MEDIUM confidence: 100% data completeness, but the composite (59) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-12.
Fewer than 3 analysts refreshed a price target in the last month, so no revision can be computed. Prior quarter: $121 avg across 4 analysts.
Buy-rated share 78% → 75% over ~3 months (-3pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jul 2026 | $1.44 | $1.66 | +15.3% |
| Apr 2026 | $1.29 | $1.44 | +11.6% |
| Jan 2026 | $1.34 | $1.38 | +3.0% |
| Oct 2025 | $1.25 | $1.30 | +4.0% |
| Jul 2025 | $1.19 | $1.78 | +49.6% |
| Apr 2025 | $1.12 | $1.17 | +4.5% |
| Jan 2025 | $1.21 | $1.19 | -1.7% |
| Oct 2024 | $1.07 | $1.19 | +11.2% |
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $1.9B— | $2.0B+3.8% | $1.9B-3.6% | $2.1B+10.7% | $2.3B+8.1% |
| EPS (dil.) | $3.81— | $3.46-9.2% | $3.46+0.0% | $4.41+27.5% | $5.63+27.7% |
| Free Cash Flow | $581M— | $492M-15.3% | $388M-21.0% | $566M+45.7% | $585M+3.4% |
| Gross Margin | 56.7% | 52.5%-4.2pp | 51.3%-1.2pp | 53.1%+1.8pp | 59.2%+6.1pp |
| Operating Margin | 28.8% | 23.9%-5.0pp | 22.1%-1.8pp | 26.0%+3.8pp | 27.3%+1.3pp |
| Net Margin | 28.5% | 23.9%-4.6pp | 24.1%+0.2pp | 27.3%+3.3pp | 31.1%+3.8pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Net insider -$27.9M over 180 days (0 open-market buys, 26 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Working the DCF backward: holding the assumptions below, this is the free-cash-flow growth today's price implies over the next 10 years. It is a read on the price's embedded expectations — not a fair-value or target price.
The price implies FCF growth above the analyst consensus of 6.8%/yr (revenue basis).
Base free cash flow $513M (avg FY2023–FY2025; latest year $585M) · equity value $12.7B · levered FCF discounted at the cost of equity. Reverse DCF is illustrative, not advice.
The QScore of 59 for SEI Investments Company suggests a moderately attractive stock, driven by strong profitability and low risk factors, with scores of 66 and 73, respectively. The company's high return on equity of 28.9% and operating margin of 29.0% contribute to its favorable profitability score. In contrast, its value score is lower at 45, due to a P/E of 18.2 and P/B of 5.1, indicating the stock trades at a premium. The short-term and long-term scores are relatively aligned, with the short-term score slightly higher at 60, reflecting the company's strong momentum, with a 12-month return of 20.0% and a bullish 50-day versus 200-day moving average trend.