SEIC vs. KO
SEIC (SEI Investments Company) and KO (The Coca-Cola Company) are both stocks. SEIC operates in Asset Management (Financial Services), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, SEIC returned 7.60%/yr vs 9.55%/yr for KO. At a 0.24 correlation, their price movements are largely independent.
Performance
SEIC vs. KO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SEIC achieves a 9.64% return, which is significantly lower than KO's 18.99% return. Over the past 10 years, SEIC has underperformed KO with an annualized return of 7.60%, while KO has yielded a comparatively higher 9.55% annualized return.
SEIC
- 1D
- 1.42%
- 1M
- -2.51%
- YTD
- 9.64%
- 6M
- 9.01%
- 1Y
- 7.48%
- 3Y*
- 16.45%
- 5Y*
- 8.80%
- 10Y*
- 7.60%
KO
- 1D
- 0.11%
- 1M
- 2.94%
- YTD
- 18.99%
- 6M
- 17.96%
- 1Y
- 17.68%
- 3Y*
- 14.33%
- 5Y*
- 11.29%
- 10Y*
- 9.55%
SEIC vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 9.64% | 0.63% | 31.47% | 10.59% | -2.94% | 7.38% | -11.10% | 43.35% | -34.92% | 46.99% |
KO The Coca-Cola Company | 18.99% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between SEIC and KO is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.24 |
The correlation between SEIC and KO shifts across timeframes, from -0.06 (1 year) to 0.27 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SEIC:
$11.13B
KO:
$356.42B
SEIC:
$5.85
KO:
$3.18
SEIC:
15.27
KO:
26.01
SEIC:
1.30
KO:
3.14
SEIC:
4.76
KO:
7.23
SEIC:
4.54
KO:
10.60
SEIC:
$2.37B
KO:
$49.28B
SEIC:
$925.04M
KO:
$30.43B
SEIC:
$928.43M
KO:
$18.35B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SEIC vs. KO — Risk / Return Rank
SEIC
KO
SEIC vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and The Coca-Cola Company (KO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEIC | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.39 | 2.26 | -1.87 |
| Martin ratioReturn relative to average drawdown | 0.75 | 4.51 | -3.76 |
Loading charts...
Drawdowns
SEIC vs. KO - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for SEIC and KO.
Loading charts...
Drawdown Indicators
| SEIC | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -68.23% | -2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -19.36% | -7.87% | -11.49% |
Max Drawdown (3Y)Largest decline over 3 years | -23.25% | -16.26% | -6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -26.00% | -17.27% | -8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -51.78% | -36.99% | -14.79% |
Current DrawdownCurrent decline from peak | -3.54% | -1.16% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -21.17% | -16.09% | -5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.04% | 3.98% | +6.06% |
Volatility
SEIC vs. KO - Volatility Comparison
The current volatility for SEI Investments Company (SEIC) is 5.42%, while The Coca-Cola Company (KO) has a volatility of 6.70%. This indicates that SEIC experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SEIC | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 6.70% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 18.58% | 12.87% | +5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 16.73% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 16.18% | +6.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 18.24% | +7.55% |
Dividends
SEIC vs. KO - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.16%, less than KO's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.49% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
SEIC SEI Investments Company | 1.16% | 1.23% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 0.95% |
Financials
SEIC vs. KO - Financials Comparison
This section allows you to compare key financial metrics between SEI Investments Company and The Coca-Cola 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.
Total Revenue: Total amount of money received from sales and other business activities
SEIC vs. KO - Profitability Comparison
SEIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported a gross profit of 0.00 and revenue of 622.18M. Therefore, the gross margin over that period was 0.0%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a gross profit of 7.85B and revenue of 12.47B. Therefore, the gross margin over that period was 63.0%.
SEIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported an operating income of 189.49M and revenue of 622.18M, resulting in an operating margin of 30.5%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported an operating income of 4.36B and revenue of 12.47B, resulting in an operating margin of 35.0%.
SEIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported a net income of 174.49M and revenue of 622.18M, resulting in a net margin of 28.0%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a net income of 3.92B and revenue of 12.47B, resulting in a net margin of 31.5%.
Frequently Asked Questions
SEIC and KO have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KO has higher volatility (6.70%) compared to SEIC (5.42%). In terms of maximum drawdown, SEIC dropped -71.17% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (1.06 vs 0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SEIC and KO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer