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LPLA vs. SEIC: LPL Financial vs. SEI Investments Stock Comparison

How do LPL Financial (LPLA) 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

LPL Financial (LPLA) and SEI Investments (SEIC) both belong to the Capital Markets industry, though LPLA is classified under Investment Banking & Brokerage while SEIC falls under Asset Management & Custody Banks.

Company profile comparison for LPL Financial (LPLA) and SEI Investments (SEIC)
Profile ItemLPLASEIC
NameLPL Financial Holdings Inc.SEI Investments Company
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization23.01 billion USD12.49 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateNovember 18, 2010March 25, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LPLA
SEIC
GSPC
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LPL Financial (LPLA) 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 LPL Financial (LPLA) and SEI Investments (SEIC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
Total Return (1Y)-17.27%32.47%
Total Return (3Y, Annualized)11.10%26.31%
Total Return (5Y, Annualized)13.92%12.52%

Risk Profile

Drawdown History

LPLA
SEIC
GSPC
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LPL Financial (LPLA) 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 LPL Financial (LPLA) and SEI Investments (SEIC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
Volatility (1Y, Annualized)39.22%23.86%
Beta (5Y)0.520.94
Max Drawdown (5Y)-33.18%-26.00%
Avg. Volume (3M)855.76K756.15K

Risk-Adjusted Performance

Risk-Return Positioning

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LPLA 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 LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
Sharpe Ratio (1Y)-0.551.18
Sortino Ratio (1Y)-0.701.85

Profitability

ROE (TTM)

Both LPL Financial (LPLA) at 25.66% 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.

LPLA

Financial Services industry group

25.66%

Max
44.78%
LPLA
25.66%
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%
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LPL Financial (LPLA) 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 LPL Financial (LPLA) at 6.97%, which keeps about the industry-typical share.

LPLA

Financial Services industry group

6.97%

Max
62.84%
Q3
28.05%
Median
15.36%
LPLA
6.97%
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%
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

SEI Investments (SEIC) at 29.91% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

LPLA

Financial Services industry group

10.85%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
LPLA
10.85%
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%
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
ROE (TTM)25.66%27.26%
ROA (TTM)7.35%14.74%
Net Margin (TTM)6.97%28.06%
Operating Margin (TTM)10.85%29.91%
Gross Margin (TTM)----

Growth

Revenue Growth

LPL Financial (LPLA) at 37.18% 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 LPLA.

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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both LPL Financial (LPLA) at -22.17% 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.

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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
Revenue Growth (YoY)37.18%8.10%
Revenue Growth (3Y CAGR)25.47%4.89%
EPS Growth (YoY)-22.17%27.66%
EPS Growth (3Y CAGR)1.64%17.62%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: LPL Financial (LPLA) 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: LPL Financial (LPLA) 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 LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both LPL Financial (LPLA) at 0.40% and SEI Investments (SEIC) at 0.99% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

LPLA

Financial Services industry group

0.40%

Max
9.77%
Q3
3.92%
Median
1.09%
LPLA
0.40%
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%
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both LPL Financial (LPLA) at 6.88% 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.

LPLA

Financial Services industry group

6.88%

Max
241.07%
Q3
97.36%
Median
25.77%
LPLA
6.88%
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%
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
Dividend Yield (TTM)0.40%0.99%
Dividend Payout Ratio (TTM)6.88%18.09%

Valuation

P/E Ratio (TTM)

Both LPL Financial (LPLA) at 16.93 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.

LPLA

Financial Services industry group

16.93

Max
45.85
Q3
24.64
LPLA
16.93
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
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

LPL Financial (LPLA) at 1.15 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.

LPLA

Financial Services industry group

1.15

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
LPLA
1.15
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
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both LPL Financial (LPLA) at 3.98 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.

LPLA

Financial Services industry group

3.98

Max
7.79
LPLA
3.98
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
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LPL Financial (LPLA) vs. SEI Investments (SEIC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for LPL Financial (LPLA) and SEI Investments (SEIC)
MetricLPLASEIC
P/E Ratio (TTM)16.9318.31
P/S Ratio (TTM)1.154.93
P/B Ratio (MRQ)3.984.98
Free Cash Flow Yield (TTM)----