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RJF vs SEIC
Which Stock Would AI Choose? Raymond James Financial (RJF) vs. SEI Investments (SEIC) Stock Comparison
Key Takeaways
- Raymond James Financial (RJF) has delivered stronger year-to-date performance at approximately 4.5%, outperforming SEI Investments (SEIC)'s modest 0.7% gain.
- RJF boasts a larger market capitalization (market cap, total value of outstanding shares) of around $30 billion compared to SEIC's $10 billion, reflecting greater scale.
- Both stocks trade at similar price-to-earnings (P/E) ratios near 15, indicating comparable valuations relative to earnings.
- RJF shows recent monthly gains of about 5-6%, outpacing SEIC's 2% rise, amid broader financial sector momentum.
- Analyst price targets suggest upside potential: around 15% for RJF and 20-25% for SEIC, balancing growth prospects.
- Upcoming earnings for RJF and recent client wins for SEIC highlight near-term catalysts in a volatile market.
Introduction
Raymond James Financial (RJF) and SEI Investments (SEIC) operate in the competitive financial services sector, offering wealth management and investment solutions. This stock comparison analyzes their business models, recent performance, and market positioning, aiding investors seeking diversification within financials or evaluating relative strength. Traders focused on momentum and stability in mid-to-large cap names will find insights into sentiment shifts and growth drivers amid evolving market conditions.
RJF Overview and Recent Performance
Raymond James Financial (RJF) is a diversified financial services firm providing private client group services (wealth management), capital markets, asset management, and banking through subsidiaries. With a market cap of approximately $30 billion, it serves individual investors and institutions.
In recent market activity, RJF stock has climbed around 5-6% over the past month, trading near $152 within a 52-week range of $132-$178. Year-to-date gains stand at about 4.5%. Earlier weakness in capital markets revenues pressured first-quarter profits, but anticipation for second-quarter earnings—projected for 14% earnings per share (EPS) growth—has bolstered sentiment. Broader recovery in financials and steady client asset growth have supported upward price behavior.
SEIC Overview and Recent Performance
SEI Investments (SEIC) delivers technology-driven investment processing, operations, and asset management solutions to financial advisors, institutions, and banks. Its platform integrates custody, data management, and analytics, emphasizing efficiency for wealth platforms. Market cap hovers around $10 billion.
Recent weeks have seen SEIC advance modestly by about 2%, with shares around $81 in a 52-week band of $69-$94 and year-to-date up 0.7%. Positive factors include new client acquisitions, partnerships like IBM for agentic AI integration, and a Q4 EPS beat at $1.38. Steady revenue from asset management and technology services has sustained performance, though slower YTD momentum reflects sector headwinds.
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Head-to-Head Comparison
RJF and SEIC both thrive in financial services but diverge in models: RJF emphasizes full-service brokerage and capital markets for direct client revenue, while SEIC prioritizes scalable tech platforms for processing and operations outsourcing. Growth drivers include RJF's asset gathering and M&A (mergers and acquisitions), versus SEIC's client inflows and AI enhancements.
Recent momentum favors RJF with sharper gains, but SEIC offers stability via recurring fees. Risk factors involve market volatility impacting trading volumes for RJF and fee pressures for SEIC. Sector exposure aligns on wealth management, yet RJF has broader capital markets sensitivity. Sentiment leans positive for both, with analyst upgrades and targets signaling relative strength in a resilient financial backdrop.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward RJF due to superior recent momentum, year-to-date outperformance, and upcoming earnings catalysts positioning it favorably against SEIC. While SEIC demonstrates stability and tech-driven potential, RJF's trend consistency and scale suggest higher probability of near-term relative gains in the current environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
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 RJF is a StrongBuy and SEIC is a StrongBuy.
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).
RJF’s FA Score shows that 2 FA rating(s) are green whileSEIC’s FA Score has 2 green FA rating(s).
- RJF’s FA Score: 2 green, 3 red.
- SEIC’s FA Score: 2 green, 3 red.
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.
RJF’s TA Score shows that 6 TA indicator(s) are bullish while SEIC’s TA Score has 5 bullish TA indicator(s).
- RJF’s TA Score: 6 bullish, 4 bearish.
- SEIC’s TA Score: 5 bullish, 3 bearish.
Price Growth
RJF (@Investment Managers) experienced а -0.55% price change this week, while SEIC (@Investment Managers) price change was +1.07% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.37%. For the same industry, the average monthly price growth was -2.55%, and the average quarterly price growth was -8.16%.
Reported Earning Dates
RJF is expected to report earnings on Jul 22, 2026.
SEIC is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Managers (-2.37% 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.
| RJF | SEIC | RJF / SEIC | |
| Capitalization | 30.7B | 10.8B | 284% |
| EBITDA | N/A | 1.04B | - |
| Gain YTD | -1.262 | 11.021 | -11% |
| P/E Ratio | 14.79 | 15.45 | 96% |
| Revenue | 14.5B | 2.37B | 612% |
| Total Cash | 2.61B | N/A | - |
| Total Debt | 4.22B | 69.5M | 6,073% |
RJF | SEIC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 32 | 30 | |
SMR RATING 1..100 | 15 | 32 | |
PRICE GROWTH RATING 1..100 | 52 | 50 | |
P/E GROWTH RATING 1..100 | 50 | 68 | |
SEASONALITY SCORE 1..100 | 45 | 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.
RJF's Valuation (69) in the Investment Banks Or Brokers industry is in the same range as SEIC (88) in the Investment Managers industry. This means that RJF’s stock grew similarly to SEIC’s over the last 12 months.
SEIC's Profit vs Risk Rating (30) in the Investment Managers industry is in the same range as RJF (32) in the Investment Banks Or Brokers industry. This means that SEIC’s stock grew similarly to RJF’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is in the same range as SEIC (32) in the Investment Managers industry. This means that RJF’s stock grew similarly to SEIC’s over the last 12 months.
SEIC's Price Growth Rating (50) in the Investment Managers industry is in the same range as RJF (52) in the Investment Banks Or Brokers industry. This means that SEIC’s stock grew similarly to RJF’s over the last 12 months.
RJF's P/E Growth Rating (50) in the Investment Banks Or Brokers industry is in the same range as SEIC (68) in the Investment Managers industry. This means that RJF’s stock grew similarly to SEIC’s over the last 12 months.
| RJF | SEIC | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 45% | N/A |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 51% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 50% |
| Advances ODDS (%) | 8 days ago 59% | 8 days ago 49% |
| Declines ODDS (%) | 13 days ago 58% | 13 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 56% |
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SEIC and
Correlation & Price change
A.I.dvisor indicates that over the last year, SEIC has been closely correlated with RJF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEIC jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SEIC | 1D Price Change % | ||
|---|---|---|---|---|
| SEIC | 100% | +1.22% | ||
| RJF - SEIC | 71% Closely correlated | +0.51% | ||
| AMP - SEIC | 64% Loosely correlated | +0.85% | ||
| TROW - SEIC | 55% Loosely correlated | +0.32% | ||
| STT - SEIC | 54% Loosely correlated | +3.21% | ||
| KKR - SEIC | 54% Loosely correlated | -0.11% | ||
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