SEIC PEER ANALYSIS

SEI Investments Company — metric-by-metric comparison with peers and the industry median

SEICSEI Investments Company

🇺🇸 USA · NASDAQ · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

SEICIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	SEIC	IGM	CVC	HEDEF	AFI	INDU-C	Ind. Median
P/E	15.42	16.32	12.28	185.79	31.12	5.80●	18.84
P/B	4.65	2.09	8.98	49.91	1.04●	1.14	2.08
EV/EBITDA	11.10	15.08	10.68	125.35	—	5.95●	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	SEIC	IGM	CVC	HEDEF	AFI	INDU-C	Ind. Median
Current Ratio	4.52	1.36	12.44●	0.04	3.65	1.94	3.81
Debt/Equity	2.8%	81.9%	110.2%	0.3%●	—	3.6%	18.1%
NetDebt/EBITDA	-0.33●	3.74	0.73	0.00	—	0.17	0.18

Profitability
Metric	SEIC	IGM	CVC	HEDEF	AFI	INDU-C	Ind. Median
Net Margin	31.2%	30.0%	63.6%	63.1%	85.0%	99.3%●	16.7%
ROE	31.4%	13.7%	90.9%●	37.6%	3.3%	21.6%	9.4%
ROA	25.3%	5.5%	22.6%	31.1%●	2.7%	20.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	SEIC	IGM	CVC	HEDEF	AFI	INDU-C	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	22.8%	21.9%	425.1%	—	-7.6%	930.1%●	14.6%
Div. Yield	1.1%	2.9%	3.6%	0.0%	3.9%●	1.7%	1.4%
Payout	17.0%	46.2%	40.1%	0.0%	107.4%	8.9%	11.6%

Valuation
Metric	SEIC	IVZ	EQH	AMG	CRBG	CG	Ind. Median
P/E	15.42	—	—	12.56●	57.52	28.15	18.84
P/B	4.65	1.00●	47.41	3.07	1.30	2.85	2.08
EV/EBITDA	11.10	16.47	-48.11●	7.86	15.55	26.91	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	SEIC	IVZ	EQH	AMG	CRBG	CG	Ind. Median
Current Ratio	4.52	0.53	0.56	1.14	—	10.83●	3.81
Debt/Equity	2.8%●	86.0%	2,537.4%	94.5%	101.1%	270.5%	18.1%
NetDebt/EBITDA	-0.33	7.29	-68.53●	1.66	6.66	11.71	0.18

Profitability
Metric	SEIC	IVZ	EQH	AMG	CRBG	CG	Ind. Median
Net Margin	31.2%	-3.7%	-7.3%	31.9%●	3.9%	13.7%	16.7%
ROE	31.4%●	-1.8%	-61.5%	24.0%	2.2%	10.0%	9.4%
ROA	25.3%●	-0.9%	-0.3%	8.3%	0.1%	2.0%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	SEIC	IVZ	EQH	AMG	CRBG	CG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	22.8%	—	—	73.9%●	-64.4%	-49.6%	14.6%
Div. Yield	1.1%	3.2%	1.8%	0.0%	3.4%●	3.3%	1.4%
Payout	17.0%	-231.6%	-45.9%	0.1%	200.8%	92.4%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.