SAMG
Silvercrest Asset Management Group Inc.
Asset Management
Market Cap$56M
5Y Perf.+21.6%
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Stock Comparison
SAMG vs VRTS
Revenue, margins, valuation, and 5-year total return — side by side.
VRTS
Virtus Investment Partners, Inc.
Asset Management
Market Cap$949M
5Y Perf.+52.5%
SAMG vs VRTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SAMG | VRTS |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $56M | $949M |
| Revenue (TTM) | $125M | $831M |
| Net Income (TTM) | $14M | $138M |
| Gross Margin | 33.0% | 74.9% |
| Operating Margin | 7.4% | 17.4% |
| Forward P/E | 11.9x | 5.5x |
| Total Debt | $24M | $2.84B |
| Cash & Equiv. | $44M | $477M |
SAMG vs VRTS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SAMG
VRTS
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Silvercrest Asset M… (SAMG) | 100 | 121.6 | +21.6% |
| Virtus Investment P… (VRTS) | 100 | 152.5 | +52.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SAMG vs VRTS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SAMG leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Virtus Investment Partners, Inc. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
SAMG
Silvercrest Asset Management Group Inc.
The Banking Pick
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%
- Lower volatility, beta 0.83, Low D/E 28.2%, current ratio 13.97x
Best for: income & stability and growth exposure
VRTS
Virtus Investment Partners, Inc.
The Banking Pick
VRTS is the clearest fit if your priority is long-term compounding and bank quality.
- 142.6% 10Y total return vs SAMG's 61.1%
- NIM 0.9% vs SAMG's 0.4%
- Lower P/E (5.5x vs 11.9x)
Best for: long-term compounding and bank quality
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SAMG | 1.3% NII/revenue growth vs VRTS's -8.0% |
| Value | VRTS | Lower P/E (5.5x vs 11.9x) |
| Quality / Margins | SAMG | Efficiency ratio 0.3% vs VRTS's 0.6% (lower = leaner) |
| Stability / Safety | SAMG | Beta 0.83 vs VRTS's 1.14, lower leverage |
| Dividends | VRTS | 6.6% yield, 7-year raise streak, vs SAMG's 5.9% |
| Momentum (1Y) | VRTS | -5.5% vs SAMG's -8.2% |
| Efficiency (ROA) | SAMG | Efficiency ratio 0.3% vs VRTS's 0.6% |
SAMG vs VRTS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2020
FY 2025
SAMG vs VRTS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLVRTSLAGGINGSAMG
SAMGSilvercrest Asset Man…
2leads
VRTSVirtus Investment Par…
3leads
6 Total Categories
CATEGORYLEADERvs SAMGMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
VRTS4/5
Valuation MetricsMultiples, price ratios, and targets
VRTS3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SAMG9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
VRTS4/6
Risk & VolatilityBeta, volatility, and downside exposure
SAMG2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
VRTS leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
VRTS is the larger business by revenue, generating $831M annually — 6.6x SAMG's $125M. VRTS is the more profitable business, keeping 16.7% of every revenue dollar as net income compared to SAMG's 11.2%.
| Metric | SAMGSilvercrest Asset… | VRTSVirtus Investment… |
|---|---|---|
| RevenueTrailing 12 months | $125M | $831M |
| EBITDAEarnings before interest/tax | $12M | $205M |
| Net IncomeAfter-tax profit | $14M | $138M |
| Free Cash FlowCash after capex | $17M | -$67M |
| Gross MarginGross profit ÷ Revenue | +33.0% | +74.9% |
| Operating MarginEBIT ÷ Revenue | +7.4% | +17.4% |
| Net MarginNet income ÷ Revenue | +11.2% | +16.7% |
| FCF MarginFCF ÷ Revenue | +14.8% | -8.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -108.8% | +10.9% |
VRTS leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
VRTS leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 7.1x trailing earnings, VRTS trades at a 71% valuation discount to SAMG's 24.5x P/E. On an enterprise value basis, SAMG's 3.1x EV/EBITDA is more attractive than VRTS's 16.2x.
| Metric | SAMGSilvercrest Asset… | VRTSVirtus Investment… |
|---|---|---|
| Market CapShares × price | $56M | $949M |
| Enterprise ValueMkt cap + debt − cash | $36M | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 24.46x | 7.10x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.88x | 5.55x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.48x |
| EV / EBITDAEnterprise value multiple | 3.09x | 16.20x |
| Price / SalesMarket cap ÷ Revenue | 0.45x | 1.14x |
| Price / BookPrice ÷ Book value/share | 1.42x | 0.95x |
| Price / FCFMarket cap ÷ FCF | 3.03x | — |
VRTS leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
SAMG leads this category, winning 9 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 $14 for VRTS. SAMG carries lower financial leverage with a 0.28x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRTS's 2.74x. On the Piotroski fundamental quality scale (0–9), SAMG scores 6/9 vs VRTS's 5/9, reflecting solid financial health.
| Metric | SAMGSilvercrest Asset… | VRTSVirtus Investment… |
|---|---|---|
| ROE (TTM)Return on equity | +14.2% | +13.5% |
| ROA (TTM)Return on assets | +8.8% | +3.6% |
| ROICReturn on invested capital | +5.6% | +3.0% |
| ROCEReturn on capital employed | +5.3% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.28x | 2.74x |
| Net DebtTotal debt minus cash | -$20M | $2.4B |
| Cash & Equiv.Liquid assets | $44M | $477M |
| Total DebtShort + long-term debt | $24M | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | 83.82x | 2.15x |
SAMG leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
VRTS leads this category, winning 4 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 $6,496 for VRTS. Over the past 12 months, VRTS leads with a -5.5% total return vs SAMG's -8.2%. The 3-year compound annual growth rate (CAGR) favors VRTS at 0.0% vs SAMG's -2.9% — a key indicator of consistent wealth creation.
| Metric | SAMGSilvercrest Asset… | VRTSVirtus Investment… |
|---|---|---|
| YTD ReturnYear-to-date | -9.7% | -9.8% |
| 1-Year ReturnPast 12 months | -8.2% | -5.5% |
| 3-Year ReturnCumulative with dividends | -8.4% | +0.1% |
| 5-Year ReturnCumulative with dividends | +20.6% | -35.0% |
| 10-Year ReturnCumulative with dividends | +61.1% | +142.6% |
| CAGR (3Y)Annualised 3-year return | -2.9% | +0.0% |
VRTS leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
SAMG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SAMG is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than VRTS's 1.14 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 VRTS's 65.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SAMGSilvercrest Asset… | VRTSVirtus Investment… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 1.14x |
| 52-Week HighHighest price in past year | $16.99 | $215.06 |
| 52-Week LowLowest price in past year | $12.79 | $121.61 |
| % of 52W HighCurrent price vs 52-week peak | +80.6% | +65.9% |
| RSI (14)Momentum oscillator 0–100 | 43.7 | 55.4 |
| Avg Volume (50D)Average daily shares traded | 31K | 101K |
SAMG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — SAMG and VRTS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SAMG as "Buy" and VRTS as "Hold". For income investors, VRTS offers the higher dividend yield at 6.58% vs SAMG's 5.87%.
| Metric | SAMGSilvercrest Asset… | VRTSVirtus Investment… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $163.00 |
| # AnalystsCovering analysts | 3 | 11 |
| Dividend YieldAnnual dividend ÷ price | +5.9% | +6.6% |
| Dividend StreakConsecutive years of raises | 8 | 7 |
| Dividend / ShareAnnual DPS | $0.80 | $9.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +54.0% | +6.3% |
Evenly matched — SAMG and VRTS each lead in 1 of 2 comparable metrics.
Key Takeaway
VRTS leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). SAMG leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
Best OverallVirtus Investment Partners,… (VRTS)Leads 3 of 6 categories
Loading custom metrics...
SAMG vs VRTS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SAMG or VRTS 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 -8. 0% for Virtus Investment Partners, Inc. (VRTS). Virtus Investment Partners, Inc. (VRTS) offers the better valuation at 7. 1x trailing P/E (5. 5x 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 has the better valuation — SAMG or VRTS?
On trailing P/E, Virtus Investment Partners, Inc.
(VRTS) is the cheapest at 7. 1x versus Silvercrest Asset Management Group Inc. at 24. 5x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 5. 5x.
03Which is the better long-term investment — SAMG or VRTS?
Over the past 5 years, Silvercrest Asset Management Group Inc.
(SAMG) delivered a total return of +20. 6%, compared to -35. 0% for Virtus Investment Partners, Inc. (VRTS). Over 10 years, the gap is even starker: VRTS returned +142. 6% 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.
04Which is safer — SAMG or VRTS?
By beta (market sensitivity over 5 years), Silvercrest Asset Management Group Inc.
(SAMG) is the lower-risk stock at 0. 83β versus Virtus Investment Partners, Inc. 's 1. 14β — meaning VRTS is approximately 37% more volatile than SAMG relative to the S&P 500. On balance sheet safety, Silvercrest Asset Management Group Inc. (SAMG) carries a lower debt/equity ratio of 28% versus 3% for Virtus Investment Partners, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SAMG or VRTS?
By revenue growth (latest reported year), Silvercrest Asset Management Group Inc.
(SAMG) is pulling ahead at 1. 3% versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). On earnings-per-share growth, the picture is similar: Virtus Investment Partners, Inc. grew EPS 18. 2% year-over-year, compared to -44. 0% for Silvercrest Asset Management Group 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.
06Which has better profit margins — SAMG or VRTS?
Virtus Investment Partners, Inc.
(VRTS) is the more profitable company, earning 16. 7% net margin versus 11. 2% for Silvercrest Asset Management Group Inc. — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRTS leads at 17. 4% versus 7. 4% for SAMG. At the gross margin level — before operating expenses — VRTS leads at 74. 9%, 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.
07Is SAMG or VRTS more undervalued right now?
On forward earnings alone, Virtus Investment Partners, Inc.
(VRTS) trades at 5. 5x forward P/E versus 11. 9x for Silvercrest Asset Management Group Inc. — 6. 3x cheaper on a one-year earnings basis.
08Which pays a better dividend — SAMG or VRTS?
All stocks in this comparison pay dividends.
Virtus Investment Partners, Inc. (VRTS) offers the highest yield at 6. 6%, versus 5. 9% for Silvercrest Asset Management Group Inc. (SAMG).
09Is SAMG or VRTS better for a retirement portfolio?
For long-horizon retirement investors, Silvercrest Asset Management Group Inc.
(SAMG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 83), 5. 9% yield). Both have compounded well over 10 years (SAMG: +61. 1%, VRTS: +142. 6%), 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.
10What are the main differences between SAMG and VRTS?
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.
In terms of investment character: SAMG is a small-cap income-oriented stock; VRTS is a small-cap deep-value stock. 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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Revenue Growth>
%
(SAMG: 1.3% · VRTS: -8.0%)Net Margin>
%
(SAMG: 11.2% · VRTS: 16.7%)P/E Ratio<
x
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