Correlation
The correlation between SEIC and AMG 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.
SEIC vs. AMG
Compare and contrast key facts about SEI Investments Company (SEIC) and Affiliated Managers Group, Inc. (AMG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEIC or AMG.
Performance
SEIC vs. AMG - Performance Comparison
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Key characteristics
SEIC:
1.14
AMG:
0.31
SEIC:
1.77
AMG:
0.66
SEIC:
1.24
AMG:
1.09
SEIC:
1.25
AMG:
0.29
SEIC:
4.33
AMG:
1.03
SEIC:
6.71%
AMG:
9.76%
SEIC:
25.52%
AMG:
31.18%
SEIC:
-71.17%
AMG:
-85.93%
SEIC:
-1.52%
AMG:
-20.28%
Fundamentals
SEIC:
$10.61B
AMG:
$5.04B
SEIC:
$4.61
AMG:
$13.09
SEIC:
18.49
AMG:
13.45
SEIC:
1.69
AMG:
0.60
SEIC:
4.90
AMG:
2.47
SEIC:
4.68
AMG:
1.58
SEIC:
$2.16B
AMG:
$2.03B
SEIC:
$1.17B
AMG:
$1.13B
SEIC:
$744.53M
AMG:
$953.60M
Returns By Period
In the year-to-date period, SEIC achieves a 3.37% return, which is significantly higher than AMG's -4.81% return. Over the past 10 years, SEIC has outperformed AMG with an annualized return of 7.23%, while AMG has yielded a comparatively lower -2.10% annualized return.
SEIC
3.37%
8.97%
3.78%
27.55%
15.01%
10.96%
7.23%
AMG
-4.81%
5.45%
-6.14%
8.27%
9.65%
21.48%
-2.10%
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Risk-Adjusted Performance
SEIC vs. AMG — Risk-Adjusted Performance Rank
SEIC
AMG
SEIC vs. AMG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and Affiliated Managers Group, Inc. (AMG). 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.
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Dividends
SEIC vs. AMG - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.11%, more than AMG's 0.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 1.11% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 1.41% | 1.15% |
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% |
Drawdowns
SEIC vs. AMG - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, smaller than the maximum AMG drawdown of -85.93%. Use the drawdown chart below to compare losses from any high point for SEIC and AMG.
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Volatility
SEIC vs. AMG - Volatility Comparison
The current volatility for SEI Investments Company (SEIC) is 5.24%, while Affiliated Managers Group, Inc. (AMG) has a volatility of 8.05%. This indicates that SEIC experiences smaller price fluctuations and is considered to be less risky than AMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SEIC vs. AMG - Financials Comparison
This section allows you to compare key financial metrics between SEI Investments Company and Affiliated Managers Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SEIC vs. AMG - Profitability Comparison
SEIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported a gross profit of 266.30M and revenue of 496.60M. Therefore, the gross margin over that period was 53.6%.
SEIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported an operating income of 85.50M and revenue of 496.60M, resulting in an operating margin of 17.2%.
SEIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, SEI Investments Company reported a net income of 151.52M and revenue of 551.34M, resulting in a net margin of 27.5%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported a net income of 99.20M and revenue of 496.60M, resulting in a net margin of 20.0%.