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3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Silvercrest Asset Management Group's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 157.82%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Silvercrest Asset Management Group (NAS:SAMG) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Silvercrest Asset Management Group 3-Year ROIIC % Related Terms
Silvercrest Asset Management Group 3-Year ROIIC % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Silvercrest Asset Management Group 3-Year ROIIC % Chart
For the Asset Management subindustry, Silvercrest Asset Management Group's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Silvercrest Asset Management Group 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Silvercrest Asset Management Group's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Silvercrest Asset Management Group's 3-Year ROIIC % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Silvercrest Asset Management Group (SAMG) has a 3-Year ROIIC % of 157.82 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Silvercrest Asset Management Group and its competitors. This is 2522% above median its historical median of 6.02. According to the industry distribution chart, Silvercrest Asset Management Group ranks #43 out of 659 companies in the Asset Management industry, placing it in the top 6.5%.
Is Silvercrest Asset Management Group's 3-Year ROIIC % too high?
Silvercrest Asset Management Group's current 3-Year ROIIC % of 157.82 is 2522% above median its 10-year median of 6.02. The Asset Management industry median 3-Year ROIIC % is 1.89. Silvercrest Asset Management Group's value of 157.82 is 8250.3% above this industry median. Based on the distribution chart, Silvercrest Asset Management Group ranks #43 out of 659 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Silvercrest Asset Management Group has a GF Score™ of 61/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Silvercrest Asset Management Group's 3-Year ROIIC % compare to PNI and GDO?
According to the Asset Management industry distribution chart, Silvercrest Asset Management Group ranks #43 out of 659 companies for 3-Year ROIIC %. This places Silvercrest Asset Management Group in the top 7% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 1.89. Silvercrest Asset Management Group's value of 157.82 is 8250.3% above this benchmark. While the company's 10-year median is 6.02 vs. the industry median of 1.89, Silvercrest Asset Management Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 1.89, based on 659 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Silvercrest Asset Management Group's current 3-Year ROIIC % of 157.82 is 8250.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Silvercrest Asset Management Group and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Silvercrest Asset Management Group's current 3-Year ROIIC % is 157.82, which is 2522% above median its own 10-year median of 6.02. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Silvercrest Asset Management Group stock overvalued right now?
Based on GuruFocus' analysis, Silvercrest Asset Management Group (SAMG) is currently considered Significantly Undervalued. The stock's GF Value™ is $19.59, compared to a current price of $9.99 — trading 49% below its estimated fair value. The current 3-Year ROIIC % is 157.82, which is 2522% above median its 10-year median of 6.02 and 8250.3% above the Asset Management industry median of 1.89. Silvercrest Asset Management Group's overall GF Score™ is 61/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Silvercrest Asset Management Group (SAMG), the current 3-Year ROIIC % is 157.82 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Silvercrest Asset Management Group (SAMG) Overvalued in 2026?
Based on GuruFocus' analysis, Silvercrest Asset Management Group stock appears to be undervalued.
The current stock price of $9.99 is trading 49% below its estimated GF Value™ of $19.59.
GuruFocus considers Silvercrest Asset Management Group to be Significantly Undervalued.
Key valuation signals for SAMG:
3-Year ROIIC %: 157.82 (2522% above median its 10-year median of 6.02)
GF Value™: $19.59 vs. price of $9.99 (49% below fair value)
Industry Position: 8250.3% above the Asset Management median (#43 of 659)
No single metric tells the full story. See the SAMG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Silvercrest Asset Management Group Inc is a wealth management firm focused on providing financial advisory and related family office services to ultra-high net-worth individuals and institutional investors. It advises clients on traditional investment strategies focused on equities, fixed income, and cash, as well as non-traditional investment strategies including hedge funds, private equity funds, real estate, and commodities. The firm offers a full suite of complementary and customized family office services for families seeking comprehensive oversight of their financial affairs. The company derives revenues from Managed accounts, Silvercrest funds, Tax and family office services, and Fund administration. The firm generates the majority of its revenue from Managed Accounts.
61GF Score
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