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AMG vs. SEIC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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AMG vs. SEIC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMG
Affiliated Managers Group, Inc.
-4.01%55.93%22.15%-4.40%-3.67%61.80%20.53%-11.79%-52.15%41.93%
SEIC
SEI Investments Company
-4.33%0.63%31.47%10.59%-2.94%7.38%-11.10%43.35%-34.92%46.99%

Fundamentals

Market Cap

AMG:

$8.72B

SEIC:

$9.83B

EPS

AMG:

$22.21

SEIC:

$5.65

PE Ratio

AMG:

12.46

SEIC:

13.89

PEG Ratio

AMG:

0.41

SEIC:

1.18

PS Ratio

AMG:

3.85

SEIC:

4.33

PB Ratio

AMG:

2.69

SEIC:

4.02

Total Revenue (TTM)

AMG:

$2.32B

SEIC:

$2.30B

Gross Profit (TTM)

AMG:

$1.44B

SEIC:

$1.05B

EBITDA (TTM)

AMG:

$1.49B

SEIC:

$859.29M

Returns By Period

In the year-to-date period, AMG achieves a -4.01% return, which is significantly higher than SEIC's -4.33% return. Over the past 10 years, AMG has underperformed SEIC with an annualized return of 5.72%, while SEIC has yielded a comparatively higher 7.37% annualized return.


AMG

1D
2.53%
1M
-9.63%
YTD
-4.01%
6M
16.06%
1Y
64.70%
3Y*
24.81%
5Y*
12.71%
10Y*
5.72%

SEIC

1D
1.63%
1M
-3.50%
YTD
-4.33%
6M
-6.95%
1Y
2.29%
3Y*
12.35%
5Y*
6.25%
10Y*
7.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AMG vs. SEIC — Risk / Return Rank

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

AMG
AMG Risk / Return Rank: 8989
Overall Rank
AMG Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AMG Sortino Ratio Rank: 8787
Sortino Ratio Rank
AMG Omega Ratio Rank: 8888
Omega Ratio Rank
AMG Calmar Ratio Rank: 8989
Calmar Ratio Rank
AMG Martin Ratio Rank: 9191
Martin Ratio Rank

SEIC
SEIC Risk / Return Rank: 4242
Overall Rank
SEIC Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
SEIC Sortino Ratio Rank: 3838
Sortino Ratio Rank
SEIC Omega Ratio Rank: 3838
Omega Ratio Rank
SEIC Calmar Ratio Rank: 4646
Calmar Ratio Rank
SEIC Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMG vs. SEIC - Risk-Adjusted Trends 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.


AMGSEICDifference

Sharpe ratio

Return per unit of total volatility

1.95

0.09

+1.86

Sortino ratio

Return per unit of downside risk

2.52

0.32

+2.20

Omega ratio

Gain probability vs. loss probability

1.36

1.04

+0.32

Calmar ratio

Return relative to maximum drawdown

3.51

0.16

+3.35

Martin ratio

Return relative to average drawdown

11.26

0.32

+10.94

AMG vs. SEIC - Sharpe Ratio Comparison

The current AMG Sharpe Ratio is 1.95, which is higher than the SEIC Sharpe Ratio of 0.09. 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.


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Sharpe Ratios by Period


AMGSEICDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.95

0.09

+1.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.28

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.29

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.40

-0.15

Correlation

The correlation between AMG and SEIC is 0.57, 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.


Dividends

AMG vs. SEIC - Dividend Comparison

AMG's dividend yield for the trailing twelve months is around 0.01%, less than SEIC's 1.29% yield.


TTM20252024202320222021202020192018201720162015
AMG
Affiliated Managers Group, Inc.
0.01%0.01%0.02%0.03%0.03%0.02%0.34%1.51%1.23%0.39%0.00%0.00%
SEIC
SEI Investments Company
1.29%1.23%1.15%1.40%1.42%1.26%1.25%1.04%1.36%0.81%1.09%0.95%

Drawdowns

AMG vs. SEIC - Drawdown Comparison

The maximum AMG drawdown since its inception was -85.92%, 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.


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Drawdown Indicators


AMGSEICDifference

Max Drawdown

Largest peak-to-trough decline

-85.92%

-71.17%

-14.75%

Max Drawdown (1Y)

Largest decline over 1 year

-18.67%

-18.78%

+0.11%

Max Drawdown (5Y)

Largest decline over 5 years

-41.22%

-26.00%

-15.22%

Max Drawdown (10Y)

Largest decline over 10 years

-78.52%

-51.78%

-26.74%

Current Drawdown

Current decline from peak

-16.34%

-15.83%

-0.51%

Average Drawdown

Average peak-to-trough decline

-24.81%

-21.25%

-3.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.82%

9.44%

-3.62%

Volatility

AMG vs. SEIC - Volatility Comparison

Affiliated Managers Group, Inc. (AMG) has a higher volatility of 8.57% compared to SEI Investments Company (SEIC) at 5.14%. This indicates that AMG's price experiences larger fluctuations and is considered to be riskier than SEIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMGSEICDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.57%

5.14%

+3.43%

Volatility (6M)

Calculated over the trailing 6-month period

24.90%

16.60%

+8.30%

Volatility (1Y)

Calculated over the trailing 1-year period

33.35%

25.79%

+7.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.21%

22.58%

+9.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.63%

25.76%

+8.87%

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


500.00M600.00M700.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
800.40M
607.93M
(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

0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
83.3%
0
Portfolio components
AMG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a gross profit of 667.00M and revenue of 800.40M. Therefore, the gross margin over that period was 83.3%.

SEIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SEI Investments Company reported a gross profit of 0.00 and revenue of 607.93M. Therefore, the gross margin over that period was 0.0%.

AMG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported an operating income of 308.50M and revenue of 800.40M, resulting in an operating margin of 38.5%.

SEIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SEI Investments Company reported an operating income of 161.62M and revenue of 607.93M, resulting in an operating margin of 26.6%.

AMG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a net income of 347.60M and revenue of 800.40M, resulting in a net margin of 43.4%.

SEIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SEI Investments Company reported a net income of 172.50M and revenue of 607.93M, resulting in a net margin of 28.4%.