SEI Investments Co (FRA:SI3) Equity-to-Asset: 0.75 (As of Jun. 2026) — 11% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
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.

FRA:SI3 SEI Investments Co FRA:SI3
98 GF Score
Price €91.00
GF Value €78.92
Valuation Modestly Overvalued
! 8 Warning Signs
View Full Analysis

What is SEI Investments Co Equity-to-Asset?

SEI Investments Co FRA:SI3 +1.11% 98 Equity-to-Asset is 0.75 as of Jun. 2026, which is 11% below its 10-year median of 0.84. GuruFocus rates FRA:SI3 with a GF Score™ of 98/100 and a GF Value™ of €78.92 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,629 Asset Management companies, SEI Investments Co ranks worse than 58.44% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. SEI Investments Co's Total Stockholders Equity for the quarter that ended in Jun. 2026 was €2,170 Mil. SEI Investments Co's Total Assets for the quarter that ended in Jun. 2026 was €2,886 Mil. Therefore, SEI Investments Co's Equity to Asset Ratio for the quarter that ended in Jun. 2026 was 0.75.

The historical rank and industry rank for SEI Investments Co's Equity-to-Asset or its related term are showing as below:

FRA:SI3' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.75   Med: 0.84   Max: 0.89
Current: 0.75

During the past 13 years, the highest Equity to Asset Ratio of SEI Investments Co was 0.89. The lowest was 0.75. And the median was 0.84.

FRA:SI3's Equity-to-Asset is ranked worse than
58.44% of 1629 companies
in the Asset Management industry
Industry Median: 0.83 vs FRA:SI3: 0.75

SEI Investments Co  (FRA:SI3) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


SEI Investments Co Equity-to-Asset Related Terms


SEI Investments Co Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for SEI Investments Co's Equity-to-Asset 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 Equity-to-Asset Chart

SEI Investments Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.79 0.82 0.85 0.84 0.75

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
Equity-to-Asset 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 0.89 0.84 0.75 0.75 0.75

FRA:SI3 vs PSLV, EQH, IVZ: Equity-to-Asset Comparison

For the Asset Management subindustry, SEI Investments Co's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, SEI Investments Co's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where SEI Investments Co's Equity-to-Asset falls into.


FRA:SI3
98GF Score
SEI Investments Co FRA:SI3
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

SEI Investments Co Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

SEI Investments Co's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Equity to Asset (A: Dec. 2025 )=Total Stockholders Equity/Total Assets
=2090.408/2783.907
=0.75

SEI Investments Co's Equity to Asset Ratio for the quarter that ended in Jun. 2026 is calculated as

Equity to Asset (Q: Jun. 2026 )=Total Stockholders Equity/Total Assets
=2169.738/2885.525
=0.75

* 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.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.75 mean?
SEI Investments Co (FRA:SI3) has a Equity-to-Asset of 0.75 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on SEI Investments Co and its competitors. This is 11% below median its historical median of 0.84. Over the past decade, SEI Investments Co's Equity-to-Asset has ranged from 0.75 to 0.89. According to the industry distribution chart, SEI Investments Co ranks #952 out of 1629 companies in the Asset Management industry, placing it in the top 58.4%.
Is SEI Investments Co's Equity-to-Asset too high?
SEI Investments Co's current Equity-to-Asset of 0.75 is 11% below median its 10-year median of 0.84. Over the past 10 years, this metric has ranged from a low of 0.75 to a high of 0.89. The Asset Management industry median Equity-to-Asset is 0.83. SEI Investments Co's value of 0.75 is 9.6% below this industry median. Based on the distribution chart, SEI Investments Co ranks #952 out of 1629 companies in the Asset Management industry, which is below the industry midpoint. Overall, SEI Investments Co has a GF Score™ of 98/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does SEI Investments Co's Equity-to-Asset compare to PSLV and EQH?
According to the Asset Management industry distribution chart, SEI Investments Co ranks #952 out of 1629 companies for Equity-to-Asset. This places SEI Investments Co in the lower half of its industry. The industry median Equity-to-Asset is 0.83. SEI Investments Co's value of 0.75 is 9.6% below this benchmark. Historically, SEI Investments Co's own Equity-to-Asset has ranged from 0.75 to 0.89 over the past decade. While the company's 10-year median is 0.84 vs. the industry median of 0.83, SEI Investments Co has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,629 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current Equity-to-Asset of 0.75 is 9.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on SEI Investments Co and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current Equity-to-Asset is 0.75, which is 11% below median its own 10-year median of 0.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SEI Investments Co stock overvalued right now?
Based on GuruFocus' analysis, SEI Investments Co (FRA:SI3) is currently considered Modestly Overvalued. The stock's GF Value™ is €78.92, compared to a current price of €91.00 — trading 15.3% above its estimated fair value. The current Equity-to-Asset is 0.75, which is 11% below median its 10-year median of 0.84 and 9.6% below the Asset Management industry median of 0.83. SEI Investments Co's overall GF Score™ is 98/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For SEI Investments Co (FRA:SI3), the current Equity-to-Asset is 0.75 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

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

Based on GuruFocus' analysis, SEI Investments Co stock appears to be overvalued. The current stock price of €91.00 is trading 15.3% above its estimated GF Value™ of €78.92. GuruFocus considers SEI Investments Co to be Modestly Overvalued.

Key valuation signals for FRA:SI3:

  • Equity-to-Asset: 0.75 (11% below median its 10-year median of 0.84)
  • GF Value™: €78.92 vs. price of €91.00 (15.3% above fair value)
  • GF Score™: 98/100 with 8 warning signs
  • Industry Position: 9.6% below the Asset Management median (#952 of 1629)

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


SEI Investments Co Business Description

Other Exchanges SEIC:USAS2EI34:Brazil
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.
98GF Score

Get the complete analysis for FRA:SI3

Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€91.00
Price
€78.92
GF Value