Reading SAMG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SAMG free→Reading SAMG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SAMG free→NASDAQFinancialsAsset ManagementSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, while earnings quality is robust and management's recent track record has been steady. Risk is elevated, and the sector backdrop is a headwind, with SAMG trading below typical compared to sector peers. Peer multiples imply a price about 30% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk, as it trades below peer multiples, but recent financials are weak or earnings quality is fragile, historically a value-trap pattern. If SAMG cuts guidance on the next call, that could have a meaningful negative impact. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $10.72. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $11 SAMG trades at 15× p/e, below its 15× p/e peer median. Our $15 fair value sits above the price; high confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price sits about 28% below a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 2.16x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 54% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.21 → $0.08 (-61.9% / 30d). 0 raised, 1 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -5.3% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$117.
How much price usually moves either way.
On a bad day, this stock has moved -$299.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,441.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A drop in revenue growth could signal a slowdown in the financial sector. This would impact Silvercrest's performance.
Confirms:Revenue growth is lower than normal. This shows a big slowdown.
Disproves:Revenue growth stays above its median, showing continued strength in the sector.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for SAMG yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition On May 11, 2026, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three months ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information furnished in this Form 8-K, including the exhibit hereto, shall not be deemed “filed” for purposes of Section 18 of the Securiti…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Roughly priced in line with peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Asset Management & Custody Banks.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
SAMG Silvercrest Asset Management Group, Inc. | Below typical Show detailsSector percentile: 19 of 100 | inexpensive | elevated |
BLK BlackRock | Typical Show detailsSector percentile: 61 of 100 | expensive | moderate |
BX Blackstone Inc. | Below typical Show detailsSector percentile: 24 of 100 | expensive | elevated |
BNY BNY Mellon | Typical Show detailsSector percentile: 65 of 100 | full | low |
BK BNY Mellon | Above typical Show detailsSector percentile: 100 of 100 | inexpensive | high |
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 56% of the time over the next year (vs 56% for the rest of the cohort, n=3736).
Not investment advice. As of 2026-06-16.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Emphasize growth in Global and International Equity strategies due to robust new business pipeline.
Continue to declare and pay quarterly dividends to shareholders.
Results of Operations and Financial Condition On March 16, 2026, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and twelve months ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information furnished in this Form 8-K, including the exhibit hereto, shall not be deemed “filed” for purposes of Section 18…
Other Events. On February 5, 2026, the Board of Directors of Silvercrest Asset Management Group Inc. (the “Company”) declared a quarterly dividend of $0.21 per share of Class A common stock. The dividend will be paid on or about March 20, 2026 to shareholders of record as of the close of business on March 13, 2026. A Copy of the news release is attached as Exhibit 99.1 and is incorporated into this report by reference.
Results of Operations and Financial Condition On October 30, 2025, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and nine months ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1, and is incorporated herein by reference. The information furnished in this Form 8-K, including the exhibit hereto, shall not be deemed “filed” for purposes of Section…
Results of Operations and Financial Condition On July 31, 2025, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and six months ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1, and is incorporated herein by reference. The information furnished in this Form 8-K, including the exhibit hereto, shall not be deemed “filed” for purposes of Section 18 of the…