IVZ
Price
$15.64
Change
+$0.45 (+2.96%)
Updated
Apr 2, 04:22 PM (EDT)
Capitalization
7.41B
27 days until earnings call
SEIC
Price
$77.58
Change
+$0.30 (+0.39%)
Updated
Apr 2, 04:59 PM (EDT)
Capitalization
9.3B
15 days until earnings call
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IVZ vs SEIC

Header iconIVZ vs SEIC Comparison
Open Charts IVZ vs SEICBanner chart's image
Inves
Price$15.64
Change+$0.45 (+2.96%)
Volume$5.62K
Capitalization7.41B
SEI Investments
Price$77.58
Change+$0.30 (+0.39%)
Volume$8.23K
Capitalization9.3B
IVZ vs SEIC Comparison Chart
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SEIC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ vs. SEIC commentary
Apr 02, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVZ is a Hold and SEIC is a Buy.

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COMPARISON
Comparison
Apr 02, 2025
Stock price -- (IVZ: $15.19 vs. SEIC: $77.28)
Brand notoriety: IVZ and SEIC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 59% vs. SEIC: 99%
Market capitalization -- IVZ: $7.41B vs. SEIC: $9.3B
IVZ [@Investment Managers] is valued at $7.41B. SEIC’s [@Investment Managers] market capitalization is $9.3B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IVZ’s FA Score shows that 1 FA rating(s) are green whileSEIC’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 1 green, 4 red.
  • SEIC’s FA Score: 1 green, 4 red.
According to our system of comparison, SEIC is a better buy in the long-term than IVZ.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IVZ’s TA Score shows that 5 TA indicator(s) are bullish while SEIC’s TA Score has 5 bullish TA indicator(s).

  • IVZ’s TA Score: 5 bullish, 4 bearish.
  • SEIC’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, SEIC is a better buy in the short-term than IVZ.

Price Growth

IVZ (@Investment Managers) experienced а -4.88% price change this week, while SEIC (@Investment Managers) price change was -1.26% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.42%. For the same industry, the average monthly price growth was -2.54%, and the average quarterly price growth was +0.20%.

Reported Earning Dates

IVZ is expected to report earnings on Apr 29, 2025.

SEIC is expected to report earnings on Apr 17, 2025.

Industries' Descriptions

@Investment Managers (-1.42% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
SEIC($9.3B) has a higher market cap than IVZ($7.41B). SEIC has higher P/E ratio than IVZ: SEIC (20.47) vs IVZ (12.27). SEIC YTD gains are higher at: -6.305 vs. IVZ (-12.123). IVZ has higher annual earnings (EBITDA): 1.13B vs. SEIC (669M). IVZ has more cash in the bank: 1.93B vs. SEIC (866M). SEIC has less debt than IVZ: SEIC (25.4M) vs IVZ (9.05B). IVZ has higher revenues than SEIC: IVZ (5.72B) vs SEIC (1.92B).
IVZSEICIVZ / SEIC
Capitalization7.41B9.3B80%
EBITDA1.13B669M169%
Gain YTD-12.123-6.305192%
P/E Ratio12.2720.4760%
Revenue5.72B1.92B298%
Total Cash1.93B866M223%
Total Debt9.05B25.4M35,610%
FUNDAMENTALS RATINGS
IVZ vs SEIC: Fundamental Ratings
IVZ
SEIC
OUTLOOK RATING
1..100
643
VALUATION
overvalued / fair valued / undervalued
1..100
32
Undervalued
85
Overvalued
PROFIT vs RISK RATING
1..100
6623
SMR RATING
1..100
8437
PRICE GROWTH RATING
1..100
6353
P/E GROWTH RATING
1..100
7262
SEASONALITY SCORE
1..100
n/a50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

IVZ's Valuation (32) in the Investment Managers industry is somewhat better than the same rating for SEIC (85). This means that IVZ’s stock grew somewhat faster than SEIC’s over the last 12 months.

SEIC's Profit vs Risk Rating (23) in the Investment Managers industry is somewhat better than the same rating for IVZ (66). This means that SEIC’s stock grew somewhat faster than IVZ’s over the last 12 months.

SEIC's SMR Rating (37) in the Investment Managers industry is somewhat better than the same rating for IVZ (84). This means that SEIC’s stock grew somewhat faster than IVZ’s over the last 12 months.

SEIC's Price Growth Rating (53) in the Investment Managers industry is in the same range as IVZ (63). This means that SEIC’s stock grew similarly to IVZ’s over the last 12 months.

SEIC's P/E Growth Rating (62) in the Investment Managers industry is in the same range as IVZ (72). This means that SEIC’s stock grew similarly to IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZSEIC
RSI
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
74%
Bearish Trend 2 days ago
62%
Momentum
ODDS (%)
Bearish Trend 2 days ago
60%
Bullish Trend 2 days ago
48%
MACD
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
46%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
53%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
48%
Advances
ODDS (%)
Bullish Trend 9 days ago
70%
Bullish Trend 8 days ago
51%
Declines
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 6 days ago
53%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
68%
Aroon
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
46%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SEIC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.13%
JHG - IVZ
73%
Closely correlated
+0.44%
TROW - IVZ
71%
Closely correlated
+0.44%
AMG - IVZ
71%
Closely correlated
+0.83%
BN - IVZ
68%
Closely correlated
+2.65%
BLK - IVZ
67%
Closely correlated
-0.25%
More

SEIC and

Correlation & Price change

A.I.dvisor indicates that over the last year, SEIC has been closely correlated with TROW. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEIC jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEIC
1D Price
Change %
SEIC100%
-0.45%
TROW - SEIC
70%
Closely correlated
+0.44%
JHG - SEIC
68%
Closely correlated
+0.44%
BN - SEIC
68%
Closely correlated
+2.65%
AMG - SEIC
66%
Closely correlated
+0.83%
IVZ - SEIC
65%
Loosely correlated
+0.13%
More