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MORN vs. SEIC: A Head-to-Head Stock Comparison

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Here’s a clear look at MORN and SEIC, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolMORNSEIC
Company NameMorningstar, Inc.SEI Investments Company
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization11.01 billion USD10.95 billion USD
ExchangeNasdaqGSNasdaqGS
Listing DateMay 3, 2005March 25, 1981
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of MORN and SEIC by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

MORN vs. SEIC: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolMORNSEIC
5-Day Price Return0.38%1.95%
13-Week Price Return-15.62%5.83%
26-Week Price Return-20.19%2.67%
52-Week Price Return-14.54%37.70%
Month-to-Date Return-5.57%0.48%
Year-to-Date Return-22.48%7.35%
10-Day Avg. Volume0.39M0.64M
3-Month Avg. Volume0.26M0.97M
3-Month Volatility18.77%18.12%
Beta1.040.99

Profitability

Return on Equity (TTM)

MORN

25.22%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

In the upper quartile for the Capital Markets industry, MORN’s Return on Equity of 25.22% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

SEIC

29.96%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

In the upper quartile for the Capital Markets industry, SEIC’s Return on Equity of 29.96% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

MORN vs. SEIC: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

MORN

17.21%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

MORN’s Net Profit Margin of 17.21% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

SEIC

31.25%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

SEIC’s Net Profit Margin of 31.25% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

MORN vs. SEIC: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

MORN

24.21%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

MORN’s Operating Profit Margin of 24.21% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

SEIC

31.28%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

SEIC’s Operating Profit Margin of 31.28% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

MORN vs. SEIC: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolMORNSEIC
Return on Equity (TTM)25.22%29.96%
Return on Assets (TTM)11.28%26.11%
Net Profit Margin (TTM)17.21%31.25%
Operating Profit Margin (TTM)24.21%31.28%
Gross Profit Margin (TTM)60.94%85.77%

Financial Strength

Current Ratio (MRQ)

MORN

1.13

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

SEIC

6.18

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

MORN vs. SEIC: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

MORN

0.52

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

SEIC

0.00

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

MORN vs. SEIC: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

MORN

15.49

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

SEIC

725.60

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

MORN vs. SEIC: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolMORNSEIC
Current Ratio (MRQ)1.136.18
Quick Ratio (MRQ)1.086.18
Debt-to-Equity Ratio (MRQ)0.520.00
Interest Coverage Ratio (TTM)15.49725.60

Growth

Revenue Growth

MORN vs. SEIC: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

MORN vs. SEIC: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

MORN

0.67%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

MORN’s Dividend Yield of 0.67% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

SEIC

1.13%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

SEIC’s Dividend Yield of 1.13% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

MORN vs. SEIC: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

MORN

18.19%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

MORN’s Dividend Payout Ratio of 18.19% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

SEIC

23.07%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

SEIC’s Dividend Payout Ratio of 23.07% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

MORN vs. SEIC: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolMORNSEIC
Dividend Yield (TTM)0.67%1.13%
Dividend Payout Ratio (TTM)18.19%23.07%

Valuation

Price-to-Earnings Ratio (TTM)

MORN

26.97

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

MORN’s P/E Ratio of 26.97 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

SEIC

15.79

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

SEIC’s P/E Ratio of 15.79 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

MORN vs. SEIC: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

MORN

4.64

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

MORN’s P/S Ratio of 4.64 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

SEIC

4.93

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

SEIC’s P/S Ratio of 4.93 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

MORN vs. SEIC: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

MORN

8.22

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

MORN’s P/B Ratio of 8.22 is in the upper tier for the Capital Markets industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

SEIC

4.78

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

SEIC’s P/B Ratio of 4.78 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

MORN vs. SEIC: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolMORNSEIC
Price-to-Earnings Ratio (TTM)26.9715.79
Price-to-Sales Ratio (TTM)4.644.93
Price-to-Book Ratio (MRQ)8.224.78
Price-to-Free Cash Flow Ratio (TTM)27.9618.49