IVZ vs SEIC vs CG
161 measures in 16 categories, one definition each, computed from filings and market data.
SEIC75.6
SEI Investments Company
Financial Services · Asset Management
$104.40 −0.83%$12.5B mkt cap
Score DNA
CG0.0
The Carlyle Group Inc.
Financial Services · Asset Management
$36.38 −1.17%$13.0B mkt cap
Score DNA
Price, rebased to 100 three years ago
IVZ SEIC CG · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 0 | 0 | 0 |
| Last Congress purchase | — | — | — |
| 13F net change in holders | +37 | +10 | −16 |
| ETFs adding shares, 30d | 351 | 355 | 538 |
| ETFs trimming, 30d | 219 | 270 | 445 |
| Net ETF funds, 30d | +132 | +85 | +93 |
Valuation
16 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| P/E (TTM) | — | 17.7x
65th
|
35.6x
87th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | 0.73
34th
|
— |
| Price / sales | 1.8x
16th
|
5.1x
65th
|
3.3x
38th
|
| Price / book | 1.0x
44th
|
5.0x
82nd
|
1.8x
60th
|
| Price / tangible book | 72.3x
99th
|
6.6x
84th
|
2.3x
63rd
|
| Price / free cash flow | 6.3x
27th
|
18.1x
75th
|
— |
| Price / operating cash flow | 6.2x
27th
|
17.6x
78th
|
— |
| Enterprise value | $13.2B
75th
|
$12.2B
68th
|
$25.2B
84th
|
| EV / sales | 1.9x
13th
|
5.0x
36th
|
6.4x
48th
|
| EV / EBITDA | 8.7x
30th
|
12.6x
53rd
|
28.4x
93rd
|
| EV / EBIT | — | 14.2x
48th
|
33.2x
97th
|
| EV / free cash flow | 6.7x
16th
|
17.6x
62nd
|
— |
| Earnings yield | -0.5%
19th
|
5.6%
50th
|
2.8%
32nd
|
| FCF yield | 15.8%
79th
|
5.5%
39th
|
-15.4%
5th
|
| Operating cash flow yield | 16.1%
79th
|
5.7%
34th
|
-14.4%
6th
|
| Graham number (per share) | — | $51.12
72nd
|
$20.92
38th
|
Profitability (TTM)
12 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Gross margin | 67.4%
32nd
|
67.3%
31st
|
70.7%
46th
|
| EBITDA margin | 21.9%
24th
|
39.3%
50th
|
22.4%
27th
|
| Operating margin | -7.1%
13th
|
29.0%
44th
|
19.1%
27th
|
| EBIT margin | -5.7%
15th
|
34.9%
55th
|
19.1%
27th
|
| Net margin | -0.9%
20th
|
28.8%
70th
|
9.2%
31st
|
| NOPAT margin | -5.6%
13th
|
22.7%
45th
|
16.1%
29th
|
| FCF margin | 28.5%
54th
|
28.3%
53rd
|
-50.4%
10th
|
| Operating cash flow margin | 29.1%
51st
|
29.0%
49th
|
-47.3%
10th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 10.1%
52nd
|
9.4%
49th
|
9.7%
50th
|
| Stock comp / revenue | 0.6%
62nd
|
1.1%
69th
|
6.0%
89th
|
| Effective tax rate | 21.0%
50th
|
21.6%
74th
|
15.8%
42nd
|
Returns on capital
11 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| ROE (on average equity) | -0.5%
18th
|
29.2%
88th
|
5.6%
38th
|
| ROA | -0.2%
18th
|
23.8%
96th
|
1.4%
35th
|
| ROIC | -2.9%
15th
|
26.0%
88th
|
3.3%
30th
|
| ROCE | -1.6%
14th
|
25.9%
93rd
|
3.4%
35th
|
| Return on tangible assets | -1.4%
14th
|
28.8%
96th
|
2.8%
33rd
|
| Cash ROIC (OCF / invested capital) | 15.2%
59th
|
33.2%
83rd
|
-9.6%
4th
|
| Gross profitability (GP / assets) | 16.9%
70th
|
49.7%
95th
|
9.9%
52nd
|
| ROIC, 3-yr average | 0.4%
9th
|
25.0%
90th
|
2.5%
23rd
|
| ROIC, 5-yr average | 2.3%
17th
|
30.2%
92nd
|
5.6%
48th
|
| ROE, 5-yr average | 3.8%
18th
|
26.1%
92nd
|
11.8%
52nd
|
| Incremental ROIC | 62.1%
71st
|
8.6%
48th
|
-8.6%
30th
|
Growth
17 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Revenue growth (TTM YoY) | 12.2%
47th
|
11.3%
46th
|
-9.9%
12th
|
| Revenue growth (QoQ) | 4.6%
46th
|
3.7%
43rd
|
506.4%
100th
|
| Revenue CAGR, 3 yr | 6.3%
26th
|
9.2%
35th
|
10.1%
40th
|
| Revenue CAGR, 5 yr | 1.2%
21st
|
6.4%
51st
|
-5.3%
6th
|
| Gross profit CAGR, 3 yr | 30.2%
71st
|
21.6%
57th
|
3.4%
10th
|
| Operating income CAGR, 3 yr | — | 25.5%
74th
|
6.9%
36th
|
| Net income growth (TTM YoY) | — | 2.6%
35th
|
-71.0%
1st
|
| Net income CAGR, 3 yr | — | 20.9%
64th
|
-3.9%
30th
|
| EPS growth (TTM YoY) | — | 6.7%
43rd
|
-71.1%
3rd
|
| EPS CAGR, 3 yr | — | 24.3%
70th
|
-4.5%
26th
|
| EPS CAGR, 5 yr | — | 10.6%
75th
|
-32.8%
5th
|
| FCF growth (TTM YoY) | 64.2%
71st
|
14.1%
45th
|
— |
| FCF CAGR, 3 yr | 26.7%
75th
|
26.5%
74th
|
— |
| Operating cash flow CAGR, 3 yr | 19.1%
70th
|
19.4%
72nd
|
— |
| Book value CAGR, 3 yr | -6.3%
12th
|
10.3%
67th
|
6.0%
52nd
|
| Dividend CAGR, 3 yr | -3.3%
43rd
|
-80.1%
0th
|
-9.5%
21st
|
| Sustainable growth rate | — | 29.2%
97th
|
-0.2%
39th
|
Margin history & stability
7 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Gross margin, 3-yr average | 45.3%
17th
|
59.6%
38th
|
75.6%
73rd
|
| Operating margin, 3-yr average | 0.1%
7th
|
26.6%
33rd
|
13.7%
15th
|
| Net margin, 3-yr average | 3.5%
17th
|
28.5%
60th
|
6.6%
21st
|
| FCF margin, 3-yr average | 23.9%
43rd
|
25.9%
45th
|
-13.2%
10th
|
| Revenue stability (0-1) | 0.06
11th
|
0.87
75th
|
0.08
12th
|
| Earnings stability (0-1) | 0.61
72nd
|
0.43
53rd
|
0.46
58th
|
| Margin stability (0-1) | 0.66
28th
|
0.87
65th
|
0.87
66th
|
Liquidity (latest quarter)
7 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Cash & short-term investments | $915.4M
74th
|
$421.2M
72nd
|
$2.0B
80th
|
| Net cash (− = net debt) | −$708.6M
50th
|
$353.3M
88th
|
−$12.2B
10th
|
| Working capital | −$708.3M
6th
|
$1.3B
83rd
|
−$2.2B
4th
|
| Current ratio | 0.71
32nd
|
98.36
100th
|
0.61
28th
|
| Quick ratio | 0.71
32nd
|
98.36
100th
|
0.61
28th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.38
44th
|
30.84
98th
|
0.36
42nd
|
| Defensive interval (days) | 122 days
22nd
|
491 days
62nd
|
627 days
69th
|
Leverage & solvency (latest quarter)
13 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Total debt | $1.6B
58th
|
$67.9M
9th
|
$14.3B
87th
|
| Debt / equity | 0.13
11th
|
0.03
7th
|
1.98
88th
|
| Net debt / equity | 0.06
23rd
|
−0.14
14th
|
1.69
90th
|
| Debt / assets | 5.9%
16th
|
2.0%
9th
|
50.6%
77th
|
| Debt / capital | 11.5%
11th
|
2.6%
7th
|
66.4%
88th
|
| Debt / EBITDA | 1.07
18th
|
0.07
5th
|
16.06
94th
|
| Net debt / EBITDA | 0.47
24th
|
−0.37
17th
|
13.76
93rd
|
| Interest coverage (EBIT / interest) | −4.1x
12th
|
627.3x
98th
|
2.4x
48th
|
| Cash interest coverage | 20.8x
91st
|
520.9x
98th
|
−5.8x
4th
|
| Debt payback (years of OCF) | 0.8 yrs
17th
|
0.1 yrs
6th
|
— |
| Liabilities / assets | 52.3%
40th
|
23.7%
10th
|
74.4%
84th
|
| IS credit model rating | BB | AAA | CCC |
| Implied credit spread (bps) | 475
42nd
|
50
0th
|
1,200
93rd
|
Efficiency
11 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Asset turnover | 0.25
70th
|
0.82
96th
|
0.15
58th
|
| Fixed asset turnover | 18.65
64th
|
13.32
57th
|
6.97
34th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 7.2
43rd
|
5.0
27th
|
3.2
13th
|
| Days sales outstanding | 50 days
59th
|
74 days
75th
|
116 days
88th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 248 days
84th
|
5 days
29th
|
0 days
0th
|
| Cash conversion cycle (days) | −197 days
12th
|
68 days
84th
|
116 days
96th
|
| Capex / revenue | 0.6%
74th
|
0.8%
79th
|
3.2%
94th
|
| Capex / depreciation | 0.02
37th
|
0.17
64th
|
0.96
86th
|
| Operating expense ratio | 79.6%
80th
|
50.0%
60th
|
47.9%
55th
|
Cash flow & earnings quality
7 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Operating cash flow / net income | — | 1.01
44th
|
−5.15
0th
|
| FCF / net income | — | 0.98
49th
|
−5.49
3rd
|
| FCF / operating cash flow | 97.8%
34th
|
97.4%
30th
|
— |
| Capex / operating cash flow | 2.2%
70th
|
2.6%
73rd
|
— |
| Accruals ratio | -7.4%
23rd
|
-0.2%
64th
|
8.4%
84th
|
| Sloan accruals ratio | -13.5%
8th
|
-2.1%
35th
|
-19.3%
6th
|
| Earnings quality score (0-1) | — | 1.00
60th
|
0.25
0th
|
Scores & forensic checks
15 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| IS score | 43
45th
|
76
90th
|
0
0th
|
| IS profitability | 49
35th
|
99
95th
|
52
36th
|
| IS growth | 42
29th
|
52
37th
|
13
6th
|
| IS value | 49
27th
|
66
50th
|
43
23rd
|
| IS momentum | 42
21st
|
71
62nd
|
0
0th
|
| IS risk (safety) | 15
6th
|
100
83rd
|
15
6th
|
| IS quality | 62
44th
|
88
97th
|
0
0th
|
| IS balance sheet | 45
58th
|
83
94th
|
28
10th
|
| IS earnings quality | 56
40th
|
68
50th
|
23
7th
|
| IS cash flow | 83
77th
|
83
72nd
|
8
0th
|
| Piotroski F-score (0-9) | 5
30th
|
6
49th
|
1
0th
|
| Altman Z-score | — | — | — |
| Beneish M-score | — | — | — |
| Ohlson O-score | −7.54
42nd
|
−11.55
2nd
|
−5.97
89th
|
| IS credit score | 41
50th
|
97
98th
|
19
5th
|
Size (TTM)
8 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| Market cap | $12.5B
73rd
|
$12.5B
74th
|
$13.0B
75th
|
| Revenue | $6.9B
82nd
|
$2.5B
70th
|
$4.0B
77th
|
| EBITDA | $1.5B
76th
|
$965.4M
72nd
|
$887.7M
70th
|
| Net income | −$64.5M
13th
|
$706.9M
74th
|
$363.9M
65th
|
| Free cash flow | $2.0B
90th
|
$693.5M
67th
|
−$2.0B
5th
|
| Total assets | $27.5B
78th
|
$3.3B
53rd
|
$28.2B
79th
|
| Shareholders' equity | $12.5B
86th
|
$2.5B
62nd
|
$7.2B
79th
|
| Employees | 7,405
81st
|
5,013
69th
|
2,500
56th
|
Price performance
9 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| 1 day | −2.0% | −0.8% | −1.2% |
| 1 week | −4.4% | −0.3% | −5.3% |
| 1 month | −6.7% | −0.4% | −9.4% |
| 3 months | −4.9% | +5.1% | −18.7% |
| 6 months | +13.7% | +30.8% | −30.9% |
| Year to date | +5.6% | +25.8% | −39.8% |
| 1 year | +20.6% | +26.4% | −38.3% |
| 3 years, cumulative | +127.7% | +85.1% | +28.1% |
| 5 years, cumulative | +36.1% | +83.8% | −15.3% |
Technicals
4 measures| Measure | IVZ | SEIC | CG |
|---|---|---|---|
| RSI 14 | 33.2 | 48.2 | 30.1 |
| From 52-week high | −16.2% | −6.9% | −45.6% |
| From 52-week low | +37.7% | +39.0% | +2.7% |
| Beta | 1.63 | 0.97 | 1.87 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17