IX vs. SEIC: ORIX vs. SEI Investments Stock Comparison

Company Profile

ORIX (IX) and SEI Investments (SEIC) both fall under the Financial Services industry group, but IX is classified in Financial Services while SEIC is classified in Capital Markets.

SEI Investments (SEIC) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while ORIX (IX) at 14.04% is closer to the peer norm — stronger capital efficiency for SEIC.

SEI Investments (SEIC) at 28.06% retains a top-quartile share of revenue as profit, ahead of ORIX (IX) at 17.94%, which keeps about the industry-typical share.

Both ORIX (IX) at 21.52% and SEI Investments (SEIC) at 29.91% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both ORIX (IX) at 18.57% 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.

Both ORIX (IX) at 30.03% 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

Financial Strength

current ratio doesn’t apply on either side: ORIX (IX) 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-to-equity ratio is set aside for both: ORIX (IX) 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

Dividends

SEI Investments (SEIC) at 0.99% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Both ORIX (IX) at 26.52% 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.

Dividend Metrics

Valuation

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while SEI Investments (SEIC) at 18.31 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

ORIX (IX) at 0.01 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.

ORIX (IX) at 1.28 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.

Valuation Metrics