WallStSmart

Royal Bank of Canada (RY)vsSEI Investments Company (SEIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 2641% more annual revenue ($67.15B vs $2.45B). RY leads profitability with a 33.9% profit margin vs 28.8%. SEIC appears more attractively valued with a PEG of 1.88. SEIC earns a higher WallStSmart Score of 64/100 (C+).

RY

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.50

SEIC

Buy

64

out of 100

Grade: C+

Growth: 4.0Profit: 9.5Value: 5.0Quality: 9.0
Piotroski: 4/9Altman Z: 5.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RY4 strengths · Avg: 9.5/10
Market CapQuality
$291.55B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
46.4%10/10

Strong operational efficiency at 46.4%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

SEIC5 strengths · Avg: 9.6/10
Operating MarginProfitability
30.7%10/10

Strong operational efficiency at 30.7%

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.1210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
28.3%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
28.8%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

RY4 concerns · Avg: 2.3/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Free Cash FlowQuality
$-28.67B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.502/10

Distress zone — elevated risk

Debt/EquityHealth
2.881/10

Elevated debt levels

SEIC2 concerns · Avg: 3.0/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.7%2/10

Earnings declined 10.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 46.4%.

Bull Case : SEIC

The strongest argument for SEIC centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.8% and operating margin at 30.7%. Revenue growth of 14.7% demonstrates continued momentum.

Bear Case : RY

The primary concerns for RY are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.88 is elevated, increasing financial risk.

Bear Case : SEIC

The primary concerns for SEIC are PEG Ratio, EPS Growth.

Key Dynamics to Monitor

SEIC carries more volatility with a beta of 0.97 — expect wider price swings.

SEIC is growing revenue faster at 14.7% — sustainability is the question.

SEIC generates stronger free cash flow (114M), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SEIC scores higher overall (64/100 vs 63/100), backed by strong 28.8% margins and 14.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

SEI Investments Company

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.

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