46

SEI Investments Co Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.19 5.72 5.46 5.05 5.49

STU:SI3 vs PSLV, EQH, IVZ: Cyclically Adjusted PB Ratio Comparison

For the Asset Management subindustry, SEI Investments Co's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


SEI Investments Co Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, SEI Investments Co's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where SEI Investments Co's Cyclically Adjusted PB Ratio falls into.


STU:SI3
78GF Score
SEI Investments Co STU:SI3
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

SEI Investments Co Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

SEI Investments Co's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, SEI Investments Co's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=18.085/333.9520*333.9520
=18.085

Current CPI (Jun. 2026) = 333.9520.

SEI Investments Co Quarterly Data

Book Value per Share CPI Adj_Book
201609 7.315 241.428 10.118
201612 7.768 241.432 10.745
201703 8.030 243.801 10.999
201706 7.728 244.955 10.536
201709 7.636 246.819 10.332
201712 7.945 246.524 10.763
201803 8.283 249.554 11.084
201806 8.685 251.989 11.510
201809 8.988 252.439 11.890
201812 9.115 251.233 12.116
201903 9.511 254.202 12.495
201906 9.583 256.143 12.494
201909 10.295 256.759 13.390
201912 10.450 256.974 13.580
202003 10.612 258.115 13.730
202006 10.361 257.797 13.422
202009 10.162 260.280 13.038
202012 9.974 260.474 12.788
202103 10.767 264.877 13.575
202106 10.627 271.696 13.062
202109 11.215 274.310 13.653
202112 11.894 278.802 14.247
202203 13.056 287.504 15.165
202206 13.421 296.311 15.126
202209 14.461 296.808 16.271
202212 13.748 296.797 15.469
202303 14.117 301.836 15.619
202306 14.125 305.109 15.460
202309 14.841 307.789 16.103
202312 14.903 306.746 16.225
202403 15.825 312.332 16.920
202406 16.079 314.175 17.091
202409 16.476 315.301 17.451
202412 16.957 315.605 17.943
202503 16.737 319.799 17.478
202506 16.390 322.561 16.969
202509 16.678 324.800 17.148
202512 17.102 324.054 17.624
202603 17.606 330.213 17.805
202606 18.085 333.952 18.085

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

Is SEI Investments Co (STU:SI3) Overvalued in 2026?

Based on GuruFocus' analysis, SEI Investments Co stock appears to be overvalued. The current stock price of €94.00 is trading 16.5% above its estimated GF Value™ of €80.68. GuruFocus considers SEI Investments Co to be Modestly Overvalued.

Key valuation signals for STU:SI3:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: €80.68 vs. price of €94.00 (16.5% above fair value)
  • GF Score™: 78/100 with 8 warning signs

No single metric tells the full story. See the STU:SI3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


SEI Investments Co Business Description

Address 1 Freedom Valley Drive, Oaks, PA, USA, 19456
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.
78GF Score

Get the complete analysis for STU:SI3

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€94.00
Price
€80.68
GF Value