Silvercrest Asset Management Group Inc. Class A Common Stock (SAMG)

FairStock Score: 37/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Graham-Buffett investor, I look first for a durable business at a sensible price. Silvercrest serves ultra-high-net-worth families and institutions, a specialized niche, but the filed numbers show no clear moat. In fiscal 2025, the year ended 2025-12-31, revenue was $125.3 million and net income was $4.9 million, or diluted EPS of $0.56. That was down from $9.5 million and $1.00 in fiscal 2024, the year ended 2024-12-31. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $30.8 million but net income was only $170,000, or $0.02 per diluted share. FairStock’s Lynch category is SLOW GROWER — Shrinking, with profit down 13.3% a year over five years and revenue up 3.0%. FairStock also shows ROE of 2.23% and ROCE of 1.14%, both weak. The balance sheet has debt-to-equity of 0.36, a Piotroski F-Score of 6/9, and an Altman Z-Score of 1.56. Free cash flow is $8.8 million, a 10.9% FCF yield. At the 2026-10-13 close of $10.52, FairStock calculates a P/E of 75.14, P/B of 1.77, EV/EBITDA of 11.66, and dividend yield of 8.89%. The Graham Number is $4.33, implying a margin of safety of -142.96%. That is not a bargain by Graham’s tests. The high dividend yield and low beta of 0.67 may comfort income investors, but shrinking profits and thin margins leave little room for error. I would need evidence that earnings are stabilizing before trusting this price.

In plain English: Silvercrest manages money for wealthy families and institutions. In the quarter ended 2026-06-30, revenue was $30.8 million but net income was only $170,000, and in fiscal 2025, the year ended 2025-12-31, net income was $4.9 million, down from $9.5 million in fiscal 2024, the year ended 2024-12-31. The stock price looks expensive compared with recent earnings, so the business looks weak right now.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q4 2025 10-K (period ended 2025-12-31) · fiscal Q3 2025 10-K (period ended 2025-09-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer