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Stock Comparison

SEIC vs VRTS

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
SEIC
SEI Investments Company

Asset Management

Financial ServicesNASDAQ • US
Market Cap$10.99B
5Y Perf.+65.8%
VRTS
Virtus Investment Partners, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$949M
5Y Perf.+52.5%

SEIC vs VRTS — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
SEIC logoSEIC
VRTS logoVRTS
IndustryAsset ManagementAsset Management
Market Cap$10.99B$949M
Revenue (TTM)$2.30B$831M
Net Income (TTM)$715M$138M
Gross Margin59.2%74.9%
Operating Margin27.3%17.4%
Forward P/E15.2x5.5x
Total Debt$9M$2.84B
Cash & Equiv.$400M$477M

SEIC vs VRTSLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

SEIC
VRTS
StockMay 20May 26Return
SEI Investments Com… (SEIC)100165.8+65.8%
Virtus Investment P… (VRTS)100152.5+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.

Bottom line: SEIC leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Virtus Investment Partners, Inc. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
SEIC
SEI Investments Company
The Banking Pick

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
Best for: income & stability and growth exposure
VRTS
Virtus Investment Partners, Inc.
The Banking Pick

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
Best for: long-term compounding and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthSEIC logoSEIC8.1% NII/revenue growth vs VRTS's -8.0%
ValueVRTS logoVRTSLower P/E (5.5x vs 15.2x), PEG 0.38 vs 1.13
Quality / MarginsSEIC logoSEICEfficiency ratio 0.3% vs VRTS's 0.6% (lower = leaner)
Stability / SafetySEIC logoSEICBeta 0.85 vs VRTS's 1.14, lower leverage
DividendsVRTS logoVRTS6.6% yield, 7-year raise streak, vs SEIC's 1.1%
Momentum (1Y)SEIC logoSEIC+12.8% vs VRTS's -5.5%
Efficiency (ROA)SEIC logoSEICEfficiency 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

SEICSEI Investments Company
FY 2025
Asset Management, Administration And Distribution Fees
79.1%$1.8B
Information Processing And Software Servicing Fees
20.9%$480M
VRTSVirtus Investment Partners, Inc.
FY 2025
Investment Management Fees
50.0%$725M
Open End Funds
19.8%$287M
Retail Separate Accounts
14.5%$210M
Institutional Accounts
11.6%$168M
Closed End Funds
4.2%$61M

SEIC vs VRTS — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSEICLAGGINGVRTS

Income & Cash Flow (Last 12 Months)

SEIC leads this category, winning 4 of 5 comparable metrics.

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%.

MetricSEIC logoSEICSEI Investments C…VRTS logoVRTSVirtus Investment…
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%
SEIC leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

VRTS leads this category, winning 5 of 6 comparable 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.

MetricSEIC logoSEICSEI Investments C…VRTS logoVRTSVirtus Investment…
Market CapShares × price$11.0B$949M
Enterprise ValueMkt cap + debt − cash$10.6B$3.3B
Trailing P/EPrice ÷ TTM EPS15.97x7.10x
Forward P/EPrice ÷ next-FY EPS est.15.16x5.55x
PEG RatioP/E ÷ EPS growth rate1.19x0.48x
EV / EBITDAEnterprise value multiple15.95x16.20x
Price / SalesMarket cap ÷ Revenue4.78x1.14x
Price / BookPrice ÷ Book value/share4.16x0.95x
Price / FCFMarket cap ÷ FCF18.78x
VRTS leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

SEIC leads this category, winning 9 of 9 comparable metrics.

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.

MetricSEIC logoSEICSEI Investments C…VRTS logoVRTSVirtus Investment…
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 0–965
Debt / EquityFinancial leverage0.00x2.74x
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 expense2130.23x2.15x
SEIC leads this category, winning 9 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

SEIC leads this category, winning 5 of 6 comparable metrics.

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.

MetricSEIC logoSEICSEI Investments C…VRTS logoVRTSVirtus Investment…
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%
SEIC leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

SEIC leads this category, winning 2 of 2 comparable metrics.

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.

MetricSEIC logoSEICSEI Investments C…VRTS logoVRTSVirtus Investment…
Beta (5Y)Sensitivity to S&P 5000.85x1.14x
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 0–10069.255.4
Avg Volume (50D)Average daily shares traded958K101K
SEIC leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — SEIC and VRTS each lead in 1 of 2 comparable metrics.

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%.

MetricSEIC logoSEICSEI Investments C…VRTS logoVRTSVirtus Investment…
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$100.67$163.00
# AnalystsCovering analysts1411
Dividend YieldAnnual dividend ÷ price+1.1%+6.6%
Dividend StreakConsecutive years of raises127
Dividend / ShareAnnual DPS$0.99$9.32
Buyback YieldShare repurchases ÷ mkt cap+5.7%+6.3%
Evenly matched — SEIC and VRTS each lead in 1 of 2 comparable metrics.
Key Takeaway

SEIC leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 1 (Valuation Metrics). 1 tied.

Best OverallSEI Investments Company (SEIC)Leads 4 of 6 categories
Loading custom metrics...

SEIC vs VRTS: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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.

Stocks Like

SEIC

Quality Mega-Cap Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 18%
Run This Screen
Stocks Like

VRTS

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 9%
  • Dividend Yield > 2.6%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform SEIC and VRTS on the metrics below

Revenue Growth>
%
(SEIC: 8.1% · VRTS: -8.0%)
Net Margin>
%
(SEIC: 31.1% · VRTS: 16.7%)
P/E Ratio<
x
(SEIC: 16.0x · VRTS: 7.1x)

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