CG vs. SEIC: Carlyle vs. SEI Investments Stock Comparison

November 11, 2026

How do Carlyle (CG) 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

Carlyle (CG) 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.

Company profile comparison for Carlyle (CG) and SEI Investments (SEIC)
Profile Item	CG	SEIC
Name	The Carlyle Group 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	14.04 billion USD	12.49 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	May 3, 2012	March 25, 1981
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

SEIC

GSPC

Carlyle (CG) vs. SEI Investments (SEIC), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Carlyle (CG) and SEI Investments (SEIC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlyle (CG) and SEI Investments (SEIC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
Total Return (1Y)	-17.79%	32.47%
Total Return (3Y, Annualized)	15.29%	26.31%
Total Return (5Y, Annualized)	-3.77%	12.52%

Risk Profile

Drawdown History

SEIC

GSPC

Carlyle (CG) vs. SEI Investments (SEIC), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Carlyle (CG) and SEI Investments (SEIC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
Volatility (1Y, Annualized)	37.89%	23.86%
Beta (5Y)	1.82	0.94
Max Drawdown (5Y)	-56.75%	-26.00%
Avg. Volume (3M)	3.48M	756.15K

Risk-Adjusted Performance

Risk-Return Positioning

CG and SEIC are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
Sharpe Ratio (1Y)	-0.58	1.18
Sortino Ratio (1Y)	-0.81	1.85

Profitability

ROE (TTM)

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Carlyle (CG) at 5.23% is closer to the peer norm — stronger capital efficiency for SEIC.

CG

Financial Services industry group

5.23%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
CG: 5.23%
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%

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

SEI Investments (SEIC) at 28.06% retains a top-quartile share of revenue as profit, ahead of Carlyle (CG) at 12.81%, which keeps about the industry-typical share.

CG

Financial Services industry group

12.81%

Max: 62.84%
Q3: 28.05%
Median: 15.36%
CG: 12.81%
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%

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile SEI Investments (SEIC) reports 29.91%, ranking against industry peers normally.

CG

Financial Services industry group

-52.93%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%
CG: -52.93%

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%

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
ROE (TTM)	5.23%	27.26%
ROA (TTM)	1.27%	14.74%
Net Margin (TTM)	12.81%	28.06%
Operating Margin (TTM)	-52.93%	29.91%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

SEI Investments (SEIC) at 8.10% is around its peer norm for revenue growth, while Carlyle (CG) at -5.56% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Carlyle (CG) at -21.30% and SEI Investments (SEIC) at 27.66% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
Revenue Growth (YoY)	-5.56%	8.10%
Revenue Growth (3Y CAGR)	-1.43%	4.89%
EPS Growth (YoY)	-21.30%	27.66%
EPS Growth (3Y CAGR)	-13.34%	17.62%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Carlyle (CG) 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: Carlyle (CG) 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

Financial strength metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Both Carlyle (CG) at 3.50% and SEI Investments (SEIC) at 0.99% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

CG

Financial Services industry group

3.50%

Max: 9.77%
Q3: 3.92%
CG: 3.50%
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%

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile SEI Investments (SEIC) reports 18.09%, ranking against industry peers normally.

CG

Financial Services industry group

147.37%

Max: 241.07%
CG: 147.37%
Q3: 97.36%
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%

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
Dividend Yield (TTM)	3.50%	0.99%
Dividend Payout Ratio (TTM)	147.37%	18.09%

Valuation

P/E Ratio (TTM)

SEI Investments (SEIC) at 18.31 is near its industry’s usual P/E ratio, while Carlyle (CG) at 40.93 sits in the richer quartile — CG needs stronger growth or earnings quality to justify the premium.

CG

Financial Services industry group

40.93

Max: 45.85
CG: 40.93
Q3: 24.64
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

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Carlyle (CG) at 5.06 and SEI Investments (SEIC) at 4.93 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

CG

Financial Services industry group

5.06

Max: 9.23
CG: 5.06
Q3: 4.57
Median: 2.72
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

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Carlyle (CG) at 2.81 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.

CG

Financial Services industry group

2.81

Max: 7.79
Q3: 3.63
CG: 2.81
Median: 1.57
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

Carlyle (CG) vs. SEI Investments (SEIC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and SEI Investments (SEIC)
Metric	CG	SEIC
P/E Ratio (TTM)	40.93	18.31
P/S Ratio (TTM)	5.06	4.93
P/B Ratio (MRQ)	2.81	4.98
Free Cash Flow Yield (TTM)	--	--