SILVERCREST ASSET MANAGEME-A (SAMG) Stock Fundamental Analysis

NASDAQ:SAMG • US8283591092

15.47 USD
+0.02 (+0.13%)
Last: Feb 26, 2026, 08:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Taking everything into account, SAMG scores 6 out of 10 in our fundamental rating. SAMG was compared to 238 industry peers in the Capital Markets industry. While SAMG has a great health rating, its profitability is only average at the moment. SAMG is not valued too expensively and it also shows a decent growth rate. SAMG also has an excellent dividend rating. With these ratings, SAMG could be worth investigating further 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.
  • SAMG had positive earnings in each of the past 5 years.
  • In the past 5 years SAMG always reported a positive cash flow from operatings.
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

  • Looking at the Return On Assets, with a value of 4.20%, SAMG is in the better half of the industry, outperforming 62.60% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 11.25%, SAMG is in the better half of the industry, outperforming 67.23% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 9.06%, SAMG belongs to the top of the industry, outperforming 84.03% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SAMG is significantly above the industry average of 7.31%.
  • 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 71.01% of its industry peers.
  • SAMG's Profit Margin has declined in the last couple of years.
  • With a Operating Margin value of 9.71%, SAMG is not doing good in the industry: 65.13% of the companies in the same industry are doing better.
  • In the last couple of years the Operating Margin of SAMG has declined.
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • Compared to 1 year ago, SAMG has less shares outstanding
  • The number of shares outstanding for SAMG has been reduced compared to 5 years ago.
  • Compared to 1 year ago, SAMG has an improved debt to assets ratio.
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 2.59 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 2.59, SAMG is doing good in the industry, outperforming 73.53% 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.
  • The Debt to FCF ratio of SAMG (0.01) is better than 93.70% of its industry peers.
  • A Debt/Equity ratio of 0.00 indicates that SAMG is not too dependend on debt financing.
  • SAMG's Debt to Equity ratio of 0.00 is amongst the best of the industry. SAMG outperforms 84.45% of its industry peers.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0.01
Altman-Z 2.59
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

  • SAMG has a Current 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.
  • SAMG has a Current ratio (1.00) which is comparable to the rest of the industry.
  • A Quick Ratio of 1.00 indicates that SAMG should not have too much problems paying its short term obligations.
  • SAMG's Quick ratio of 1.00 is in line compared to the rest of the industry. SAMG outperforms 45.80% of its industry peers.
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

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • SAMG shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.21%.
  • SAMG shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 0.41% yearly.
  • SAMG shows a small growth in Revenue. In the last year, the Revenue has grown by 4.23%.
  • SAMG shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.88% yearly.
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

  • Based on estimates for the next years, SAMG will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.80% on average per year.
  • The Revenue is expected to grow by 5.58% on average over the next years.
EPS Next Y-12.04%
EPS Next 2Y11.56%
EPS Next 3Y11.22%
EPS Next 5Y12.8%
Revenue Next Year1.31%
Revenue Next 2Y5.86%
Revenue Next 3Y5.11%
Revenue Next 5Y5.58%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 17.00 indicates a rather expensive valuation of SAMG.
  • Compared to the rest of the industry, the Price/Earnings ratio of SAMG is on the same level as its industry peers.
  • The average S&P500 Price/Earnings ratio is at 27.21. SAMG is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 11.40, the valuation of SAMG can be described as reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SAMG indicates a somewhat cheap valuation: SAMG is cheaper than 64.29% of the companies listed in the same industry.
  • SAMG's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 28.13.
Industry RankSector Rank
PE 17
Fwd PE 11.4
SAMG Price Earnings VS Forward Price EarningsSAMG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SAMG indicates a rather cheap valuation: SAMG is cheaper than 89.08% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, SAMG is valued a bit cheaper than 76.47% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.46
EV/EBITDA 9.35
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)41.37
EPS Next 2Y11.56%
EPS Next 3Y11.22%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. Dividend

5.1 Amount

  • SAMG has a Yearly Dividend Yield of 5.50%, which is a nice return.
  • SAMG's Dividend Yield is comparable with the industry average which is at 6.23.
  • Compared to an average S&P500 Dividend Yield of 1.80, SAMG pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.5%

5.2 History

  • The dividend of SAMG has a limited annual growth rate of 1.80%.
  • SAMG has paid a dividend for at least 10 years, which is 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 2026 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.
  • SAMG's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP200.83%
EPS Next 2Y11.56%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

SILVERCREST ASSET MANAGEME-A

NASDAQ:SAMG (2/26/2026, 8:00:02 PM)

15.47

+0.02 (+0.13%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-30
Earnings (Next)03-05
Inst Owners69.51%
Inst Owner Change-6.18%
Ins Owners17.02%
Ins Owner Change0.83%
Market Cap189.35M
Revenue(TTM)125.32M
Net Income(TTM)6.62M
Analysts86.67
Price Target21.68 (40.14%)
Short Float %1.38%
Short Ratio2.3
Dividend
Industry RankSector Rank
Dividend Yield 5.5%
Yearly Dividend1.02
Dividend Growth(5Y)1.8%
DP200.83%
Div Incr Years7
Div Non Decr Years11
Ex-Date03-13
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-25.89%
Min EPS beat(2)-33.47%
Max EPS beat(2)-18.3%
EPS beat(4)0
Avg EPS beat(4)-24.32%
Min EPS beat(4)-33.47%
Max EPS beat(4)-15.52%
EPS beat(8)0
Avg EPS beat(8)-29.95%
EPS beat(12)0
Avg EPS beat(12)-26.61%
EPS beat(16)1
Avg EPS beat(16)-18.23%
Revenue beat(2)0
Avg Revenue beat(2)-3.56%
Min Revenue beat(2)-4.85%
Max Revenue beat(2)-2.27%
Revenue beat(4)0
Avg Revenue beat(4)-3.75%
Min Revenue beat(4)-7.22%
Max Revenue beat(4)-0.64%
Revenue beat(8)0
Avg Revenue beat(8)-2.84%
Revenue beat(12)0
Avg Revenue beat(12)-3.26%
Revenue beat(16)0
Avg Revenue beat(16)-3.31%
PT rev (1m)2%
PT rev (3m)2%
EPS NQ rev (1m)13.8%
EPS NQ rev (3m)15.79%
EPS NY rev (1m)2.17%
EPS NY rev (3m)-10.48%
Revenue NQ rev (1m)-0.32%
Revenue NQ rev (3m)-0.67%
Revenue NY rev (1m)-0.07%
Revenue NY rev (3m)-0.82%
Valuation
Industry RankSector Rank
PE 17
Fwd PE 11.4
P/S 1.51
P/FCF 10.46
P/OCF 9.4
P/B 3.22
P/tB N/A
EV/EBITDA 9.35
EPS(TTM)0.91
EY5.88%
EPS(NY)1.36
Fwd EY8.77%
FCF(TTM)1.48
FCFY9.56%
OCF(TTM)1.65
OCFY10.64%
SpS10.24
BVpS4.81
TBVpS-1.62
PEG (NY)N/A
PEG (5Y)41.37
Graham Number9.92
Profitability
Industry RankSector Rank
ROA 4.2%
ROE 11.25%
ROCE 11.67%
ROIC 9.06%
ROICexc 13.87%
ROICexgc N/A
OM 9.71%
PM (TTM) 5.28%
GM N/A
FCFM 14.44%
ROA(3y)6.1%
ROA(5y)5.88%
ROE(3y)15.01%
ROE(5y)15.49%
ROIC(3y)14.2%
ROIC(5y)14.77%
ROICexc(3y)30.6%
ROICexc(5y)33.37%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)18.27%
ROCE(5y)19.01%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y-22.51%
ROICexc growth 5Y1.36%
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
F-Score7
Asset Turnover0.8
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0.01
Debt/EBITDA 0.01
Cap/Depr 48.54%
Cap/Sales 1.63%
Interest Coverage 1106
Cash Conversion 122.98%
Profit Quality 273.25%
Current Ratio 1
Quick Ratio 1
Altman-Z 2.59
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)54.12%
Cap/Depr(5y)40.29%
Cap/Sales(3y)1.82%
Cap/Sales(5y)1.35%
Profit Quality(3y)171.95%
Profit Quality(5y)214.62%
High Growth Momentum
Growth
EPS 1Y (TTM)-5.21%
EPS 3Y-16.76%
EPS 5Y0.41%
EPS Q2Q%-26.92%
EPS Next Y-12.04%
EPS Next 2Y11.56%
EPS Next 3Y11.22%
EPS Next 5Y12.8%
Revenue 1Y (TTM)4.23%
Revenue growth 3Y-2.06%
Revenue growth 5Y3.88%
Sales Q2Q%2.86%
Revenue Next Year1.31%
Revenue Next 2Y5.86%
Revenue Next 3Y5.11%
Revenue Next 5Y5.58%
EBIT growth 1Y-17.24%
EBIT growth 3Y-16.7%
EBIT growth 5Y-1.38%
EBIT Next Year7%
EBIT Next 3Y13.37%
EBIT Next 5Y13.74%
FCF growth 1Y-1.06%
FCF growth 3Y-22.88%
FCF growth 5Y5.85%
OCF growth 1Y-8.2%
OCF growth 3Y-21.29%
OCF growth 5Y2.83%

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 -12.04% in the next year.