EVR vs. SEIC: Evercore vs. SEI Investments Stock Comparison
How do Evercore (EVR) 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
Evercore (EVR) and SEI Investments (SEIC) both belong to the Capital Markets industry, though EVR is classified under Investment Banking & Brokerage while SEIC falls under Asset Management & Custody Banks.
| Profile Item | EVR | SEIC |
|---|---|---|
| Name | Evercore Inc. Class A Common Stock | 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 | Investment Banking & Brokerage | Asset Management & Custody Banks |
| Market Capitalization | 10.81 billion USD | 12.49 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 14, 2006 | March 25, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EVR | SEIC |
|---|---|---|
| Total Return (1Y) | -2.40% | 32.47% |
| Total Return (3Y, Annualized) | 30.98% | 26.31% |
| Total Return (5Y, Annualized) | 16.41% | 12.52% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EVR | SEIC |
|---|---|---|
| Volatility (1Y, Annualized) | 39.76% | 23.86% |
| Beta (5Y) | 1.45 | 0.94 |
| Max Drawdown (5Y) | -47.86% | -26.00% |
| Avg. Volume (3M) | 546.56K | 756.15K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EVR | SEIC |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 1.18 |
| Sortino Ratio (1Y) | -0.23 | 1.85 |
Profitability
ROE (TTM)
Both Evercore (EVR) at 37.97% and SEI Investments (SEIC) at 27.26% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
EVR
Financial Services industry group
37.97%
- Max
- 44.78%
- EVR
- 37.97%
- 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 Evercore (EVR) at 15.73%, which keeps about the industry-typical share.
EVR
Financial Services industry group
15.73%
- Max
- 62.84%
- Q3
- 28.05%
- EVR
- 15.73%
- Median
- 15.36%
- 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 Evercore (EVR) at 21.94% and SEI Investments (SEIC) at 29.91% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
EVR
Financial Services industry group
21.94%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- EVR
- 21.94%
- 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 | EVR | SEIC |
|---|---|---|
| ROE (TTM) | 37.97% | 27.26% |
| ROA (TTM) | 17.07% | 14.74% |
| Net Margin (TTM) | 15.73% | 28.06% |
| Operating Margin (TTM) | 21.94% | 29.91% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while SEI Investments (SEIC) at 8.10% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% 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 EVR.
Growth Metrics
| Metric | EVR | SEIC |
|---|---|---|
| Revenue Growth (YoY) | 29.41% | 8.10% |
| Revenue Growth (3Y CAGR) | 11.76% | 4.89% |
| EPS Growth (YoY) | 54.74% | 27.66% |
| EPS Growth (3Y CAGR) | 6.57% | 17.62% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Evercore (EVR) 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: Evercore (EVR) 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 | EVR | SEIC |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Evercore (EVR) at 1.21% and SEI Investments (SEIC) at 0.99% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EVR
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- EVR
- 1.21%
- 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 Evercore (EVR) at 18.93% 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.
EVR
Financial Services industry group
18.93%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EVR
- 18.93%
- 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 | EVR | SEIC |
|---|---|---|
| Dividend Yield (TTM) | 1.21% | 0.99% |
| Dividend Payout Ratio (TTM) | 18.93% | 18.09% |
Valuation
P/E Ratio (TTM)
Both Evercore (EVR) at 15.57 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.
EVR
Financial Services industry group
15.57
- Max
- 45.85
- Q3
- 24.64
- EVR
- 15.57
- 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)
Evercore (EVR) at 2.23 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.
EVR
Financial Services industry group
2.23
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- EVR
- 2.23
- 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)
Both Evercore (EVR) at 5.56 and SEI Investments (SEIC) at 4.98 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
EVR
Financial Services industry group
5.56
- Max
- 7.79
- EVR
- 5.56
- Q3
- 3.63
- 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
Valuation Metrics
| Metric | EVR | SEIC |
|---|---|---|
| P/E Ratio (TTM) | 15.57 | 18.31 |
| P/S Ratio (TTM) | 2.23 | 4.93 |
| P/B Ratio (MRQ) | 5.56 | 4.98 |
| Free Cash Flow Yield (TTM) | -- | -- |