Federated Hermes 对比 SEI Investments
可添加、更换或移除公司，最多四家。
简而言之
- SEI Investments 规模更大:2025 财年营收 $2.3B，Federated Hermes 为 $1.8B。
- Federated Hermes 营收增长更快(10.3%，对方为 8.1%)。
- Federated Hermes 每一美元销售额中留下的营业利润更多(营业利润率 28.5%，对方为 27.3%)。
- SEI Investments 将更多销售额转化为自由现金流(自由现金流利润率 25.5%，对方为 16.4%)。
- 投资者愿为 SEI Investments 每一美元的盈利支付更高价格：市盈率 18.0x，而 Federated Hermes 为 10.6x。
| 最近财年 | FHI · FY25 | SEIC · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $4.1B | $12.6B |
| 营收 | $1.8B | $2.3B |
| 自由现金流 | $295M | $585M |
| 净利润 | $403M | $715M |
| 增长 | ||
| 营收增长 | 10.3% | 8.1% |
| 5年增长率 | 4.5% | 6.4% |
| 股数变化 | −5.5% | −3.5% |
| 盈利能力 | ||
| 毛利率 | — | 35.2% |
| 营业利润率 | 28.5% | 27.3% |
| 净利率 | 22.4% | 31.1% |
| 自由现金流利润率 | 16.4% | 25.5% |
| 资本回报率 | 40.9% | — |
| 股本回报率 | 35.2% | 30.4% |
| 资产负债表 | ||
| 净债务 | −$234M | — |
| 净债务 / EBITDA | −0.4x | — |
| 股息与回购 | $368M | $752M |
| 估值与质量 | ||
| 市盈率 | 10.6x | 18.0x |
| Piotroski F 分数 | 7 | — |
FY16
FHI $1.1B
SEIC $1.4B
FY17
FHI $1.1B
SEIC $1.5B
FY18
FHI $1.1B
SEIC $1.6B
FY19
FHI $1.3B
SEIC $1.6B
FY20
FHI $1.4B
SEIC $1.7B
FY21
FHI $1.3B
SEIC $1.9B
FY22
FHI $1.4B
SEIC $2.0B
FY23
FHI $1.6B
SEIC $1.9B
FY24
FHI $1.6B
SEIC $2.1B
FY25
FHI $1.8B
SEIC $2.3B
FHI
SEIC
FY16
FHI 29.4%
SEIC 26.8%
FY17
FHI 31.0%
SEIC 26.0%
FY18
FHI 29.1%
SEIC 27.2%
FY19
FHI 26.2%
SEIC 27.9%
FY20
FHI 28.9%
SEIC 26.5%
FY21
FHI 28.2%
SEIC 28.9%
FY22
FHI 23.3%
SEIC 23.9%
FY23
FHI 24.1%
SEIC 22.1%
FY24
FHI 22.2%
SEIC 26.0%
FY25
FHI 28.5%
SEIC 27.3%
FHI
SEIC
FY16
FHI $253M
SEIC $403M
FY17
FHI $378M
SEIC $434M
FY18
FHI $189M
SEIC $559M
FY19
FHI $320M
SEIC $502M
FY20
FHI $360M
SEIC $434M
FY21
FHI $160M
SEIC $607M
FY22
FHI $320M
SEIC $527M
FY23
FHI $304M
SEIC $422M
FY24
FHI $343M
SEIC $590M
FY25
FHI $295M
SEIC $585M
FHI
SEIC
FY16
FHI —
SEIC —
FY17
FHI —
SEIC —
FY18
FHI —
SEIC —
FY19
FHI —
SEIC —
FY20
FHI —
SEIC —
FY21
FHI —
SEIC —
FY22
FHI 23.9%
SEIC —
FY23
FHI 26.7%
SEIC —
FY24
FHI 25.0%
SEIC —
FY25
FHI 40.9%
SEIC —
FHI
SEIC
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。