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RJF vs. SEIC: Raymond James Financial vs. SEI Investments Stock Comparison

How do Raymond James Financial (RJF) 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

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

Company profile comparison for Raymond James Financial (RJF) and SEI Investments (SEIC)
Profile ItemRJFSEIC
NameRaymond James Financial, 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 Capitalization31.28 billion USD12.49 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateJuly 1, 1983March 25, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

RJF
SEIC
GSPC
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Raymond James Financial (RJF) 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 Raymond James Financial (RJF) and SEI Investments (SEIC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
Total Return (1Y)3.99%32.47%
Total Return (3Y, Annualized)20.73%26.31%
Total Return (5Y, Annualized)12.47%12.52%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
Volatility (1Y, Annualized)25.94%23.86%
Beta (5Y)0.910.94
Max Drawdown (5Y)-32.11%-26.00%
Avg. Volume (3M)1.20M756.15K

Risk-Adjusted Performance

Risk-Return Positioning

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RJF 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 Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
Sharpe Ratio (1Y)-0.011.18
Sortino Ratio (1Y)-0.021.85

Profitability

ROE (TTM)

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Raymond James Financial (RJF) at 18.73% is closer to the peer norm — stronger capital efficiency for SEIC.

RJF

Financial Services industry group

18.73%

Max
44.78%
Q3
21.85%
RJF
18.73%
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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Raymond James Financial (RJF) 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 Raymond James Financial (RJF) at 14.97%, which keeps about the industry-typical share.

RJF

Financial Services industry group

14.97%

Max
62.84%
Q3
28.05%
Median
15.36%
RJF
14.97%
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Raymond James Financial (RJF) at 20.88% and SEI Investments (SEIC) at 29.91% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

RJF

Financial Services industry group

20.88%

Max
107.33%
Q3
55.90%
Median
30.09%
RJF
20.88%
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
ROE (TTM)18.73%27.26%
ROA (TTM)--14.74%
Net Margin (TTM)14.97%28.06%
Operating Margin (TTM)20.88%29.91%
Gross Margin (TTM)----

Growth

Revenue Growth

Only one side can be read here: SEI Investments (SEIC) reports revenue growth of 8.10%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.

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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Raymond James Financial (RJF) at 15.63% 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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
Revenue Growth (YoY)--8.10%
Revenue Growth (3Y CAGR)--4.89%
EPS Growth (YoY)15.63%27.66%
EPS Growth (3Y CAGR)14.33%17.62%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Raymond James Financial (RJF) 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: Raymond James Financial (RJF) 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 Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile SEI Investments (SEIC) reports a yield of 0.99%, ranking against industry peers normally.

RJF

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
RJF
0.00%
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Raymond James Financial (RJF) at 18.48% 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.

RJF

Financial Services industry group

18.48%

Max
241.07%
Q3
97.36%
Median
25.77%
RJF
18.48%
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
Dividend Yield (TTM)0.00%0.99%
Dividend Payout Ratio (TTM)18.48%18.09%

Valuation

P/E Ratio (TTM)

Both Raymond James Financial (RJF) at 13.67 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.

RJF

Financial Services industry group

13.67

Max
45.85
Q3
24.64
Median
15.37
RJF
13.67
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Raymond James Financial (RJF) at 1.98 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.

RJF

Financial Services industry group

1.98

Max
9.23
Q3
4.57
Median
2.72
RJF
1.98
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Raymond James Financial (RJF) at 2.46 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.

RJF

Financial Services industry group

2.46

Max
7.79
Q3
3.63
RJF
2.46
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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Raymond James Financial (RJF) vs. SEI Investments (SEIC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Raymond James Financial (RJF) and SEI Investments (SEIC)
MetricRJFSEIC
P/E Ratio (TTM)13.6718.31
P/S Ratio (TTM)1.984.93
P/B Ratio (MRQ)2.464.98
Free Cash Flow Yield (TTM)----