COMP <GO>
SEIC vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
SEI Investments Company (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SEIC 9
— MS 3
■ METRIC PARITY
LAST: $104.73 (+1.48%) • MKT CAP: $12.42B
balance-sheet
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LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 3.00% | +21.20 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 31.0x | -12.40 | SEIC | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | -7.25% | +11.96 | SEIC | /fcf-yield <GO> |
| Operating Margin | 27.30% | 24.60% | +2.70 | SEIC | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 20.20% | +10.90 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 5.50% | +2.60 | SEIC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 2.21% | -1.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.7 | 51.0 | -0.30 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.04 | +0.06 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 16.5x | -0.30 | SEIC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.42B | $298.41B | -$285.99B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | MS REV | SEIC GROSS % | MS GROSS % | SEIC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $0 | 35.2% | — | $585.0M | -$17.89B |
| FY 2024 | $2.13B | $0 | 32.9% | — | $590.1M | $1.36B |
| FY 2023 | $1.92B | $0 | — | — | $360.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
MS // BETA 1.04