COMP <GO>
SEIC vs BRK-B // 10Y YIELD & FRED MACRO BETA
SEI Investments Company (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: SEIC 9
— BRK-B 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: SEIC
LAST: $103.42 (-1.25%) • MKT CAP: $12.42B
macro-sensitivity
1.10
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 11.47% | +12.73 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 9.7x | +8.92 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | 2.09% | +2.62 | SEIC | /fcf-yield <GO> |
| Operating Margin | 27.30% | 27.80% | -0.50 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 22.30% | +8.80 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 3.93% | +4.17 | 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 | 2.85 | +0.57 | SEIC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 3.55% | +3.65 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.3 | 66.8 | -20.57 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 0.61 | +0.49 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 24.3x | -8.14 | SEIC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.42B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | BRK-B REV | SEIC GROSS % | BRK-B GROSS % | SEIC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $371.44B | 35.2% | — | $585.0M | $25.04B |
| FY 2024 | $2.13B | $371.43B | 32.9% | — | $590.1M | $11.62B |
| FY 2023 | $1.92B | $364.48B | 44.0% | — | $360.6M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
BRK-B // BETA 0.61