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MS vs. SEIC: Morgan Stanley vs. SEI Investments Stock Comparison

How do Morgan Stanley (MS) 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

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

Company profile comparison for Morgan Stanley (MS) and SEI Investments (SEIC)
Profile ItemMSSEIC
NameMorgan Stanley Common StockSEI 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 Capitalization283.60 billion USD12.49 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateFebruary 23, 1993March 25, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MS
SEIC
GSPC
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Morgan Stanley (MS) 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 Morgan Stanley (MS) and SEI Investments (SEIC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
Total Return (1Y)19.44%32.47%
Total Return (3Y, Annualized)40.69%26.31%
Total Return (5Y, Annualized)17.38%12.52%

Risk Profile

Drawdown History

MS
SEIC
GSPC
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Morgan Stanley (MS) 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 Morgan Stanley (MS) and SEI Investments (SEIC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
Volatility (1Y, Annualized)29.73%23.86%
Beta (5Y)1.210.94
Max Drawdown (5Y)-32.38%-26.00%
Avg. Volume (3M)5.37M756.15K

Risk-Adjusted Performance

Risk-Return Positioning

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MS 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 Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
Sharpe Ratio (1Y)0.511.18
Sortino Ratio (1Y)0.731.85

Profitability

ROE (TTM)

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Morgan Stanley (MS) at 18.04% is closer to the peer norm — stronger capital efficiency for SEIC.

MS

Financial Services industry group

18.04%

Max
44.78%
Q3
21.85%
MS
18.04%
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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Morgan Stanley (MS) 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 Morgan Stanley (MS) at 25.63%, which keeps about the industry-typical share.

MS

Financial Services industry group

25.63%

Max
62.84%
Q3
28.05%
MS
25.63%
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%
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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Morgan Stanley (MS) at 39.00% and SEI Investments (SEIC) at 29.91% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

MS

Financial Services industry group

39.00%

Max
107.33%
Q3
55.90%
MS
39.00%
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%
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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
ROE (TTM)18.04%27.26%
ROA (TTM)1.35%14.74%
Net Margin (TTM)25.63%28.06%
Operating Margin (TTM)39.00%29.91%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Morgan Stanley (MS) at 14.48% 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.

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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Morgan Stanley (MS) at 28.43% 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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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
Revenue Growth (YoY)14.48%8.10%
Revenue Growth (3Y CAGR)9.52%4.89%
EPS Growth (YoY)28.43%27.66%
EPS Growth (3Y CAGR)18.41%17.62%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Morgan Stanley (MS) 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: Morgan Stanley (MS) 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 Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Morgan Stanley (MS) at 2.40% and SEI Investments (SEIC) at 0.99% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

MS

Financial Services industry group

2.40%

Max
9.77%
Q3
3.92%
MS
2.40%
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%
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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Morgan Stanley (MS) at 32.91% 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.

MS

Financial Services industry group

32.91%

Max
241.07%
Q3
97.36%
MS
32.91%
Median
25.77%
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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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
Dividend Yield (TTM)2.40%0.99%
Dividend Payout Ratio (TTM)32.91%18.09%

Valuation

P/E Ratio (TTM)

Both Morgan Stanley (MS) at 14.39 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.

MS

Financial Services industry group

14.39

Max
45.85
Q3
24.64
Median
15.37
MS
14.39
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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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Morgan Stanley (MS) at 3.55 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.

MS

Financial Services industry group

3.55

Max
9.23
Q3
4.57
MS
3.55
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
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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Morgan Stanley (MS) at 2.65 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.

MS

Financial Services industry group

2.65

Max
7.79
Q3
3.63
MS
2.65
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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Morgan Stanley (MS) vs. SEI Investments (SEIC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Morgan Stanley (MS) and SEI Investments (SEIC)
MetricMSSEIC
P/E Ratio (TTM)14.3918.31
P/S Ratio (TTM)3.554.93
P/B Ratio (MRQ)2.654.98
Free Cash Flow Yield (TTM)----