COMP <GO>
SF vs SEIC // NET PROFIT MARGIN
Stifel Financial Corporation (NYSE) VS. SEI Investments Company (NASDAQ) • 15-METRIC TALLY: SF 3
— SEIC 9
▲ NET PROFIT MARGIN LEADER: SEIC
LAST: $68.67 (+2.97%) • MKT CAP: $10.07B
net-margins
17.10%
LAST: $105.89 (+2.39%) • MKT CAP: $12.26B
net-margins
31.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SF VS. SEIC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SF | SEIC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.40% | 24.20% | -20.80 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 18.6x | +5.90 | SEIC | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | 4.71% | +4.47 | SF | /fcf-yield <GO> |
| Operating Margin | 20.90% | 27.30% | -6.40 | SEIC | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 17.10% | 31.10% | -14.00 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | 8.10% | +6.40 | SF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.00% | -1.00 | SEIC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.0 | 46.3 | -6.30 | SEIC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.10 | -0.05 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 16.2x | -2.80 | SF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.07B | $12.26B | -$2.19B | SEIC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SF REV | SEIC REV | SF GROSS % | SEIC GROSS % | SF FCF | SEIC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.77B | $2.30B | — | 35.2% | $947.3M | $585.0M |
| FY 2024 | $3.29B | $2.13B | — | 32.9% | $342.2M | $590.1M |
| FY 2023 | $2.71B | $1.92B | — | — | $377.4M | $360.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SF // BETA 1.05
SEIC // BETA 1.10