SEI Investments Co (STU:SI3) 10-Year ROIIC % : 13.62% (As of Dec. 2025)


STU:SI3 SEI Investments Co STU:SI3
74 GF Score
Price €82.50
GF Value €78.64
Valuation Fairly Valued
! 8 Warning Signs
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What is SEI Investments Co 10-Year ROIIC %?

SEI Investments Co STU:SI3 +0.61% 74 10-Year ROIIC % is 13.62 as of Dec. 2025. GuruFocus rates STU:SI3 with a GF Score™ of 74/100 and a GF Value™ of €78.64 (Fairly Valued). The stock has 8 warning signs investors should review. Among 549 Asset Management companies, SEI Investments Co ranks better than 74.68% on this metric.

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. SEI Investments Co's 10-Year ROIIC % for the quarter that ended in Dec. 2025 was 13.62%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for SEI Investments Co's 10-Year ROIIC % or its related term are showing as below:

STU:SI3's 10-Year ROIIC % is ranked better than
74.68% of 549 companies
in the Asset Management industry
Industry Median: 1.1 vs STU:SI3: 13.62

SEI Investments Co  (STU:SI3) 10-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


SEI Investments Co 10-Year ROIIC % Related Terms


SEI Investments Co 10-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for SEI Investments Co's 10-Year ROIIC % 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 10-Year ROIIC % Chart

SEI Investments Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 57.83 49.84 22.74 22.86 13.62

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
10-Year ROIIC % 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 0.00 0.00 0.00 13.62 0.00

STU:SI3 vs IVZ, PSLV, AMG: 10-Year ROIIC % Comparison

For the Asset Management subindustry, SEI Investments Co's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % 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 10-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, SEI Investments Co's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where SEI Investments Co's 10-Year ROIIC % falls into.


STU:SI3
74GF Score
SEI Investments Co STU:SI3
10-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

SEI Investments Co 10-Year ROIIC % Calculation

SEI Investments Co's 10-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 419.5254644 (Dec. 2025) - 217.922268 (Dec. 2015) )/( 2224.153 (Dec. 2025) - 679.615 (Dec. 2015) )
=201.6031964/1544.538
=13.05%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 10-Year ROIIC % →
What does a 10-Year ROIIC % of 13.62 mean?
SEI Investments Co (STU:SI3) has a 10-Year ROIIC % of 13.62 as of Dec. 2025. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on SEI Investments Co and its competitors. According to the industry distribution chart, SEI Investments Co ranks #139 out of 549 companies in the Asset Management industry, placing it in the top 25.3%.
Is SEI Investments Co's 10-Year ROIIC % too high?
SEI Investments Co's current 10-Year ROIIC % is 13.62. The Asset Management industry median 10-Year ROIIC % is 1.10. SEI Investments Co's value of 13.62 is 1138.2% above this industry median. Based on the distribution chart, SEI Investments Co ranks #139 out of 549 companies in the Asset Management industry, which is above the industry midpoint. Overall, SEI Investments Co has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does SEI Investments Co's 10-Year ROIIC % compare to IVZ and PSLV?
According to the Asset Management industry distribution chart, SEI Investments Co ranks #139 out of 549 companies for 10-Year ROIIC %. This puts SEI Investments Co in the upper half of its industry. The industry median 10-Year ROIIC % is 1.10. SEI Investments Co's value of 13.62 is 1138.2% 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 10-Year ROIIC % for an Asset Management company?
The median 10-Year ROIIC % among Asset Management companies is 1.10, based on 549 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current 10-Year ROIIC % of 13.62 is 1138.2% 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 10-Year ROIIC % mean?
A high 10-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on SEI Investments Co and its competitors. For the Asset Management industry, the median 10-Year ROIIC % is 1.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current 10-Year ROIIC % is 13.62. 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 (STU:SI3) is currently considered Fairly Valued. The stock's GF Value™ is €78.64, compared to a current price of €82.50 — trading 4.9% above its estimated fair value. The current 10-Year ROIIC % is 13.62 and 1138.2% above the Asset Management industry median of 1.10. SEI Investments Co's overall GF Score™ is 74/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year ROIIC % calculated?
10-Year ROIIC % is calculated from a company's financial statements. For SEI Investments Co (STU:SI3), the current 10-Year ROIIC % is 13.62 as of Dec. 2025. 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 (STU:SI3) Overvalued in 2026?

Based on GuruFocus' analysis, SEI Investments Co stock appears to be overvalued. The current stock price of €82.50 is trading 4.9% above its estimated GF Value™ of €78.64. GuruFocus considers SEI Investments Co to be Fairly Valued.

Key valuation signals for STU:SI3:

  • 10-Year ROIIC %: 13.62
  • GF Value™: €78.64 vs. price of €82.50 (4.9% above fair value)
  • GF Score™: 74/100 with 8 warning signs
  • Industry Position: 1138.2% above the Asset Management median (#139 of 549)

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.
74GF Score

Get the complete analysis for STU:SI3

10-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€82.50
Price
€78.64
GF Value