SEI Investments Co (FRA:SI3) ROCE %: 31.69% (As of Mar. 2026)

What is SEI Investments Co ROCE %?

SEI Investments Co FRA:SI3 -0.65% 97 ROCE % is 31.69% as of Mar. 2026. GuruFocus rates FRA:SI3 with a GF Score™ of 97/100 and a GF Value™ of €78.74 (Fairly Valued). The stock has 5 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. SEI Investments Co's annualized ROCE % for the quarter that ended in Mar. 2026 was 31.69%.

SEI Investments Co (FRA:SI3) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

SEI Investments Co ROCE % Related Terms

SEI Investments Co ROCE % Historical Data

* Premium members only.

The historical data trend for SEI Investments Co's ROCE % 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 ROCE % Chart

SEI Investments Co Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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37.35

31.61

28.27

34.09

33.65

SEI Investments Co Quarterly Data
	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26
ROCE %	Get a 7-Day Free Trial															33.58	48.33	33.84	32.02	31.69

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SEI Investments Co FRA:SI3

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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SEI Investments Co ROCE % Calculation

SEI Investments Co's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	783.068	/	( ( (2563.799 - 363.39)	+	(2783.907 - 330.678) )	/ 2 )
	=	783.068	/	( (2200.409	+	2453.229)	/ 2 )
	=	783.068	/	2326.819
	=	33.65 %

SEI Investments Co's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	800.244	/	( ( (2783.907 - 330.678)	+	(2833.095 - 235.99) )	/ 2 )
	=	800.244	/	( ( 2453.229	+	2597.105 )	/ 2 )
	=	800.244	/	2525.167
	=	31.69 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 31.69% mean?

SEI Investments Co (FRA:SI3) has a ROCE % of 31.69% as of Mar. 2026.

Is SEI Investments Co's ROCE % too high?

SEI Investments Co's current ROCE % is 31.69%. The Asset Management industry median ROCE % is 4.43. SEI Investments Co's value of 31.69% is 616.2% above this industry median. Overall, SEI Investments Co has a GF Score™ of 97/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.

How does SEI Investments Co's ROCE % compare to EQH and CRBG?

SEI Investments Co's ROCE % of 31.69% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. SEI Investments Co's value of 31.69% is 616.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current ROCE % of 31.69% is 616.2% 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current ROCE % is 31.69%. 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 Fairly Valued. The stock's GF Value™ is €78.74, compared to a current price of €77.00 — trading 2.2% below its estimated fair value. The current ROCE % is 31.69% and 616.2% above the Asset Management industry median of 4.43. SEI Investments Co's overall GF Score™ is 97/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For SEI Investments Co (FRA:SI3), the current ROCE % is 31.69% as of Mar. 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 undervalued. The current stock price of €77.00 is trading 2.2% below its estimated GF Value™ of €78.74. GuruFocus considers SEI Investments Co to be Fairly Valued.

Key valuation signals for FRA:SI3:

ROCE %: 31.69%
GF Value™: €78.74 vs. price of €77.00 (2.2% below fair value)
GF Score™: 97/100 with 5 warning signs
Industry Position: 616.2% above the Asset Management median

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

Industry Financial Services Asset Management

Comparable Companies EQH CRBG IVZ AMG JHG PDI ARCC OWL TPG PSLV BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges SEIC:USA S2EI34:Brazil

Address 1 Freedom Valley Drive, Oaks, PA, USA, 19456

Website https://www.seic.com

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.

97GF Score

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€77.00

Price

€78.74

GF Value

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