SILVERCREST ASSET MANAGEME-A (SAMG) Stock Fundamental Analysis

USA • Nasdaq • NASDAQ:SAMG • US8283591092

14.74 USD
+0.07 (+0.48%)
At close: Jan 30, 2026
14.74 USD
0 (0%)
After Hours: 1/30/2026, 8:18:02 PM
Fundamental Rating

6

Taking everything into account, SAMG scores 6 out of 10 in our fundamental rating. SAMG was compared to 237 industry peers in the Capital Markets industry. SAMG is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. SAMG has a decent growth rate and is not valued too expensively. Finally SAMG also has an excellent dividend rating. These ratings would make SAMG suitable for dividend investing!


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • SAMG had positive earnings in the past year.
  • In the past year SAMG had a positive cash flow from operations.
  • In the past 5 years SAMG has always been profitable.
  • SAMG had a positive operating cash flow in each of the past 5 years.
SAMG Yearly Net Income VS EBIT VS OCF VS FCFSAMG Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M

1.2 Ratios

  • SAMG has a better Return On Assets (4.20%) than 62.03% of its industry peers.
  • Looking at the Return On Equity, with a value of 11.25%, SAMG is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
  • SAMG's Return On Invested Capital of 9.06% is amongst the best of the industry. SAMG outperforms 83.97% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SAMG is significantly above the industry average of 7.28%.
  • The last Return On Invested Capital (9.06%) for SAMG is well below the 3 year average (14.20%), which needs to be investigated, but indicates that SAMG had better years and this may not be a problem.
Industry RankSector Rank
ROA 4.2%
ROE 11.25%
ROIC 9.06%
ROA(3y)6.1%
ROA(5y)5.88%
ROE(3y)15.01%
ROE(5y)15.49%
ROIC(3y)14.2%
ROIC(5y)14.77%
SAMG Yearly ROA, ROE, ROICSAMG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • The Profit Margin of SAMG (5.28%) is worse than 71.73% of its industry peers.
  • SAMG's Profit Margin has declined in the last couple of years.
  • SAMG's Operating Margin of 9.71% is on the low side compared to the rest of the industry. SAMG is outperformed by 66.67% of its industry peers.
  • SAMG's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 9.71%
PM (TTM) 5.28%
GM N/A
OM growth 3Y-14.96%
OM growth 5Y-5.07%
PM growth 3Y-11.62%
PM growth 5Y-1.73%
GM growth 3YN/A
GM growth 5YN/A
SAMG Yearly Profit, Operating, Gross MarginsSAMG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

7

2. Health

2.1 Basic Checks

  • The number of shares outstanding for SAMG has been reduced compared to 1 year ago.
  • SAMG has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for SAMG has been reduced compared to a year ago.
SAMG Yearly Shares OutstandingSAMG Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 5M 10M
SAMG Yearly Total Debt VS Total AssetsSAMG Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M

2.2 Solvency

  • An Altman-Z score of 2.53 indicates that SAMG is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.53, SAMG is doing good in the industry, outperforming 73.00% of the companies in the same industry.
  • SAMG has a debt to FCF ratio of 0.01. This is a very positive value and a sign of high solvency as it would only need 0.01 years to pay back of all of its debts.
  • SAMG's Debt to FCF ratio of 0.01 is amongst the best of the industry. SAMG outperforms 94.09% of its industry peers.
  • A Debt/Equity ratio of 0.00 indicates that SAMG is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.00, SAMG belongs to the top of the industry, outperforming 85.65% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0.01
Altman-Z 2.53
ROIC/WACCN/A
WACCN/A
SAMG Yearly LT Debt VS Equity VS FCFSAMG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M

2.3 Liquidity

  • A Current Ratio of 1.00 indicates that SAMG should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.00, SAMG is in line with its industry, outperforming 44.73% of the companies in the same industry.
  • SAMG has a Quick Ratio of 1.00. This is a normal value and indicates that SAMG is financially healthy and should not expect problems in meeting its short term obligations.
  • With a Quick ratio value of 1.00, SAMG perfoms like the industry average, outperforming 45.15% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1
Quick Ratio 1
SAMG Yearly Current Assets VS Current LiabilitesSAMG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M

4

3. Growth

3.1 Past

  • The earnings per share for SAMG have decreased by -5.21% in the last year.
  • The Earnings Per Share has been growing slightly by 0.41% on average over the past years.
  • SAMG shows a small growth in Revenue. In the last year, the Revenue has grown by 4.23%.
  • Measured over the past years, SAMG shows a small growth in Revenue. The Revenue has been growing by 3.88% on average per year.
EPS 1Y (TTM)-5.21%
EPS 3Y-16.76%
EPS 5Y0.41%
EPS Q2Q%-26.92%
Revenue 1Y (TTM)4.23%
Revenue growth 3Y-2.06%
Revenue growth 5Y3.88%
Sales Q2Q%2.86%

3.2 Future

  • The Earnings Per Share is expected to grow by 12.80% on average over the next years. This is quite good.
  • SAMG is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.58% yearly.
EPS Next Y-13.91%
EPS Next 2Y5.53%
EPS Next 3Y11.22%
EPS Next 5Y12.8%
Revenue Next Year1.38%
Revenue Next 2Y5.31%
Revenue Next 3Y5.11%
Revenue Next 5Y5.58%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
SAMG Yearly Revenue VS EstimatesSAMG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 50M 100M 150M
SAMG Yearly EPS VS EstimatesSAMG Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0.5 1 1.5

5

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 16.20, the valuation of SAMG can be described as correct.
  • SAMG's Price/Earnings is on the same level as the industry average.
  • SAMG's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.32.
  • With a Price/Forward Earnings ratio of 12.14, SAMG is valued correctly.
  • Based on the Price/Forward Earnings ratio, SAMG is valued a bit cheaper than 62.03% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of SAMG to the average of the S&P500 Index (25.57), we can say SAMG is valued rather cheaply.
Industry RankSector Rank
PE 16.2
Fwd PE 12.14
SAMG Price Earnings VS Forward Price EarningsSAMG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SAMG is valued cheaply inside the industry as 89.45% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, SAMG is valued a bit cheaper than the industry average as 78.06% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 9.97
EV/EBITDA 8.82
SAMG Per share dataSAMG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 4 6 8 10

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)39.42
EPS Next 2Y5.53%
EPS Next 3Y11.22%

7

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 5.73%, SAMG is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.00, SAMG pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.83, SAMG pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.73%

5.2 History

  • The dividend of SAMG has a limited annual growth rate of 1.80%.
  • SAMG has been paying a dividend for at least 10 years, so it has a reliable track record.
  • SAMG has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)1.8%
Div Incr Years7
Div Non Decr Years11
SAMG Yearly Dividends per shareSAMG Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8

5.3 Sustainability

  • 200.83% of the earnings are spent on dividend by SAMG. This is not a sustainable payout ratio.
  • The dividend of SAMG is growing, but earnings are growing more, so the dividend growth is sustainable.
DP200.83%
EPS Next 2Y5.53%
EPS Next 3Y11.22%
SAMG Yearly Income VS Free CF VS DividendSAMG Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M
SAMG Dividend Payout.SAMG Dividend Payout, showing the Payout Ratio.SAMG Dividend Payout.PayoutRetained Earnings

SILVERCREST ASSET MANAGEME-A / SAMG FAQ

What is the ChartMill fundamental rating of SILVERCREST ASSET MANAGEME-A (SAMG) stock?

ChartMill assigns a fundamental rating of 6 / 10 to SAMG.


What is the valuation status of SILVERCREST ASSET MANAGEME-A (SAMG) stock?

ChartMill assigns a valuation rating of 5 / 10 to SILVERCREST ASSET MANAGEME-A (SAMG). This can be considered as Fairly Valued.


How profitable is SILVERCREST ASSET MANAGEME-A (SAMG) stock?

SILVERCREST ASSET MANAGEME-A (SAMG) has a profitability rating of 5 / 10.


Can you provide the financial health for SAMG stock?

The financial health rating of SILVERCREST ASSET MANAGEME-A (SAMG) is 7 / 10.


What is the expected EPS growth for SILVERCREST ASSET MANAGEME-A (SAMG) stock?

The Earnings per Share (EPS) of SILVERCREST ASSET MANAGEME-A (SAMG) is expected to decline by -13.91% in the next year.