BEN vs. SEIC: Franklin Templeton vs. SEI Investments Stock Comparison
How do Franklin Templeton (BEN) and SEI Investments (SEIC) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Franklin Templeton (BEN) and SEI Investments (SEIC) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | BEN | SEIC |
|---|---|---|
| Name | Franklin Templeton Inc. | SEI Investments Company |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 17.29 billion USD | 12.49 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 23, 1983 | March 25, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | SEIC |
|---|---|---|
| Total Return (1Y) | 70.17% | 32.47% |
| Total Return (3Y, Annualized) | 22.48% | 26.31% |
| Total Return (5Y, Annualized) | 5.29% | 12.52% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BEN | SEIC |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 23.86% |
| Beta (5Y) | 1.52 | 0.94 |
| Max Drawdown (5Y) | -45.39% | -26.00% |
| Avg. Volume (3M) | 3.70M | 756.15K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | SEIC |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | 1.18 |
| Sortino Ratio (1Y) | 3.55 | 1.85 |
Profitability
ROE (TTM)
SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Franklin Templeton (BEN) at 10.51% is closer to the peer norm — stronger capital efficiency for SEIC.
BEN
Financial Services industry group
10.51%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BEN
- 10.51%
- Q1
- 4.48%
- Min
- -18.71%
SEIC
Financial Services industry group
27.26%
- Max
- 44.78%
- SEIC
- 27.26%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
SEI Investments (SEIC) at 28.06% retains a top-quartile share of revenue as profit, ahead of Franklin Templeton (BEN) at 11.42%, which keeps about the industry-typical share.
BEN
Financial Services industry group
11.42%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- BEN
- 11.42%
- Q1
- 4.82%
- Min
- -28.52%
SEIC
Financial Services industry group
28.06%
- Max
- 62.84%
- SEIC
- 28.06%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Franklin Templeton (BEN) at 14.61% and SEI Investments (SEIC) at 29.91% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BEN
Financial Services industry group
14.61%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BEN
- 14.61%
- Q1
- 14.60%
- Min
- -44.34%
SEIC
Financial Services industry group
29.91%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- SEIC
- 29.91%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BEN | SEIC |
|---|---|---|
| ROE (TTM) | 10.51% | 27.26% |
| ROA (TTM) | -- | 14.74% |
| Net Margin (TTM) | 11.42% | 28.06% |
| Operating Margin (TTM) | 14.61% | 29.91% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: SEI Investments (SEIC) reports revenue growth of 8.10%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.
EPS Growth
Franklin Templeton (BEN) at 116.48% sits in the top EPS growth quartile, while SEI Investments (SEIC) at 27.66% is closer to the peer norm — faster per-share earnings growth for BEN.
Growth Metrics
| Metric | BEN | SEIC |
|---|---|---|
| Revenue Growth (YoY) | -- | 8.10% |
| Revenue Growth (3Y CAGR) | -- | 4.89% |
| EPS Growth (YoY) | 116.48% | 27.66% |
| EPS Growth (3Y CAGR) | 4.63% | 17.62% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and SEI Investments (SEIC) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Franklin Templeton (BEN) in Financial Services and SEI Investments (SEIC) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | BEN | SEIC |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Franklin Templeton (BEN) at 4.10% delivers top-quartile income for its industry, while SEI Investments (SEIC) at 0.99% pays a more typical yield — both are credible income propositions, BEN the richer one.
BEN
Financial Services industry group
4.10%
- Max
- 9.77%
- BEN
- 4.10%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
SEIC
Financial Services industry group
0.99%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- SEIC
- 0.99%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Franklin Templeton (BEN) at 89.12% and SEI Investments (SEIC) at 18.09% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BEN
Financial Services industry group
89.12%
- Max
- 241.07%
- Q3
- 97.36%
- BEN
- 89.12%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
SEIC
Financial Services industry group
18.09%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SEIC
- 18.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | SEIC |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 0.99% |
| Dividend Payout Ratio (TTM) | 89.12% | 18.09% |
Valuation
P/E Ratio (TTM)
Both Franklin Templeton (BEN) at 17.12 and SEI Investments (SEIC) at 18.31 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
BEN
Financial Services industry group
17.12
- Max
- 45.85
- Q3
- 24.64
- BEN
- 17.12
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
SEIC
Financial Services industry group
18.31
- Max
- 45.85
- Q3
- 24.64
- SEIC
- 18.31
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Franklin Templeton (BEN) at 1.84 is priced about in line with its industry on P/S ratio, while SEI Investments (SEIC) at 4.93 sits in the pricier quartile — SEIC costs more per dollar of sales.
BEN
Financial Services industry group
1.84
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- BEN
- 1.84
- Q1
- 1.28
- Min
- -0.55
SEIC
Financial Services industry group
4.93
- Max
- 9.23
- SEIC
- 4.93
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Franklin Templeton (BEN) at 1.46 is valued about in line with its industry on P/B ratio, while SEI Investments (SEIC) at 4.98 carries an above-peer premium to book — SEIC is pricier on assets.
BEN
Financial Services industry group
1.46
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- BEN
- 1.46
- Q1
- 0.81
- Min
- -0.39
SEIC
Financial Services industry group
4.98
- Max
- 7.79
- SEIC
- 4.98
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BEN | SEIC |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | 18.31 |
| P/S Ratio (TTM) | 1.84 | 4.93 |
| P/B Ratio (MRQ) | 1.46 | 4.98 |
| Free Cash Flow Yield (TTM) | -- | -- |