Asset Management
Compare Stocks
2 / 10Stock Comparison
SEIC vs NTRS
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
SEIC vs NTRS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $11.15B | $30.26B |
| Revenue (TTM) | $2.30B | $14.30B |
| Net Income (TTM) | $715M | $1.74B |
| Gross Margin | 59.2% | 56.5% |
| Operating Margin | 27.3% | 16.3% |
| Forward P/E | 15.4x | 15.1x |
| Total Debt | $9M | $16.43B |
| Cash & Equiv. | $400M | $61.13B |
SEIC vs NTRS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| SEI Investments Com… (SEIC) | 100 | 168.1 | +68.1% |
| Northern Trust Corp… (NTRS) | 100 | 206.7 | +106.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SEIC vs NTRS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SEIC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 12 yrs, beta 0.85, yield 1.1%
- Rev growth 8.1%, EPS growth 27.7%
- Lower volatility, beta 0.85, Low D/E 0.3%, current ratio 3.29x
NTRS is the clearest fit if your priority is long-term compounding and bank quality.
- 173.7% 10Y total return vs SEIC's 106.6%
- NIM 1.4% vs SEIC's 1.2%
- Lower P/E (15.1x vs 15.4x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.1% NII/revenue growth vs NTRS's -9.9% | |
| Value | Lower P/E (15.1x vs 15.4x) | |
| Quality / Margins | Efficiency ratio 0.3% vs NTRS's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs NTRS's 1.14, lower leverage | |
| Dividends | 1.1% yield, 12-year raise streak, vs NTRS's 1.9% | |
| Momentum (1Y) | +71.8% vs SEIC's +15.4% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs NTRS's 0.4% |
SEIC vs NTRS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SEIC vs NTRS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SEIC leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
NTRS is the larger business by revenue, generating $14.3B annually — 6.2x SEIC's $2.3B. SEIC is the more profitable business, keeping 31.1% of every revenue dollar as net income compared to NTRS's 12.1%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.3B | $14.3B |
| EBITDAEarnings before interest/tax | $701M | $3.2B |
| Net IncomeAfter-tax profit | $715M | $1.7B |
| Free Cash FlowCash after capex | $582M | $4.7B |
| Gross MarginGross profit ÷ Revenue | +59.2% | +56.5% |
| Operating MarginEBIT ÷ Revenue | +27.3% | +16.3% |
| Net MarginNet income ÷ Revenue | +31.1% | +12.1% |
| FCF MarginFCF ÷ Revenue | +25.5% | +38.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +16.0% | +7.1% |
Valuation Metrics
NTRS leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 16.2x trailing earnings, SEIC trades at a 13% valuation discount to NTRS's 18.7x P/E. Adjusting for growth (PEG ratio), SEIC offers better value at 1.21x vs NTRS's 1.89x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $11.1B | $30.3B |
| Enterprise ValueMkt cap + debt − cash | $10.8B | -$14.4B |
| Trailing P/EPrice ÷ TTM EPS | 16.19x | 18.68x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.38x | 15.10x |
| PEG RatioP/E ÷ EPS growth rate | 1.21x | 1.89x |
| EV / EBITDAEnterprise value multiple | 16.19x | -4.49x |
| Price / SalesMarket cap ÷ Revenue | 4.85x | 2.12x |
| Price / BookPrice ÷ Book value/share | 4.22x | 2.38x |
| Price / FCFMarket cap ÷ FCF | 19.05x | 5.54x |
Profitability & Efficiency
SEIC leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
SEIC delivers a 29.4% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $13 for NTRS. SEIC carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to NTRS's 1.27x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +29.4% | +13.4% |
| ROA (TTM)Return on assets | +25.3% | +1.0% |
| ROICReturn on invested capital | +18.8% | +6.0% |
| ROCEReturn on capital employed | +24.2% | +9.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.00x | 1.27x |
| Net DebtTotal debt minus cash | -$391M | -$44.7B |
| Cash & Equiv.Liquid assets | $400M | $61.1B |
| Total DebtShort + long-term debt | $9M | $16.4B |
| Interest CoverageEBIT ÷ Interest expense | 2130.23x | 0.38x |
Total Returns (Dividends Reinvested)
NTRS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SEIC five years ago would be worth $15,099 today (with dividends reinvested), compared to $14,998 for NTRS. Over the past 12 months, NTRS leads with a +71.8% total return vs SEIC's +15.4%. The 3-year compound annual growth rate (CAGR) favors NTRS at 33.2% vs SEIC's 16.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +9.8% | +17.8% |
| 1-Year ReturnPast 12 months | +15.4% | +71.8% |
| 3-Year ReturnCumulative with dividends | +59.6% | +136.1% |
| 5-Year ReturnCumulative with dividends | +51.0% | +50.0% |
| 10-Year ReturnCumulative with dividends | +106.6% | +173.7% |
| CAGR (3Y)Annualised 3-year return | +16.9% | +33.2% |
Risk & Volatility
SEIC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SEIC is the less volatile stock with a 0.85 beta — it tends to amplify market swings less than NTRS's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.85x | 1.14x |
| 52-Week HighHighest price in past year | $93.96 | $173.19 |
| 52-Week LowLowest price in past year | $75.08 | $96.28 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +94.3% |
| RSI (14)Momentum oscillator 0–100 | 68.4 | 57.1 |
| Avg Volume (50D)Average daily shares traded | 958K | 1.1M |
Analyst Outlook
Evenly matched — SEIC and NTRS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SEIC as "Buy" and NTRS as "Hold". Consensus price targets imply 10.4% upside for SEIC (target: $101) vs -5.8% for NTRS (target: $154). For income investors, NTRS offers the higher dividend yield at 1.92% vs SEIC's 1.09%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $100.67 | $153.75 |
| # AnalystsCovering analysts | 14 | 35 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +1.9% |
| Dividend StreakConsecutive years of raises | 12 | 1 |
| Dividend / ShareAnnual DPS | $0.99 | $3.14 |
| Buyback YieldShare repurchases ÷ mkt cap | +5.6% | +4.2% |
SEIC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). NTRS leads in 2 (Valuation Metrics, Total Returns). 1 tied.
SEIC vs NTRS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SEIC or NTRS a better buy right now?
For growth investors, SEI Investments Company (SEIC) is the stronger pick with 8.
1% revenue growth year-over-year, versus -9. 9% for Northern Trust Corporation (NTRS). SEI Investments Company (SEIC) offers the better valuation at 16. 2x trailing P/E (15. 4x 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.
02Which has the better valuation — SEIC or NTRS?
On trailing P/E, SEI Investments Company (SEIC) is the cheapest at 16.
2x versus Northern Trust Corporation at 18. 7x. On forward P/E, Northern Trust Corporation is actually cheaper at 15. 1x — 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: SEI Investments Company wins at 1. 15x versus Northern Trust Corporation's 1. 53x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — SEIC or NTRS?
Over the past 5 years, SEI Investments Company (SEIC) delivered a total return of +51.
0%, compared to +50. 0% for Northern Trust Corporation (NTRS). Over 10 years, the gap is even starker: NTRS returned +173. 7% versus SEIC's +106. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SEIC or NTRS?
By beta (market sensitivity over 5 years), SEI Investments Company (SEIC) is the lower-risk stock at 0.
85β versus Northern Trust Corporation's 1. 14β — meaning NTRS is approximately 35% 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 127% for Northern Trust Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SEIC or NTRS?
By revenue growth (latest reported year), SEI Investments Company (SEIC) is pulling ahead at 8.
1% versus -9. 9% for Northern Trust Corporation (NTRS). On earnings-per-share growth, the picture is similar: SEI Investments Company grew EPS 27. 7% year-over-year, compared to -10. 5% for Northern Trust Corporation. 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.
06Which has better profit margins — SEIC or NTRS?
SEI Investments Company (SEIC) is the more profitable company, earning 31.
1% net margin versus 12. 1% for Northern Trust Corporation — 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 16. 3% for NTRS. 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.
07Is SEIC or NTRS more undervalued right now?
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, SEI Investments Company (SEIC) is the more undervalued stock at a PEG of 1. 15x versus Northern Trust Corporation's 1. 53x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Northern Trust Corporation (NTRS) trades at 15. 1x forward P/E versus 15. 4x for SEI Investments Company — 0. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SEIC: 10. 4% to $100. 67.
08Which pays a better dividend — SEIC or NTRS?
All stocks in this comparison pay dividends.
Northern Trust Corporation (NTRS) offers the highest yield at 1. 9%, versus 1. 1% for SEI Investments Company (SEIC).
09Is SEIC or NTRS better for a retirement portfolio?
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, +106. 6% 10Y return). Both have compounded well over 10 years (SEIC: +106. 6%, NTRS: +173. 7%), 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.
10What are the main differences between SEIC and NTRS?
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; NTRS is a mid-cap quality compounder 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.