COMP <GO>
SEIC vs SF // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
SEI Investments Company (NASDAQ) VS. Stifel Financial Corporation (NYSE) • 15-METRIC TALLY: SEIC 9
— SF 3
■ METRIC PARITY
LAST: $103.42 (-1.25%) • MKT CAP: $12.26B
options-implied-move
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LAST: $66.69 (-2.44%) • MKT CAP: $10.07B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. SF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | SF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 3.40% | +20.80 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 24.5x | -5.90 | SEIC | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | 9.18% | -4.47 | SF | /fcf-yield <GO> |
| Operating Margin | 27.30% | 20.90% | +6.40 | SEIC | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 17.10% | +14.00 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 14.50% | -6.40 | SF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 0.00% | +1.00 | SEIC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.3 | 40.0 | +6.30 | SEIC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.05 | +0.05 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 13.4x | +2.80 | SF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.26B | $10.07B | $2.19B | SEIC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | SF REV | SEIC GROSS % | SF GROSS % | SEIC FCF | SF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $3.77B | 35.2% | — | $585.0M | $947.3M |
| FY 2024 | $2.13B | $3.29B | 32.9% | — | $590.1M | $342.2M |
| FY 2023 | $1.92B | $2.71B | — | — | $360.6M | $377.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
SF // BETA 1.05