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 Morgan Stanley 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 Morgan Stanley compare based on key financial metrics to determine which better meets your investment needs.
About SEI Investments Company and Morgan Stanley
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.
Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. The company was founded in 1924 and is headquartered in New York, New York.
Latest Capital Markets and SEI Investments Company, Morgan Stanley Stock News
As of May 7, 2025, SEI Investments Company had a $10.0 billion market capitalization, compared to the Capital Markets median of $3.6 million. SEI Investments Company’s stock is down 1.4% in 2025, up 4% in the previous five trading days and up 19.76% in the past year.
Currently, SEI Investments Company’s price-earnings ratio is 17.5. 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.
As of May 7, 2025, Morgan Stanley had a $191.1 billion market cap, putting it in the 99th percentile of all stocks. Morgan Stanley’s stock is down 3.1% in 2025, up 4.4% in the previous five trading days and up 27.19% in the past year.
Currently, Morgan Stanley’s price-earnings ratio is 14.0. Morgan Stanley’s trailing 12-month revenue is $64.0 billion with a 22.3% net profit margin. Year-over-year quarterly sales growth most recently was 16.3%. Analysts expect adjusted earnings to reach $8.683 per share for the current fiscal year. Morgan Stanley currently has a 3.1% dividend yield.
How We Compare SEI Investments Company and Morgan Stanley 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 Morgan Stanley’s stock grades to see how they measure up against one another.
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SEI Investments Company and Morgan Stanley Stock Value Grades
| Company | Ticker | Value |
| SEI Investments Company | SEIC |
D |
| Morgan Stanley | MS |
C |
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.
SEI Investments Company has a Value Score of 40, which is Expensive.
Morgan Stanley has a Value Score of 55, which is Average.
The Value Stock Winner: No Clear Winner
Neither SEI Investments Company or Morgan Stanley 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 SEI Investments Company or Morgan Stanley is the better investment when it comes to value.
SEI Investments Company and Morgan Stanley Growth Grades
| Company | Ticker | Growth |
| SEI Investments Company | SEIC |
A |
| Morgan Stanley | MS |
C |
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.
Morgan Stanley has a Growth Score of 49, which is Average.
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 Morgan Stanley. 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 Morgan Stanley’s Quality Grades
| Company | Ticker | Quality |
| SEI Investments Company | SEIC |
A |
| Morgan Stanley | MS |
D |
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 98, which is Very Strong.
Morgan Stanley has a Quality Score of 35, which is Weak.
The Quality Grade Winner: SEI Investments Company
As you can clearly see from the Quality Grade breakdown above, SEI Investments Company has a better overall quality grade than Morgan Stanley. For investors who are looking for companies with higher quality than others in the same industry, SEI Investments Company could be a good stock to add to their portfolios. 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 SEI Investments Company and Morgan Stanley Grades
In addition to Value, Growth and Quality, A+ Investor also provides grades for Momentum and Estimate Revisions.
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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.
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).
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 Morgan Stanley 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 Morgan Stanley Stock?
Overall, SEI Investments Company stock has a Value Score of 40, Growth Score of 98 and Quality Score of 98.
Morgan Stanley stock has a Value Score of 55, Growth Score of 49 and Quality Score of 35.
Comparing SEI Investments Company and Morgan Stanley’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.
A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.
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.
