TORVANTA
Other · S&P 500 · data as of 2026-10-05

SEI stock analysis: SEI

SEI (SEI) is an S&P 500 company in Other. It grades strongest on momentum.

The model's view of SEI · subscribers

Where SEI ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with SEI · updated 2026-10-05 · from prices and SEC filings

SEI price performance

SEI against the S&P 500, one year
+0%+50%+100%SEI +82%S&P 500 +18%2025-09-292026-10-05
Year to date+63.6%S&P 500 +14.5% · ahead by 49.1 pts
1 year+68.8%S&P 500 +17.0% · ahead by 51.8 pts
3 years+716.5%S&P 500 +89.3% · ahead by 627.3 pts
5 years+962.1%S&P 500 +91.3% · ahead by 870.8 pts

Total returns with dividends reinvested.

SEI factor grades

Each grade compares SEI with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

–Value
–GrowthRevenue growth +71% (industry +8%)
CProfitabilityOperating margin 24.3% (industry 9.6%)ROIC 8.3% (industry 10.1%)
A-Momentum12-month change +69%From 52-wk high -10%

SEI in plain numbers

SEI key statistics

SectorOther
Industryn/a
IndexS&P 500
Market valuen/a
Revenue growth (y/y)+71%
Free-cash-flow yieldn/a
Dividend yield0.6%
Next earnings (expected)2026-11-02
Valuation measures
Financial highlights
Revenue, last 12 months$762.2M
Net income, last 12 months$54.8M
Operating margin24.3%
Net margin7.2%
Return on equity8.4%
Return on invested capital8.3%
Cash$824.1M
Total debt$1.6B
Debt / equity1.78x
Free cash flow, last 12 months-$727.8M
Current ratio4.12x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

SEI earnings trends

Revenue vs earnings
-$1.7M$53.6M$108.9M$164.1M$219.4MSep 2024 Revenue: $75.0MDec 2024 Revenue: $96.3MMar 2025 Revenue: $126.3MJun 2025 Revenue: $149.3MSep 2025 Revenue: $166.8MDec 2025 Revenue: $179.7MMar 2026 Revenue: $196.2MJun 2026 Revenue: $219.4MSep 2024 Net income: -$1.0MDec 2024 Net income: $6.3MMar 2025 Net income: $5.3MJun 2025 Net income: $12.0MSep 2025 Net income: $14.6MDec 2025 Net income: -$1.7MMar 2026 Net income: $21.4MJun 2026 Net income: $20.5MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: -1.3%Net margin: 6.5%Net margin: 4.2%Net margin: 8.0%Net margin: 8.7%Net margin: -0.9%Net margin: 10.9%Net margin: 9.3%-1%5%11%■ Revenue ■ Net income ━ Net margin

From the company's 10-Q and 10-K filings with the SEC.

SEI financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$159.2M$320.0M$292.9M$313.1M$622.2M
Net income-$868K$21.2M$24.3M$15.8M$30.2M
Free cash flow-$3.2M-$13.4M$25.5M-$129.1M-$437.7M

SEI earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-05n/an/a+47%-1.2%
2026-04-27n/an/a+55%+3.1%
2026-02-24n/an/a+87%+7.4%
2025-11-03n/an/a+122%+1.9%
2025-07-24n/an/a+102%+10.1%
2025-04-30n/an/a+86%+7.6%

About SEI

HeadquartersHouston, TX
Industry (SEC code)Oil & Gas Field Machinery & Equipment
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE
FormerlySolaris Oilfield Infrastructure, Inc.

From the company's SEC registration record.

Companies similar to SEI

CompanyMarket valueP/ERevenue growthOperating margin12-month change
SEI SEIn/an/a+71%24.3%+69%
AA AA$11.5B9.0x+6%n/a+27%compare
AAL AAL$8.5Bn/a+8%1.7%+11%compare
AAMI AAMI$3.4B34.1x+24%23.7%+109%compare
AAON AAON$7.0B44.2x+54%11.0%-14%
AAP AAP$2.4B28.9x-1%2.7%-34%
AAT AAT$1.3B73.6x-4%22.8%+12%

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Frequently asked questions

Is SEI stock a buy?

Torvanta does not tell individuals what to buy. Its grades for SEI are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

When does SEI report earnings next?

Based on its filing history, Torvanta expects SEI to report around 2026-11-02.

Does SEI pay a dividend?

Yes. Its dividend yield is about 0.6%.

How has SEI performed against the S&P 500?

Over the past year SEI returned +68.8%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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