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Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in SEI Investments Company or FactSet Research Systems Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.
Read on to learn how SEI Investments Company and FactSet Research Systems Inc. compare based on key financial metrics to determine which better meets your investment needs.
About SEI Investments Company and FactSet Research Systems Inc.
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Latest Capital Markets and SEI Investments Company, FactSet Research Systems Inc. Stock News
As of May 8, 2025, SEI Investments Company had a $10.1 billion market capitalization, compared to the Capital Markets median of $3.7 million. SEI Investments Company’s stock is down 1.4% in 2025, up 4% in the previous five trading days and up 19.32% in the past year.
Currently, SEI Investments Company’s price-earnings ratio is 17.7. SEI Investments Company’s trailing 12-month revenue is $2.2 billion with a 27.8% net profit margin. Year-over-year quarterly sales growth most recently was 7.8%. Analysts expect adjusted earnings to reach $4.655 per share for the current fiscal year. SEI Investments Company currently has a 1.2% dividend yield.
As of May 8, 2025, FactSet Research Systems Inc. had a $17.0 billion market cap, putting it in the 87th percentile of all stocks. FactSet Research Systems Inc.’s stock is down 6.6% in 2025, up 4.3% in the previous five trading days and up 2.85% in the past year.
Currently, FactSet Research Systems Inc.’s price-earnings ratio is 31.9. FactSet Research Systems Inc.’s trailing 12-month revenue is $2.3 billion with a 24.1% net profit margin. Year-over-year quarterly sales growth most recently was 4.5%. Analysts expect adjusted earnings to reach $17.072 per share for the current fiscal year. FactSet Research Systems Inc. currently has a 0.9% dividend yield.
How We Compare SEI Investments Company and FactSet Research Systems Inc. Stock Grades
Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.
AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at SEI Investments Company and FactSet Research Systems Inc.’s stock grades to see how they measure up against one another.
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