EQH vs. SEIC: Equitable vs. SEI Investments Stock Comparison
How do Equitable (EQH) 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
Equitable (EQH) and SEI Investments (SEIC) both fall under the Financial Services industry group, but EQH is classified in Financial Services while SEIC is classified in Capital Markets.
| Profile Item | EQH | SEIC |
|---|---|---|
| Name | Equitable Holdings Inc. | SEI Investments Company |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Asset Management & Custody Banks |
| Market Capitalization | 14.04 billion USD | 12.49 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | May 10, 2018 | March 25, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EQH | SEIC |
|---|---|---|
| Total Return (1Y) | 26.35% | 32.47% |
| Total Return (3Y, Annualized) | 32.07% | 26.31% |
| Total Return (5Y, Annualized) | 12.88% | 12.52% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EQH | SEIC |
|---|---|---|
| Volatility (1Y, Annualized) | 33.44% | 23.86% |
| Beta (5Y) | 1.04 | 0.94 |
| Max Drawdown (5Y) | -35.85% | -26.00% |
| Avg. Volume (3M) | 2.71M | 756.15K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EQH | SEIC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.66 | 1.18 |
| Sortino Ratio (1Y) | 0.94 | 1.85 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Equitable (EQH) at 171.08% is the standout with ROE above its industry range; SEI Investments (SEIC) at 27.26% also sits in the top quartile.
EQH
Financial Services industry group
171.08%
- EQH
- 171.08%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- 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 Equitable (EQH) at 11.52%, which keeps about the industry-typical share.
EQH
Financial Services industry group
11.52%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- EQH
- 11.52%
- 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 Equitable (EQH) at 37.18% and SEI Investments (SEIC) at 29.91% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
EQH
Financial Services industry group
37.18%
- Max
- 107.33%
- Q3
- 55.90%
- EQH
- 37.18%
- Median
- 30.09%
- 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 | EQH | SEIC |
|---|---|---|
| ROE (TTM) | 171.08% | 27.26% |
| ROA (TTM) | 0.45% | 14.74% |
| Net Margin (TTM) | 11.52% | 28.06% |
| Operating Margin (TTM) | 37.18% | 29.91% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
SEI Investments (SEIC) at 8.10% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
SEI Investments (SEIC) at 27.66% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | EQH | SEIC |
|---|---|---|
| Revenue Growth (YoY) | -6.12% | 8.10% |
| Revenue Growth (3Y CAGR) | -2.65% | 4.89% |
| EPS Growth (YoY) | -227.78% | 27.66% |
| EPS Growth (3Y CAGR) | -- | 17.62% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Equitable (EQH) 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: Equitable (EQH) 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 | EQH | SEIC |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Equitable (EQH) at 0.51% and SEI Investments (SEIC) at 0.99% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EQH
Financial Services industry group
0.51%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- EQH
- 0.51%
- 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 Equitable (EQH) at 22.49% 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.
EQH
Financial Services industry group
22.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EQH
- 22.49%
- 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 | EQH | SEIC |
|---|---|---|
| Dividend Yield (TTM) | 0.51% | 0.99% |
| Dividend Payout Ratio (TTM) | 22.49% | 18.09% |
Valuation
P/E Ratio (TTM)
Both Equitable (EQH) at 10.39 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.
EQH
Financial Services industry group
10.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- EQH
- 10.39
- 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)
Equitable (EQH) at 1.08 looks cheap on sales in the lower P/S ratio quartile, while SEI Investments (SEIC) at 4.93 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
EQH
Financial Services industry group
1.08
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- EQH
- 1.08
- 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)
Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile SEI Investments (SEIC) reports 4.98, ranking against industry peers normally.
EQH
Financial Services industry group
-4.92
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- EQH
- -4.92
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 | EQH | SEIC |
|---|---|---|
| P/E Ratio (TTM) | 10.39 | 18.31 |
| P/S Ratio (TTM) | 1.08 | 4.93 |
| P/B Ratio (MRQ) | -4.92 | 4.98 |
| Free Cash Flow Yield (TTM) | -- | -- |