PAX
Price
$13.78
Change
+$0.01 (+0.07%)
Updated
Aug 7, 04:59 PM (EDT)
Capitalization
2.2B
96 days until earnings call
SEIC
Price
$86.79
Change
-$1.41 (-1.60%)
Updated
Aug 7, 04:59 PM (EDT)
Capitalization
9.3B
76 days until earnings call
Interact to see
Advertisement

PAX vs SEIC

Header iconPAX vs SEIC Comparison
Open Charts PAX vs SEICBanner chart's image
Patria Investments
Price$13.78
Change+$0.01 (+0.07%)
Volume$3.05K
Capitalization2.2B
SEI Investments
Price$86.79
Change-$1.41 (-1.60%)
Volume$10.78K
Capitalization9.3B
PAX vs SEIC Comparison Chart in %
Loading...
PAX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SEIC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
PAX vs. SEIC commentary
Aug 08, 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 PAX is a StrongBuy and SEIC is a StrongBuy.

Interact to see
Advertisement
COMPARISON
Comparison
Aug 08, 2025
Stock price -- (PAX: $13.76 vs. SEIC: $88.20)
Brand notoriety: PAX and SEIC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: PAX: 71% vs. SEIC: 62%
Market capitalization -- PAX: $2.2B vs. SEIC: $9.3B
PAX [@Investment Managers] is valued at $2.2B. 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 $6.22B.

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).

PAX’s FA Score shows that 2 FA rating(s) are green whileSEIC’s FA Score has 2 green FA rating(s).

  • PAX’s FA Score: 2 green, 3 red.
  • SEIC’s FA Score: 2 green, 3 red.
According to our system of comparison, both PAX and SEIC are a good buy in the long-term.

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.

PAX’s TA Score shows that 3 TA indicator(s) are bullish while SEIC’s TA Score has 6 bullish TA indicator(s).

  • PAX’s TA Score: 3 bullish, 6 bearish.
  • SEIC’s TA Score: 6 bullish, 3 bearish.
According to our system of comparison, SEIC is a better buy in the short-term than PAX.

Price Growth

PAX (@Investment Managers) experienced а -2.48% price change this week, while SEIC (@Investment Managers) price change was -0.42% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.44%. For the same industry, the average monthly price growth was +1.90%, and the average quarterly price growth was +12.93%.

Reported Earning Dates

PAX is expected to report earnings on Nov 11, 2025.

SEIC is expected to report earnings on Oct 22, 2025.

Industries' Descriptions

@Investment Managers (-0.44% 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
Loading...
FUNDAMENTALS
Fundamentals
SEIC($9.3B) has a higher market cap than PAX($2.2B). SEIC has higher P/E ratio than PAX: SEIC (20.47) vs PAX (18.37). PAX YTD gains are higher at: 21.297 vs. SEIC (7.550). SEIC has higher annual earnings (EBITDA): 669M vs. PAX (143M). SEIC has more cash in the bank: 866M vs. PAX (12.8M). PAX has less debt than SEIC: PAX (15.6M) vs SEIC (25.4M). SEIC has higher revenues than PAX: SEIC (1.92B) vs PAX (307M).
PAXSEICPAX / SEIC
Capitalization2.2B9.3B24%
EBITDA143M669M21%
Gain YTD21.2977.550282%
P/E Ratio18.3720.4790%
Revenue307M1.92B16%
Total Cash12.8M866M1%
Total Debt15.6M25.4M61%
FUNDAMENTALS RATINGS
SEIC: Fundamental Ratings
SEIC
OUTLOOK RATING
1..100
58
VALUATION
overvalued / fair valued / undervalued
1..100
88
Overvalued
PROFIT vs RISK RATING
1..100
23
SMR RATING
1..100
32
PRICE GROWTH RATING
1..100
50
P/E GROWTH RATING
1..100
53
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
PAXSEIC
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
Bullish Trend 2 days ago
80%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
62%
Momentum
ODDS (%)
Bullish Trend 2 days ago
72%
Bearish Trend 2 days ago
51%
MACD
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
52%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
47%
Advances
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 22 days ago
50%
Declines
ODDS (%)
Bearish Trend 7 days ago
67%
Bearish Trend 7 days ago
52%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
77%
Bullish Trend 2 days ago
64%
Aroon
ODDS (%)
Bearish Trend 2 days ago
51%
Bullish Trend 2 days ago
49%
View a ticker or compare two or three
Interact to see
Advertisement
PAX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SEIC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PAARX16.590.07
+0.42%
Putnam Dynamic Asset Allocation Bal R
EPSRX23.880.01
+0.04%
NYLI Epoch Global Equity Yield Class R6
ECRAX14.78N/A
N/A
Eaton Vance RBA All Asset Strategy Fd C
SIICX16.19N/A
N/A
AlphaCentric Real Income C
IEIFX10.90N/A
N/A
Invesco Equity and Income R6

PAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PAX has been closely correlated with BN. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAX jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PAX
1D Price
Change %
PAX100%
-0.58%
BN - PAX
68%
Closely correlated
+0.46%
CG - PAX
65%
Loosely correlated
+4.66%
SEIC - PAX
65%
Loosely correlated
+0.44%
OWL - PAX
64%
Loosely correlated
+0.98%
APO - PAX
63%
Loosely correlated
+0.23%
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 78% 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%
+0.44%
TROW - SEIC
78%
Closely correlated
-0.22%
JHG - SEIC
77%
Closely correlated
+0.33%
BN - SEIC
76%
Closely correlated
+0.46%
AMG - SEIC
75%
Closely correlated
+0.58%
KKR - SEIC
74%
Closely correlated
+1.33%
More