SEIC
Price
$85.64
Change
+$0.43 (+0.50%)
Updated
Jun 6 closing price
Capitalization
9.3B
39 days until earnings call
SII
Price
$61.90
Change
-$0.08 (-0.13%)
Updated
Jun 6 closing price
Capitalization
964.89M
60 days until earnings call
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SEIC vs SII

Header iconSEIC vs SII Comparison
Open Charts SEIC vs SIIBanner chart's image
SEI Investments
Price$85.64
Change+$0.43 (+0.50%)
Volume$776.69K
Capitalization9.3B
Sprott
Price$61.90
Change-$0.08 (-0.13%)
Volume$162.33K
Capitalization964.89M
SEIC vs SII Comparison Chart
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SEIC
Daily Signalchanged days ago
Gain/Loss if bought
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SII
Daily Signalchanged days ago
Gain/Loss if bought
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SEIC vs. SII commentary
Jun 07, 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 SEIC is a StrongBuy and SII is a Buy.

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COMPARISON
Comparison
Jun 07, 2025
Stock price -- (SEIC: $85.64 vs. SII: $61.90)
Brand notoriety: SEIC and SII are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: SEIC: 76% vs. SII: 62%
Market capitalization -- SEIC: $9.3B vs. SII: $964.89M
SEIC [@Investment Managers] is valued at $9.3B. SII’s [@Investment Managers] market capitalization is $964.89M. 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 $6.13B.

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).

SEIC’s FA Score shows that 1 FA rating(s) are green whileSII’s FA Score has 2 green FA rating(s).

  • SEIC’s FA Score: 1 green, 4 red.
  • SII’s FA Score: 2 green, 3 red.
According to our system of comparison, SII is a better buy in the long-term than SEIC.

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.

SEIC’s TA Score shows that 4 TA indicator(s) are bullish while SII’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

SEIC (@Investment Managers) experienced а +0.45% price change this week, while SII (@Investment Managers) price change was +6.80% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.30%. For the same industry, the average monthly price growth was +4.55%, and the average quarterly price growth was +1.73%.

Reported Earning Dates

SEIC is expected to report earnings on Jul 16, 2025.

SII is expected to report earnings on Aug 06, 2025.

Industries' Descriptions

@Investment Managers (+0.30% 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 SII($965M). SII has higher P/E ratio than SEIC: SII (23.24) vs SEIC (20.47). SII YTD gains are higher at: 48.570 vs. SEIC (3.831). SEIC has higher annual earnings (EBITDA): 669M vs. SII (57.2M). SEIC has more cash in the bank: 866M vs. SII (22.9M). SII (24.2M) and SEIC (25.4M) have identical debt. SEIC has higher revenues than SII: SEIC (1.92B) vs SII (141M).
SEICSIISEIC / SII
Capitalization9.3B965M964%
EBITDA669M57.2M1,170%
Gain YTD3.83148.5708%
P/E Ratio20.4723.2488%
Revenue1.92B141M1,362%
Total Cash866M22.9M3,782%
Total Debt25.4M24.2M105%
FUNDAMENTALS RATINGS
SEIC vs SII: Fundamental Ratings
SEIC
SII
OUTLOOK RATING
1..100
2921
VALUATION
overvalued / fair valued / undervalued
1..100
83
Overvalued
40
Fair valued
PROFIT vs RISK RATING
1..100
1925
SMR RATING
1..100
3653
PRICE GROWTH RATING
1..100
4538
P/E GROWTH RATING
1..100
5023
SEASONALITY SCORE
1..100
n/a6

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.

SII's Valuation (40) in the null industry is somewhat better than the same rating for SEIC (83) in the Investment Managers industry. This means that SII’s stock grew somewhat faster than SEIC’s over the last 12 months.

SEIC's Profit vs Risk Rating (19) in the Investment Managers industry is in the same range as SII (25) in the null industry. This means that SEIC’s stock grew similarly to SII’s over the last 12 months.

SEIC's SMR Rating (36) in the Investment Managers industry is in the same range as SII (53) in the null industry. This means that SEIC’s stock grew similarly to SII’s over the last 12 months.

SII's Price Growth Rating (38) in the null industry is in the same range as SEIC (45) in the Investment Managers industry. This means that SII’s stock grew similarly to SEIC’s over the last 12 months.

SII's P/E Growth Rating (23) in the null industry is in the same range as SEIC (50) in the Investment Managers industry. This means that SII’s stock grew similarly to SEIC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
SEICSII
RSI
ODDS (%)
Bearish Trend 1 day ago
52%
Bearish Trend 1 day ago
59%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
45%
Bearish Trend 1 day ago
74%
Momentum
ODDS (%)
Bullish Trend 1 day ago
55%
Bullish Trend 1 day ago
74%
MACD
ODDS (%)
Bearish Trend 1 day ago
56%
Bullish Trend 1 day ago
67%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
51%
Bullish Trend 1 day ago
72%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
48%
Bullish Trend 1 day ago
67%
Advances
ODDS (%)
Bullish Trend 1 day ago
50%
Bullish Trend 3 days ago
70%
Declines
ODDS (%)
Bearish Trend 10 days ago
54%
Bearish Trend 9 days ago
64%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
42%
Bearish Trend 1 day ago
63%
Aroon
ODDS (%)
Bullish Trend 1 day ago
46%
Bullish Trend 1 day ago
65%
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SEIC
Daily Signalchanged days ago
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SII
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 79% 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%
+0.50%
TROW - SEIC
79%
Closely correlated
+1.12%
JHG - SEIC
77%
Closely correlated
+2.20%
BN - SEIC
77%
Closely correlated
+1.34%
IVZ - SEIC
75%
Closely correlated
+0.98%
AMG - SEIC
74%
Closely correlated
+1.08%
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