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SEIC vs TROW
Which Stock Would AI Choose? SEI Investments Company (SEIC) vs. T. Rowe Price Group, Inc. (TROW) Stock Comparison
Key Takeaways
- SEIC offers technology-driven investment processing solutions with over $1 trillion in assets under administration, while TROW focuses on direct asset management with $1.71 trillion in assets under management (AUM).
- TROW trades at a lower price-to-earnings (P/E) ratio of 10.62 compared to SEIC's 14.46, suggesting relative value, alongside a higher dividend yield of 5.30% versus 1.27%.
- Recent market activity shows TROW in a consistent upward trend above its 50-day moving average, outperforming SEIC, which experienced a 2.7% decline over the past 30 days but signals potential rebound.
- SEIC demonstrates lower volatility with a beta of 0.94 versus TROW's 1.52, appealing to stability-focused investors.
- Year-to-date, TROW gained 2.75% compared to SEIC's 0.74%, reflecting stronger relative performance amid financial sector shifts.
- Upcoming catalysts include SEIC's Q1 earnings on April 22 and ongoing AUM flows for both in a rate-sensitive environment.
Introduction
This stock comparison examines SEIC and TROW, two prominent players in the financial services sector specializing in asset management and related technologies. Investors and traders interested in dividend income, growth potential, or exposure to institutional wealth platforms may find value in evaluating their relative performance. Amid recent market rotations and interest rate uncertainties, both stocks highlight trade-offs in valuation, momentum, and risk profiles. By analyzing business models, recent trends, and sector dynamics, this article provides objective insights into their current market positioning for informed decision-making.
SEIC Overview and Recent Performance
SEIC, or SEI Investments Company, provides technology platforms, investment processing, and operational solutions to financial institutions, wealth managers, and institutional investors. Operating through segments like private banks and investment advisors, it administers over $1 trillion in assets, generating recurring revenue from scalable platforms.
In recent market activity, SEIC shares traded around $81.41, up over 2% in the latest session within a 52-week range of $69.04 to $93.96. The stock experienced a roughly 2.7% decline over the past 30 days amid broader asset management sector pressures and equity rotations. Key influences include strong Q4 2025 earnings with 9% revenue growth to $608 million and EPS of $1.38 beating estimates, new client wins, and a partnership with IBM for agentic AI integration to enhance operations. Technical indicators show a shift upward, with price moving above the 50-day moving average and positive MACD, though overbought Stochastic signals caution. Upcoming Q1 2026 earnings on April 22 could drive sentiment shifts.
TROW Overview and Recent Performance
TROW, or T. Rowe Price Group, Inc., is a global investment manager offering portfolio strategies, advisory services, and financial planning, primarily earning fees on AUM. It manages $1.71 trillion as of March, competing with firms like BlackRock in a market sensitive to flows and equity performance.
Recent weeks saw TROW shares at $98.10 within a 52-week range of $84.40 to $118.22, reflecting resilience with year-to-date gains of 2.75%. The stock entered an upward trend, rising above its 50-day moving average, supported by bullish Momentum and Aroon indicators, despite overbought RSI. AUM dipped month-over-month in March amid market weakness, but a $1.30 quarterly dividend paid in late March bolsters income appeal. Broader sentiment benefits from equity rebounds, though earnings estimates face scrutiny ahead of the April 30 report. Relative stability in financials has aided outperformance versus peers.
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Head-to-Head Comparison
SEIC and TROW both thrive in financial services but differ in models: SEIC emphasizes backend technology and processing outsourcing for recurring fees less tied to market swings, while TROW relies on direct AUM growth vulnerable to outflows. Growth drivers contrast with SEIC's client wins and AI partnerships versus TROW's fee-based appreciation amid equity rallies.
Recent momentum favors TROW's sustained uptrend over SEIC's rebound from dips. Risk profiles show SEIC's lower beta (0.94) and balanced profit-risk rating versus TROW's higher volatility (beta 1.52) but superior dividend yield. Sector exposure aligns to rate-sensitive financials, with sentiment lifted by institutional flows for both, though TROW's larger scale ($21B market cap vs. $10B) offers liquidity advantages. Trade-offs center on value (TROW's lower P/E) versus stability (SEIC's tech moat).
Tickeron AI Verdict
Tickeron’s AI currently leans toward TROW based on stronger trend consistency, with price above the 50-day moving average, bullish MACD and Aroon signals, and superior year-to-date gains. Its higher dividend yield and lower P/E enhance relative positioning amid positive momentum, though overbought conditions warrant caution. SEIC shows promise via recent technical reversals and catalysts like earnings, but lags in stability and performance probability.
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 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 SEIC is a Hold and TROW is a Hold.
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 whileTROW’s FA Score has 0 green FA rating(s).
- SEIC’s FA Score: 1 green, 4 red.
- TROW’s FA Score: 0 green, 5 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.
SEIC’s TA Score shows that 5 TA indicator(s) are bullish while TROW’s TA Score has 3 bullish TA indicator(s).
- SEIC’s TA Score: 5 bullish, 4 bearish.
- TROW’s TA Score: 3 bullish, 5 bearish.
Price Growth
SEIC (@Investment Managers) experienced а -3.28% price change this week, while TROW (@Investment Managers) price change was +0.47% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.33%. For the same industry, the average monthly price growth was -3.81%, and the average quarterly price growth was -8.17%.
Reported Earning Dates
SEIC is expected to report earnings on Jul 29, 2026.
TROW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.33% 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.
| SEIC | TROW | SEIC / TROW | |
| Capitalization | 10.6B | 22.4B | 47% |
| EBITDA | 1.04B | 3.17B | 33% |
| Gain YTD | 7.023 | 3.402 | 206% |
| P/E Ratio | 14.98 | 11.19 | 134% |
| Revenue | 2.37B | 7.41B | 32% |
| Total Cash | 395M | 3.73B | 11% |
| Total Debt | 69.5M | 438M | 16% |
SEIC | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 100 | |
SMR RATING 1..100 | 32 | 47 | |
PRICE GROWTH RATING 1..100 | 51 | 34 | |
P/E GROWTH RATING 1..100 | 71 | 44 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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.
SEIC's Valuation (87) in the Investment Managers industry is in the same range as TROW (95). This means that SEIC’s stock grew similarly to TROW’s over the last 12 months.
SEIC's Profit vs Risk Rating (34) in the Investment Managers industry is significantly better than the same rating for TROW (100). This means that SEIC’s stock grew significantly faster than TROW’s over the last 12 months.
SEIC's SMR Rating (32) in the Investment Managers industry is in the same range as TROW (47). This means that SEIC’s stock grew similarly to TROW’s over the last 12 months.
TROW's Price Growth Rating (34) in the Investment Managers industry is in the same range as SEIC (51). This means that TROW’s stock grew similarly to SEIC’s over the last 12 months.
TROW's P/E Growth Rating (44) in the Investment Managers industry is in the same range as SEIC (71). This means that TROW’s stock grew similarly to SEIC’s over the last 12 months.
| SEIC | TROW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 38% | 2 days ago 56% |
| Stochastic ODDS (%) | 2 days ago 52% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 54% | 2 days ago 58% |
| MACD ODDS (%) | 2 days ago 52% | 2 days ago 65% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 52% | 2 days ago 59% |
| Advances ODDS (%) | 9 days ago 49% | 8 days ago 59% |
| Declines ODDS (%) | 6 days ago 53% | 20 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 66% | 2 days ago 62% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 52% |
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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% | -0.61% | ||
| RJF - SEIC | 71% Closely correlated | +0.64% | ||
| AMP - SEIC | 63% Loosely correlated | -0.39% | ||
| TROW - SEIC | 55% Loosely correlated | +0.38% | ||
| STT - SEIC | 54% Loosely correlated | -0.01% | ||
| BLK - SEIC | 54% Loosely correlated | -0.17% | ||
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