Company / Return on Assets (ROA)
SEI Investments Company Return on Assets (ROA) History
FY2016-FY2024 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
21.6%
FY2024
5-year range
18.8% / 21.7%
FY2020-FY2024
Trend
-0.2%
vs FY2023
Sector context
#9 of 402
Financials
What the data says
Among 402 Financials companies, SEI Investments Company is in the top 2% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 9 years, ranging from 17.9% in FY2017 to 25.7% in FY2018.
Based on SEC 10-K filings.
21.6% in FY2024 with a 5-year CAGR of +2.8%. Top quartile in the Financials sector.
Improved from 18.8% to 21.6% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.4pp
- 5-Year Change
- +2.8pp
- 10-Year Change
- -
Sector benchmark
+684.4% above sector average
Key checks
Key Insights
- In FY2024, return on assets (roa) decreased 0.2% year-over-year.
- Currently 18.9pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2018.
- Lowest return on assets (roa) in the period was in FY2017.
Company context
Key Data Points
- Strong profit margin: 31.1%
- Strong return on equity: 29.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | - | - |
| FY2024 | 21.6% | -0.2% |
| FY2023 | 21.7% | +15.6% |
| FY2022 | 18.8% | -11.8% |
| FY2021 | 21.3% | -8.8% |
| FY2020 | 23.3% | +24.1% |
| FY2019 | 18.8% | -26.7% |
| FY2018 | 25.7% | +43.4% |
| FY2017 | 17.9% | -8.1% |
| FY2016 | 19.5% | +7.3% |
As of FY2024 · SEC 10-K · Updated Jun 30, 2026