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 ($13.1B against $980M).
On earnings, Oppenheimer is cheaper: it trades at 12.4× trailing earnings, against 19.2× for SEI Investments.
Oppenheimer grew revenue faster over the last twelve months (13.9% versus 12.8% for SEI Investments).
SEI Investments keeps more of each dollar of sales as profit, with a net margin of 28.1% compared with 4.9% at Oppenheimer.
Both pay dividends: Oppenheimer yields 0.83% and SEI Investments 0.94%.
SEI Investments scores higher on the StockData Score (17 against 13 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 | $980M | $13.1B |
| Share price | $91.45 | $110.25 |
| Change, 1 year | 35.1% | 32.8% |
| Change, 5 years | 75.3% | 73.9% |
| Beta (5Y) | 0.83 | 0.96 |
| Employees | 2,947 | 5,029 |
| StockData Score | ||
| Total score | 13 | 17 (better) |
| Valuation score | 3 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 1 | 6 (better) |
| Health score | 4 | 5 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 12.4× (better) | 19.2× |
| P/S | 0.6× (better) | 5.2× |
| P/B | 1.0× (better) | 5.3× |
| EV/EBITDA | 7.5× (better) | 17.0× |
| P/FCF | 17.1× (better) | 19.6× |
| PEG | 0.17 (better) | 1.09 |
| FCF yield | 5.9% (better) | 5.1% |
| Fair value | $114.16 | $87.66 |
| Margin of safety | 19.9% (better) | −25.8% |
| Growth | ||
| Revenue growth (TTM) | 13.9% (better) | 12.8% |
| Revenue growth, 5Y average | 6.4% (better) | 6.4% |
| Net income growth (TTM) | 2.2% (better) | 1.8% |
| EPS growth (TTM) | −0.94% | 5.7% (better) |
| EPS growth, 5Y average | 7.0% | 13.4% (better) |
| Profitability | ||
| Gross margin | – | 35.9% |
| Operating margin | 7.2% | 29.4% (better) |
| Net margin | 4.9% | 28.1% (better) |
| FCF margin | 3.3% | 26.3% (better) |
| Return on equity | 9.1% | 30.3% (better) |
| Return on invested capital | 9.4% | 34.0% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Net debt / EBITDA | – | −0.54 |
| Interest coverage | – | 400× |
| Current ratio | – | 3.29 |
| Altman Z-score | 1.05 | – |
| Piotroski F-score | 5 | – |
| Dividends and buybacks | ||
| Dividend yield | 0.83% | 0.94% (better) |
| Payout ratio | 21.5% | 17.9% |
| Years of dividend growth | 2 | 12 (better) |
| Dividend growth, 5Y average | −13.4% | 7.0% (better) |
| Buyback yield | 0.24% | 3.5% (better) |
| Shareholder yield | 1.1% | 4.4% (better) |
| Ownership | ||
| Held by institutions | 41.7% | 76.3% |
| Held by insiders | 6.0% | 3.6% |
| Insider net buying, 12 months | −$424K (better) | −$51.1M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 1.1% | 3.5% |
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.