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 Interactive Brokers Group, 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 Interactive Brokers Group, Inc. and SEI Investments Company compare based on key financial metrics to determine which better meets your investment needs.
About Interactive Brokers Group, Inc. and SEI Investments Company
Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, 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 Interactive Brokers Group, Inc., SEI Investments Company Stock News
As of May 7, 2025, Interactive Brokers Group, Inc. had a $19.6 billion market capitalization, compared to the Capital Markets median of $3.6 million. Interactive Brokers Group, Inc.’s stock is up 1.8% in 2025, up 3.1% in the previous five trading days and up 49.68% in the past year.
Currently, Interactive Brokers Group, Inc.’s price-earnings ratio is 24.8. Interactive Brokers Group, Inc.’s trailing 12-month revenue is $5.4 billion with a 14.7% net profit margin. Year-over-year quarterly sales growth most recently was 16.8%. Analysts expect adjusted earnings to reach $7.332 per share for the current fiscal year. Interactive Brokers Group, Inc. currently has a 0.7% dividend yield.
As of May 7, 2025, SEI Investments Company had a $10.0 billion market cap, putting it in the 81st percentile of all stocks. SEI Investments Company’s stock is down 2.3% in 2025, up 3% 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.
How We Compare Interactive Brokers Group, 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 Interactive Brokers Group, Inc. and SEI Investments Company’s stock grades to see how they measure up against one another.
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Interactive Brokers Group, Inc. and SEI Investments Company’s Quality Grades
| Company | Ticker | Quality |
| Interactive Brokers Group, Inc. | IBKR |
F |
| SEI Investments Company | SEIC |
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.
Interactive Brokers Group, Inc. has a Quality Score of 14, which is Very Weak.
SEI Investments Company has a Quality Score of 98, which is Very Strong.
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 Interactive Brokers Group, Inc.. 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.
Interactive Brokers Group, Inc. and SEI Investments Company’s Momentum Grades
| Company | Ticker | Momentum |
| Interactive Brokers Group, Inc. | IBKR |
B |
| 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%.
Interactive Brokers Group, Inc. has a Momentum Score of 75, which is Strong.
SEI Investments Company has a Momentum Score of 65, which is Strong.
The Momentum Grade Winner: It’s a Tie!
Looking at the Momentum Grade breakdown above, both Interactive Brokers Group, Inc. and SEI Investments Company have a grade of B. For those who focus solely on a company’s momentum, further research will need to be conducted into both companies to see if they fit your individual needs as an investor.
Interactive Brokers Group, Inc. and SEI Investments Company’s Estimate Revisions Grades
| Company | Ticker | Earnings Estimate |
| Interactive Brokers Group, Inc. | IBKR |
C |
| SEI Investments Company | SEIC |
D |
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.
Interactive Brokers Group, Inc. has a Earnings Estimate Score of 45, which is Neutral.
SEI Investments Company has a Earnings Estimate Score of 40, which is Negative.
The Earnings Estimate Revisions Stock Winner: No Clear Winner
Neither Interactive Brokers Group, Inc. or SEI Investments Company has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Interactive Brokers Group, Inc. or SEI Investments Company is the better investment when it comes to estimate revisions.
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Other Interactive Brokers Group, Inc. and SEI Investments Company Grades
In addition to Quality, Momentum and Estimate Revisions, A+ Investor also provides grades for Value and Growth.
Invest with Confidence with A+ Investor
AAII’s expansive and robust screening tools like A+ Investor help investors make confident decisions.
Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.
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 Interactive Brokers Group, 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, Interactive Brokers Group, Inc. or SEI Investments Company Stock?
Overall, Interactive Brokers Group, Inc. stock has a Momentum Score of 75, Estimate Revisions Score of 45 and Quality Score of 14.
SEI Investments Company stock has a Momentum Score of 65, Estimate Revisions Score of 40 and Quality Score of 98.
Comparing Interactive Brokers Group, 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.
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.
