Asset Management
Compare Stocks
2 / 10Stock Comparison
SEIC vs VRTS
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
SEIC vs VRTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $10.99B | $949M |
| Revenue (TTM) | $2.30B | $831M |
| Net Income (TTM) | $715M | $138M |
| Gross Margin | 59.2% | 74.9% |
| Operating Margin | 27.3% | 17.4% |
| Forward P/E | 15.2x | 5.5x |
| Total Debt | $9M | $2.84B |
| Cash & Equiv. | $400M | $477M |
SEIC vs VRTS — 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 | 165.8 | +65.8% |
| Virtus Investment P… (VRTS) | 100 | 152.5 | +52.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SEIC vs VRTS
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
VRTS is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 142.6% 10Y total return vs SEIC's 101.6%
- PEG 0.38 vs SEIC's 1.13
- Beta 1.14, yield 6.6%, current ratio 3.80x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.1% NII/revenue growth vs VRTS's -8.0% | |
| Value | Lower P/E (5.5x vs 15.2x), PEG 0.38 vs 1.13 | |
| Quality / Margins | Efficiency ratio 0.3% vs VRTS's 0.6% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs VRTS's 1.14, lower leverage | |
| Dividends | 6.6% yield, 7-year raise streak, vs SEIC's 1.1% | |
| Momentum (1Y) | +12.8% vs VRTS's -5.5% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs VRTS's 0.6% |
SEIC vs VRTS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SEIC vs VRTS — 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)
SEIC is the larger business by revenue, generating $2.3B annually — 2.8x VRTS's $831M. SEIC is the more profitable business, keeping 31.1% of every revenue dollar as net income compared to VRTS's 16.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.3B | $831M |
| EBITDAEarnings before interest/tax | $701M | $205M |
| Net IncomeAfter-tax profit | $715M | $138M |
| Free Cash FlowCash after capex | $582M | -$67M |
| Gross MarginGross profit ÷ Revenue | +59.2% | +74.9% |
| Operating MarginEBIT ÷ Revenue | +27.3% | +17.4% |
| Net MarginNet income ÷ Revenue | +31.1% | +16.7% |
| FCF MarginFCF ÷ Revenue | +25.5% | -8.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +16.0% | +10.9% |
Valuation Metrics
VRTS leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 7.1x trailing earnings, VRTS trades at a 56% valuation discount to SEIC's 16.0x P/E. Adjusting for growth (PEG ratio), VRTS offers better value at 0.48x vs SEIC's 1.19x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $11.0B | $949M |
| Enterprise ValueMkt cap + debt − cash | $10.6B | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 15.97x | 7.10x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.16x | 5.55x |
| PEG RatioP/E ÷ EPS growth rate | 1.19x | 0.48x |
| EV / EBITDAEnterprise value multiple | 15.95x | 16.20x |
| Price / SalesMarket cap ÷ Revenue | 4.78x | 1.14x |
| Price / BookPrice ÷ Book value/share | 4.16x | 0.95x |
| Price / FCFMarket cap ÷ FCF | 18.78x | — |
Profitability & Efficiency
SEIC leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
SEIC delivers a 29.4% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $14 for VRTS. SEIC carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRTS's 2.74x. On the Piotroski fundamental quality scale (0–9), SEIC scores 6/9 vs VRTS's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +29.4% | +13.5% |
| ROA (TTM)Return on assets | +25.3% | +3.6% |
| ROICReturn on invested capital | +18.8% | +3.0% |
| ROCEReturn on capital employed | +24.2% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 2.74x |
| Net DebtTotal debt minus cash | -$391M | $2.4B |
| Cash & Equiv.Liquid assets | $400M | $477M |
| Total DebtShort + long-term debt | $9M | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | 2130.23x | 2.15x |
Total Returns (Dividends Reinvested)
SEIC 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 $14,911 today (with dividends reinvested), compared to $6,496 for VRTS. Over the past 12 months, SEIC leads with a +12.8% total return vs VRTS's -5.5%. The 3-year compound annual growth rate (CAGR) favors SEIC at 16.3% vs VRTS's 0.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +8.3% | -9.8% |
| 1-Year ReturnPast 12 months | +12.8% | -5.5% |
| 3-Year ReturnCumulative with dividends | +57.4% | +0.1% |
| 5-Year ReturnCumulative with dividends | +49.1% | -35.0% |
| 10-Year ReturnCumulative with dividends | +101.6% | +142.6% |
| CAGR (3Y)Annualised 3-year return | +16.3% | +0.0% |
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 VRTS's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SEIC currently trades 95.7% from its 52-week high vs VRTS's 65.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.85x | 1.14x |
| 52-Week HighHighest price in past year | $93.96 | $215.06 |
| 52-Week LowLowest price in past year | $75.08 | $121.61 |
| % of 52W HighCurrent price vs 52-week peak | +95.7% | +65.9% |
| RSI (14)Momentum oscillator 0–100 | 69.2 | 55.4 |
| Avg Volume (50D)Average daily shares traded | 958K | 101K |
Analyst Outlook
Evenly matched — SEIC and VRTS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SEIC as "Buy" and VRTS as "Hold". Consensus price targets imply 15.0% upside for VRTS (target: $163) vs 12.0% for SEIC (target: $101). For income investors, VRTS offers the higher dividend yield at 6.58% vs SEIC's 1.10%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $100.67 | $163.00 |
| # AnalystsCovering analysts | 14 | 11 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +6.6% |
| Dividend StreakConsecutive years of raises | 12 | 7 |
| Dividend / ShareAnnual DPS | $0.99 | $9.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +5.7% | +6.3% |
SEIC leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 1 (Valuation Metrics). 1 tied.
SEIC vs VRTS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SEIC or VRTS 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 -8. 0% for Virtus Investment Partners, Inc. (VRTS). Virtus Investment Partners, Inc. (VRTS) offers the better valuation at 7. 1x trailing P/E (5. 5x 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 VRTS?
On trailing P/E, Virtus Investment Partners, Inc.
(VRTS) is the cheapest at 7. 1x versus SEI Investments Company at 16. 0x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 5. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Virtus Investment Partners, Inc. wins at 0. 38x versus SEI Investments Company's 1. 13x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SEIC or VRTS?
Over the past 5 years, SEI Investments Company (SEIC) delivered a total return of +49.
1%, compared to -35. 0% for Virtus Investment Partners, Inc. (VRTS). Over 10 years, the gap is even starker: VRTS returned +142. 6% versus SEIC's +101. 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 VRTS?
By beta (market sensitivity over 5 years), SEI Investments Company (SEIC) is the lower-risk stock at 0.
85β versus Virtus Investment Partners, Inc. 's 1. 14β — meaning VRTS is approximately 34% 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 3% for Virtus Investment Partners, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SEIC or VRTS?
By revenue growth (latest reported year), SEI Investments Company (SEIC) is pulling ahead at 8.
1% versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). On earnings-per-share growth, the picture is similar: SEI Investments Company grew EPS 27. 7% year-over-year, compared to 18. 2% for Virtus Investment Partners, Inc.. 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 VRTS?
SEI Investments Company (SEIC) is the more profitable company, earning 31.
1% net margin versus 16. 7% for Virtus Investment Partners, Inc. — 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 17. 4% for VRTS. At the gross margin level — before operating expenses — VRTS leads at 74. 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.
07Is SEIC or VRTS 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, Virtus Investment Partners, Inc. (VRTS) is the more undervalued stock at a PEG of 0. 38x versus SEI Investments Company's 1. 13x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Virtus Investment Partners, Inc. (VRTS) trades at 5. 5x forward P/E versus 15. 2x for SEI Investments Company — 9. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRTS: 15. 0% to $163. 00.
08Which pays a better dividend — SEIC or VRTS?
All stocks in this comparison pay dividends.
Virtus Investment Partners, Inc. (VRTS) offers the highest yield at 6. 6%, versus 1. 1% for SEI Investments Company (SEIC).
09Is SEIC or VRTS 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, +101. 6% 10Y return). Both have compounded well over 10 years (SEIC: +101. 6%, VRTS: +142. 6%), 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 VRTS?
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.
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.