IBKR vs. SEIC: Interactive Brokers vs. SEI Investments Stock Comparison
How do Interactive Brokers (IBKR) 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
Interactive Brokers (IBKR) and SEI Investments (SEIC) both belong to the Capital Markets industry, though IBKR is classified under Investment Banking & Brokerage while SEIC falls under Asset Management & Custody Banks.
| Profile Item | IBKR | SEIC |
|---|---|---|
| Name | Interactive Brokers Group, 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 | 129.19 billion USD | 12.49 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 4, 2007 | March 25, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IBKR | SEIC |
|---|---|---|
| Total Return (1Y) | 11.53% | 32.47% |
| Total Return (3Y, Annualized) | 57.15% | 26.31% |
| Total Return (5Y, Annualized) | 34.54% | 12.52% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IBKR | SEIC |
|---|---|---|
| Volatility (1Y, Annualized) | 40.72% | 23.86% |
| Beta (5Y) | 1.37 | 0.94 |
| Max Drawdown (5Y) | -38.66% | -26.00% |
| Avg. Volume (3M) | 4.24M | 756.15K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IBKR | SEIC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | 1.18 |
| Sortino Ratio (1Y) | 0.26 | 1.85 |
Profitability
ROE (TTM)
Both Interactive Brokers (IBKR) at 23.67% 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.
IBKR
Financial Services industry group
23.67%
- Max
- 44.78%
- IBKR
- 23.67%
- 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 Interactive Brokers (IBKR) at 16.68%, which keeps about the industry-typical share.
IBKR
Financial Services industry group
16.68%
- Max
- 62.84%
- Q3
- 28.05%
- IBKR
- 16.68%
- 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)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of SEI Investments (SEIC) at 29.91%, which runs around its industry’s norm.
IBKR
Financial Services industry group
77.70%
- Max
- 107.33%
- IBKR
- 77.70%
- Q3
- 55.90%
- 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 | IBKR | SEIC |
|---|---|---|
| ROE (TTM) | 23.67% | 27.26% |
| ROA (TTM) | 2.28% | 14.74% |
| Net Margin (TTM) | 16.68% | 28.06% |
| Operating Margin (TTM) | 77.70% | 29.91% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Interactive Brokers (IBKR) at 9.73% and SEI Investments (SEIC) at 8.10% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Interactive Brokers (IBKR) at 28.14% 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.
Growth Metrics
| Metric | IBKR | SEIC |
|---|---|---|
| Revenue Growth (YoY) | 9.73% | 8.10% |
| Revenue Growth (3Y CAGR) | 34.60% | 4.89% |
| EPS Growth (YoY) | 28.14% | 27.66% |
| EPS Growth (3Y CAGR) | 33.29% | 17.62% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Interactive Brokers (IBKR) 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: Interactive Brokers (IBKR) 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 | IBKR | SEIC |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Interactive Brokers (IBKR) at 0.46% and SEI Investments (SEIC) at 0.99% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
IBKR
Financial Services industry group
0.46%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- IBKR
- 0.46%
- 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 Interactive Brokers (IBKR) at 12.79% 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.
IBKR
Financial Services industry group
12.79%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- IBKR
- 12.79%
- 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 | IBKR | SEIC |
|---|---|---|
| Dividend Yield (TTM) | 0.46% | 0.99% |
| Dividend Payout Ratio (TTM) | 12.79% | 18.09% |
Valuation
P/E Ratio (TTM)
SEI Investments (SEIC) at 18.31 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.
IBKR
Financial Services industry group
28.94
- Max
- 45.85
- IBKR
- 28.94
- 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
P/S Ratio (TTM)
Both look expensive on sales: SEI Investments (SEIC) at 4.93 sits in the upper P/S ratio quartile, and Interactive Brokers (IBKR) at 18.30 prices even higher, above its industry range.
IBKR
Financial Services industry group
18.30
- IBKR
- 18.30
- Max
- 9.23
- 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
P/B Ratio (MRQ)
Both Interactive Brokers (IBKR) at 5.53 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.
IBKR
Financial Services industry group
5.53
- Max
- 7.79
- IBKR
- 5.53
- 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 | IBKR | SEIC |
|---|---|---|
| P/E Ratio (TTM) | 28.94 | 18.31 |
| P/S Ratio (TTM) | 18.30 | 4.93 |
| P/B Ratio (MRQ) | 5.53 | 4.98 |
| Free Cash Flow Yield (TTM) | -- | -- |