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 SEI Investments Company or Moelis & 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 SEI Investments Company and Moelis & Company compare based on key financial metrics to determine which better meets your investment needs.
About SEI Investments Company and Moelis & Company
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.
Moelis & Company operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure and markets, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
Latest Capital Markets and SEI Investments Company, Moelis & Company Stock News
As of March 20, 2025, SEI Investments Company had a $9.6 billion market capitalization, compared to the Capital Markets median of $3.3 million. SEI Investments Company’s stock is down 8.1% in 2025, up 2.5% in the previous five trading days and up 10.58% in the past year.
Currently, SEI Investments Company’s price-earnings ratio is 17.2. SEI Investments Company’s trailing 12-month revenue is $2.1 billion with a 27.3% net profit margin. Year-over-year quarterly sales growth most recently was 14.9%. Analysts expect adjusted earnings to reach $4.852 per share for the current fiscal year. SEI Investments Company currently has a 1.3% dividend yield.
As of March 20, 2025, Moelis & Company had a $4.3 billion market cap, putting it in the 69th percentile of all stocks. Moelis & Company’s stock is down 17.6% in 2025, up 2.3% in the previous five trading days and up 12.64% in the past year.
Currently, Moelis & Company’s price-earnings ratio is 31.4. Moelis & Company’s trailing 12-month revenue is $1.2 billion with a 11.4% net profit margin. Year-over-year quarterly sales growth most recently was 104.1%. Analysts expect adjusted earnings to reach $2.748 per share for the current fiscal year. Moelis & Company currently has a 4.3% dividend yield.
How We Compare SEI Investments Company and Moelis & 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 SEI Investments Company and Moelis & Company’s stock grades to see how they measure up against one another.
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SEI Investments Company and Moelis & Company Growth Grades
| Company | Ticker | Growth |
| SEI Investments Company | SEIC |
A |
| Moelis & Company | MC |
B |
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.
SEI Investments Company has a Growth Score of 98, which is Very Strong.
Moelis & Company has a Growth Score of 75, which is Strong.
The Growth Grade Winner: SEI Investments Company
As you can clearly see from the Growth Grade breakdown above, SEI Investments Company has a more attractive growth grade than Moelis & Company. For investors who focus solely on how a company is growing relative to other companies in the same industry, SEI Investments Company could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
SEI Investments Company and Moelis & Company’s Quality Grades
| Company | Ticker | Quality |
| SEI Investments Company | SEIC |
A |
| Moelis & Company | MC |
A |
Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks 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 the F-Score.
The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.
The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.
Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.
SEI Investments Company has a Quality Score of 97, which is Very Strong.
Moelis & Company has a Quality Score of 88, which is Very Strong.
The Quality Grade Winner: It’s a Tie!
Looking at the Quality Grade breakdown above, both SEI Investments Company and Moelis & Company have a grade of A. For investors who focus solely on a company’s overall quality, you will need to conduct further research into both companies to see if they are a good fit for your portfolio. As a good rule of thumb, you should always analyze multiple factors based on a wide range of metrics before choosing a company to invest in.
SEI Investments Company and Moelis & Company’s Estimate Revisions Grades
| Company | Ticker | Earnings Estimate |
| SEI Investments Company | SEIC |
C |
| Moelis & Company | MC |
B |
Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).
Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.
SEI Investments Company has a Earnings Estimate Score of 53, which is Neutral.
Moelis & Company has a Earnings Estimate Score of 65, which is Positive.
The Earnings Estimate Revisions Grade Winner: Moelis & Company
As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Moelis & Company has a better Earnings Estimate Revisions Grade than SEI Investments Company. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Moelis & Company could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
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Other SEI Investments Company and Moelis & Company Grades
In addition to Quality, Estimate Revisions and Growth, A+ Investor also provides grades for Value and Momentum.
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AAII’s expansive and robust screening tools like A+ Investor help investors make confident decisions.
Momentum grades help 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.
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.
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 SEI Investments Company and Moelis & Company pass any of our 60+ stock screens that have outperformed the market since their creation.
So, Which Is the Better Investment, SEI Investments Company or Moelis & Company Stock?
Overall, SEI Investments Company stock has a Growth Score of 98, Estimate Revisions Score of 53 and Quality Score of 97.
Moelis & Company stock has a Growth Score of 75, Estimate Revisions Score of 65 and Quality Score of 88.
Comparing SEI Investments Company and Moelis & 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.
