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SEIC vs. SF: SEI Investments vs. Stifel Financial Stock Comparison

How do SEI Investments (SEIC) and Stifel Financial (SF) 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

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

Company profile comparison for SEI Investments (SEIC) and Stifel Financial (SF)
Profile ItemSEICSF
NameSEI Investments CompanyStifel Financial Corp.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization12.49 billion USD10.65 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMarch 25, 1981July 19, 1983
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SEIC
SF
GSPC
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SEI Investments (SEIC) vs. Stifel Financial (SF), 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 SEI Investments (SEIC) and Stifel Financial (SF). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
Total Return (1Y)32.47%-8.12%
Total Return (3Y, Annualized)26.31%24.91%
Total Return (5Y, Annualized)12.52%9.74%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
Volatility (1Y, Annualized)23.86%27.41%
Beta (5Y)0.940.98
Max Drawdown (5Y)-26.00%-36.25%
Avg. Volume (3M)756.15K1.29M

Risk-Adjusted Performance

Risk-Return Positioning

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SEIC and SF 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 SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
Sharpe Ratio (1Y)1.18-0.45
Sortino Ratio (1Y)1.85-0.62

Profitability

ROE (TTM)

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Stifel Financial (SF) at 16.55% is closer to the peer norm — stronger capital efficiency for SEIC.

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%

SF

Financial Services industry group

16.55%

Max
44.78%
Q3
21.85%
SF
16.55%
Median
12.91%
Q1
4.48%
Min
-18.71%
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SEI Investments (SEIC) vs. Stifel Financial (SF): 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 Stifel Financial (SF) at 16.73%, which keeps about the industry-typical share.

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%

SF

Financial Services industry group

16.73%

Max
62.84%
Q3
28.05%
SF
16.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both SEI Investments (SEIC) at 29.91% and Stifel Financial (SF) at 22.49% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

SF

Financial Services industry group

22.49%

Max
107.33%
Q3
55.90%
Median
30.09%
SF
22.49%
Q1
14.60%
Min
-44.34%
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
ROE (TTM)27.26%16.55%
ROA (TTM)14.74%2.25%
Net Margin (TTM)28.06%16.73%
Operating Margin (TTM)29.91%22.49%
Gross Margin (TTM)----

Growth

Revenue Growth

Both SEI Investments (SEIC) at 8.10% and Stifel Financial (SF) at 11.33% 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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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both SEI Investments (SEIC) at 27.66% and Stifel Financial (SF) at -6.08% 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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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
Revenue Growth (YoY)8.10%11.33%
Revenue Growth (3Y CAGR)4.89%8.03%
EPS Growth (YoY)27.66%-6.08%
EPS Growth (3Y CAGR)17.62%3.33%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: SEI Investments (SEIC) in Financial Services and Stifel Financial (SF) 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: SEI Investments (SEIC) in Financial Services and Stifel Financial (SF) 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 SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both SEI Investments (SEIC) at 0.99% and Stifel Financial (SF) at 1.83% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

SF

Financial Services industry group

1.83%

Max
9.77%
Q3
3.92%
SF
1.83%
Median
1.09%
Q1
0.00%
Min
0.00%
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both SEI Investments (SEIC) at 18.09% and Stifel Financial (SF) at 22.98% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

SF

Financial Services industry group

22.98%

Max
241.07%
Q3
97.36%
Median
25.77%
SF
22.98%
Q1
0.00%
Min
0.00%
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
Dividend Yield (TTM)0.99%1.83%
Dividend Payout Ratio (TTM)18.09%22.98%

Valuation

P/E Ratio (TTM)

Both SEI Investments (SEIC) at 18.31 and Stifel Financial (SF) at 12.37 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

SF

Financial Services industry group

12.37

Max
45.85
Q3
24.64
Median
15.37
SF
12.37
Q1
9.68
Min
0.16
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Stifel Financial (SF) at 1.82 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.

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

SF

Financial Services industry group

1.82

Max
9.23
Q3
4.57
Median
2.72
SF
1.82
Q1
1.28
Min
-0.55
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Stifel Financial (SF) at 2.00 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.

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

SF

Financial Services industry group

2.00

Max
7.79
Q3
3.63
SF
2.00
Median
1.57
Q1
0.81
Min
-0.39
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SEI Investments (SEIC) vs. Stifel Financial (SF): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for SEI Investments (SEIC) and Stifel Financial (SF)
MetricSEICSF
P/E Ratio (TTM)18.3112.37
P/S Ratio (TTM)4.931.82
P/B Ratio (MRQ)4.982.00
Free Cash Flow Yield (TTM)----