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SAMG vs GROW
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management - Global
SAMG vs GROW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management - Global |
| Market Cap | $56M | $35M |
| Revenue (TTM) | $125M | $8M |
| Net Income (TTM) | $14M | $98K |
| Gross Margin | 33.0% | 41.7% |
| Operating Margin | 7.4% | -35.3% |
| Forward P/E | 11.9x | — |
| Total Debt | $24M | $83K |
| Cash & Equiv. | $44M | $25M |
SAMG vs GROW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Silvercrest Asset M… (SAMG) | 100 | 121.6 | +21.6% |
| U.S. Global Investo… (GROW) | 100 | 125.4 | +25.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SAMG vs GROW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SAMG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 8 yrs, beta 0.83, yield 5.9%
- Rev growth 1.3%, EPS growth -44.0%
- 1.3% NII/revenue growth vs GROW's -23.1%
GROW is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 67.4% 10Y total return vs SAMG's 61.1%
- Lower volatility, beta 0.71, Low D/E 0.2%, current ratio 20.87x
- Beta 0.71, yield 3.5%, current ratio 20.87x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.3% NII/revenue growth vs GROW's -23.1% | |
| Value | Better valuation composite | |
| Quality / Margins | Efficiency ratio 0.3% vs GROW's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.71 vs SAMG's 0.83, lower leverage | |
| Dividends | 5.9% yield, 8-year raise streak, vs GROW's 3.5% | |
| Momentum (1Y) | +27.8% vs SAMG's -8.2% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs GROW's 0.8% |
SAMG vs GROW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SAMG vs GROW — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SAMG leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
SAMG is the larger business by revenue, generating $125M annually — 14.8x GROW's $8M. SAMG is the more profitable business, keeping 11.2% of every revenue dollar as net income compared to GROW's -4.0%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $125M | $8M |
| EBITDAEarnings before interest/tax | $12M | -$2M |
| Net IncomeAfter-tax profit | $14M | $98,000 |
| Free Cash FlowCash after capex | $17M | -$235,000 |
| Gross MarginGross profit ÷ Revenue | +33.0% | +41.7% |
| Operating MarginEBIT ÷ Revenue | +7.4% | -35.3% |
| Net MarginNet income ÷ Revenue | +11.2% | -4.0% |
| FCF MarginFCF ÷ Revenue | +14.8% | -9.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -108.8% | — |
Valuation Metrics
GROW leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $56M | $35M |
| Enterprise ValueMkt cap + debt − cash | $36M | $10M |
| Trailing P/EPrice ÷ TTM EPS | 24.46x | -104.80x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.88x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 3.09x | — |
| Price / SalesMarket cap ÷ Revenue | 0.45x | 4.14x |
| Price / BookPrice ÷ Book value/share | 1.42x | 0.77x |
| Price / FCFMarket cap ÷ FCF | 3.03x | — |
Profitability & Efficiency
SAMG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SAMG delivers a 14.2% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $0 for GROW. GROW carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to SAMG's 0.28x. On the Piotroski fundamental quality scale (0–9), SAMG scores 6/9 vs GROW's 2/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +14.2% | +0.2% |
| ROA (TTM)Return on assets | +8.8% | +0.2% |
| ROICReturn on invested capital | +5.6% | -4.7% |
| ROCEReturn on capital employed | +5.3% | -6.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 2 |
| Debt / EquityFinancial leverage | 0.28x | 0.00x |
| Net DebtTotal debt minus cash | -$20M | -$24M |
| Cash & Equiv.Liquid assets | $44M | $25M |
| Total DebtShort + long-term debt | $24M | $83,000 |
| Interest CoverageEBIT ÷ Interest expense | 83.82x | 600.00x |
Total Returns (Dividends Reinvested)
GROW leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SAMG five years ago would be worth $12,059 today (with dividends reinvested), compared to $4,143 for GROW. Over the past 12 months, GROW leads with a +27.8% total return vs SAMG's -8.2%. The 3-year compound annual growth rate (CAGR) favors GROW at 1.1% vs SAMG's -2.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -9.7% | +7.7% |
| 1-Year ReturnPast 12 months | -8.2% | +27.8% |
| 3-Year ReturnCumulative with dividends | -8.4% | +3.3% |
| 5-Year ReturnCumulative with dividends | +20.6% | -58.6% |
| 10-Year ReturnCumulative with dividends | +61.1% | +67.4% |
| CAGR (3Y)Annualised 3-year return | -2.9% | +1.1% |
Risk & Volatility
Evenly matched — SAMG and GROW each lead in 1 of 2 comparable metrics.
Risk & Volatility
GROW is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than SAMG's 0.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SAMG currently trades 80.6% from its 52-week high vs GROW's 71.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 0.71x |
| 52-Week HighHighest price in past year | $16.99 | $3.65 |
| 52-Week LowLowest price in past year | $12.79 | $2.10 |
| % of 52W HighCurrent price vs 52-week peak | +80.6% | +71.8% |
| RSI (14)Momentum oscillator 0–100 | 43.7 | 46.5 |
| Avg Volume (50D)Average daily shares traded | 31K | 25K |
Analyst Outlook
SAMG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, SAMG offers the higher dividend yield at 5.87% vs GROW's 3.46%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | 3 | — |
| Dividend YieldAnnual dividend ÷ price | +5.9% | +3.5% |
| Dividend StreakConsecutive years of raises | 8 | 1 |
| Dividend / ShareAnnual DPS | $0.80 | $0.09 |
| Buyback YieldShare repurchases ÷ mkt cap | +54.0% | +5.6% |
SAMG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). GROW leads in 2 (Valuation Metrics, Total Returns). 1 tied.
SAMG vs GROW: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is SAMG or GROW a better buy right now?
For growth investors, Silvercrest Asset Management Group Inc.
(SAMG) is the stronger pick with 1. 3% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). Silvercrest Asset Management Group Inc. (SAMG) offers the better valuation at 24. 5x trailing P/E (11. 9x forward), making it the more compelling value choice. Analysts rate Silvercrest Asset Management Group Inc. (SAMG) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — SAMG or GROW?
Over the past 5 years, Silvercrest Asset Management Group Inc.
(SAMG) delivered a total return of +20. 6%, compared to -58. 6% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: GROW returned +67. 4% versus SAMG's +61. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — SAMG or GROW?
By beta (market sensitivity over 5 years), U.
S. Global Investors, Inc. (GROW) is the lower-risk stock at 0. 71β versus Silvercrest Asset Management Group Inc. 's 0. 83β — meaning SAMG is approximately 17% more volatile than GROW relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 28% for Silvercrest Asset Management Group Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — SAMG or GROW?
By revenue growth (latest reported year), Silvercrest Asset Management Group Inc.
(SAMG) is pulling ahead at 1. 3% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Silvercrest Asset Management Group Inc. grew EPS -44. 0% year-over-year, compared to -126. 6% for U. S. Global Investors, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — SAMG or GROW?
Silvercrest Asset Management Group Inc.
(SAMG) is the more profitable company, earning 11. 2% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 11. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SAMG leads at 7. 4% versus -35. 3% for GROW. At the gross margin level — before operating expenses — GROW leads at 41. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — SAMG or GROW?
All stocks in this comparison pay dividends.
Silvercrest Asset Management Group Inc. (SAMG) offers the highest yield at 5. 9%, versus 3. 5% for U. S. Global Investors, Inc. (GROW).
07Is SAMG or GROW better for a retirement portfolio?
For long-horizon retirement investors, U.
S. Global Investors, Inc. (GROW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 71), 3. 5% yield). Both have compounded well over 10 years (GROW: +67. 4%, SAMG: +61. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between SAMG and GROW?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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