Silvercrest Asset Management Group Inc. (Class A) (SAMG) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-03, Silvercrest Asset Management Group Inc. (Class A) (NASDAQ: SAMG) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $10.85 (-2.95% 1D, market cap $132.5M). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 10/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, SAMG ranks #183 in composite RQD confidence.
Within the Financials sector (Investment Managers), SAMG carries a Roarable C+ (67/100 RQD), trailing P/E of 15.2x, gross margin of —, and ROIC of 85.0%. By comparison, RILY (BRC Group Holdings Inc.) holds a D- grade (37/100 RQD, P/E N/A, ROIC 85.0%, cap $133.3M) and GGZ (Gabelli Global Small and Mid Cap Value Trust of) posts a D- grade (42/100 RQD, P/E N/A, ROIC —, cap $131.3M). Among the 5-stock peer group, SAMG leads on earnings multiple (15.2x) while SAMG leads on capital efficiency (85.0% ROIC).
Per SAMG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001549966), Silvercrest Asset Management Group Inc. (Class A) generated $125.3M in revenue (+1.3% YoY), $8.1M in net income, and $15.0M in free cash flow against $166.6M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 11.9% FCF Margin ($15.0M FCF) & 52% Gross Margin
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
Macro rate sensitivity & RSI-14 (59.2) create a -10 pt regime headwind
Even with a 67/100 (C+) score, SAMG faces multiple-compression risk if 15.2x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($10.20) or 200D SMA ($11.93) invalidates the momentum regime and cuts Target Base ($11.29) toward Bear Floor ($8.81).
Silvercrest Asset Management Group Inc. (Class A) (SAMG) dropped -2.95% to $10.85, trading at 25% of its 52-week range ($9.09 – $16.16). Solid steady margins (85% return on capital), mixed timing at 15x P/E—hold if owned, no rush to chase.
Yahoo Finance report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Silvercrest Asset Management Group came into Q3 2026 trading quietly, then the stock jumped 8.1% to US$11.19 as investors reacted to the release. The move looks bold for a relatively small wealth and asset manager, yet t
European expansion and investment cycle near completion.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +1.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on SAMG today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for SAMG. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, Silvercrest Asset Management Group Inc. (Class A) (SAMG) ranks #183 by composite RQD confidence (67/100, grade C+) and #937 by equity capitalization ($132.5M). Within this direct 5-issuer industry benchmark cohort, SAMG leads on earnings valuation at 15.2x trailing P/E, while SAMG leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. SAMG currently leads its immediate peer cohort in composite quantitative strength at 67/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| SAMG
ACTIVE
Silvercrest Asset Management Group Inc. (Class A) | C+ | 67/100 | 15.2x | — | 85.0% | -2.95% | $132.5M | Benchmark Subject |
| RILY BRC Group Holdings Inc. | D- | 37/100 | — | — | 85.0% | -5.17% | $133.3M | /rily-vs-samg → |
| GGZ Gabelli Global Small and Mid Cap Value Trust of | D- | 42/100 | — | — | — | +1.28% | $131.3M | /ggz-vs-samg → |
| BVC BitVentures Limited | D | 46/100 | — | — | — | -3.24% | $122.9M | /bvc-vs-samg → |
| PAAC Proem Acquisition Corp I | D | 48/100 | — | — | — | 0.00% | $177.4M | /paac-vs-samg → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Silvercrest Asset Management Group Inc. (Class A) (SAMG) reported GAAP revenue of $125.3M (+1.3% vs. FY2024 revenue of $123.7M , and +6.7% cumulative change since FY2023) , GAAP net income of $8.1M, operating cash flow of $18.6M, and free cash flow of $15.0M (-24.7% YoY). On the balance sheet, SAMG closed FY2025 with $166.6M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 4/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $125.3M | $8.1M | $18.6M | $15.0M | $166.6M | — |
| FY2024 (FY) | 2024-12-31 | $123.7M | $15.7M | $21.6M | $19.9M | $194.4M | — |
| FY2023 (FY) | 2023-12-31 | $117.4M | $15.2M | $21.0M | $21.0M | — | — |
As of 2026-11-03, Silvercrest Asset Management Group Inc. (Class A) (NASDAQ: SAMG) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $10.85 (-2.95% 1D, market cap $132.5M). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 10/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, SAMG ranks #183 in composite RQD confidence.
Within the Financials sector (Investment Managers), SAMG carries a Roarable C+ (67/100 RQD), trailing P/E of 15.2x, gross margin of —, and ROIC of 85.0%. By comparison, RILY (BRC Group Holdings Inc.) holds a D- grade (37/100 RQD, P/E N/A, ROIC 85.0%, cap $133.3M) and GGZ (Gabelli Global Small and Mid Cap Value Trust of) posts a D- grade (42/100 RQD, P/E N/A, ROIC —, cap $131.3M). Among the 5-stock peer group, SAMG leads on earnings multiple (15.2x) while SAMG leads on capital efficiency (85.0% ROIC).
Per SAMG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001549966), Silvercrest Asset Management Group Inc. (Class A) generated $125.3M in revenue (+1.3% YoY), $8.1M in net income, and $15.0M in free cash flow against $166.6M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
SAMG last traded at $10.85 (-2.95% on volume of 78,453 shares), positioning the stock +6.37% above its 50-day simple moving average ($10.20) and -9.05% below its 200-day simple moving average ($11.93). Across its 52-week range of $9.09 to $16.16, SAMG sits at the 24.9% percentile with a 14-day RSI of 59.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±8.9% ($9.88 to $11.82).
Silvercrest Asset Management Group Inc. (Class A) (SAMG) earns a live Roarable RQD composite score of 67/100, corresponding to a C+ letter grade (Roarable Hold) at a spot price of $10.85 (-2.95% 1D, market capitalization $132.5M).
Silvercrest Asset Management Group Inc. (Class A) is a NASDAQ-listed issuer in the Financials sector, Investment Managers industry.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Silvercrest Asset Management Group Inc. (Class A) (SAMG) reported $125.3M in annual revenue (up from $123.7M in FY2024, +1.3% YoY) and $8.1M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($117.4M revenue, $15.2M net income) through FY2025, SAMG scaled operating cash flow to $18.6M and free cash flow to $15.0M, backed by $166.6M in total assets against $0 in total debt.
Operating in Investment Managers (Financials), SAMG carries a macro regime beta of 1.00 and gross margin of —.
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Yahoo Finance report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Silvercrest Asset Management Group Inc. (Class A) (SAMG) market action, institutional positioning, and fundamental catalysts.
Picked up a starter position in SAMG in my $100K Virtual Cash book at $11.18. An 85% ROIC and 12.21% FCF yield, with a 5.77% dividend yield, indicate a strong cash-generating engine priced at 15.2x trailing earnings.. Trading inside a $9.09–$16.16 52-week range with 12.21% FCF yield gives solid downside support if Investment Managers multiples expand this quarter.
@TapeReader_Pro Agree on the RQD 67/100 quality, though with 1.0 beta I'm scaling in with half-size at $11.18 and keeping dry powder in case we test $10.40.
Net income fell from $15.7M in FY 2024 to $8.1M in FY 2025 while institutional whale flow scores only 6 of 20.. Look at the math on SAMG: paying 15.2x trailing P/E for 85.0% ROIC and 7.4% operating margins leaves zero margin of safety if Investment Managers demand softens. I'd wait for a retest of $9.84 before getting long.
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