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Carlyle Group vs SEI Investments

Carlyle Group is the larger business, with $4.78bn of revenue in fiscal 2025 against $2.30bn for SEI Investments (2.1 times as much). SEI Investments grew faster (8.1% against -11.9%). SEI Investments kept more of each dollar of sales as profit: a net margin of 31.1% against 16.9%. Carlyle Group carries less debt relative to equity (0.0% against 0.0%).

Latest fiscal yearCarlyle GroupCG, 2025SEI InvestmentsSEIC, 2025
Revenue $4.78bn $2.30bn
Revenue growth -11.9% 8.1%
Net income $809m $715m
Operating margin — 27.3%
Net margin 16.9% 31.1%
Return on equity 12.1% 30.4%
Free cash flow −$3.37bn $585m
Cash $1.97bn $400m
Total debt $0 $0
Debt to equity 0.0% 0.0%
Dividend per share $1.40 $1.01
Dividend yield 3.5% 1.0%
Share buybacks $687m $628m
Employees — —
Market value $14.38bn $12.57bn
Price vs our value range — —
Moat score 47 (Moderate) 93 (Strong)
Insider trades, 12 months 0 buys, 6 sales 0 buys, 40 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.