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Silvercrest Asset Management Group Inc

SAMG

15.940USD

-0.550-3.34%
Close 09/19, 16:00ETQuotes delayed by 15 min
135.51MMarket Cap
16.41P/E TTM

Silvercrest Asset Management Group Inc

15.940

-0.550-3.34%

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

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite an average stock market performance, 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.

Score

Industry at a Glance

Industry Ranking
28 / 117
Overall Ranking
150 / 4720
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 3 analysts
Strong Buy
Current Rating
22.000
Target Price
+33.41%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 high-net-worth individuals and institutional investors. It offers a suite of complementary and customized family office services for families seeking comprehensive oversight of their financial affairs. The Company's is engaged in advising its clients 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. In addition to its investment capabilities, the Company 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 2.10, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 7.47M shares, decreasing 17.06% quarter-over-quarter.
Held by Chuck Royce
Star Investor Chuck Royce holds 568.29K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.29.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 8.41, which is higher than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 30.67M, representing a year-over-year decrease of 1.03%, while its net profit experienced a year-over-year decrease of 28.03%.

Score

Industry at a Glance

Previous score
8.41
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

10.00

Operational Efficiency

8.80

Growth Potential

4.92

Shareholder Returns

8.33

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.43. Its current P/E ratio is 18.80, which is -6.90% below the recent high of 17.50 and 27.68% above the recent low of 13.59.

Score

Industry at a Glance

Previous score
1.20
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 28/117
No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

The company’s current earnings forecast score is 9.33, which is higher than the Investment Banking & Investment Services industry's average of 7.27. The average price target for Silvercrest Asset Management Group Inc is 22.00, with a high of 24.00 and a low of 20.00.

Score

Industry at a Glance

Previous score
9.33
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts
Strong Buy
Current Rating
22.000
Target Price
+38.02%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

69
Total
7
Median
7
Average
Company name
Ratings
Analysts
Silvercrest Asset Management Group Inc
SAMG
3
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
18
1
2
3
...
14

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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: 2025-09-19

The company’s current price momentum score is 7.00, which is lower than the Investment Banking & Investment Services industry's average of 7.80. Sideways: Currently, the stock price is trading between the resistance level at 16.98 and the support level at 15.88, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
7.00
Change
-0.78

Support & Resistance

No Data

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(5)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.008
Sell
RSI(14)
45.399
Neutral
STOCH(KDJ)(9,3,3)
44.140
Sell
ATR(14)
0.355
High Vlolatility
CCI(14)
13.879
Neutral
Williams %R
78.981
Sell
TRIX(12,20)
-0.076
Sell
StochRSI(14)
0.000
Sell
Moving Average
Sell(5)
Neutral(0)
Buy(1)
Indicators
Value
Direction
MA5
16.118
Sell
MA10
16.131
Sell
MA20
16.244
Sell
MA50
16.336
Sell
MA100
15.775
Buy
MA200
16.588
Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 6.74. The latest institutional shareholding proportion is 88.47%, representing a quarter-over-quarter increase of 4.98%. The largest institutional shareholder is Chuck Royce, holding a total of 568.29K shares, representing 6.73% of shares outstanding, with 8.84% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
629.85K
+0.83%
Hough (Richard R III)
639.23K
+2.67%
Royce Investment Partners
Star Investors
573.29K
-1.16%
The Vanguard Group, Inc.
Star Investors
551.88K
-0.28%
Arpano (Matthew)
321.16K
--
BlackRock Financial Management, Inc.
148.93K
+2.23%
Dimensional Fund Advisors, L.P.
209.49K
+0.35%
Pacific Ridge Capital Partners, LLC
220.20K
-4.80%
Keeley-Teton Advisors, LLC
Star Investors
213.34K
-6.62%
Geode Capital Management, L.L.C.
227.57K
+1.61%
1
2

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 5.56, which is higher than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 0.77. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.56
Change
0
Beta vs S&P 500 index
0.78
VaR
+3.26%
240-Day Maximum Drawdown
+26.12%
240-Day Volatility
+34.62%
Return
Best Daily Return
60 days
+4.74%
120 days
+4.74%
5 years
+12.31%
Worst Daily Return
60 days
-3.00%
120 days
-10.27%
5 years
-10.27%
Sharpe Ratio
60 days
+1.32
120 days
+0.26
5 years
+0.38
Risk Assessment
Maximum Drawdown
240 days
+26.12%
3 years
+37.20%
5 years
+37.62%
Return-to-Drawdown Ratio
240 days
-0.04
3 years
-0.07
5 years
+0.08
Skewness
240 days
-0.49
3 years
+0.19
5 years
+0.26
Volatility
Realised Volatility
240 days
+34.62%
5 years
+40.72%
Standardised True Range
240 days
+2.73%
5 years
+3.55%
Downside Risk-Adjusted Return
120 days
+34.00%
240 days
+34.00%
Maximum Daily Upside Volatility
60 days
+19.50%
Maximum Daily Downside Volatility
60 days
+17.87%
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

Investment Banking & Investment Services
Silvercrest Asset Management Group Inc
Silvercrest Asset Management Group Inc
SAMG
6.65 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Acadian Asset Management Inc
Acadian Asset Management Inc
AAMI
7.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
7.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
WisdomTree Inc
WisdomTree Inc
WT
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Evercore Inc
Evercore Inc
EVR
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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