SEIC (SEI Investments Co) Piotroski F-Score: 6 (As of Aug. 05, 2026) — 14% Below Median

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SEIC SEI Investments Co SEIC
99 GF Score
Price $104.76
GF Value $94.42
Valuation Modestly Overvalued
! 8 Warning Signs
View Full Analysis

What is SEI Investments Co Piotroski F-Score?

SEI Investments Co SEIC -0.02% 99 Piotroski F-Score is 6 as of Aug. 05, 2026, which is 14% below its 10-year median of 7.00. GuruFocus rates SEIC with a GF Score™ of 99/100 and a GF Value™ of $94.42 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,594 Asset Management companies, SEI Investments Co ranks better than 82.37% on this metric.

The zones of discrimination were as such:

Good or high score = 7, 8, 9
Bad or low score = 0, 1, 2, 3

SEI Investments Co has an F-score of 6 indicating the company's financial situation is typical for a stable company.

The historical rank and industry rank for SEI Investments Co's Piotroski F-Score or its related term are showing as below:

SEIC' s Piotroski F-Score Range Over the Past 10 Years
Min: 4   Med: 7   Max: 9
Current: 6

During the past 13 years, the highest Piotroski F-Score of SEI Investments Co was 9. The lowest was 4. And the median was 7.

SEI Investments Co  (NAS:SEIC) Piotroski F-Score Explanation

The developer of the system is Joseph D. Piotroski is relatively unknown accounting professor who shuns publicity and rarely gives interviews.

He graduated from the University of Illinois with a B.S. in accounting in 1989, received an M.B.A. from Indiana University in 1994. Five years later, in 1999, after earning a Ph.D. in accounting from the University of Michigan, he became an associate professor of accounting at the University of Chicago.

In 2000, he wrote a research paper called "Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers" (pdf).

He wanted to see if he can develop a system (using a simple nine-point scoring system) that can increase the returns of a strategy of investing in low price to book (referred to in the paper as high book to market) value companies.

What he found was something that exceeded his most optimistic expectations.

Buying only those companies that scored highest (8 or 9) on his nine-point scale, or F-Score as he called it, over the 20 year period from 1976 to 1996 led to an average out-performance over the market of 13.4%.

Even more impressive were the results of a strategy of investing in the highest F-Score companies (8 or 9) and shorting companies with the lowest F-Score (0 or 1).

Over the same period from 1976 to 1996 (20 years) this strategy led to an average yearly return of 23%, substantially outperforming the average S&P 500 index return of 15.83% over the same period.


SEI Investments Co Piotroski F-Score Related Terms


SEI Investments Co Piotroski F-Score Historical Data

* Premium members only.

The historical data trend for SEI Investments Co's Piotroski F-Score 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 Piotroski F-Score Chart

SEI Investments Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Piotroski F-Score
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.00 5.00 5.00 7.00 7.00

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
Piotroski F-Score 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 7.00 6.00 7.00 5.00 6.00

SEIC vs PSLV, EQH, IVZ: Piotroski F-Score Comparison

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

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

* The bar in red indicates where SEI Investments Co's Piotroski F-Score falls into.


SEIC
99GF Score
SEI Investments Co SEIC
Piotroski F-Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

How is the Piotroski F-Score calculated?

* 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.

This Year (Jun26) TTM:Last Year (Jun25) TTM:
Net Income was 164.204 + 172.501 + 174.487 + 195.658 = $707 Mil.
Cash Flow from Operations was 238.259 + 126.398 + 221.576 + 125.791 = $712 Mil.
Revenue was 578.511 + 607.925 + 622.183 + 641.617 = $2,450 Mil.
Gross Profit was 310.266 + 313.65 + 349.19 + 364.121 = $1,337 Mil.
Average Total Assets from the begining of this year (Jun25)
to the end of this year (Jun26) was
(2626.266 + 2845.11 + 3259.844 + 3275.254 + 3324.338) / 5 = $3066.1624 Mil.
Total Assets at the begining of this year (Jun25) was $2,626 Mil.
Long-Term Debt & Capital Lease Obligation was $54 Mil.
Total Current Assets was $1,343 Mil.
Total Current Liabilities was $266 Mil.
Net Income was 154.9 + 155.771 + 151.517 + 227.083 = $689 Mil.

Revenue was 537.396 + 557.19 + 551.344 + 559.601 = $2,206 Mil.
Gross Profit was 288.751 + 297.69 + 303.947 + 301.127 = $1,192 Mil.
Average Total Assets from the begining of last year (Jun24)
to the end of last year (Jun25) was
(2529.065 + 2684.429 + 2684.606 + 2566.042 + 2626.266) / 5 = $2618.0816 Mil.
Total Assets at the begining of last year (Jun24) was $2,529 Mil.
Long-Term Debt & Capital Lease Obligation was $22 Mil.
Total Current Assets was $1,531 Mil.
Total Current Liabilities was $248 Mil.

*Note: If the latest quarterly/semi-annual/annual total assets data is 0, then we will use previous quarterly/semi-annual/annual data for all the items in the balance sheet.

Profitability

Question 1. Return on Assets (ROA)

Net income before extraordinary items for the year divided by Total Assets at the beginning of the year.

Score 1 if positive, 0 if negative.

SEI Investments Co's current Net Income (TTM) was 707. ==> Positive ==> Score 1.

Question 2. Cash Flow Return on Assets (CFROA)

Net cash flow from operating activities (operating cash flow) divided by Total Assets at the beginning of the year.

Score 1 if positive, 0 if negative.

SEI Investments Co's current Cash Flow from Operations (TTM) was 712. ==> Positive ==> Score 1.

Question 3. Change in Return on Assets

Compare this year's return on assets (1) to last year's return on assets.

Score 1 if it's higher, 0 if it's lower.

ROA (This Year)=Net Income/Total Assets (Jun25)
=706.85/2626.266
=0.26914639

ROA (Last Year)=Net Income/Total Assets (Jun24)
=689.271/2529.065
=0.27253985

SEI Investments Co's return on assets of this year was 0.26914639. SEI Investments Co's return on assets of last year was 0.27253985. ==> Last year is higher ==> Score 0.

Question 4. Quality of Earnings (Accrual)

Compare Cash flow return on assets (2) to return on assets (1)

Score 1 if CFROA > ROA, 0 if CFROA <= ROA.

SEI Investments Co's current Net Income (TTM) was 707. SEI Investments Co's current Cash Flow from Operations (TTM) was 712. ==> 712 > 707 ==> CFROA > ROA ==> Score 1.

Funding

Question 5. Change in Gearing or Leverage

Compare this year's gearing (long-term debt divided by average total assets) to last year's gearing.

Score 0 if this year's gearing is higher, 1 otherwise.

Gearing (This Year: Jun26)=Long-Term Debt & Capital Lease Obligation/Average Total Assets from Jun25 to Jun26
=54.196/3066.1624
=0.01767552

Gearing (Last Year: Jun25)=Long-Term Debt & Capital Lease Obligation/Average Total Assets from Jun24 to Jun25
=21.646/2618.0816
=0.00826789

SEI Investments Co's gearing of this year was 0.01767552. SEI Investments Co's gearing of last year was 0.00826789. ==> Last year is lower than this year ==> Score 0.

Question 6. Change in Working Capital (Liquidity)

Compare this year's current ratio (current assets divided by current liabilities) to last year's current ratio.

Score 1 if this year's current ratio is higher, 0 if it's lower

Current Ratio (This Year: Jun26)=Total Current Assets/Total Current Liabilities
=1343.226/265.528
=5.05869814

Current Ratio (Last Year: Jun25)=Total Current Assets/Total Current Liabilities
=1531.004/247.574
=6.18402579

SEI Investments Co's current ratio of this year was 5.05869814. SEI Investments Co's current ratio of last year was 6.18402579. ==> Last year's current ratio is higher ==> Score 0.

Question 7. Change in Shares in Issue

Compare the number of shares in issue this year, to the number in issue last year.

Score 0 if there is larger number of shares in issue this year, 1 otherwise.

SEI Investments Co's number of shares in issue this year was 123.334. SEI Investments Co's number of shares in issue last year was 127.278. ==> There is smaller number of shares in issue this year, or the same. ==> Score 1.

Efficiency

Question 8. Change in Gross Margin

Compare this year's gross margin (Gross Profit divided by sales) to last year's.

Score 1 if this year's gross margin is higher, 0 if it's lower.

Gross Margin (This Year: TTM)=Gross Profit/Revenue
=1337.227/2450.236
=0.54575437

Gross Margin (Last Year: TTM)=Gross Profit/Revenue
=1191.515/2205.531
=0.54023952

SEI Investments Co's gross margin of this year was 0.54575437. SEI Investments Co's gross margin of last year was 0.54023952. ==> This year's gross margin is higher. ==> Score 1.

Question 9. Change in asset turnover

Compare this year's asset turnover (total sales for the year divided by total assets at the beginning of the year) to last year's asset turnover ratio.

Score 1 if this year's asset turnover ratio is higher, 0 if it's lower

Asset Turnover (This Year)=Revenue/Total Assets at the Beginning of This Year (Jun25)
=2450.236/2626.266
=0.93297328

Asset Turnover (Last Year)=Revenue/Total Assets at the Beginning of Last Year (Jun24)
=2205.531/2529.065
=0.87207367

SEI Investments Co's asset turnover of this year was 0.93297328. SEI Investments Co's asset turnover of last year was 0.87207367. ==> This year's asset turnover is higher. ==> Score 1.

Evaluation

Piotroski F-Score= Que. 1+ Que. 2+ Que. 3+Que. 4+Que. 5+Que. 6+Que. 7+Que. 8+Que. 9
=1+1+0+1+0+0+1+1+1
=6

Good or high score = 7, 8, 9
Bad or low score = 0, 1, 2, 3

SEI Investments Co has an F-score of 6 indicating the company's financial situation is typical for a stable company.

Frequently Asked Questions Learn more about Piotroski F-Score →
What does a Piotroski F-Score of 6 mean?
SEI Investments Co (SEIC) has a Piotroski F-Score of 6 as of Aug. 05, 2026. The Piotroski F-score grades a company's business operating strength from 0-9. View historical data on SEI Investments Co and its competitors. This is 14% below median its historical median of 7.00. Over the past decade, SEI Investments Co's Piotroski F-Score has ranged from 4.00 to 9.00. According to the industry distribution chart, SEI Investments Co ranks #281 out of 1594 companies in the Asset Management industry, placing it in the top 17.6%.
Is SEI Investments Co's Piotroski F-Score too high?
SEI Investments Co's current Piotroski F-Score of 6 is 14% below median its 10-year median of 7.00. Over the past 10 years, this metric has ranged from a low of 4.00 to a high of 9.00. The Asset Management industry median Piotroski F-Score is 5.00. SEI Investments Co's value of 6 is 20% above this industry median. Based on the distribution chart, SEI Investments Co ranks #281 out of 1594 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, SEI Investments Co has a GF Score™ of 99/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does SEI Investments Co's Piotroski F-Score compare to PSLV and EQH?
According to the Asset Management industry distribution chart, SEI Investments Co ranks #281 out of 1594 companies for Piotroski F-Score. This places SEI Investments Co in the top 18% of its industry — outperforming the majority of peers. The industry median Piotroski F-Score is 5.00. SEI Investments Co's value of 6 is 20% above this benchmark. Historically, SEI Investments Co's own Piotroski F-Score has ranged from 4.00 to 9.00 over the past decade. While the company's 10-year median is 7.00 vs. the industry median of 5.00, SEI Investments Co has consistently been above 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 Piotroski F-Score for an Asset Management company?
The median Piotroski F-Score among Asset Management companies is 5.00, based on 1,594 companies in the industry. Companies in the top quartile (top 25%) have a Piotroski F-Score significantly above this median, while those in the bottom quartile fall well below. However, Piotroski F-Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current Piotroski F-Score of 6 is 20% above 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 Piotroski F-Score mean?
A high Piotroski F-Score can signal that a stock is expensive relative to its fundamentals. The Piotroski F-score grades a company's business operating strength from 0-9. View historical data on SEI Investments Co and its competitors. For the Asset Management industry, the median Piotroski F-Score is 5.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current Piotroski F-Score is 6, which is 14% below median its own 10-year median of 7.00. 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 (SEIC) is currently considered Modestly Overvalued. The stock's GF Value™ is $94.42, compared to a current price of $104.76 — trading 11% above its estimated fair value. The current Piotroski F-Score is 6, which is 14% below median its 10-year median of 7.00 and 20% above the Asset Management industry median of 5.00. SEI Investments Co's overall GF Score™ is 99/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Piotroski F-Score calculated?
Piotroski F-Score is calculated from a company's financial statements. For SEI Investments Co (SEIC), the current Piotroski F-Score is 6 as of Aug. 05, 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 (SEIC) Overvalued in 2026?

Based on GuruFocus' analysis, SEI Investments Co stock appears to be overvalued. The current stock price of $104.76 is trading 11% above its estimated GF Value™ of $94.42. GuruFocus considers SEI Investments Co to be Modestly Overvalued.

Key valuation signals for SEIC:

  • Piotroski F-Score: 6 (14% below median its 10-year median of 7.00)
  • GF Value™: $94.42 vs. price of $104.76 (11% above fair value)
  • GF Score™: 99/100 with 8 warning signs
  • Industry Position: 20% above the Asset Management median (#281 of 1594)

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


SEI Investments Co Business Description

Other Exchanges SI3:GermanyS2EI34: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.
99GF Score

Get the complete analysis for SEIC

Piotroski F-Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$104.76
Price
$94.42
GF Value