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Silvercrest Asset Management Group Inc. (SAMG) Stock Fundamental Analysis & AI Rating 2026

SAMG Nasdaq Investment Advice DE CIK: 0001549966
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
HOLD
78% Conf
Pending
Analysis scheduled

📊 SAMG Key Takeaways

Revenue: $125.3M
Net Margin: 3.9%
Free Cash Flow: $15.0M
Current Ratio: N/A
Debt/Equity: 0.01x
EPS: $0.56
AI Rating: HOLD with 78% confidence
Silvercrest Asset Management Group Inc. (SAMG) receives a HOLD rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $125.3M, net profit margin of 3.9%, and return on equity (ROE) of 9.7%, Silvercrest Asset Management Group Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete SAMG stock analysis for 2026.

Is Silvercrest Asset Management Group Inc. (SAMG) a Good Investment?

Claude

Silvercrest faces acute operational deterioration with net income collapsing 39% YoY and EPS down 44% despite only 1.3% revenue growth, indicating either significant asset base erosion or margin compression in wealth management. While a fortress balance sheet ($44.1M cash, 0.01x debt/equity) ensures financial stability, weak returns on capital (9.7% ROE, 3.9% net margin) and stagnant growth suggest structural competitive challenges requiring resolution.

Why Buy Silvercrest Asset Management Group Inc. Stock? SAMG Key Strengths

Claude
  • + Fortress balance sheet with minimal leverage and $44.1M cash reserves providing financial flexibility
  • + Healthy free cash flow generation of $15.0M with 11.9% FCF margin demonstrates cash-generating capability
  • + Exceptional interest coverage ratio of 116.6x eliminates debt distress risk

SAMG Stock Risks: Silvercrest Asset Management Group Inc. Investment Risks

Claude
  • ! Severe profit collapse of 39.4% net income decline and 44.0% EPS decline signals fundamental business deterioration
  • ! Anemic 1.3% revenue growth in competitive asset management sector indicates loss of market share or client assets
  • ! Weak capital returns with 9.7% ROE and 2.9% ROA suggest inability to generate returns above cost of capital

Key Metrics to Watch

Claude
  • * Assets Under Management (AUM) trends and client retention rates to assess revenue sustainability
  • * Average fee rates and operating expense ratio to identify margin compression sources
  • * Quarterly operating cash flow trends and return on incremental capital invested

Silvercrest Asset Management Group Inc. (SAMG) Financial Metrics & Key Ratios

Revenue
$125.3M
Net Income
$4.9M
EPS (Diluted)
$0.56
Free Cash Flow
$15.0M
Total Assets
$166.6M
Cash Position
$44.1M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SAMG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 7.4%
Net Margin 3.9%
ROE 9.7%
ROA 2.9%
FCF Margin 11.9%

SAMG vs Market Sector: How Silvercrest Asset Management Group Inc. Compares

How Silvercrest Asset Management Group Inc. compares to Market sector averages

Net Margin
SAMG 3.9%
vs
Sector Avg 12.0%
SAMG Sector
ROE
SAMG 9.7%
vs
Sector Avg 15.0%
SAMG Sector
Current Ratio
SAMG 0.0x
vs
Sector Avg 1.8x
SAMG Sector
Debt/Equity
SAMG 0.0x
vs
Sector Avg 0.7x
SAMG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Silvercrest Asset Management Group Inc. Stock Overvalued? SAMG Valuation Analysis 2026

Based on fundamental analysis, Silvercrest Asset Management Group Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
9.7%
Sector avg: 15%
Net Profit Margin
3.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Silvercrest Asset Management Group Inc. Balance Sheet: SAMG Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.01x
Debt/Assets
49.1%
Interest Coverage
116.56x
Long-term Debt
$722.0K

SAMG Revenue & Earnings Growth: 5-Year Financial Trend

SAMG 5-year financial data: Year 2021: Revenue $131.6M, Net Income $8.6M, EPS $0.98. Year 2022: Revenue $131.6M, Net Income $10.0M, EPS $1.05. Year 2023: Revenue $131.6M, Net Income $14.7M, EPS $1.52. Year 2024: Revenue $123.7M, Net Income $18.8M, EPS $1.92. Year 2025: Revenue $125.3M, Net Income $9.1M, EPS $0.96.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Silvercrest Asset Management Group Inc.'s revenue has remained relatively flat over the 5-year period, with a 5% decline. The most recent EPS of $0.96 reflects profitable operations.

SAMG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.9%
Free cash flow / Revenue

SAMG Quarterly Earnings & Performance

Quarterly financial performance data for Silvercrest Asset Management Group Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $30.4M $618.0K $0.07
Q2 2025 $30.7M $1.9M $0.21
Q1 2025 $30.3M $2.5M $0.26
Q2 2024 $29.7M $2.3M $0.24
Q1 2024 $29.4M $3.0M $0.32
Q3 2023 $29.0M $3.2M $0.34
Q2 2023 $29.7M $3.1M $0.33
Q1 2023 $29.4M $3.2M $0.33

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Silvercrest Asset Management Group Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$18.6M
Cash generated from operations
Stock Buybacks
$30.5M
Shares repurchased (TTM)
Capital Expenditures
$3.6M
Investment in assets
Dividends Paid
$7.1M
Returned to shareholders

SAMG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Silvercrest Asset Management Group Inc. (CIK: 0001549966)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 10-K samg-20251231.htm View →
Mar 16, 2026 8-K samg-20260316.htm View →
Mar 16, 2026 8-K samg-20260313.htm View →
Feb 5, 2026 8-K samg-20260205.htm View →
Dec 12, 2025 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about SAMG

What is the AI rating for SAMG?

Silvercrest Asset Management Group Inc. (SAMG) has an AI rating of HOLD with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SAMG's key strengths?

Claude: Fortress balance sheet with minimal leverage and $44.1M cash reserves providing financial flexibility. Healthy free cash flow generation of $15.0M with 11.9% FCF margin demonstrates cash-generating capability.

What are the risks of investing in SAMG?

Claude: Severe profit collapse of 39.4% net income decline and 44.0% EPS decline signals fundamental business deterioration. Anemic 1.3% revenue growth in competitive asset management sector indicates loss of market share or client assets.

What is SAMG's revenue and growth?

Silvercrest Asset Management Group Inc. reported revenue of $125.3M.

Does SAMG pay dividends?

Silvercrest Asset Management Group Inc. pays dividends, with $7.1M distributed to shareholders in the trailing twelve months.

Where can I find SAMG SEC filings?

Official SEC filings for Silvercrest Asset Management Group Inc. (CIK: 0001549966) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SAMG's EPS?

Silvercrest Asset Management Group Inc. has a diluted EPS of $0.56.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SAMG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Silvercrest Asset Management Group Inc. has a HOLD rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SAMG stock overvalued or undervalued?

Valuation metrics for SAMG: ROE of 9.7% (sector avg: 15%), net margin of 3.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SAMG stock in 2026?

Our dual AI analysis gives Silvercrest Asset Management Group Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SAMG's free cash flow?

Silvercrest Asset Management Group Inc.'s operating cash flow is $18.6M, with capital expenditures of $3.6M. FCF margin is 11.9%.

How does SAMG compare to other Market stocks?

Vs Default sector averages: Net margin 3.9% (avg: 12%), ROE 9.7% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI