$SEIC — BUY 📊

$SEIC — BUY 📊 SEI Investments Company is a publicly owned asset management holding company. 🎯 Q1 FY26 | Rev $1B | EPS $1.44 vs $1.32 🟢 💡 Consensus expects low double-digit EPS growth, but the magnitude of the beat and forward indicators like new business wins suggest mid-teens growth is sustainable. The market-implied P/E of ~18x fails to price the quality and momentum, offering a variant view of upward estimate revisions. 📉 Reward/Risk: 2.4:1 🏢 Business Quality: 8/10 - High switching costs, asset-light, fee-based revenue, strong cash generation, and a 40-year track record of compounding. 📊 Valuation: cheap - Trailing P/E ~18x, forward ~16x; EV/EBITDA ~13.5x; vs. 10-year median P/E of 22x and peer group (TROW, BK, FDS) forward average of 19x. 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/SEIC0621

SEI Investments Company is a publicly owned asset management holding company.