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

SAMG Nasdaq Investment Advice DE CIK: 0001549966
Updated This Month • Analysis: May 14, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 SAMG Key Takeaways

Revenue: $31.4M
Net Margin: 0.8%
Free Cash Flow: $-31.3M
Current Ratio: N/A
Debt/Equity: 0.02x
EPS: $0.03
AI Grade: C with 72% confidence
Silvercrest Asset Management Group Inc. (SAMG) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $31.4M, net profit margin of 0.8%, and return on equity (ROE) of 0.5%, 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

Despite positive accounting earnings, Silvercrest faces severe operational deterioration with negative operating cash flow of -$30.7M against $31.4M revenue, indicating fundamental business challenges. Declining EPS (-44% YoY), minimal revenue growth (1.3%), and returns on capital near zero (ROE 0.5%, ROA 0.2%) suggest the asset management model is under stress with deteriorating profitability momentum.

Silvercrest Asset Management Group Inc. Key Strengths (SAMG)

Claude
  • + Minimal leverage with Debt/Equity of 0.02x reduces financial risk
  • + Strong interest coverage of 15.8x indicates low default risk
  • + Solid asset base of $133M with reasonable cash reserves of $11.6M

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

Claude
  • ! Critical: Negative operating cash flow of -$30.7M despite profitability signals serious operational issues uncommon for asset management business
  • ! Earnings quality concerns with accrual-based profits not converting to cash generation
  • ! Deteriorating profitability with 44% EPS decline and 0.8% net margin indicates structural margin compression

Key Metrics to Watch

Claude
  • * Operating cash flow trend and underlying working capital dynamics
  • * Assets under management (AUM) and client retention rates
  • * Revenue per employee and margin recovery trajectory

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

Revenue
$31.4M
Net Income
$237.0K
EPS (Diluted)
$0.03
Free Cash Flow
$-31.3M
Total Assets
$133.0M
Cash Position
$11.6M

💡 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 4.0%
Net Margin 0.8%
ROE 0.5%
ROA 0.2%
FCF Margin -99.7%

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 0.8%
vs
Sector Avg 12.0%
SAMG Sector
ROE
SAMG 0.5%
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
0.5%
Sector avg: 15%
Net Profit Margin
0.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.02x
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
0.02x
Debt/Assets
39.4%
Interest Coverage
15.78x
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
-99.7%
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
Q1 2026 $31.4M $237.0K $0.03
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

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
-$30.7M
Cash generated from operations
Stock Buybacks
$1.9M
Shares repurchased (TTM)
Capital Expenditures
$583.0K
Investment in assets
Dividends Paid
$1.6M
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
May 11, 2026 10-Q samg-20260331.htm View →
May 11, 2026 8-K samg-20260511.htm View →
May 8, 2026 4 xslF345X06/ownership.xml View →
May 8, 2026 4 xslF345X06/ownership.xml View →
May 8, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about SAMG

What is the AI rating for SAMG?

Silvercrest Asset Management Group Inc. (SAMG) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SAMG's key strengths?

Claude: Minimal leverage with Debt/Equity of 0.02x reduces financial risk. Strong interest coverage of 15.8x indicates low default risk.

What are the risks of investing in SAMG?

Claude: Critical: Negative operating cash flow of -$30.7M despite profitability signals serious operational issues uncommon for asset management business. Earnings quality concerns with accrual-based profits not converting to cash generation.

What is SAMG's revenue and growth?

Silvercrest Asset Management Group Inc. reported revenue of $31.4M.

Does SAMG pay dividends?

Silvercrest Asset Management Group Inc. pays dividends, with $1.6M 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 $0.03.

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 grade reflects both perspectives for balanced insights.

What is SAMG's fundamental grade?

Based on our AI fundamental analysis in May 2026, Silvercrest Asset Management Group Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SAMG stock overvalued or undervalued?

Valuation metrics for SAMG: ROE of 0.5% (sector avg: 15%), net margin of 0.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is SAMG's AI grade for 2026?

Our dual AI analysis gives Silvercrest Asset Management Group Inc. a combined C grade 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 $-30.7M, with capital expenditures of $583.0K. FCF margin is -99.7%.

How does SAMG compare to other Market stocks?

Vs Default sector averages: Net margin 0.8% (avg: 12%), ROE 0.5% (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: May 14, 2026 | Data as of: 2026-03-31 | Powered by Claude AI