RKT vs. SEIC: Rocket vs. SEI Investments Stock Comparison

Company Profile

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

SEI Investments (SEIC) has more than two decades of public-market history since March 25, 1981, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Rocket (RKT) carries a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, whereas SEI Investments (SEIC) is closer to market-like at 0.94 — a noticeable difference in market-sensitivity profile.

Rocket (RKT) is heavily traded at around 34.27M shares per day, whereas SEI Investments (SEIC) sees a more moderate 756.15K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Rocket (RKT) at 7.86% 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 Rocket (RKT) at 11.02%, which keeps about the industry-typical share.

Both Rocket (RKT) at 43.54% 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

Rocket (RKT) at 26.87% 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 RKT.

SEI Investments (SEIC) at 27.66% is around its peer norm for EPS growth, while Rocket (RKT) at -123.81% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Rocket (RKT) 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: Rocket (RKT) 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

Rocket (RKT) 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.

Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile SEI Investments (SEIC) reports a payout of 18.09%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: SEI Investments (SEIC) trades at 18.31 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

Rocket (RKT) at 3.61 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.

Rocket (RKT) at 1.76 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