Blue Owl Capital Inc. (OWL) vs SEI Investments Company (SEIC)

Blue Owl Capital Inc. and SEI Investments Company are both Asset Management companies. Blue Owl Capital Inc. is the larger, with a market value of $15.5B against $12.5B — 1.2× the size. SEI Investments Company trades at the lower P/E: 17.9× against 71.1×. SEI Investments Company grew revenue faster over the last twelve months: 12.8% against 11.8%. SEI Investments Company has the higher net margin (28.1% vs 3.08%) and the higher return on invested capital (20.0% vs 4.07%). Both pay a dividend; Blue Owl Capital Inc. yields more (9.14% vs 0.99%). Across the 20 metrics below, SEI Investments Company leads on 13 and Blue Owl Capital Inc. on 7.

Valuation

Metric OWL SEIC Asset Management median
P/E 71.14 17.86 13.38
P/S 2.27 4.92 2.99
P/B 1.29 4.88 0.91
Price to free cash flow 4.63 19.43 7.79
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 1.41% 5.60% 4.67%
Free cash flow yield 21.61% 5.15% 4.85%

Profitability

Metric OWL SEIC Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 17.62% 29.45% 27.27%
Net margin 3.08% 28.06% 11.89%
Free cash flow margin 48.96% 25.30% 5.96%
Return on equity 1.63% 28.70% 4.57%
Return on assets 0.77% 22.64% 1.40%
Return on invested capital 4.07% 20.03% 2.12%

Growth

Metric OWL SEIC Asset Management median
Revenue growth (TTM) 11.76% 12.78% 7.26%
EPS growth (last fiscal year) (50.00%) 27.66% (5.64%)
Revenue growth, 5-year CAGR 62.95% 6.41% 11.84%
Net income growth, 5-year CAGR 0.00% 9.85% 0.00%

Health

Metric OWL SEIC Asset Management median
Debt to equity 0.67 0.07 0.40
Current ratio 0.53 4.31 1.23
Net debt to EBITDA 3.13 (0.41) 1.06

Dividend

Metric OWL SEIC Asset Management median
Dividend yield 9.14% 0.99% 6.43%
Payout ratio 6.50 0.18 0.91

Size

Metric OWL SEIC Asset Management median
Market cap 15.49b 12.47b 692.54m

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