Silvercrest Asset Management Group Inc. (SAMG) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Silvercrest Asset Management Group Inc. (SAMG) Financial Services Profile

Silvercrest Asset Management Group Inc. (SAMG) is a wealth management firm catering to ultra-high-net-worth individuals and institutions, offering financial advisory and family office services. With a focus on personalized solutions and a high dividend yield, Silvercrest operates in the competitive asset management sector.

What Is the Investment Thesis for SAMG?

Silvercrest Asset Management Group Inc. presents a compelling investment case based on its established position in the ultra-high-net-worth wealth management market. The company's consistent profitability, reflected in a 3.9% profit margin, coupled with a substantial 6.23% dividend yield, offers an attractive income stream for investors. Growth catalysts include the increasing wealth concentration among high-net-worth individuals and the rising demand for sophisticated financial planning services. However, the company's relatively small market capitalization of $75.4M and a P/E ratio of 85.4 suggest potential valuation concerns. Key risks include market volatility impacting AUM and increased competition from larger wealth management firms. The company's beta of 0.76 indicates lower volatility compared to the overall market.

Based on FMP financials and quantitative analysis

SAMG Key Highlights

Market Cap of $75.4M reflects its position as a smaller player in the asset management industry.

• P/E Ratio of 85.4 indicates the price investors are willing to pay for each dollar of earnings.
• Profit Margin of 3.9% demonstrates the company's ability to generate profit from its revenue.
• Gross Margin of 33.0% shows the percentage of revenue remaining after deducting the cost of goods sold.
• Dividend Yield of 6.23% provides a significant income stream for investors.

Who Are SAMG's Competitors?

SAMG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are SAMG's Key Strengths?

Strong client relationships.

• Experienced management team.
• Independent ownership structure.
• High dividend yield.

What Are SAMG's Weaknesses?

Relatively small market capitalization.

• Concentration of clients in the United States.
• Limited brand recognition compared to larger competitors.
• Lower profit margin compared to competitors.

What Could Drive SAMG Stock Higher?

Increasing demand for wealth management services among high-net-worth individuals.

• Expansion of service offerings to attract new clients.
• Potential acquisitions to expand geographic reach and market share.
• Digital transformation initiatives to improve client experience and operational efficiency.

What Are the Key Risks for SAMG?

Rich valuation — a P/E of 85.4 runs well above the Financial Services sector’s ~18x, leaving little room for a miss.

• Market volatility impacting AUM and revenue.
• Increased competition from larger wealth management firms.
• Regulatory changes affecting the asset management industry.
• Economic downturn reducing client assets and investment activity.

What Are the Growth Opportunities for SAMG?

• Expansion of Family Office Services: Silvercrest can expand its family office services to cater to the growing demand for comprehensive wealth management solutions among ultra-high-net-worth individuals. The global family office market is estimated to reach $65 billion by 2028, presenting a significant growth opportunity. By offering services such as tax planning, estate planning, and philanthropic advisory, Silvercrest can attract and retain high-value clients, driving revenue growth and increasing AUM. Timeline: Ongoing.
• Strategic Acquisitions: Silvercrest can pursue strategic acquisitions of smaller wealth management firms or specialized service providers to expand its geographic reach and service offerings. The fragmented nature of the asset management industry provides opportunities for consolidation. Acquiring firms with complementary expertise or access to new markets can enhance Silvercrest's competitive position and accelerate growth. Timeline: Ongoing.
• Digital Transformation: Investing in digital technologies to enhance client experience and operational efficiency can drive growth. The adoption of digital platforms for client communication, portfolio management, and reporting can improve client satisfaction and reduce costs. Furthermore, leveraging data analytics to personalize investment recommendations and identify new opportunities can enhance Silvercrest's value proposition. Timeline: Ongoing.
• Penetration of Institutional Market: Silvercrest can target endowments, foundations, and other institutional investors to diversify its client base and increase AUM. The institutional market represents a significant growth opportunity, with trillions of dollars in assets under management. By developing specialized investment strategies and tailored solutions for institutional clients, Silvercrest can tap into this market and drive revenue growth. Timeline: Ongoing.
• Geographic Expansion: Expanding its presence beyond its current geographic footprint can drive growth. Targeting high-growth regions with a growing population of high-net-worth individuals can provide access to new markets and clients. Establishing offices or partnerships in these regions can enhance Silvercrest's brand awareness and attract new business. Timeline: Ongoing.

What Are SAMG's Competitive Advantages?

• Strong client relationships built on trust and personalized service.
• Experienced team of investment professionals.
• Independent ownership structure, ensuring unbiased advice.
• Comprehensive suite of family office services.

What Does SAMG Do?

Founded in 2002 and headquartered in New York City, Silvercrest Asset Management Group Inc. provides financial advisory and related family office services to ultra-high-net-worth individuals and families, as well as their trusts, endowments, foundations, and other institutional investors. The company's core business involves managing investment portfolios tailored to the specific needs and objectives of its clients. Silvercrest also manages funds of funds and other investment funds, offering a range of investment strategies and solutions. The firm emphasizes a client-centric approach, focusing on building long-term relationships and providing personalized advice. Silvercrest's services encompass investment management, financial planning, tax advisory, and estate planning, among others. The company's evolution has been marked by consistent growth in assets under management (AUM) and expansion of its service offerings. Silvercrest distinguishes itself through its independent ownership structure and commitment to delivering unbiased advice. The company's geographic reach is primarily within the United States, with a concentration of clients in major metropolitan areas. Silvercrest competes with other wealth management firms, private banks, and investment advisors, differentiating itself through its focus on ultra-high-net-worth clients and its comprehensive suite of family office services.

What Products and Services Does SAMG Offer?

• Provides financial advisory services to ultra-high-net-worth individuals and families.
• Offers family office services, including tax planning and estate planning.
• Manages investment portfolios tailored to client-specific needs and objectives.
• Manages funds of funds and other investment funds.
• Provides financial planning services.
• Offers tax advisory services.
• Provides estate planning services.

How Does SAMG Make Money?

• Generates revenue primarily through fees based on assets under management (AUM).
• Charges advisory fees for financial planning and consulting services.
• Earns performance-based fees on certain investment funds.
• Focuses on building long-term client relationships to ensure recurring revenue.

What Industry Does SAMG Operate In?

Silvercrest Asset Management Group Inc. operates within the competitive asset management industry, which is characterized by increasing demand for personalized financial advice and sophisticated investment solutions. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The market for wealth management services is expected to grow, driven by the increasing number of high-net-worth individuals and the rising complexity of financial planning. Silvercrest competes with larger wealth management firms, private banks, and independent advisors, differentiating itself through its focus on ultra-high-net-worth clients and its comprehensive suite of family office services.

Who Are SAMG's Key Customers?

• Ultra-high-net-worth individuals and families.
• Trusts and estates.
• Endowments and foundations.
• Other institutional investors.

Company Profile

Silvercrest Asset Management Group Inc. operates in the Asset Management industry within the Financial Services sector. It is headquartered in New York City, US. The company is led by CEO Richard R. Hough. SAMG has traded publicly since 2013.

Silvercrest Asset Management Group Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.31 places it in the grey zone, a middle ground that warrants monitoring.

Return on equity for Silvercrest Asset Management Group Inc. stands at 1.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.6%, showing how much profit it generates from its asset base. SAMG trades at a trailing price-to-earnings ratio of 85.35, above the Financial Services sector average of ~18x. Its free cash flow yield is 11.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 6.54 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.2%, the inverse of the P/E and a quick read on earnings relative to price.

SAMG Valuation & Market Position

With a $75.4M market cap, Silvercrest Asset Management Group Inc. sits in the micro-cap segment of the market. Relative to its peer group, SAMG's quantitative score of 46/100 is roughly in line with the peer average of 54/100.

Wall Street analysts project Silvercrest Asset Management Group Inc. revenue of about $125.3M for fiscal 2026, with EPS near $0.51.

Over the past six months, Silvercrest Asset Management Group Inc. insiders filed 3 SEC Form 4 transactions — 0 sales and 3 purchases. On net that is roughly 19K shares acquired (about $0) — insiders putting money in tends to read as conviction.

SAMG Financials

SAMG Latest News

SAMG Analyst Consensus

SAMG MoonshotScore

Common Questions About SAMG (Financial Services)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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