SEIC vs IVZ

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

1% revenue growth year-over-year, versus 5. 1% for Invesco Ltd. (IVZ). 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 forward P/E, Invesco Ltd.

is actually cheaper at 10. 4x — notably different from the trailing picture, reflecting expected earnings growth.

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

1%, compared to +8. 2% for Invesco Ltd. (IVZ). Over 10 years, the gap is even starker: SEIC returned +101. 6% versus IVZ's +22. 1%. 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), SEI Investments Company (SEIC) is the lower-risk stock at 0.

85β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 98% more volatile than SEIC relative to the S&P 500. On balance sheet safety, SEI Investments Company (SEIC) carries a lower debt/equity ratio of 0% versus 78% for Invesco Ltd. — 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 5. 1% for Invesco Ltd. (IVZ). On earnings-per-share growth, the picture is similar: SEI Investments Company grew EPS 27. 7% year-over-year, compared to -235. 6% for Invesco Ltd.. 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 -4. 4% for Invesco Ltd. — meaning it keeps 31. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SEIC leads at 27. 3% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — SEIC leads at 59. 2%, 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.

On forward earnings alone, Invesco Ltd.

(IVZ) trades at 10. 4x forward P/E versus 15. 2x for SEI Investments Company — 4. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SEIC: 12. 0% to $100. 67.

All stocks in this comparison pay dividends.

Invesco Ltd. (IVZ) offers the highest yield at 3. 1%, versus 1. 1% for SEI Investments Company (SEIC).

For long-horizon retirement investors, SEI Investments Company (SEIC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

85), 1. 1% yield, +101. 6% 10Y return). Invesco Ltd. (IVZ) carries a higher beta of 1. 67 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SEIC: +101. 6%, IVZ: +22. 1%), 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.

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: SEIC is a mid-cap deep-value stock; IVZ is a mid-cap income-oriented stock. 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.