Oppenheimer vs SEI Investments
OPY and SEIC side by side, both in security brokers, dealers, and flotation. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How OPY and SEIC compare
SEI Investments is the larger company, worth 13 times as much as Oppenheimer ($12.4B against $923M).
On earnings, Oppenheimer is cheaper: it trades at 11.6× trailing earnings, against 18.2× for SEI Investments.
Oppenheimer grew revenue faster over the last twelve months (13.9% versus 11.1% for SEI Investments).
SEI Investments keeps more of each dollar of sales as profit, with a net margin of 28.8% compared with 4.9% at Oppenheimer.
Both pay dividends: Oppenheimer yields 0.88% and SEI Investments 1.0%.
SEI Investments scores higher on the StockData Score (17 against 14 for Oppenheimer), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | OPY | SEIC |
|---|---|---|
| Size and price | ||
| Market cap | $923M | $12.4B |
| Share price | $86.20 | $103.42 |
| Change, 1 year | 25.3% | 28.3% |
| Change, 5 years | 62.2% | 60.8% |
| Beta (5Y) | 0.82 | 0.96 |
| Employees | 2,947 | 5,029 |
| StockData Score | ||
| Total score | 14 | 17 (better) |
| Valuation score | 4 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 1 | 6 (better) |
| Health score | 4 | 5 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 11.6× (better) | 18.2× |
| P/S | 0.5× (better) | 5.1× |
| P/B | 0.9× (better) | 5.1× |
| EV/EBITDA | 7.1× (better) | 17.0× |
| P/FCF | 16.1× (better) | 18.1× |
| PEG | 0.16 (better) | 1.04 |
| FCF yield | 6.2% (better) | 5.5% |
| Fair value | $114.09 | $84.95 |
| Margin of safety | 24.4% (better) | −21.7% |
| Growth | ||
| Revenue growth (TTM) | 13.9% (better) | 11.1% |
| Revenue growth, 5Y average | 6.4% (better) | 6.4% |
| Net income growth (TTM) | 2.2% | 2.6% (better) |
| EPS growth (TTM) | −0.94% | 6.4% (better) |
| EPS growth, 5Y average | 7.0% | 13.4% (better) |
| Profitability | ||
| Gross margin | – | 36.0% |
| Operating margin | 7.2% | 28.9% (better) |
| Net margin | 4.9% | 28.8% (better) |
| FCF margin | 3.3% | 28.0% (better) |
| Return on equity | 9.1% | 30.1% (better) |
| Return on invested capital | 9.4% | 32.1% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Net debt / EBITDA | – | −0.56 |
| Interest coverage | – | 518× |
| Current ratio | – | 3.29 |
| Altman Z-score | 1.04 | – |
| Piotroski F-score | 5 | – |
| Dividends and buybacks | ||
| Dividend yield | 0.88% | 1.0% (better) |
| Payout ratio | 21.5% | 18.0% |
| Years of dividend growth | 2 | 12 (better) |
| Dividend growth, 5Y average | −13.4% | 7.0% (better) |
| Buyback yield | 0.25% | 3.4% (better) |
| Shareholder yield | 1.1% | 4.4% (better) |
| Ownership | ||
| Held by institutions | 41.7% | 75.4% |
| Held by insiders | 6.0% | 3.5% |
| Insider net buying, 12 months | −$420K (better) | −$50.1M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 0.98% | 2.7% |
Go deeper
- OPY stock overview
- OPY income statement
- OPY valuation and score
- SEIC stock overview
- SEIC income statement
- SEIC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.