Silvercrest Asset Management Group Inc. (SAMG) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Silvercrest Asset Management Group Inc. (SAMG) stock price & volume — 10-year historical chart
Silvercrest Asset Management Group Inc. (SAMG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Silvercrest Asset Management Group Inc. (SAMG) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q4 2025Latest | Oct 30, 2025 | $0.19vs $0.29-34.5% | $31Mvs $32M-2.7% |
| Q3 2025 | Aug 1, 2025 | $0.30vs $0.30+0.0% | $31Mvs $32M-2.8% |
| Q2 2025 | May 8, 2025 | $0.27vs $0.36-25.0% | $31Mvs $33M-5.5% |
| Q2 2025 | Mar 6, 2025 | $0.20vs $0.33-39.4% | $32Mvs $32M-0.5% |
Silvercrest Asset Management Group Inc. (SAMG) competitors in Wealth managers and broker platforms — business model, growth, and fundamentals comparison
Silvercrest Asset Management Group Inc. (SAMG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Silvercrest Asset Management Group Inc. (SAMG) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -65K | 212K | -312K | -550K | -376K | -392K | 525K | 1.29M | 634K |
| NII Growth % | 61.08% | 426.15% | -247.17% | -76.28% | 31.64% | -4.26% | 233.93% | 145.33% | -50.78% |
| Net Interest Margin % | -0.06% | 0.16% | -0.15% | -0.26% | -0.16% | -0.18% | 0.26% | 0.66% | 0.38% |
| Interest Income | 47K | 274K | 169K | 13K | 7K | 24K | 946K | 1.43M | 775K |
| Interest Expense | 112K | 62K | 481K | 563K | 383K | 416K | 421K | 144K | 141K |
| Loan Loss Provision | 54.03M | 57.88M | 59.56M | 61.82M | 72.18M | 71.19M | 72.2M | 76.52M | 83.8M |
| Non-Interest Income | 91.31M | 98.4M | 101.98M | 107.97M | 131.6M | 123.19M | 116.46M | 122.22M | 124.54M |
| Non-Interest Income % | 99.95% | 99.72% | 99.83% | 99.99% | 99.99% | 99.98% | 99.19% | 98.84% | 99.38% |
| Total Revenue | 91.36M▲ 0% | 98.67M▲ 8.0% | 102.15M▲ 3.5% | 107.98M▲ 5.7% | 131.6M▲ 21.9% | 123.22M▼ 6.4% | 117.41M▼ 4.7% | 123.65M▲ 5.3% | 125.32M▲ 1.3% |
| Revenue Growth % | 13.82% | 8.01% | 3.53% | 5.71% | 21.87% | -6.37% | -4.71% | 5.32% | 1.35% |
| Non-Interest Expense | 16.85M | 19.58M | 23.24M | 23.32M | 28.52M | 13.04M | 25.97M | 29.36M | 32.05M |
| Efficiency Ratio | 18.44% | 19.85% | 22.75% | 21.6% | 21.67% | 10.59% | 22.12% | 23.75% | 25.57% |
| Operating Income | 20.37M▲ 0% | 21.15M▲ 3.8% | 18.87M▼ 10.8% | 22.28M▲ 18.1% | 30.52M▲ 37.0% | 38.56M▲ 26.3% | 18.82M▼ 51.2% | 17.63M▼ 6.3% | 9.32M▼ 47.1% |
| Operating Margin % | 22.3% | 21.44% | 18.48% | 20.63% | 23.19% | 31.3% | 16.03% | 14.26% | 7.44% |
| Operating Income Growth % | 39.17% | 3.84% | -10.77% | 18.06% | 36.98% | 26.35% | -51.2% | -6.33% | -47.1% |
| Pretax Income | 26.27M▲ 0% | 22.83M▼ 13.1% | 20.59M▼ 9.8% | 22.87M▲ 11.1% | 31.87M▲ 39.3% | 38.4M▲ 20.5% | 19.49M▼ 49.2% | 20.27M▲ 4.0% | 11.05M▼ 45.5% |
| Pretax Margin % | 28.75% | 23.13% | 20.16% | 21.18% | 24.22% | 31.16% | 16.6% | 16.39% | 8.82% |
| Income Tax | 13.73M | 5.46M | 5.18M | 5.39M | 6.92M | 7.61M | 4.31M | 4.56M | -2.99M |
| Effective Tax Rate % | 52.29% | 23.91% | 25.15% | 23.58% | 21.72% | 19.81% | 22.11% | 22.51% | -27.05% |
| Net Income | 5.34M▲ 0% | 9.63M▲ 80.4% | 8.65M▼ 10.2% | 9.96M▲ 15.2% | 14.69M▲ 47.5% | 18.83M▲ 28.1% | 9.09M▼ 51.7% | 9.54M▲ 4.8% | 14.04M▲ 47.2% |
| Net Margin % | 5.84% | 9.76% | 8.46% | 9.22% | 11.16% | 15.28% | 7.75% | 7.71% | 11.2% |
| Net Income Growth % | 6.42% | 80.44% | -10.22% | 15.2% | 47.52% | 28.14% | -51.7% | 4.85% | 47.19% |
| Net Income (Continuing) | 12.53M | 17.37M | 15.41M | 17.48M | 24.95M | 30.79M | 15.18M | 15.71M | 14.04M |
| EPS (Diluted) | 0.66▲ 0% | 1.16▲ 75.8% | 1.75▲ 50.9% | 1.84▲ 5.1% | 1.52▼ 17.4% | 1.92▲ 26.3% | 0.96▼ 50.0% | 1.00▲ 4.2% | 0.56▼ 44.0% |
| EPS Growth % | 6.45% | 75.76% | 50.86% | 5.14% | -17.39% | 26.32% | -50% | 4.17% | -44% |
| EPS (Basic) | 0.66 | 1.16 | 1.75 | 1.84 | 1.52 | 1.92 | 0.96 | 1.00 | 0.56 |
| Diluted Shares Outstanding | 8.12M | 8.3M | 8.8M | 9.51M | 9.69M | 9.82M | 9.46M | 9.53M | 8.79M |
Silvercrest Asset Management Group Inc. (SAMG) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 53.82M | 69.28M | 52.83M | 62.5M | 85.74M | 77.43M | 70.3M | 68.61M | 44.07M |
| Cash & Due from Banks | 53.82M | 69.28M | 52.83M | 62.5M | 85.74M | 77.43M | 70.3M | 68.61M | 44.07M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 626K | 1.49M | 1.78M | 914K | 1.59M | 146K | 219K | 1.35M | 1.03M |
| Investments Growth % | 86.87% | 138.5% | 19.29% | -48.68% | 73.74% | -90.81% | 50% | 518.26% | -23.93% |
| Long-Term Investments | 626K | 1.49M | 1.78M | 914K | 1.59M | 146K | 219K | 1.35M | 1.03M |
| Accounts Receivables | 5.08M | 2.74M | 4.36M | 9.36M | 9.28M | 9.69M | 9.89M | 12.92M | 11.79M |
| Goodwill & Intangibles | 36.75M | 35.06M | 92.96M | 90.23M | 87.6M | 85.02M | 82.61M | 80.32M | 78.13M |
| Goodwill | 25.17M | 25.17M | 63.67M | 63.67M | 63.67M | 63.67M | 63.67M | 63.67M | 63.67M |
| Intangible Assets | 11.58M | 9.89M | 29.29M | 26.55M | 23.92M | 21.35M | 18.93M | 16.64M | 14.45M |
| PP&E (Net) | 2.45M | 3.44M | 39.7M | 35.84M | 31.63M | 29.02M | 27.36M | 23.67M | 37.32M |
| Other Assets | 1.34M | 2.63M | 3.13M | 11.4M | 10.8M | 6.92M | 5.03M | 3.08M | -7.55M |
| Total Current Assets | 64.35M | 78.54M | 63.49M | 75.42M | 97.7M | 91.57M | 84.35M | 81.78M | 56.18M |
| Total Non-Current Assets | 53.01M | 54.83M | 150.76M | 138.38M | 131.62M | 121.1M | 115.22M | 112.65M | 110.42M |
| Total Assets | 117.36M▲ 0% | 133.36M▲ 13.6% | 214.25M▲ 60.7% | 213.8M▼ 0.2% | 229.32M▲ 7.3% | 212.68M▼ 7.3% | 199.57M▼ 6.2% | 194.43M▼ 2.6% | 166.61M▼ 14.3% |
| Asset Growth % | 4.52% | 13.64% | 60.65% | -0.21% | 7.26% | -7.26% | -6.16% | -2.58% | -14.31% |
| Return on Assets (ROA) | 4.65% | 7.68% | 4.97% | 4.65% | 6.63% | 8.52% | 4.41% | 4.84% | 7.77% |
| Accounts Payable | 3.51M | 2.95M | 18.53M | 1.64M | 1.86M | 1.54M | 1.9M | 1.95M | 0 |
| Total Debt | 740K | 188K | 72.44M | 48.99M | 41.65M | 36.23M | 29.33M | 22.53M | 23.98M |
| Net Debt | -53.08M | -69.09M | 19.61M | -13.51M | -44.09M | -41.2M | -40.97M | -46.08M | -20.09M |
| Long-Term Debt | 740K | 0 | 16.2M | 12.6M | 9.03M | 6.34M | 2.72M | 0 | 0 |
| Short-Term Debt | 740K | 0 | 16.2M | 0 | 0 | 0 | 0 | 0 | 4.02M |
| Other Liabilities | 2.73M | 7.22M | 16.05M | 9.53M | 9.33M | 9.17M | 9.07M | 39.87M | 57.74M |
| Total Current Liabilities | 3.51M | 2.95M | 34.73M | 51.89M | 61.53M | 41.44M | 39.36M | 1.95M | 4.02M |
| Total Non-Current Liabilities | 41.73M | 48.02M | 81.72M | 58.52M | 50.98M | 45.41M | 38.4M | 72.79M | 77.7M |
| Total Liabilities | 45.24M | 50.96M | 116.44M | 110.41M | 112.51M | 86.84M | 77.76M | 74.74M | 81.72M |
| Total Equity | 72.12M▲ 0% | 82.4M▲ 14.3% | 97.81M▲ 18.7% | 103.4M▲ 5.7% | 116.81M▲ 13.0% | 125.83M▲ 7.7% | 121.81M▼ 3.2% | 119.69M▼ 1.7% | 84.88M▼ 29.1% |
| Equity Growth % | 9.13% | 14.25% | 18.7% | 5.72% | 12.97% | 7.73% | -3.2% | -1.74% | -29.08% |
| Equity / Assets (Capital Ratio) | 61.45% | 61.79% | 45.65% | 48.36% | 50.94% | 59.17% | 61.04% | 61.56% | 50.95% |
| Return on Equity (ROE) | 7.72% | 12.46% | 9.6% | 9.9% | 13.34% | 15.52% | 7.34% | 7.9% | 13.72% |
| Book Value per Share | 8.88 | 9.92 | 11.11 | 10.87 | 12.05 | 12.81 | 12.87 | 12.56 | 9.65 |
| Tangible BV per Share | 4.36 | 5.70 | 0.55 | 1.38 | 3.01 | 4.15 | 4.14 | 4.13 | 0.77 |
| Common Stock | 130K | 133K | 142K | 142K | 144K | 145K | 146K | 146K | 148K |
| Additional Paid-in Capital | 41.61M | 43.58M | 49.25M | 51.04M | 52.94M | 53.98M | 55.81M | 56.37M | 58.88M |
| Retained Earnings | 7.36M | 12.33M | 15.65M | 19.5M | 27.78M | 39.76M | 41.85M | 43.95M | 41.74M |
| Accumulated OCI | -8.66M | -8.3M | 0 | 0 | 0 | 0 | -12K | -43K | -67K |
| Treasury Stock | 0 | 0 | 0 | 0 | -512K | -9.29M | -15.06M | -19.73M | -50.43M |
| Preferred Stock | 7.36M | 12.33M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Silvercrest Asset Management Group Inc. (SAMG) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 29.59M | 28.86M | 18.77M | 26.85M | 44.28M | 23.38M | 20.98M | 21.59M | 18.61M |
| Operating CF Growth % | 64.57% | -2.46% | -34.94% | 42.99% | 64.93% | -47.19% | -10.3% | 2.93% | -13.82% |
| Net Income | 12.53M | 17.37M | 15.41M | 17.48M | 24.95M | 30.79M | 9.09M | 15.71M | 14.04M |
| Depreciation & Amortization | 2.8M | 2.43M | 3.19M | 3.97M | 3.92M | 3.88M | 4.01M | 4.15M | 2.42M |
| Deferred Taxes | 3.35M | 600K | 1.38M | 2.04M | 787K | 3.77M | 2.19M | 1.94M | 1.95M |
| Other Non-Cash Items | 2.71M | 2.9M | -301K | 4.28M | 3.26M | 3.92M | 10.05M | 2.44M | -1.63M |
| Working Capital Changes | 4.95M | 2.29M | -3.17M | -1.58M | 9.94M | -20.12M | -6M | -4.56M | 0 |
| Cash from Investing | -804K | -1.76M | -39.38M | -626K | -908K | -956K | -3.88M | -1.7M | -3.63M |
| Purchase of Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Sale/Maturity of Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Investment Activity | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Acquisitions | 0 | 0 | -35.57M | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Investing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -3.63M |
| Cash from Financing | -12.48M | -11.64M | 4.15M | -16.55M | -20.12M | -30.74M | -24.22M | -21.55M | -39.49M |
| Dividends Paid | -3.9M | -4.66M | -5.33M | -6.11M | -6.4M | -6.83M | -7M | -7.4M | -7.07M |
| Share Repurchases | 0 | 0 | 0 | 0 | -512K | -8.78M | -5.71M | -4.63M | -30.5M |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | 0 | 0 | 0 | 0 | -512K | -8.78M | -5.71M | -4.63M | -30.5M |
| Debt Issuance (Net) | -1000K | -880K | 1000K | -1000K | -1000K | -1000K | -1000K | -1000K | 0 |
| Other Financing | -6.59M | -6.1M | -7.83M | -6.74M | -9.5M | -12.31M | -7.8M | -6.7M | -32.42M |
| Net Change in Cash | 16.3M▲ 0% | 15.46M▼ 5.2% | -16.45M▼ 206.4% | 9.67M▲ 158.8% | 23.25M▲ 140.5% | -8.31M▼ 135.8% | -7.13M▲ 14.2% | -1.69M▲ 76.3% | -24.54M▼ 1352.2% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | -12K | -31K | -24K |
| Cash at Beginning | 37.52M | 53.82M | 69.28M | 52.83M | 62.5M | 85.74M | 77.43M | 70.3M | 68.61M |
| Cash at End | 53.82M | 69.28M | 52.83M | 62.5M | 85.74M | 77.43M | 70.3M | 68.61M | 44.07M |
| Interest Paid | 115K | 39K | 439K | 523K | 315K | 345K | 332K | 62K | 0 |
| Income Taxes Paid | 1.71M | 5.95M | 4.27M | 3.13M | 4.85M | 5.2M | 1.6M | 1.74M | 0 |
| Free Cash Flow | 28.78M▲ 0% | 27.1M▼ 5.8% | 14.96M▼ 44.8% | 26.22M▲ 75.2% | 43.37M▲ 65.4% | 22.43M▼ 48.3% | 17.1M▼ 23.8% | 19.89M▲ 16.3% | 18.61M▼ 6.5% |
| FCF Growth % | 66.8% | -5.84% | -44.79% | 75.23% | 65.41% | -48.29% | -23.77% | 16.34% | -6.45% |
Silvercrest Asset Management Group Inc. (SAMG) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 7.85% | 7.72% | 12.46% | 9.6% | 9.9% | 13.34% | 15.52% | 7.34% | 7.9% | 13.72% |
| Return on Assets (ROA) | 4.55% | 4.65% | 7.68% | 4.97% | 4.65% | 6.63% | 8.52% | 4.41% | 4.84% | 7.77% |
| Net Interest Margin | -0.15% | -0.06% | 0.16% | -0.15% | -0.26% | -0.16% | -0.18% | 0.26% | 0.66% | 0.38% |
| Efficiency Ratio | 20.7% | 18.44% | 19.85% | 22.75% | 21.6% | 21.67% | 10.59% | 22.12% | 23.75% | 25.57% |
| Equity / Assets | 58.86% | 61.45% | 61.79% | 45.65% | 48.36% | 50.94% | 59.17% | 61.04% | 61.56% | 50.95% |
| Book Value / Share | 8.22 | 8.88 | 9.92 | 11.11 | 10.87 | 12.05 | 12.81 | 12.87 | 12.56 | 9.65 |
| NII Growth | 11.64% | 61.08% | 426.15% | -247.17% | -76.28% | 31.64% | -4.26% | 233.93% | 145.33% | -50.78% |
| Dividend Payout | 76.91% | 72.98% | 48.38% | 61.62% | 61.3% | 43.54% | 36.27% | 76.93% | 77.64% | - |
Silvercrest Asset Management Group Inc. (SAMG) stock FAQ — growth, dividends, profitability & financials explained
Silvercrest Asset Management Group Inc. (SAMG) grew revenue by 1.3% over the past year. Growth has been modest.
Yes, Silvercrest Asset Management Group Inc. (SAMG) is profitable, generating $14.0M in net income for fiscal year 2025 (11.2% net margin).
Yes, Silvercrest Asset Management Group Inc. (SAMG) pays a dividend with a yield of 6.10%. This makes it attractive for income-focused investors.
Silvercrest Asset Management Group Inc. (SAMG) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.
Silvercrest Asset Management Group Inc. (SAMG) has a net interest margin (NIM) of 0.4%. NIM has been under pressure due to interest rate environment.
Silvercrest Asset Management Group Inc. (SAMG) has an efficiency ratio of 25.6%. This is excellent, indicating strong cost control.
Silvercrest Asset Management Group Inc. (SAMG) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates