COMP <GO>
SEIC vs BAC // NET PROFIT MARGIN
SEI Investments Company (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: SEIC 10
— BAC 5
▲ NET PROFIT MARGIN LEADER: SEIC
LAST: $103.42 (-1.25%) • MKT CAP: $12.42B
net-margins
31.10%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
net-margins
27.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.20% | 41.00% | -5.80 | BAC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 2.50% | +21.70 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 30.2x | -11.60 | SEIC | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | 2.10% | +2.61 | SEIC | /fcf-yield <GO> |
| Operating Margin | 27.30% | 32.90% | -5.60 | BAC | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 31.10% | 27.00% | +4.10 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 6.80% | +1.30 | SEIC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 0.00% | +1.00 | SEIC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.42 | 0.45 | +2.97 | SEIC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.60% | +0.60 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.3 | 27.7 | +18.58 | SEIC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.90 | +0.20 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 10.9x | +5.30 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.42B | $357.61B | -$345.19B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | BAC REV | SEIC GROSS % | BAC GROSS % | SEIC FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $113.10B | 35.2% | 44.0% | $585.0M | $7.52B |
| FY 2024 | $2.13B | $105.86B | 32.9% | 44.0% | $590.1M | -$13.57B |
| FY 2023 | $1.92B | $102.77B | 44.0% | 44.0% | $360.6M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
BAC // BETA 0.90