PortfoliosLab logo
AMG vs. SEIC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMG and SEIC is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

AMG vs. SEIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Affiliated Managers Group, Inc. (AMG) and SEI Investments Company (SEIC). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2025FebruaryMarchAprilMay
959.05%
2,884.41%
AMG
SEIC

Key characteristics

Sharpe Ratio

AMG:

0.51

SEIC:

0.80

Sortino Ratio

AMG:

0.87

SEIC:

1.36

Omega Ratio

AMG:

1.12

SEIC:

1.18

Calmar Ratio

AMG:

0.43

SEIC:

0.90

Martin Ratio

AMG:

1.60

SEIC:

3.09

Ulcer Index

AMG:

9.52%

SEIC:

6.76%

Daily Std Dev

AMG:

30.91%

SEIC:

25.24%

Max Drawdown

AMG:

-85.93%

SEIC:

-71.17%

Current Drawdown

AMG:

-17.95%

SEIC:

-6.05%

Fundamentals

Market Cap

AMG:

$4.97B

SEIC:

$9.96B

EPS

AMG:

$15.14

SEIC:

$4.59

PE Ratio

AMG:

11.40

SEIC:

17.43

PEG Ratio

AMG:

0.77

SEIC:

1.59

PS Ratio

AMG:

2.43

SEIC:

4.60

PB Ratio

AMG:

1.50

SEIC:

4.41

Total Revenue (TTM)

AMG:

$1.54B

SEIC:

$2.16B

Gross Profit (TTM)

AMG:

$860.10M

SEIC:

$1.17B

EBITDA (TTM)

AMG:

$790.10M

SEIC:

$744.53M

Returns By Period

In the year-to-date period, AMG achieves a -2.03% return, which is significantly lower than SEIC's -1.38% return. Over the past 10 years, AMG has underperformed SEIC with an annualized return of -1.75%, while SEIC has yielded a comparatively higher 6.99% annualized return.


AMG

YTD

-2.03%

1M

26.38%

6M

-1.09%

1Y

15.59%

5Y*

22.39%

10Y*

-1.75%

SEIC

YTD

-1.38%

1M

22.41%

6M

2.05%

1Y

20.16%

5Y*

10.92%

10Y*

6.99%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AMG vs. SEIC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMG
The Risk-Adjusted Performance Rank of AMG is 6767
Overall Rank
The Sharpe Ratio Rank of AMG is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of AMG is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AMG is 6262
Omega Ratio Rank
The Calmar Ratio Rank of AMG is 7171
Calmar Ratio Rank
The Martin Ratio Rank of AMG is 7070
Martin Ratio Rank

SEIC
The Risk-Adjusted Performance Rank of SEIC is 7878
Overall Rank
The Sharpe Ratio Rank of SEIC is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of SEIC is 7575
Sortino Ratio Rank
The Omega Ratio Rank of SEIC is 7474
Omega Ratio Rank
The Calmar Ratio Rank of SEIC is 8383
Calmar Ratio Rank
The Martin Ratio Rank of SEIC is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMG vs. SEIC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and SEI Investments Company (SEIC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AMG Sharpe Ratio is 0.51, which is lower than the SEIC Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of AMG and SEIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.51
0.80
AMG
SEIC

Dividends

AMG vs. SEIC - Dividend Comparison

AMG's dividend yield for the trailing twelve months is around 0.02%, less than SEIC's 1.17% yield.


TTM20242023202220212020201920182017201620152014
AMG
Affiliated Managers Group, Inc.
0.02%0.02%0.03%0.03%0.02%0.34%1.51%1.23%0.39%0.00%0.00%0.00%
SEIC
SEI Investments Company
1.17%1.15%1.40%1.42%1.26%1.25%1.04%1.36%0.81%1.09%1.41%1.15%

Drawdowns

AMG vs. SEIC - Drawdown Comparison

The maximum AMG drawdown since its inception was -85.93%, which is greater than SEIC's maximum drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for AMG and SEIC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-17.95%
-6.05%
AMG
SEIC

Volatility

AMG vs. SEIC - Volatility Comparison

Affiliated Managers Group, Inc. (AMG) and SEI Investments Company (SEIC) have volatilities of 13.58% and 13.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
13.58%
13.52%
AMG
SEIC

Financials

AMG vs. SEIC - Financials Comparison

This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and SEI Investments Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M450.00M500.00M550.00M600.00M650.00M700.00M20212022202320242025
521.00M
551.34M
(AMG) Total Revenue
(SEIC) Total Revenue
Values in USD except per share items

AMG vs. SEIC - Profitability Comparison

The chart below illustrates the profitability comparison between Affiliated Managers Group, Inc. and SEI Investments Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%45.0%50.0%55.0%60.0%20212022202320242025
53.7%
55.1%
(AMG) Gross Margin
(SEIC) Gross Margin
AMG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported a gross profit of 279.50M and revenue of 521.00M. Therefore, the gross margin over that period was 53.7%.

SEIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SEI Investments Company reported a gross profit of 303.95M and revenue of 551.34M. Therefore, the gross margin over that period was 55.1%.

AMG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported an operating income of 175.90M and revenue of 521.00M, resulting in an operating margin of 33.8%.

SEIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SEI Investments Company reported an operating income of 157.10M and revenue of 551.34M, resulting in an operating margin of 28.5%.

AMG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported a net income of 162.10M and revenue of 521.00M, resulting in a net margin of 31.1%.

SEIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SEI Investments Company reported a net income of 151.52M and revenue of 551.34M, resulting in a net margin of 27.5%.