SEI Investments CoFRA:SI3 +1.23%98 3-Year ROIIC % is 8.77 as of Dec. 2025, which is 65% below its 10-year median of 25.02. GuruFocus rates FRA:SI3 with a GF Score™ of 98/100 and a GF Value™ of €78.16 (Fairly Valued). The stock has 8 warning signs investors should review. Among 654 Asset Management companies, SEI Investments Co ranks better than 59.33% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
SEI Investments Co's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 8.77%. 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 3-Year ROIIC % or its related term are showing as below:
FRA:SI3's 3-Year ROIIC % is ranked better than 59.33% of 654
companies
in the Asset Management industry
Industry Median: 2.15
vs FRA:SI3: 8.77
SEI Investments Co (FRA:SI3) 3-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 3-Year ROIIC % Related Terms
SEI Investments Co 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for SEI Investments Co's 3-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.
FRA:SI3 vs IVZ, PSLV, AMG: 3-Year ROIIC % Comparison
For the Asset Management subindustry, SEI Investments Co's 3-Year ROIIC %, along with its competitors' market caps and 3-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 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, SEI Investments Co's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where SEI Investments Co's 3-Year ROIIC % 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-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.
SEI Investments Co (FRA:SI3) has a 3-Year ROIIC % of 8.77 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on SEI Investments Co and its competitors. This is 65% below median its historical median of 25.02. According to the industry distribution chart, SEI Investments Co ranks #266 out of 654 companies in the Asset Management industry, placing it in the top 40.7%.
Is SEI Investments Co's 3-Year ROIIC % too high?
SEI Investments Co's current 3-Year ROIIC % of 8.77 is 65% below median its 10-year median of 25.02. The Asset Management industry median 3-Year ROIIC % is 2.15. SEI Investments Co's value of 8.77 is 307.9% above this industry median. Based on the distribution chart, SEI Investments Co ranks #266 out of 654 companies in the Asset Management industry, which is above the industry midpoint. Overall, SEI Investments Co has a GF Score™ of 98/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does SEI Investments Co's 3-Year ROIIC % compare to IVZ and PSLV?
According to the Asset Management industry distribution chart, SEI Investments Co ranks #266 out of 654 companies for 3-Year ROIIC %. This puts SEI Investments Co in the upper half of its industry. The industry median 3-Year ROIIC % is 2.15. SEI Investments Co's value of 8.77 is 307.9% above this benchmark. While the company's 10-year median is 25.02 vs. the industry median of 2.15, 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 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.15, based on 654 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current 3-Year ROIIC % of 8.77 is 307.9% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on SEI Investments Co and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current 3-Year ROIIC % is 8.77, which is 65% below median its own 10-year median of 25.02. 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 €78.16, compared to a current price of €82.00 — trading 4.9% above its estimated fair value. The current 3-Year ROIIC % is 8.77, which is 65% below median its 10-year median of 25.02 and 307.9% above the Asset Management industry median of 2.15. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For SEI Investments Co (FRA:SI3), the current 3-Year ROIIC % is 8.77 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 (FRA:SI3) Overvalued in 2026?
Based on GuruFocus' analysis, SEI Investments Co stock appears to be overvalued.
The current stock price of €82.00 is trading 4.9% above its estimated GF Value™ of €78.16.
GuruFocus considers SEI Investments Co to be Fairly Valued.
Key valuation signals for FRA:SI3:
3-Year ROIIC %: 8.77 (65% below median its 10-year median of 25.02)
GF Value™: €78.16 vs. price of €82.00 (4.9% above fair value)
Industry Position: 307.9% above the Asset Management median (#266 of 654)
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.
98GF Score
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