SilverCrest Asset Management (SAMG) AI Stock Analysis

• Market Cap: $222.47M
• Dividend Yield: 4.82%
• Average Volume (3M): 47.43K
• Price to Earnings (P/E): 17.6
• Beta (1Y): 0.84
• Revenue Growth: 5.48%
• EPS Growth: 0.28%
• Country: US
• Employees: 160
• Sector: Financial
• Sector Strength: 75
• Industry: Asset Management
• EPS (TTM): 0.27
• Shares Outstanding: 9,260,655
• 10 Day Avg. Volume: 19,392
• 30 Day Avg. Volume: 47,429
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): 0.00
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $16.50
• Price Target Upside: -0.54% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 76 Outperform
• Price Target: $18.50 ▲(11.51%Upside)

SilverCrest Asset Management's overall stock score is driven by its strong financial health, highlighted by zero debt and solid profitability. The technical analysis suggests caution due to potential overbought conditions. Valuation metrics indicate a balanced risk-return profile. Positive corporate events and a constructive earnings call outlook further support the stock's potential, albeit with some short-term challenges.

SilverCrest Asset Management Business Overview & Revenue Model

Company Description

Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.

How the Company Makes Money

SilverCrest Asset Management generates revenue primarily through management and advisory fees charged to its clients. These fees are typically based on a percentage of the assets under management (AUM) and are charged on an ongoing basis, providing a stable and recurring revenue stream. Additionally, the company may earn performance-based fees when certain investment benchmarks or objectives are met, further aligning its interests with those of its clients. SilverCrest also benefits from its strategic relationships with financial institutions and other service providers, which can enhance its service offerings and strengthen client relationships. Overall, the firm's earnings are driven by its ability to attract and retain high-net-worth clients, grow its AUM, and deliver superior investment performance.

SilverCrest Asset Management Financial Statement Overview

Summary

SilverCrest Asset Management exhibits strong profitability with a notable net profit margin and a robust balance sheet with zero debt. However, the negative revenue growth rate indicates potential challenges in revenue expansion, slightly tempering the overall financial performance score.

Income Statement

SilverCrest Asset Management shows a strong gross profit margin of 38% and an impressive net profit margin of 20.1% for the latest year. Despite a dip in revenue from the previous year, the company has maintained healthy EBIT and EBITDA margins of 14.3%. However, the revenue growth rate has been negative, indicating potential challenges in revenue expansion.

Balance Sheet

The company exhibits a robust balance sheet with a debt-to-equity ratio of 0, reflecting zero debt. Return on equity stands at a strong 30.8%, indicating efficient use of equity capital. The equity ratio is 41.5%, suggesting a stable financial structure and low leverage, which lowers financial risk.

Cash Flow

SilverCrest has demonstrated a solid free cash flow growth rate of 26.3%, and a strong operating cash flow to net income ratio of 0.87. The free cash flow to net income ratio is 0.87, signifying efficient cash generation relative to net income despite a slight decrease in operating cash flow compared to the previous year.

Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

SilverCrest Asset Management Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 16.59
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SAMG, the sentiment is Neutral. The current price of 16.59 is above the 20-day moving average (MA) of 16.50, above the 50-day MA of 15.46, and above the 200-day MA of 16.50, indicating a neutral trend. The MACD of 0.28 indicates Positive momentum. The RSI at 55.05 is Neutral, neither overbought nor oversold. The STOCH value of 38.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SAMG.

SilverCrest Asset Management Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SAMG	76 Outperform	$222.47M	17.62	10.98%	4.82%	5.48%	0.28%
LIEN	75 Outperform	$233.91M	11.86	8.67%	12.39%	―	―
MRCC	69 Neutral	$134.98M	19.17	3.63%	16.05%	127.09%	2519.30%
Sector *	68 Neutral	$17.09B	11.26	9.71%	3.70%	11.16%	-4.08%
WHF	67 Neutral	$206.17M	22.54	3.07%	20.12%	-27.52%	-46.85%
TPVG	59 Neutral	$282.03M	7.57	10.68%	17.12%	22.53%	―
NEWT	58 Neutral	$311.36M	5.91	18.20%	6.67%	9.20%	17.37%

SilverCrest Asset Management Corporate Events

SilverCrest Schedules Q2 2025 Financial Results Call

On July 25, 2025, Silvercrest Asset Management Group Inc. announced it will host a teleconference on August 1, 2025, to discuss its financial results for the second quarter ended June 30, 2025. The teleconference will feature remarks from key executives and include a Q&A session for analysts and institutional investors, with a live webcast available on the company’s website.

SilverCrest Extends Loan Maturity and Credit Facility

On June 18, 2024, Silvercrest L.P.’s subsidiaries entered into an Amendment and Restatement Agreement with City National Bank, establishing a $10 million term loan and revolving credit facility. The agreement set the term loan maturity for June 18, 2027, and the revolving credit facility for June 18, 2025. On June 18, 2025, the agreement was amended to extend the term loan maturity to June 18, 2028, with possible extensions to 2030, and the revolving credit facility to June 18, 2026, alongside an updated fee structure.

SilverCrest Annual Meeting Highlights Key Proposals

At the 2025 annual meeting held on June 4, Silvercrest Asset Management Group Inc. presented several proposals to its stockholders. These included the election of two directors, approval of executive compensation, and an amendment to the 2012 Equity Incentive Plan to increase shares by 1.5 million. Additionally, Deloitte & Touche LLP was ratified as the independent public accounting firm for the fiscal year ending December 31, 2025. The company also decided to hold annual advisory votes on executive compensation.

SilverCrest Announces $25 Million Share Repurchase Program

On May 23, 2025, Silvercrest Asset Management Group Inc. announced that its Board of Directors approved a share repurchase program authorizing the company to buy back up to $25 million of its outstanding Class A common stock. This initiative allows Silvercrest to repurchase shares through various methods, including market purchases and privately-negotiated transactions, and can be adjusted or discontinued at any time. The program reflects Silvercrest’s strategic decision to potentially enhance shareholder value and optimize its capital structure, although it does not obligate the company to repurchase any specific amount of shares.