SEI Investments CoFRA:SI3 -0.65%97 ROE % is 28.68% as of Mar. 2026, which is 3% above its 10-year median of 27.80. GuruFocus rates FRA:SI3 with a GF Score™ of 97/100 and a GF Value™ of €79.08 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,615 Asset Management companies, SEI Investments Co ranks better than 91.15% on this metric.
The historical rank and industry rank for SEI Investments Co's ROE % or its related term are showing as below:
FRA:SI3'
s ROE % Range Over the Past 10 Years
Min: 22.63 Med: 27.8 Max: 32.96
Current: 31.03
During the past 13 years, SEI Investments Co's highest ROE % was 32.96%. The lowest was 22.63%. And the median was 27.80%.
FRA:SI3's ROE % is ranked better than 91.15% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs FRA:SI3: 31.03
SEI Investments Co (FRA:SI3) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
SEI Investments Co ROE % Related Terms
SEI Investments Co ROE % Historical Data
* Premium members only.
The historical data trend for SEI Investments Co's ROE % 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.
For the Asset Management subindustry, SEI Investments Co's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, SEI Investments Co's ROE % distribution charts can be found below:
* The bar in red indicates where SEI Investments Co's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
SEI Investments Co (FRA:SI3) has a ROE % of 28.68% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on SEI Investments Co and its competitors. This is near median its historical median of 27.80. Over the past decade, SEI Investments Co's ROE % has ranged from 22.63 to 32.96. According to the industry distribution chart, SEI Investments Co ranks #143 out of 1615 companies in the Asset Management industry, placing it in the top 8.9%.
Is SEI Investments Co's ROE % too high?
SEI Investments Co's current ROE % of 28.68% is near median its 10-year median of 27.80. Over the past 10 years, this metric has ranged from a low of 22.63 to a high of 32.96. The Asset Management industry median ROE % is 6.35. SEI Investments Co's value of 28.68% is 351.7% above this industry median. Based on the distribution chart, SEI Investments Co ranks #143 out of 1615 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 97/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does SEI Investments Co's ROE % compare to EQH and CRBG?
According to the Asset Management industry distribution chart, SEI Investments Co ranks #143 out of 1615 companies for ROE %. This places SEI Investments Co in the top 9% of its industry — outperforming the majority of peers. The industry median ROE % is 6.35. SEI Investments Co's value of 28.68% is 351.7% above this benchmark. Historically, SEI Investments Co's own ROE % has ranged from 22.63 to 32.96 over the past decade. While the company's 10-year median is 27.80 vs. the industry median of 6.35, 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current ROE % of 28.68% is 351.7% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on SEI Investments Co and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current ROE % is 28.68%, which is near median its own 10-year median of 27.80. 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 €79.08, compared to a current price of €77.00 — trading 2.6% below its estimated fair value. The current ROE % is 28.68%, which is near median its 10-year median of 27.80 and 351.7% above the Asset Management industry median of 6.35. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For SEI Investments Co (FRA:SI3), the current ROE % is 28.68% 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 2.6% below its estimated GF Value™ of €79.08.
GuruFocus considers SEI Investments Co to be Fairly Valued.
Key valuation signals for FRA:SI3:
ROE %: 28.68% (near median its 10-year median of 27.80)
GF Value™: €79.08 vs. price of €77.00 (2.6% below fair value)
Industry Position: 351.7% above the Asset Management median (#143 of 1615)
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 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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