🇺🇸 US Stock Screener ← Switch market ⚡ HerAI

Silvercrest Asset Management Group Inc. SAMG R2KFINANCIAL

Financial Services · Asset Management · United States
https://www.silvercrestgroup.com
Company Profile ↓
$10.12
-36.72% 1Y
Mkt Cap$77.74M
P/E72.29
P/B1.59
Div. Yield8.77%
52W High$15.99
52W Low$9.09
Book Value$5.94
EPS (TTM)$0.14

Company Overview

Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.

Why Investors Should Care

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.36.

Dividend Income

Offers a dividend yield of 8.77%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $125.32M (+1.3% YoY); net profit $4.88M.
  • Trailing 12 Months Year-on-year growth — revenue +0.4%, earnings -90.5%.
  • 5-Year Trend Long-term compounding — revenue CAGR 8.0%, profit CAGR -7.5%.

Growth & Price Performance

Compounded Sales Growth

5 Years:7.98%
1 Year:0.40%

Compounded Profit Growth

5 Years:-7.53%
1 Year:-90.50%

Stock Price Performance

1 Year:-36.72%
6 Months:-21.36%
3 Months:-0.99%
1 Month:+0.00%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 15% of range
$9.09 $15.99
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMABelow
  • RSI (14)47.08 · Neutral
Price Performance
1M+0.00%
3M-0.99%
6M-21.36%
1Y-36.72%
Valuation vs Sector

P/E of 72.29 is above the sector median of 13.55 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

⚙Ad space

Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Attractive dividend yield of 8.77%.
  • Generates positive free cash flow.

CONS

  • Trading at a high P/E of 72.3.
  • Earnings shrank at -7.5% CAGR over 5 years.
  • Trading 36.7% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

⚙Ad space

Valuation

Stock P/E
72.29
Industry PE
13.55
Forward P/E
10.77
PEG Ratio
-
Book Value
$5.94
Price to Book
1.59
P/S
0.58
EV/EBITDA
21.63
Dividend Yield
8.77%

Growth (CAGR)

Revenue 5Y
7.98%
Profit 5Y
-7.53%
Revenue (YoY)
0.40%
Earnings (YoY)
-90.50%

Profitability & Returns

ROCE
5.89%
ROE
2.23%
ROA
1.14%
Profit Margin
0.72%
Op Margin
3.11%
Gross Margin
29.94%
EPS (Latest Qtr)
$0.02
EPS (TTM)
$0.14

Balance Sheet & Liquidity

Debt/Equity
0.36
Quick Ratio
1.09
Current Ratio
1.29
Debt
$27.77M
Total Assets
$139.95M
Current Assets
$56.18M
Working Capital
$47.88M

Ownership

Promoter Holding
18.75%
Chg in Prom Hold
-0.34%
FII / Inst Holding
74.04%
Chg in FII Hold
5.90%

Financial Snapshot

Enterprise Value
$77.74M
Total Revenue (TTM)
$125.44M
EBITDA
$5.20M
Free Cash Flow
$8.06M
Operating Cash Flow
$12.74M
Shares Outstanding
7.68M
Gross Margin
29.94%
Payout Ratio
600.00%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 SAMG Silvercrest Asset Management Group Inc. R2KFINANCIAL 10.12 72.29 $77.74M 8.77% 5.89% 2.23% 7.98% -7.53%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 331.58 14.21 $881.40B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 542.19 13.64 $763.42B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 407.92 34.69 $695.14B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 623.60 34.34 $542.20B 0.62% 60.19% - 12.29% 19.21%
6 BRK-A Berkshire Hathaway Inc. FINANCIAL 813,595.00 13.64 $397.40B 0.00% - 12.12% 7.60% 10.02%
7 BAC Bank of America Corporation SPXR3KFINANCIAL 50.56 11.68 $353.55B 2.39% - 11.20% 3.14% 4.27%
8 HSBC HSBC Holdings plc FINANCIAL 90.68 12.95 $310.38B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 179.49 14.51 $281.90B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue ---22.09M22.84M-24.33M24.58M24.93M24.83M22.57M23.90M27.84M27.84M28.36M24.02M27.18M28.41M31.24M33.10M33.46M33.80M33.51M32.17M29.04M28.49M29.43M29.73M29.70M28.54M30.27M30.99M30.42M31.96M-30.67M31.30M31.96M31.41M30.78M
Cost of Revenue -----------------------------------18.40M21.36M25.75M20.63M19.90M
Gross Profit -----------------------------------12.27M9.93M6.21M10.78M10.89M
Operating Expenses -----------------------------------8.23M8.60M7.09M9.52M9.93M
Operating Income 4.18M3.33M4.75M5.15M5.32M5.15M5.29M5.45M5.17M5.24M4.00M4.43M6.30M4.14M12.61M1.36M4.95M3.36M5.69M7.34M8.18M9.31M15.44M11.90M7.10M4.12M6.75M6.52M6.52M-969.00K5.91M5.31M4.46M1.96M-4.04M1.33M-884.00K1.26M958.00K
EBITDA -----------------------------------5.30M2.55M352.00K2.33M2.35M
Interest Expense -----------------------------------15.00K15.00K96.00K189.00K190.00K
Pretax Income -----------------------------------4.21M1.48M256.00K1.05M1.02M
Tax Provision -----------------------------------1.06M391.00K363.00K517.00K548.00K
Net Income 1.50M1.29M1.69M1.86M1.87M-80.00K2.23M2.34M2.16M2.90M1.71M1.86M2.65M2.42M5.53M490.00K2.06M1.88M2.55M3.33M3.72M5.08M7.57M5.77M3.43M2.06M3.20M3.08M3.22M-411.00K3.00M2.67M2.25M1.62M-1.92M618.00K-120.00K237.00K170.00K
Diluted EPS 0.19-0.210.230.23-0.270.280.260.350.200.220.300.260.590.050.210.200.260.350.380.530.770.580.350.220.330.330.34-0.040.320.280.240.17-0.210.07-0.010.030.02

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 42.79M51.69M60.05M69.47M75.14M80.26M91.36M98.67M102.15M107.98M131.60M123.22M117.41M123.65M125.32M
Operating Income 14.45M18.90M16.53M15.32M16.96M14.64M20.37M21.15M18.87M22.28M30.52M38.56M18.82M17.63M9.32M
Net Income 14.61M19.72M13.69M4.78M5.32M5.01M5.34M9.63M8.65M9.96M14.69M18.83M9.09M9.54M4.88M
Diluted EPS -1.841.630.630.680.620.661.160.981.051.521.920.961.000.56

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2010Dec 2011Dec 2012Nov 2013Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --52.45M-100.73M99.70M108.21M112.28M117.36M133.36M214.25M213.80M-212.68M199.57M194.43M166.61M
Current Assets -------------87.13M80.39M81.78M56.18M
Cash & Equivalents 7.03M7.35M13.44M27.12M27.12M30.82M31.56M37.52M53.82M69.28M52.83M62.50M-77.43M70.30M68.61M44.07M
Inventory -----------------
Receivables -------------3.58M3.30M5.40M4.30M
Total Liabilities --14.32M-52.56M46.63M46.57M46.20M45.24M50.96M116.44M110.41M-86.84M77.76M74.74M81.72M
Current Liabilities -------------8.04M4.71M1.95M8.30M
Long Term Debt ----8.15M4.10M4.43M2.43M722.00K--------
Total Debt -------------36.23M29.33M22.53M23.98M
Total Equity -25.03M-55.67M-60.47M-41.22M42.52M45.84M47.30M49.09M56.05M65.04M70.68M-84.59M82.74M80.70M50.27M
Shares Outstanding -------------10.07M10.29M10.45M10.84M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -----17.98M29.59M28.86M18.77M26.85M44.28M23.38M20.98M21.59M18.61M
Investing Cash Flow ------284.00K-804.00K-1.76M-39.38M-626.00K-908.00K-956.00K-3.88M-1.70M-3.63M
Financing Cash Flow ------11.74M-12.48M-11.64M4.15M-16.55M-20.12M-30.74M-24.22M-21.55M-39.49M
Capital Expenditure -606.00K-257.00K-275.00K-664.00K-388.00K-723.00K-804.00K-1.76M-3.81M-626.00K-908.00K-956.00K-3.88M-1.70M-3.63M
Free Cash Flow -----17.25M28.78M27.10M14.96M26.22M43.37M22.43M17.10M19.89M14.97M
Share Buybacks ----------512.00K8.78M5.71M4.62M30.50M

Ratios (Annual)

Figures in %.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ---------------
Operating Margin % 33.8%36.6%27.5%22.1%22.6%18.2%22.3%21.4%18.5%20.6%23.2%31.3%16.0%14.3%7.4%
Net Margin % 34.1%38.2%22.8%6.9%7.1%6.2%5.8%9.8%8.5%9.2%11.2%15.3%7.7%7.7%3.9%
ROE % -26.2%-32.6%33.2%11.2%11.6%10.6%10.9%17.2%13.3%14.1%-22.3%11.0%11.8%9.7%
ROCE % -----------18.8%9.7%9.2%5.9%

Shareholding Pattern

Insiders
18.75%
Institutions
74.04%
Public Float
91.12%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 12.28% 960.27K $9.82M
2 Diamond Hill Capital Management Inc 4.62% 361.54K $3.70M
3 Punch & Associates Investment Management, Inc. 4.17% 325.92K $3.33M
4 Vanguard Capital Management LLC 4.00% 312.87K $3.20M
5 Pacific Ridge Capital Partners, LLC 3.14% 245.86K $2.52M
6 Geode Capital Management, LLC 2.49% 194.47K $1.99M
7 Dimensional Fund Advisors LP 2.47% 193.35K $1.98M
8 Morgan Stanley 2.40% 187.94K $1.92M
9 State Street Corporation 2.36% 184.50K $1.89M
10 Renaissance Technologies, LLC 2.15% 168.17K $1.72M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for SAMG

Google News Fri, 23 Oct 2026

Silvercrest Asset Management Group (NASDAQ:SAMG) Major Shareholder Buys 5,692 Shares of Stock - MarketBeat

<a href="https://news.google.com/rss/articles/CBMi5wFBVV95cUxNSjZ3eUp1WlBKUEN1cTcyRDE3Ym5fVWlUbThlZlZVdGprMHppVDFJY0hwajBHVnZ0OU45M2prSF9QWVlQeDU4WkU0TjZUVlZLUW5ZLWI3dWZGZzhrbTZmTjlDMVg4QWMzWUZ5MHU4WkRqXzd3ZzlxVWtlTFlqdzdvaklaZEhLWHBwR2wtbn…

Google News Wed, 29 Apr 2026

Should Value Investors Buy Silvercrest Asset Management Group (SAMG) Stock? - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxQWjhsN0dqbHBKcmdXR25KV3I0Q0gyc2xzNkMydElRU29rakYwRW1uM3VpS29qNVN3VkR6c2t5ejdURnNTanZVekZVYnYzNVNFZUNqVzgtdzFEaFJtSDBEUnRjQ3pZWGFOclNWUzZ0QUs0T1AzemgySUFZODNlSzZtY09XMVNoVThmQWtiTl…

Google News Fri, 23 Oct 2026

Silvercrest Asset Management Group (NASDAQ:SAMG) Major Shareholder Buys 10,368 Shares of Stock - MarketBeat

<a href="https://news.google.com/rss/articles/CBMi6AFBVV95cUxPODBtemotTS13bXBhbjBLR2o1bk9pZnkzb0xFamRXOV96d25YdVFmWGFheGFwLURfY2hKdjBsMHBYTmE1UG05VXZ0XzJMa3gwVlFvUGZhM2k2MmdmYWdQN3N5NG9INDh6Z21UUFJGS0JfckVidHJ5VHJoaGQ4aG1DQl9UUGQ3VmxJbU9RZ3…

Google News hu, 03 Sep 2026

Silvercrest Asset Management Stock: A Glimmer Of Hope (Rating Upgrade) (NASDAQ:SAMG) - Seeking Alpha

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxOd0hKQWVaQzdNUGJSbVdVSnBGRjFSY3dJWG9lYi1yV0otVVIxU0ZRbmp5VzN1WDZrSVNQWU9NdUFwdmZqUzNzSlc1bWlQWm5FU1hMRFVSOGRXSFkzS2Iyb1ZHSTFQQUllMUVCM1BqeHFocDhOZkNnUnBCaTVpcExGR2c0LW9lYWdOTng2eV…

Google News hu, 15 Oct 2026

Equinox Partners Investment Management LLC Adds Silvercrest Asse - GuruFocus

<a href="https://news.google.com/rss/articles/CBMihwJBVV95cUxNWG5kcm41R2VEWlhVeVpnUHA1S2FKVzFnaTBfTk1XS1lrUTNmei1TazJUWDdhLXJFbHlsWlUyZG9YbHVUYXV6bExleFlsNW5iSDZGb25Td0JSanBNOFpJX05fbU56SGtPdF9lOUlDTmMxZHJHQWZIbXVkaTJHWkVpMkhOOFdUSWtYdVNiWU…

Google News ue, 20 Oct 2026

US Luxury Stocks Facing Higher Rates and Sticky Inflation - Simply Wall Street

<a href="https://news.google.com/rss/articles/CBMi_AFBVV95cUxNbTJ3M1VTN2J3Z2RNc2dmcWdxQXg2Sy1RenRjdTBmSVNxSVBpWDlpcE9jRnJDdDBrTVlwODJIMmdlOG9kdUJuMWpsMUdNazYtMGx0Vjh1Q3lobXFScy1TQmRLYlBoVi02aEFEbWUxUzB5d0hkZTVUa2YwdlJzY1pFclFSaktHRkhLc0FDbF…

SAMG — Frequently Asked Questions

What is the current share price of Silvercrest Asset Management Group Inc. (SAMG)?

As of 2026-10-23 16:27 PDT, Silvercrest Asset Management Group Inc. (SAMG) trades at $10.12 on NasdaqGM. Its 52-week range is $9.09 to $15.99.

What is the market capitalisation of SAMG?

Silvercrest Asset Management Group Inc. (SAMG) has a market capitalisation of $77.74M on NasdaqGM.

What is the P/E ratio of SAMG?

SAMG trades at a trailing price-to-earnings (P/E) ratio of 72.29. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 1.59.

Does SAMG pay a dividend?

Silvercrest Asset Management Group Inc. (SAMG) currently offers a dividend yield of 8.77%.

What is the return on equity (ROE) of SAMG?

SAMG has a return on equity (ROE) of 2.23%. Its return on capital employed (ROCE) is 5.89%.

Is SAMG a good stock to buy?

This page provides a data-driven analysis of Silvercrest Asset Management Group Inc. (SAMG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

Explore More

📊 Financial Services Sector 🔍 All Stock Screens 📈 Technical Screens 💰 Fundamental Screens 🔄 Swing Trading Setups 📐 Chart Patterns 📅 Earnings Calendar 📋 All USA Stocks
⚙Ad space