COMP <GO>
SEIC vs JPM // GROSS PROFIT MARGIN
SEI Investments Company (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SEIC 5
— JPM 7
■ METRIC PARITY
LAST: $105.46 (-0.41%) • MKT CAP: $12.56B
gross-margins
—
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 17.72% | +6.48 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 9.5x | +9.10 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | -9.41% | +14.12 | SEIC | /fcf-yield <GO> |
| Operating Margin | 27.30% | 41.98% | -14.68 | JPM | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 32.48% | -1.38 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 13.23% | -5.13 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 1.95% | -0.95 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 53.6 | +0.80 | SEIC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.00 | +0.10 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 13.3x | +2.93 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.56B | $905.33B | -$892.77B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | JPM REV | SEIC GROSS % | JPM GROSS % | SEIC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $182.45B | 35.2% | — | $585.0M | -$147.78B |
| FY 2024 | $2.13B | $177.56B | 32.9% | — | $590.1M | -$42.01B |
| FY 2023 | $1.92B | $158.10B | — | — | $360.6M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
JPM // BETA 1.00