SEI EBITDA growth rerating

Conviction: 68% · Horizon: 4Y · 2026-05-25

SEI can re-rate if EBITDA compounds toward the 2029 target

SEI is valued at roughly 7.9x 2029 EBITDA using a market capitalization near $7B and net debt near $1B. If EBITDA reaches more than $1B by 2029, the implied growth rate and valuation multiple leave room for upside.

Instrument	Side	Target	Reason
SEI	Long		EBITDA growth toward more than $1B by 2029 could make the current enterprise value attractive, especially if the market rewards sustained compounding with a higher forward multiple.

Themes

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