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Silvercrest Asset Management Group Inc

SAMG
14.900USD
+0.040+0.27%
Close 02/06, 16:00ETQuotes delayed by 15 min
122.78MMarket Cap
20.49P/E TTM

Silvercrest Asset Management Group Inc

14.900
+0.040+0.27%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Silvercrest Asset Management Group Inc

Currency: USD Updated: 2026-02-06

Key Insights

Silvercrest Asset Management Group Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 49 out of 118 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Strong Buy, with the highest price target at 21.25.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Silvercrest Asset Management Group Inc's Score

Industry at a Glance

Industry Ranking
49 / 118
Overall Ranking
194 / 4521
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

Silvercrest Asset Management Group Inc Highlights

StrengthsRisks
Silvercrest Asset Management Group Inc. is a full-service wealth management company. The Company operates through the investment management industry segment. The Company is focused on providing financial advisory and related family office services to ultra-high-net worth individuals and institutional investors. In addition to a range of investment capabilities, it offers a full suite of complementary and customized family office services for families seeking comprehensive oversight of their financial affairs. Its clients engage them to advise them on traditional investment strategies focused on equities, fixed income and cash as well as non-traditional investment strategies, including hedge funds, private equity funds, real estate and commodities. It also provides its clients with family office services and related administrative services, which include financial planning, tax planning and preparation, partnership accounting and fund administration, and consolidated wealth reporting.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 77.95%.
Overvalued
The company’s latest PB is 2.09, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.60M shares, decreasing 24.18% quarter-over-quarter.
Held by Diamond Hill Capital
Star Investor Diamond Hill Capital holds 172.03K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.29.

Analyst Rating

Based on 2 analysts
Strong Buy
Current Rating
21.250
Target Price
+43.00%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Silvercrest Asset Management Group Inc is 7.79, ranking 20 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 31.30M, representing a year-over-year increase of 2.86%, while its net profit experienced a year-over-year increase of 72.56%.

Score

Industry at a Glance

Previous score
7.79
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

10.00

Operational Efficiency

5.69

Growth Potential

5.03

Shareholder Returns

8.23

Silvercrest Asset Management Group Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Silvercrest Asset Management Group Inc is 5.79, ranking 99 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 20.49, which is 17.40% below the recent high of 24.05 and 60.47% above the recent low of 8.10.

Score

Industry at a Glance

Previous score
5.79
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 49/118
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Silvercrest Asset Management Group Inc is 9.33, ranking 3 out of 118 in the Investment Banking & Investment Services industry. The average price target is 20.00, with a high of 24.00 and a low of 18.50.

Score

Industry at a Glance

Previous score
9.33
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 2 analysts
Strong Buy
Current Rating
21.250
Target Price
+43.78%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

71
Total
7
Median
8
Average
Company name
Ratings
Analysts
Silvercrest Asset Management Group Inc
SAMG
2
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
State Street Corp
STT
18
Bank of New York Mellon Corp
BK
18
1
2
3
...
14

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-02-06

The current price momentum score of Silvercrest Asset Management Group Inc is 6.72, ranking 86 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 15.96 and the support level at 14.04, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.70
Change
0.02

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(3)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.163
Sell
RSI(14)
46.036
Neutral
STOCH(KDJ)(9,3,3)
35.572
Neutral
ATR(14)
0.461
High Vlolatility
CCI(14)
-25.225
Neutral
Williams %R
64.987
Sell
TRIX(12,20)
-0.130
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
14.768
Buy
MA10
14.917
Sell
MA20
15.221
Sell
MA50
15.068
Sell
MA100
14.873
Buy
MA200
15.303
Sell

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Silvercrest Asset Management Group Inc is 5.00, ranking 56 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 68.90%, representing a quarter-over-quarter decrease of 1.75%. The largest institutional shareholder is The Vanguard, holding a total of 495.35K shares, representing 6.10% of shares outstanding, with 2.35% increase in holdings.

Score

Industry at a Glance

Previous score
5.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
663.69K
-1.10%
Hough (Richard R III)
639.23K
+2.67%
The Vanguard Group, Inc.
Star Investors
538.18K
-1.47%
Royce Investment Partners
Star Investors
385.00K
-32.25%
Arpano (Matthew)
321.16K
--
BlackRock Financial Management, Inc.
256.74K
-2.54%
Keeley-Teton Advisors, LLC
Star Investors
213.34K
-6.62%
Dimensional Fund Advisors, L.P.
213.05K
-2.44%
Boston Partners
212.56K
+5.70%
Gabelli Funds, LLC
210.97K
-1.09%
1
2

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Silvercrest Asset Management Group Inc is 4.56, ranking 92 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 0.73. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Silvercrest Asset Management Group Inc’s latest ESG disclosure leads the Investment Banking & Investment Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.

Score

Industry at a Glance

Previous score
4.56
Change
0
Beta vs S&P 500 index
0.73
VaR
+3.26%
240-Day Maximum Drawdown
+27.97%
240-Day Volatility
+35.46%

Return

Best Daily Return
60 days
+6.08%
120 days
+6.08%
5 years
+12.31%
Worst Daily Return
60 days
-6.62%
120 days
-6.62%
5 years
-10.27%
Sharpe Ratio
60 days
+1.44
120 days
-0.72
5 years
+0.29

Risk Assessment

Maximum Drawdown
240 days
+27.97%
3 years
+40.64%
5 years
+41.04%
Return-to-Drawdown Ratio
240 days
-0.67
3 years
-0.10
5 years
+0.02
Skewness
240 days
-0.71
3 years
+0.14
5 years
+0.22

Volatility

Realised Volatility
240 days
+35.46%
5 years
+40.16%
Standardised True Range
240 days
+2.93%
5 years
+3.89%
Downside Risk-Adjusted Return
120 days
-104.56%
240 days
-104.56%
Maximum Daily Upside Volatility
60 days
+21.87%
Maximum Daily Downside Volatility
60 days
+20.72%

Liquidity

Average Turnover Rate
60 days
+0.40%
120 days
+0.56%
5 years
--
Turnover Deviation
20 days
-28.50%
60 days
+16.17%
120 days
+61.99%

Peer Comparison

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Silvercrest Asset Management Group Inc
Silvercrest Asset Management Group Inc
SAMG
6.98 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
State Street Corp
STT
8.63 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
8.34 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
XP Inc
XP Inc
XP
8.07 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
StoneX Group Inc
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8.02 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
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Tradeweb Markets Inc
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8.00 /10
Score
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