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
18.3% / 23.2%
FY2020-FY2024
Trend
+18.0%
vs FY2023
Sector context
#9 of 400
Financials
What the data says
Among 400 Financials companies, SEI Investments Company is in the top 2% for return on assets (roa). Return on Assets (ROA) returned to growth in FY2024 after 2 years of decline, reaching 21.6%.
Based on SEC 10-K filings.
21.6% in FY2024 with a 5-year CAGR of -1.7%. Top quartile in the Financials sector.
Improved from 20.0% to 21.6% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -1.6pp
- 5-Year Change
- -1.7pp
- 10-Year Change
- -
Sector benchmark
Top 2% in FinancialsTop 2% of 400This company 21.6% Sector average 2.1%
▼
+928.4% above sector average
Key checks
Key Insights
- In FY2024, return on assets (roa) increased 18.0% year-over-year.
- Currently 19.5pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2018.
- Lowest return on assets (roa) in the period was in FY2023.
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% | +18.0% |
| FY2023 | 18.3% | -8.1% |
| FY2022 | 20.0% | -14.0% |
| FY2021 | 23.2% | +12.5% |
| FY2020 | 20.6% | -11.5% |
| FY2019 | 23.3% | -9.2% |
| FY2018 | 25.7% | +17.6% |
| FY2017 | 21.8% | +7.0% |
| FY2016 | 20.4% | -2.3% |
As of FY2024 · SEC 10-K · Updated Mar 28, 2026