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Silvercrest Asset Management Group Inc

SAMG
14.100USD
-0.130-0.91%
Close 11/04, 16:00ETQuotes delayed by 15 min
119.87MMarket Cap
18.10P/E TTM

Silvercrest Asset Management Group Inc

14.100
-0.130-0.91%
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: 2025-11-04

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 a weak stock market performance, the company shows strong fundamentals. 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
52 / 116
Overall Ranking
177 / 4616
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
21.333
Target Price
+49.92%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

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 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%.
Fairly Valued
The company’s latest PB is 1.97, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.70M shares, decreasing 16.02% quarter-over-quarter.
Held by Keeley-Teton Advisors, LLC
Star Investor Keeley-Teton Advisors, LLC holds 213.34K 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: 2025-11-04

The company's current financial score is 8.64, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is high. 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
8.64
Change
0

Financials

9.49

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data

Quality of Earnings

10.00

Operational Efficiency

9.39

Growth Potential

5.73

Shareholder Returns

8.59

Silvercrest Asset Management Group Inc's Company Valuation

Currency: USD Updated: 2025-11-04

The company’s current valuation score is 5.79, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 19.39, which is 24.06% below the recent high of 24.05 and 58.23% 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 52/116
No Data

Earnings Forecast

Currency: USD Updated: 2025-11-04

The company’s current earnings forecast score is 9.33, which is higher than the Investment Banking & Investment Services industry's average of 7.33. The average price target for Silvercrest Asset Management Group Inc is 20.00, 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
21.333
Target Price
+49.92%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Silvercrest Asset Management Group Inc
SAMG
3
Blackstone Inc
BX
25
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
20
Carlyle Group Inc
CG
19
Ares Management Corp
ARES
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: 2025-11-04

The company’s current price momentum score is 5.90, which is lower than the Investment Banking & Investment Services industry's average of 7.22. Sideways: Currently, the stock price is trading between the resistance level at 14.97 and the support level at 13.61, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.20
Change
-0.3

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(3)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
0.008
Neutral
RSI(14)
37.242
Neutral
STOCH(KDJ)(9,3,3)
18.080
Neutral
ATR(14)
0.398
Low Volatility
CCI(14)
-108.472
Sell
Williams %R
89.815
Oversold
TRIX(12,20)
-0.342
Sell
StochRSI(14)
20.996
Sell
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
14.200
Sell
MA10
14.381
Sell
MA20
14.519
Sell
MA50
15.392
Sell
MA100
15.784
Sell
MA200
16.079
Sell

Institutional Confidence

Currency: USD Updated: 2025-11-04

The company’s current institutional recognition score is 5.00, which is lower than the Investment Banking & Investment Services industry's average of 5.87. The latest institutional shareholding proportion is 67.59%, representing a quarter-over-quarter decrease of 23.60%. The largest institutional shareholder is The Vanguard, holding a total of 546.22K shares, representing 6.63% of shares outstanding, with 12.31% increase in holdings.

Score

Industry at a Glance

Previous score
5.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
671.10K
+6.55%
Hough (Richard R III)
639.23K
+2.67%
The Vanguard Group, Inc.
Star Investors
546.22K
-1.03%
Royce Investment Partners
Star Investors
568.29K
-0.87%
Arpano (Matthew)
321.16K
--
BlackRock Financial Management, Inc.
263.43K
+76.87%
Dimensional Fund Advisors, L.P.
218.37K
+4.24%
Pacific Ridge Capital Partners, LLC
216.96K
-1.47%
Keeley-Teton Advisors, LLC
Star Investors
213.34K
-6.62%
Geode Capital Management, L.L.C.
213.29K
-6.27%
1
2

Risk Assessment

Currency: USD Updated: 2025-11-04

The company’s current risk assessment score is 4.37, which is lower than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 0.71. 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
4.37
Change
0
Beta vs S&P 500 index
0.71
VaR
+3.34%
240-Day Maximum Drawdown
+26.12%
240-Day Volatility
+34.16%

Return

Best Daily Return
60 days
+4.74%
120 days
+4.74%
5 years
+12.31%
Worst Daily Return
60 days
-4.63%
120 days
-4.63%
5 years
-10.27%
Sharpe Ratio
60 days
-2.00
120 days
-0.26
5 years
+0.24

Risk Assessment

Maximum Drawdown
240 days
+26.12%
3 years
+37.20%
5 years
+37.62%
Return-to-Drawdown Ratio
240 days
-0.88
3 years
-0.20
5 years
-0.02
Skewness
240 days
-0.45
3 years
+0.15
5 years
+0.25

Volatility

Realised Volatility
240 days
+34.16%
5 years
+40.52%
Standardised True Range
240 days
+3.15%
5 years
+4.14%
Downside Risk-Adjusted Return
120 days
-43.71%
240 days
-43.71%
Maximum Daily Upside Volatility
60 days
+20.01%
Maximum Daily Downside Volatility
60 days
+19.12%

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
7.01 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
8.58 /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
8.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
Cboe Global Markets Inc
CBOE
8.42 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
Citigroup Inc
C
8.37 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
XP Inc
XP Inc
XP
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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