SEIC vs CNNE vs ICE vs FIS

For growth investors, SEI Investments Company (SEIC) is the stronger pick with 8.

1% revenue growth year-over-year, versus -6. 4% for Cannae Holdings, Inc. (CNNE). SEI Investments Company (SEIC) offers the better valuation at 16. 0x trailing P/E (15. 2x forward), making it the more compelling value choice. Analysts rate SEI Investments Company (SEIC) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, SEI Investments Company (SEIC) is the cheapest at 16.

0x versus Fidelity National Information Services, Inc. at 63. 0x. On forward P/E, Fidelity National Information Services, Inc. is actually cheaper at 7. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Fidelity National Information Services, Inc. wins at 0. 31x versus Intercontinental Exchange, Inc. 's 2. 19x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, SEI Investments Company (SEIC) delivered a total return of +49.

1%, compared to -63. 2% for Fidelity National Information Services, Inc. (FIS). Over 10 years, the gap is even starker: ICE returned +225. 3% versus CNNE's -18. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Intercontinental Exchange, Inc.

(ICE) is the lower-risk stock at 0. 33β versus Cannae Holdings, Inc. 's 0. 98β — meaning CNNE is approximately 199% more volatile than ICE relative to the S&P 500. On balance sheet safety, SEI Investments Company (SEIC) carries a lower debt/equity ratio of 0% versus 70% for Intercontinental Exchange, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), SEI Investments Company (SEIC) is pulling ahead at 8.

1% versus -6. 4% for Cannae Holdings, Inc. (CNNE). On earnings-per-share growth, the picture is similar: SEI Investments Company grew EPS 27. 7% year-over-year, compared to -92. 0% for Cannae Holdings, Inc.. Over a 3-year CAGR, FIS leads at 3. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

SEI Investments Company (SEIC) is the more profitable company, earning 31.

1% net margin versus -99. 2% for Cannae Holdings, Inc. — meaning it keeps 31. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ICE leads at 38. 7% versus -28. 2% for CNNE. At the gross margin level — before operating expenses — ICE leads at 61. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Fidelity National Information Services, Inc. (FIS) is the more undervalued stock at a PEG of 0. 31x versus Intercontinental Exchange, Inc. 's 2. 19x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Fidelity National Information Services, Inc. (FIS) trades at 7. 5x forward P/E versus 19. 5x for Intercontinental Exchange, Inc. — 11. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FIS: 42. 6% to $67. 38.

In this comparison, FIS (3.

5% yield), ICE (1. 2% yield), SEIC (1. 1% yield) pay a dividend. CNNE does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Intercontinental Exchange, Inc.

(ICE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 33), 1. 2% yield, +225. 3% 10Y return). Both have compounded well over 10 years (ICE: +225. 3%, CNNE: -18. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (SEIC (Financial Services) and CNNE (Consumer Cyclical) and ICE (Financial Services) and FIS (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: SEIC is a mid-cap deep-value stock; CNNE is a small-cap quality compounder stock; ICE is a mid-cap quality compounder stock; FIS is a mid-cap income-oriented stock. SEIC, ICE, FIS pay a dividend while CNNE does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.