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Silvercrest Asset Management Group Inc

SAMG
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12.000USD
-0.040-0.33%
Close 05/15, 16:00ETQuotes delayed by 15 min
142.17MMarket Cap
36.24P/E TTM

Silvercrest Asset Management Group Inc

12.000
-0.040-0.33%
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: 2026-05-15

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 53 out of 116 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 18.50.In the medium term, the stock price is expected to trend down.Despite a weak 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
53 / 116
Overall Ranking
166 / 4482
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%.
Fairly Valued
The company’s latest PB is 1.96, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.73M shares, decreasing 20.73% quarter-over-quarter.
Held by HACAX
Star Investor HACAX holds 501.00 shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.25.

Analyst Rating

Based on 2 analysts
Strong Buy
Current Rating
18.500
Target Price
+53.65%
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: 2026-05-15

The current financial score of Silvercrest Asset Management Group Inc is 7.78, ranking 42 out of 116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 31.33M, representing a year-over-year decrease of 0.21%, while its net profit experienced a year-over-year decrease of 90.40%.

Score

Industry at a Glance

Previous score
7.78
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

5.70

Growth Potential

4.95

Shareholder Returns

8.25

Silvercrest Asset Management Group Inc's Company Valuation

Currency: USD Updated: 2026-05-15

The current valuation score of Silvercrest Asset Management Group Inc is 5.79, ranking 97 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 36.24, which is 10.50% below the recent high of 40.05 and 77.65% 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 53/116
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-15

The current earnings forecast score of Silvercrest Asset Management Group Inc is 9.00, ranking 4 out of 116 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
9.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 2 analysts
Strong Buy
Current Rating
18.500
Target Price
+53.65%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

75
Total
7
Median
7
Average
Company name
Ratings
Analysts
Silvercrest Asset Management Group Inc
SAMG
2
Blackstone Inc
BX
25
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
19
BROOKFIELD ASSET MANAGEMENT LTD
BAM
18
Ares Management Corp
ARES
17
1
2
3
...
15

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: 2026-05-15

The current price momentum score of Silvercrest Asset Management Group Inc is 6.40, ranking 102 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 13.29 and the support level at 11.26, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.42
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(1)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.267
Sell
RSI(14)
31.105
Neutral
STOCH(KDJ)(9,3,3)
12.171
Oversold
ATR(14)
0.420
High Vlolatility
CCI(14)
-148.848
Sell
Williams %R
90.148
Oversold
TRIX(12,20)
-0.248
Sell
StochRSI(14)
0.074
Oversold
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
12.376
Sell
MA10
12.865
Sell
MA20
13.113
Sell
MA50
13.445
Sell
MA100
14.343
Sell
MA200
14.773
Sell

Institutional Confidence

Currency: USD Updated: 2026-05-15

The current institutional shareholding score of Silvercrest Asset Management Group Inc is 7.00, ranking 35 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 74.70%, representing a quarter-over-quarter increase of 8.42%. The largest institutional shareholder is Chuck Royce, holding a total of 350.92K shares, representing 4.58% of shares outstanding, with 26.06% decrease in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
Hough (Richard R III)
639.23K
+2.67%
BlackRock Institutional Trust Company, N.A.
654.25K
-1.42%
Royce Investment Partners
Star Investors
350.92K
-8.85%
Arpano (Matthew)
321.16K
--
Boston Partners
232.31K
+9.29%
BlackRock Financial Management, Inc.
215.79K
-15.95%
Keeley-Teton Advisors, LLC
Star Investors
213.34K
-6.62%
Gabelli Funds, LLC
210.18K
-0.37%
Pacific Ridge Capital Partners, LLC
205.88K
-2.94%
1
2

Risk Assessment

Currency: USD Updated: 2026-05-15

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 90 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 0.70. 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
0.69
VaR
+3.26%
240-Day Maximum Drawdown
+29.37%
240-Day Volatility
+32.87%

Return

Best Daily Return
60 days
+3.95%
120 days
+6.08%
5 years
+12.31%
Worst Daily Return
60 days
-5.28%
120 days
-6.62%
5 years
-10.27%
Sharpe Ratio
60 days
-2.76
120 days
-0.68
5 years
+0.05

Risk Assessment

Maximum Drawdown
240 days
+29.37%
3 years
+46.40%
5 years
+46.76%
Return-to-Drawdown Ratio
240 days
-0.57
3 years
-0.29
5 years
-0.11
Skewness
240 days
-0.21
3 years
-0.18
5 years
+0.17

Volatility

Realised Volatility
240 days
+32.87%
5 years
+39.44%
Standardised True Range
240 days
+3.48%
5 years
+4.72%
Downside Risk-Adjusted Return
120 days
-90.86%
240 days
-90.86%
Maximum Daily Upside Volatility
60 days
+28.33%
Maximum Daily Downside Volatility
60 days
+29.15%

Liquidity

Average Turnover Rate
60 days
+0.37%
120 days
+0.41%
5 years
--
Turnover Deviation
20 days
-24.57%
60 days
-4.57%
120 days
+5.80%

Peer Comparison

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Silvercrest Asset Management Group Inc
Silvercrest Asset Management Group Inc
SAMG
7.05 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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State Street Corp
STT
8.71 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Virtu Financial Inc
Virtu Financial Inc
VIRT
8.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.40 /10
Score
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Valuation Dimensions
Earnings Forecast
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Risk Assessment
Victory Capital Holdings Inc
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8.23 /10
Score
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Valuation Dimensions
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WisdomTree Inc
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8.21 /10
Score
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