Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in FactSet Research Systems Inc. or SEI Investments Company because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.
Read on to learn how FactSet Research Systems Inc. and SEI Investments Company compare based on key financial metrics to determine which better meets your investment needs.
About FactSet Research Systems Inc. and SEI Investments Company
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
Latest Capital Markets and FactSet Research Systems Inc., SEI Investments Company Stock News
As of May 8, 2025, FactSet Research Systems Inc. had a $17.0 billion market capitalization, compared to the Capital Markets median of $3.7 million. FactSet Research Systems Inc.’s stock is NA in 2025, NA in the previous five trading days and up 2.85% in the past year.
Currently, FactSet Research Systems Inc.’s price-earnings ratio is 31.9. FactSet Research Systems Inc.’s trailing 12-month revenue is $2.3 billion with a 24.1% net profit margin. Year-over-year quarterly sales growth most recently was 4.5%. Analysts expect adjusted earnings to reach $17.072 per share for the current fiscal year. FactSet Research Systems Inc. currently has a 0.9% dividend yield.
Currently, SEI Investments Company’s price-earnings ratio is 17.7. SEI Investments Company’s trailing 12-month revenue is $2.2 billion with a 27.8% net profit margin. Year-over-year quarterly sales growth most recently was 7.8%. Analysts expect adjusted earnings to reach $4.655 per share for the current fiscal year. SEI Investments Company currently has a 1.2% dividend yield.
How We Compare FactSet Research Systems Inc. and SEI Investments Company Stock Grades
Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.
AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at FactSet Research Systems Inc. and SEI Investments Company’s stock grades to see how they measure up against one another.
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FactSet Research Systems Inc. and SEI Investments Company Stock Value Grades
| Company | Ticker | Value |
| FactSet Research Systems Inc. | FDS |
F |
| SEI Investments Company | SEIC |
D |
Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.
Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.
AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.
Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.
FactSet Research Systems Inc. has a Value Score of 13, which is Ultra Expensive.
SEI Investments Company has a Value Score of 40, which is Expensive.
The Value Stock Winner: No Clear Winner
Neither FactSet Research Systems Inc. or SEI Investments Company has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if FactSet Research Systems Inc. or SEI Investments Company is the better investment when it comes to value.
FactSet Research Systems Inc. and SEI Investments Company Growth Grades
| Company | Ticker | Growth |
| FactSet Research Systems Inc. | FDS |
A |
| SEI Investments Company | SEIC |
A |
The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.
In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.
The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.
FactSet Research Systems Inc. has a Growth Score of 92, which is Very Strong.
SEI Investments Company has a Growth Score of 98, which is Very Strong.
The Growth Grade Winner: It’s a Tie!
Looking at the Growth Grade breakdown above, both FactSet Research Systems Inc. and SEI Investments Company have a grade of A. For investors who focus solely on a company’s upward growth, further research should be conducted into both companies’ other financial metrics before deciding whether to invest.
FactSet Research Systems Inc. and SEI Investments Company’s Momentum Grades
| Company | Ticker | Momentum |
| FactSet Research Systems Inc. | FDS |
C |
| SEI Investments Company | SEIC |
B |
Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.
Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.
FactSet Research Systems Inc. has a Momentum Score of 54, which is Average.
SEI Investments Company has a Momentum Score of 65, which is Strong.
The Momentum Grade Winner: SEI Investments Company
As you can clearly see from the Momentum Grade breakdown above, SEI Investments Company is considered to have stronger momentum compared to FactSet Research Systems Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, SEI Investments Company could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
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Other FactSet Research Systems Inc. and SEI Investments Company Grades
In addition to Growth, Value and Momentum, A+ Investor also provides grades for Estimate Revisions and Quality.
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AAII’s expansive and robust screening tools like A+ Investor help investors make confident decisions.
Earnings estimate revisions scores take into account the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, surprises beget further surprises‐or at least continued sales growth (the exact opposite is generally true, too).
AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.
These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether FactSet Research Systems Inc. and SEI Investments Company pass any of our 60+ stock screens that have outperformed the market since their creation.
So, Which Is the Better Investment, FactSet Research Systems Inc. or SEI Investments Company Stock?
Overall, FactSet Research Systems Inc. stock has a Value Score of 13, Growth Score of 92 and Momentum Score of 54.
SEI Investments Company stock has a Value Score of 40, Growth Score of 98 and Momentum Score of 65.
Comparing FactSet Research Systems Inc. and SEI Investments Company’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.
Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.
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AAII Disclaimer
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.
