Sei Investments's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Sei Investments (SEIC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Sei Investments vs Its Competitors
- TTM: Trailing 12-month revenue of 2,450M vs 207,575M combined for tracked competitors (1.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+4.7% annualized vs trailing 12 months), vs decelerating (-23.9%) for its tracked peer group.
- Growth: Sei Investments generated 14.7% revenue growth year over year in Q2 2026, vs -20.7% for its tracked competitors combined.
- Profitability: Its 31.1% net margin compares with 50.3% for the peer group.
- Scale: Sei Investments ranks #28 of 91 companies by market capitalization in the Investment Services industry, holding 0.6% of industry market cap.
- Peer revenue share: Sei Investments accounted for 1.6% of combined revenue among its tracked peer group, up from 1.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.49M compares with $0.77M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
SEIC Sales vs. its Competitors, Q2 2026
Sei Investments reported revenue growth of 14.66 % year on year in Q2 2026, above its competitors' combined revenue change of -20.69 %.
With a net margin of 31.10 %, Sei Investments reported lower profitability than its competitors (50.29 %).
Sei Investments generated 1.60 % of the combined sales of its peer group, up from 1.11 % a year earlier.
Sei Investments vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Sei Investments and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Sei Investments Company | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (10) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Sei Investments's competitor groups requires a Commercial License.
For context: the Investment Services industry grew revenue -2.0% year over year, combined, vs 14.7% for Sei Investments. Sei Investments's share of combined industry revenue moved from 0.22% to 0.26%, a gain of 0.04 percentage points.
Sei Investments's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Sei Investments Company | Yes | Yes | Yes | No |
| Competitors combined (11) | ||||
| High-Confidence Competitors (14) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 37.50 % (3 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
SEIC Stock Performance relative to its Competitors
SEIC Stock Performance relative to High-Confidence Competitors
SEIC Stock Performance relative to Similar-Size Competitors
SEIC Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Interactive Brokers Group Inc | 282.9% | Outperformed |
| 2 | Morgan Stanley | 282.9% | Outperformed |
| 3 | The Goldman Sachs Group Inc | 282.9% | Outperformed |
| 4 | Schwab Charles Corp | 282.9% | Outperformed |
| 5 | Regions Financial Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Sei Investments's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Sei Investments's Comment on Competition and Industry Peers
Publicly Traded Peers of Sei Investments Company
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Sei Investments Company | 12,927.87 | 2,450.24 |
| Morgan Stanley | 303,821.16 | 68,350.00 |
| The Goldman Sachs Group Inc | 279,373.77 | 52,259.00 |
| Blackrock Inc | 176,378.92 | 27,626.00 |
| Schwab Charles Corp | 170,943.70 | 26,025.00 |
| Robinhood Markets Inc | 106,211.52 | 4,932.00 |
| SUBTOTAL | 1,141,337.25 | 210,126.90 |
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Sources: Sei Investments Company's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Sei Investments Company versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Sei Investments's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| AssetMark Financial Holdings | Named by the company | 85% |
| Fidelity National Information Services, Inc. | Named by the company | 85% |
| BlackRock | Named by the company | 85% |
| Envestnet | Named by the company | 85% |
| State Street | Named by the company | 85% |
| Charles Schwab & Co., Inc. | Named by the company | 85% |
| Northern Trust | Named by the company | 85% |
| SS&C Innovest | Named by the company | 85% |
| Morningstar inc | Named by the company | 85% |
| BNY Mellon | Named by the company | 85% |
| Fi-Tek | Named by the company | 85% |
| LPL Financial | Named by the company | 85% |
| Russell Investment Group | Named by the company | 85% |
| Willis Towers Watson | Named by the company | 85% |
| Avaloq | Named by the company | 85% |
| Citco | Named by the company | 85% |
| FNZ UK Ltd. | Named by the company | 85% |
| Orion | Named by the company | 85% |
| SS&C Technologies | Named by the company | 85% |
| Aon Hewitt | Named by the company | 85% |
| Brinker Capital Investments | Named by the company | 85% |
| Fidelity Investments | Named by the company | 85% |
| Mercer | Named by the company | 85% |
| Russell Investments | Named by the company | 85% |
| Goldman Sachs | Named by the company | 85% |
| Pershing LLC | Named by the company | 85% |
| Atlas Corp | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Sei Investments's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Sei Investments's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Sei Investments Company | Investment Managers 35.49 % |
| Schwab Charles Corp | Investor Services 78.17 % |
| Fidelity National Information Services Inc | Banking Solutions 73.53 % |
| Freedom Holding Corp | Brokerage 38.57 % |
| Amtd Idea Group | Strategic Investment 51.99 % |
| Siebert Financial Corp | Financial Services 98.54 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sei Investments's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Sei Investments Company | 12,928 | 487,221 | 142,230 |
| Morgan Stanley | 303,821 | 823,494 | 245,422 |
| The Goldman Sachs Group Inc | 279,374 | 1,102,511 | 442,468 |
| Blackrock Inc | 176,379 | 1,109,478 | 286,345 |
| Schwab Charles Corp | 170,944 | 788,636 | 305,939 |
| Robinhood Markets Inc | 106,212 | 1,700,690 | 720,000 |
| PEERS TOTAL | 1,128,409 | 766,487 | 271,090 |
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Sei Investments's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Sei Investments Company | United States 85.02 % |
| Blackrock Inc | Americas 64.41 % |
| Fidelity National Information Services Inc | North America 78.12 % |
| Freedom Holding Corp | Kazakhstan 83.57 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sei Investments's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Sei Investments's industry classification, broader than the peer set above. Market cap in millions of $.Sei Investments ranks #28 of 88 companies by market capitalization in its industry, holding 0.57 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 606, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 303,821 | 13.32 % |
| 2 | The Goldman Sachs Group Inc | 279,374 | 12.24 % |
| 3 | Blackrock Inc | 176,379 | 7.73 % |
| 4 | Schwab Charles Corp | 170,944 | 7.49 % |
| 5 | Futu Holdings Ltd | 1,234 | 5.2% |
| 6 | Robinhood Markets Inc | 1,234 | 5.2% |
| 7 | Cme Group Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 28 | Sei Investments Company | 12,928 | 0.57 % |
Market cap and industry share for the rest of Sei Investments's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Sei Investments's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 23 | Franklin Resources Inc | 16,863 | 39.91 % |
| 24 | Tpg Inc | 16,764 | -26.90 % |
| 25 | Carlyle Group Inc | 14,516 | -38.10 % |
| 26 | Invesco Ltd | 13,827 | 36.45 % |
| 27 | Up Fintech Holding Limited | 1,234 | 12.3% |
| 28 | Sei Investments Company | 12,928 | 23.85 % |
| 29 | Stifel Financial Corp | 1,234 | 12.3% |
| 30 | Evercore Inc | 1,234 | 12.3% |
| 31 | Freedom Holding Corp | 1,234 | 12.3% |
| 32 | Figma Inc | 1,234 | 12.3% |
| 33 | Jefferies Financial Group Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Sei Investments's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Sei Investments's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Investment Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (78 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 83.21 % | 61.67 % (avg) | +21.5 pp |
| Operating Margin | 44.01 % | industry median | +7.9 pp |
| EBITDA Margin | 40.97 % | 19.52 % (avg) | +21.4 pp |
| Capital Intensity (Capex / Revenue) | 2.12 % | 2.93 % (avg) | -0.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Sei Investments's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (78 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 16.4x | 23.9x | -7.5x |
| EV / EBITDA | 11.3x | 12.8x | -1.5x |
| P/B | 4.7x | 3.0x | +1.7x |
| Return on Equity | 29.54 % | industry aggregate | 13.70 % |
| Return on Invested Capital | 21.50 % | 8.46 % (avg) | 13.04 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Sei Investments's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 6.39 % | 12.15 % | -0.77 % | 6.13 % | 3.79 % | -3.58 % | 10.70 % | 8.10 % |
| Operating Margin | -37.25 % | 44.24 % | 48.81 % | 61.80 % | 45.11 % | 62.64 % | 29.14 % | 43.42 % |
| Return on Invested Capital | -18.31 % | 23.11 % | 24.56 % | 31.13 % | 22.64 % | 28.92 % | 13.46 % | 20.63 % |
| P/E | 15.9x | 19.9x | 18.7x | 16.2x | 17.4x | 17.5x | 18.7x | 14.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Sei Investments's Strategic Group Map
Every company in Sei Investments's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Sei Investments is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Sei Investments's BCG Growth-Share Matrix
Relative market share (vs Sei Investments's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Sei Investments falls in the Dog quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 9.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Sei Investments's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 606 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.12 % vs industry average 2.93 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Sei Investments's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Sei Investments's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Sei Investments's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Sei Investments falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Sei Investments's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 7.9 points above the industry median.
- Return on equity 13.7 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+4.7% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.04x).
Opportunities
- Trades at a lower P/E than the industry average (16.4x vs 23.9x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-23.9% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Sei Investments's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Sei Investments Company | 0.34 | 4.75 | 0.00 |
| Morgan Stanley | 0.40 | 1.12 | 3.16 |
| The Goldman Sachs Group Inc | 0.50 | 0.79 | 3.11 |
| Blackrock Inc | 7.72 | 7.87 | 0.23 |
| Schwab Charles Corp | 0.10 | 1.04 | 0.79 |
| Robinhood Markets Inc | 0.25 | 0.99 | 0.06 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Sei Investments's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Sei Investments Company | Q2 2026 | +14.7 % | -12.1 % |
| Morgan Stanley | Q2 2026 | -30.6 % | +58.1 % |
| The Goldman Sachs Group Inc | Q2 2026 | -65.3 % | +78.0 % |
| Blackrock Inc | Q2 2026 | +27.2 % | +22.6 % |
| Schwab Charles Corp | Q2 2026 | +20.9 % | +31.7 % |
| Robinhood Markets Inc | Q2 2026 | +32.3 % | +48.4 % |
| PEERS TOTAL | -20.3 % | +47.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Sei Investments's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Sei Investments Company | Q2 2026 | - | +30.5 % |
| Morgan Stanley | Q2 2026 | - | +7.3 % |
| The Goldman Sachs Group Inc | Q2 2026 | -73.4 % | +5.5 % |
| Blackrock Inc | Q2 2026 | - | +22.5 % |
| Schwab Charles Corp | Q2 2026 | - | +44.5 % |
| Robinhood Markets Inc | Q2 2026 | - | -83.3 % |
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Sei Investments's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Sei Investments Company | 48.74% | 27.54% | 29.54% |
| Morgan Stanley | 1.35% | 1.95% | 17.85% |
| The Goldman Sachs Group Inc | 1.07% | 1.86% | 16.95% |
| Blackrock Inc | 4.20% | 4.33% | 12.59% |
| Schwab Charles Corp | 2.05% | 4.01% | 20.38% |
| Robinhood Markets Inc | 4.60% | 8.94% | 22.61% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Sei Investments's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Sei Investments Company | 18.55 | 5.28 |
| Morgan Stanley | 15.67 | 4.45 |
| The Goldman Sachs Group Inc | 14.19 | 5.35 |
| Blackrock Inc | 25.97 | 6.38 |
| Schwab Charles Corp | 118.43 | 6.57 |
| Robinhood Markets Inc | 51.30 | 21.54 |
| PEERS AVERAGE | 15.39 | 5.43 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.