PAX
Price
$10.20
Change
-$0.64 (-5.90%)
Updated
Apr 4, 04:36 PM (EDT)
Capitalization
2.2B
27 days until earnings call
SEIC
Price
$69.90
Change
-$3.59 (-4.89%)
Updated
Apr 4, 02:52 PM (EDT)
Capitalization
9.3B
13 days until earnings call
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PAX vs SEIC

Header iconPAX vs SEIC Comparison
Open Charts PAX vs SEICBanner chart's image
Patria Investments
Price$10.20
Change-$0.64 (-5.90%)
Volume$956
Capitalization2.2B
SEI Investments
Price$69.90
Change-$3.59 (-4.89%)
Volume$200
Capitalization9.3B
PAX vs SEIC Comparison Chart
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PAX
Daily Signalchanged days ago
Gain/Loss if bought
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SEIC
Daily Signalchanged days ago
Gain/Loss if bought
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VS
PAX vs. SEIC commentary
Apr 04, 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 Hold and SEIC is a Hold.

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COMPARISON
Comparison
Apr 04, 2025
Stock price -- (PAX: $10.84 vs. SEIC: $73.49)
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: 179% vs. SEIC: 98%
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 $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).

PAX’s FA Score shows that 2 FA rating(s) are green whileSEIC’s FA Score has 1 green FA rating(s).

  • PAX’s FA Score: 2 green, 3 red.
  • SEIC’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while SEIC’s TA Score has 4 bullish TA indicator(s).

  • PAX’s TA Score: 5 bullish, 5 bearish.
  • SEIC’s TA Score: 4 bullish, 4 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 -6.47% price change this week, while SEIC (@Investment Managers) price change was -5.96% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -3.81%. For the same industry, the average monthly price growth was -4.50%, and the average quarterly price growth was -3.87%.

Reported Earning Dates

PAX is expected to report earnings on May 01, 2025.

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

Industries' Descriptions

@Investment Managers (-3.81% 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 PAX($2.2B). SEIC has higher P/E ratio than PAX: SEIC (20.47) vs PAX (18.37). PAX YTD gains are higher at: -5.589 vs. SEIC (-10.900). 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 YTD-5.589-10.90051%
P/E Ratio18.3720.4790%
Revenue307M1.92B16%
Total Cash12.8M866M1%
Total Debt15.6M25.4M61%
FUNDAMENTALS RATINGS
SEIC: Fundamental Ratings
SEIC
OUTLOOK RATING
1..100
4
VALUATION
overvalued / fair valued / undervalued
1..100
86
Overvalued
PROFIT vs RISK RATING
1..100
26
SMR RATING
1..100
37
PRICE GROWTH RATING
1..100
51
P/E GROWTH RATING
1..100
61
SEASONALITY SCORE
1..100
50

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 (%)
Bullish Trend 2 days ago
56%
Bullish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
54%
MACD
ODDS (%)
Bearish Trend 2 days ago
72%
Bullish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
53%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
48%
Advances
ODDS (%)
Bullish Trend 3 days ago
65%
Bullish Trend 10 days ago
51%
Declines
ODDS (%)
Bearish Trend 5 days ago
69%
Bearish Trend 8 days ago
53%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
68%
Aroon
ODDS (%)
N/A
Bearish Trend 2 days ago
49%
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PAX
Daily Signalchanged days ago
Gain/Loss if bought
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SEIC
Daily Signalchanged days ago
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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 72% 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.

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Ticker /
NAME
Correlation
To SEIC
1D Price
Change %
SEIC100%
-5.28%
TROW - SEIC
72%
Closely correlated
-8.18%
BN - SEIC
70%
Closely correlated
-7.41%
AMG - SEIC
69%
Closely correlated
-8.39%
JHG - SEIC
68%
Closely correlated
-11.05%
IVZ - SEIC
68%
Closely correlated
-11.85%
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