SilverCrest Asset Management (SAMG) AI Stock Analysis

• Market Cap: $163.02M
• Dividend Yield: 5.73%
• Average Volume (3M): 29.96K
• Price to Earnings (P/E): 18.7
• Beta (1Y): 0.87
• Revenue Growth: 4.18%
• EPS Growth: -9.53%
• Country: US
• Employees: 160
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.19
• Shares Outstanding: 8,121,141
• 10 Day Avg. Volume: 31,337
• 30 Day Avg. Volume: 29,959
• PEG Ratio: 4.40
• Price to Book (P/B): 2.16
• Price to Sales (P/S): 1.41
• P/FCF Ratio: 8.78
• Enterprise Value/Market Cap: 0.93
• Enterprise Value/Revenue: 1.21
• Enterprise Value/Gross Profit: 3.45
• Enterprise Value/Ebitda: 9.22
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 0.98
• Revenue Forecast (FY): $126.35M

• Rating: 65 Neutral
• Price Target: $15.00 ▲(1.83% Upside)

SilverCrest Asset Management's overall stock score is driven by strong financial performance and promising growth initiatives highlighted in the earnings call. However, technical indicators suggest a bearish trend, and the valuation appears high, which tempers the overall score. The company's strategic investments and attractive dividend yield provide potential for long-term growth.

SilverCrest Asset Management Business Overview & Revenue Model

Company Description

SilverCrest Asset Management (SAMG) is a financial services firm specializing in investment management and advisory services. The company focuses on providing tailored asset management solutions for a wide range of clients, including high-net-worth individuals, institutional investors, and family offices. SAMG operates primarily in the asset management sector, offering services such as portfolio management, financial planning, and investment advisory across various asset classes, including equities, fixed income, and alternative investments.

How the Company Makes Money

SilverCrest Asset Management generates revenue primarily through management fees and performance fees associated with the assets under management (AUM). The management fees are typically charged as a percentage of AUM, providing a steady income stream as long as clients maintain their investments. Additionally, the company earns performance fees based on the investment returns generated for its clients, incentivizing the firm to achieve superior portfolio performance. Significant partnerships with financial institutions and advisory networks also enhance SAMG's distribution capabilities, allowing the firm to attract new clients and increase its AUM. Furthermore, the firm may engage in strategic alliances or co-investment opportunities that can lead to additional revenue streams.

SilverCrest Asset Management Financial Statement Overview

Summary

SilverCrest Asset Management demonstrates strong revenue growth and effective cash flow management. However, declining profit margins and return on equity indicate potential areas for improvement in cost control and operational efficiency. The company's low leverage and healthy equity position provide a stable foundation for future growth.

Income Statement

SilverCrest Asset Management shows a mixed performance in its income statement. The TTM data indicates a gross profit margin of 34.4% and a net profit margin of 5.3%, which are lower than previous years, suggesting a decline in profitability. Revenue growth is strong at 70% TTM, indicating a significant increase in sales. However, the EBIT and EBITDA margins have decreased compared to prior years, reflecting potential cost management issues.

Balance Sheet

The balance sheet reveals a stable financial position with a low debt-to-equity ratio of 0.36 TTM, indicating conservative leverage. The return on equity is 9.3% TTM, which is a decrease from previous years, suggesting reduced efficiency in generating profits from equity. The equity ratio remains healthy, indicating a solid capital structure.

Cash Flow

Cash flow analysis shows strong performance with a significant free cash flow growth of 185% TTM. The operating cash flow to net income ratio is robust, indicating efficient cash generation relative to net income. The free cash flow to net income ratio is nearly 1, suggesting that the company effectively converts its profits into cash.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	125.33M	123.65M	117.41M	123.22M	131.60M	107.98M
Gross Profit	44.02M	46.99M	44.79M	51.61M	59.04M	45.60M
EBITDA	16.44M	21.79M	23.93M	42.70M	36.17M	27.40M
Net Income	6.62M	9.54M	9.09M	18.83M	14.69M	9.96M
Balance Sheet
Total Assets	157.56M	194.43M	199.57M	212.68M	229.32M	213.80M
Cash, Cash Equivalents and Short-Term Investments	36.13M	68.61M	70.30M	77.43M	85.74M	62.50M
Total Debt	21.04M	22.53M	29.33M	36.23M	41.65M	48.99M
Total Liabilities	64.05M	74.74M	77.76M	86.84M	112.51M	110.41M
Stockholders Equity	58.88M	80.70M	82.74M	84.59M	80.35M	70.68M
Cash Flow
Free Cash Flow	18.10M	19.89M	17.10M	22.43M	43.37M	26.22M
Operating Cash Flow	20.14M	21.59M	20.98M	23.38M	44.28M	26.85M
Investing Cash Flow	-2.04M	-1.70M	-3.88M	-956.00K	-908.00K	-626.00K
Financing Cash Flow	-40.04M	-21.55M	-24.22M	-30.74M	-20.12M	-16.55M

SilverCrest Asset Management Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 14.73
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SAMG, the sentiment is Negative. The current price of 14.73 is above the 20-day moving average (MA) of 13.84, above the 50-day MA of 14.68, and below the 200-day MA of 15.49, indicating a bearish trend. The MACD of -0.36 indicates Positive momentum. The RSI at 34.17 is Neutral, neither overbought nor oversold. The STOCH value of 10.22 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SAMG.

SilverCrest Asset Management Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PAX	74 Outperform	$2.29B	26.54	15.46%	4.17%	26.65%	-1.26%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
HNNA	67 Neutral	$77.64M	7.96	10.57%	5.52%	32.04%	59.34%
VRTS	66 Neutral	$1.05B	7.97	15.07%	5.89%	-3.07%	18.00%
WT	66 Neutral	$1.54B	17.11	25.27%	1.09%	12.05%	120.13%
SAMG	65 Neutral	$163.02M	18.73	9.23%	5.73%	4.18%	-9.53%
GCMG	59 Neutral	$2.07B	38.60	―	4.21%	18.33%	109.57%

SilverCrest Asset Management Corporate Events

Silvercrest’s Strategic Growth Amidst Rising Expenses

Silvercrest Asset Management Group’s recent earnings call painted a picture of strategic growth and investment. The company reported significant increases in both discretionary and total assets under management (AUM), alongside robust client acquisition and promising new business pipelines. However, this growth phase was accompanied by increased expenses and a dip in net income, suggesting a transitional period with potential long-term benefits.

SilverCrest Announces Q3 Results Teleconference

On October 28, 2025, Silvercrest Asset Management Group Inc. announced it will host a teleconference on October 31, 2025, to discuss its financial results for the third quarter ended September 30, 2025. The teleconference will feature a review of the quarterly results by the company’s Chairman, CEO, and President Richard R. Hough III, and CFO Scott A. Gerard, followed by a Q&A session for analysts and institutional investors. This announcement highlights Silvercrest’s commitment to transparency and engagement with its stakeholders, potentially impacting investor confidence and market positioning.

The most recent analyst rating on (SAMG) stock is a Hold with a $15.50 price target. To see the full list of analyst forecasts on SilverCrest Asset Management stock, see the SAMG Stock Forecast page.

SilverCrest’s Mixed Earnings Call: Growth Amid Challenges

In the latest earnings call, SilverCrest Asset Management presented a mixed sentiment, showcasing positive momentum in asset growth and strategic initiatives, while also addressing challenges such as revenue decreases, increased expenses, and net client outflows. Despite these hurdles, the firm remains optimistic due to strong asset management performance and strategic investments, which provide a promising outlook.