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SEIC vs. SPGI: SEI Investments vs. S&P Global Stock Comparison

How do SEI Investments (SEIC) and S&P Global (SPGI) 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 S&P Global (SPGI) both belong to the Capital Markets industry, though SEIC is classified under Asset Management & Custody Banks while SPGI falls under Financial Exchanges & Data.

Company profile comparison for SEI Investments (SEIC) and S&P Global (SPGI)
Profile ItemSEICSPGI
NameSEI Investments CompanyS&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization12.49 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMarch 25, 1981February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SEIC
SPGI
GSPC
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SEI Investments (SEIC) vs. S&P Global (SPGI), 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 S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for SEI Investments (SEIC) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for SEI Investments (SEIC) and S&P Global (SPGI)
MetricSEICSPGI
Total Return (1Y)32.47%1.66%
Total Return (3Y, Annualized)26.31%9.75%
Total Return (5Y, Annualized)12.52%2.47%

Risk Profile

Drawdown History

SEIC
SPGI
GSPC
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SEI Investments (SEIC) vs. S&P Global (SPGI), 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 S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for SEI Investments (SEIC) and S&P Global (SPGI)
MetricSEICSPGI
Volatility (1Y, Annualized)23.86%31.02%
Beta (5Y)0.941.02
Max Drawdown (5Y)-26.00%-39.76%
Avg. Volume (3M)756.15K1.86M

Risk-Adjusted Performance

Risk-Return Positioning

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SEIC and SPGI 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 S&P Global (SPGI)
MetricSEICSPGI
Sharpe Ratio (1Y)1.18-0.08
Sortino Ratio (1Y)1.85-0.11

Profitability

ROE (TTM)

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while S&P Global (SPGI) at 17.88% 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%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both SEI Investments (SEIC) at 28.06% and S&P Global (SPGI) at 30.60% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both SEI Investments (SEIC) at 29.91% and S&P Global (SPGI) at 48.21% 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%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for SEI Investments (SEIC) and S&P Global (SPGI)
MetricSEICSPGI
ROE (TTM)27.26%17.88%
ROA (TTM)14.74%8.33%
Net Margin (TTM)28.06%30.60%
Operating Margin (TTM)29.91%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

Both SEI Investments (SEIC) at 8.10% and S&P Global (SPGI) at 7.94% 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. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both SEI Investments (SEIC) at 27.66% and S&P Global (SPGI) at 18.70% 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. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for SEI Investments (SEIC) and S&P Global (SPGI)
MetricSEICSPGI
Revenue Growth (YoY)8.10%7.94%
Revenue Growth (3Y CAGR)4.89%11.11%
EPS Growth (YoY)27.66%18.70%
EPS Growth (3Y CAGR)17.62%12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: SEI Investments (SEIC) in Financial Services and S&P Global (SPGI) 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 S&P Global (SPGI) 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 S&P Global (SPGI)
MetricSEICSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both SEI Investments (SEIC) at 0.99% and S&P Global (SPGI) at 0.82% 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%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
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SEI Investments (SEIC) vs. S&P Global (SPGI): 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 S&P Global (SPGI) at 22.06% 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%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for SEI Investments (SEIC) and S&P Global (SPGI)
MetricSEICSPGI
Dividend Yield (TTM)0.99%0.82%
Dividend Payout Ratio (TTM)18.09%22.06%

Valuation

P/E Ratio (TTM)

SEI Investments (SEIC) at 18.31 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

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

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both SEI Investments (SEIC) at 4.93 and S&P Global (SPGI) at 8.32 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

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

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both SEI Investments (SEIC) at 4.98 and S&P Global (SPGI) at 6.88 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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SEI Investments (SEIC) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for SEI Investments (SEIC) and S&P Global (SPGI)
MetricSEICSPGI
P/E Ratio (TTM)18.3127.95
P/S Ratio (TTM)4.938.32
P/B Ratio (MRQ)4.986.88
Free Cash Flow Yield (TTM)----