Equitable Holdings, Inc. (EQH) vs SEI Investments Company (SEIC)

Equitable Holdings, Inc. and SEI Investments Company are both Asset Management companies. Equitable Holdings, Inc. is the larger, with a market value of $14.2B against $12.5B — 1.1× the size. Equitable Holdings, Inc. trades at the lower P/E: 9.5× against 17.9×. SEI Investments Company grew revenue faster over the last twelve months: 12.8% against 8.69%. SEI Investments Company has the higher net margin (28.1% vs 11.1%) and the higher return on invested capital (20.0% vs 0.00%). Both pay a dividend; Equitable Holdings, Inc. yields more (2.15% vs 0.99%). Across the 20 metrics below, SEI Investments Company leads on 13 and Equitable Holdings, Inc. on 7.

Valuation

Metric EQH SEIC Asset Management median
P/E 9.52 17.86 13.38
P/S 1.10 4.92 2.99
P/B n/m 4.88 0.91
Price to free cash flow 5.56 19.43 7.79
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 10.50% 5.60% 4.67%
Free cash flow yield 17.98% 5.15% 4.85%

Profitability

Metric EQH SEIC Asset Management median
Gross margin 58.26% 100.00% 100.00%
Operating margin 17.98% 29.45% 27.27%
Net margin 11.11% 28.06% 11.89%
Free cash flow margin 20.08% 25.30% 5.96%
Return on equity (406.73%) 28.70% 4.57%
Return on assets 0.45% 22.64% 1.40%
Return on invested capital 0.00% 20.03% 2.12%

Growth

Metric EQH SEIC Asset Management median
Revenue growth (TTM) 8.69% 12.78% 7.26%
EPS growth (last fiscal year) (227.78%) 27.66% (5.64%)
Revenue growth, 5-year CAGR (1.24%) 6.41% 11.84%
Net income growth, 5-year CAGR 0.00% 9.85% 0.00%

Health

Metric EQH SEIC Asset Management median
Debt to equity (40.48) 0.07 0.40
Current ratio 0.12 4.31 1.23
Net debt to EBITDA 60.82 (0.41) 1.06

Dividend

Metric EQH SEIC Asset Management median
Dividend yield 2.15% 0.99% 6.43%
Payout ratio 0.21 0.18 0.91

Size

Metric EQH SEIC Asset Management median
Market cap 14.21b 12.47b 692.54m

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