SEIC vs. XYZ: SEI Investments vs. Block Stock Comparison
How do SEI Investments (SEIC) and Block (XYZ) 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 Block (XYZ) both fall under the Financial Services industry group, but SEIC is classified in Capital Markets while XYZ is classified in Financial Services.
| Profile Item | SEIC | XYZ |
|---|---|---|
| Name | SEI Investments Company | Block Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Transaction & Payment Processing Services |
| Market Capitalization | 12.49 billion USD | 51.67 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | March 25, 1981 | November 19, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | SEIC | XYZ |
|---|---|---|
| Total Return (1Y) | 32.47% | 35.34% |
| Total Return (3Y, Annualized) | 26.31% | 20.17% |
| Total Return (5Y, Annualized) | 12.52% | -17.43% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Block (XYZ) carries a highly aggressive beta of 2.48, 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.
| Metric | SEIC | XYZ |
|---|---|---|
| Volatility (1Y, Annualized) | 23.86% | 48.01% |
| Beta (5Y) | 0.94 | 2.48 |
| Max Drawdown (5Y) | -26.00% | -83.55% |
| Avg. Volume (3M) | 756.15K | 4.73M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | SEIC | XYZ |
|---|---|---|
| Sharpe Ratio (1Y) | 1.18 | 0.65 |
| Sortino Ratio (1Y) | 1.85 | 1.03 |
Profitability
ROE (TTM)
SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Block (XYZ) at 2.02% is in the bottom quartile, showing a clear gap in returns on equity.
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%
XYZ
Financial Services industry group
2.02%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- XYZ
- 2.02%
- Min
- -18.71%
Net Margin (TTM)
SEI Investments (SEIC) at 28.06% keeps a top-quartile share of each sales dollar as profit, while Block (XYZ) at 1.80% keeps a bottom-quartile 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%
XYZ
Financial Services industry group
1.80%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- XYZ
- 1.80%
- Min
- -28.52%
Operating Margin (TTM)
SEI Investments (SEIC) at 29.91% runs core operations around its industry’s norm, while Block (XYZ) at 6.65% operates in the bottom quartile.
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%
XYZ
Financial Services industry group
6.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- XYZ
- 6.65%
- Min
- -44.34%
Profitability Metrics
| Metric | SEIC | XYZ |
|---|---|---|
| ROE (TTM) | 27.26% | 2.02% |
| ROA (TTM) | 14.74% | 1.94% |
| Net Margin (TTM) | 28.06% | 1.80% |
| Operating Margin (TTM) | 29.91% | 6.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
SEI Investments (SEIC) at 8.10% is around its peer norm for revenue growth, while Block (XYZ) at 0.30% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
SEI Investments (SEIC) at 27.66% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | SEIC | XYZ |
|---|---|---|
| Revenue Growth (YoY) | 8.10% | 0.30% |
| Revenue Growth (3Y CAGR) | 4.89% | 11.33% |
| EPS Growth (YoY) | 27.66% | -53.95% |
| EPS Growth (3Y CAGR) | 17.62% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: SEI Investments (SEIC) in Financial Services and Block (XYZ) 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 Block (XYZ) 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
| Metric | SEIC | XYZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Block (XYZ) 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.
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%
XYZ
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Block (XYZ) 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.
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%
XYZ
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | SEIC | XYZ |
|---|---|---|
| Dividend Yield (TTM) | 0.99% | 0.00% |
| Dividend Payout Ratio (TTM) | 18.09% | 0.00% |
Valuation
P/E Ratio (TTM)
SEI Investments (SEIC) at 18.31 is near its industry’s usual P/E ratio, while Block (XYZ) at 112.47 sits above its peer range — an unusually expensive price for XYZ’s trailing earnings.
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
XYZ
Financial Services industry group
112.47
- XYZ
- 112.47
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Block (XYZ) at 2.01 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
XYZ
Financial Services industry group
2.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- XYZ
- 2.01
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Block (XYZ) at 2.26 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
XYZ
Financial Services industry group
2.26
- Max
- 7.79
- Q3
- 3.63
- XYZ
- 2.26
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | SEIC | XYZ |
|---|---|---|
| P/E Ratio (TTM) | 18.31 | 112.47 |
| P/S Ratio (TTM) | 4.93 | 2.01 |
| P/B Ratio (MRQ) | 4.98 | 2.26 |
| Free Cash Flow Yield (TTM) | -- | -- |