SAMG (Silvercrest Asset Management Group) 3-Year RORE % : 150.00% (As of Jun. 2026)

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SAMG Silvercrest Asset Management Group Inc SAMG
61 GF Score
Price $10.18
GF Value $19.59
Valuation Significantly Undervalued
! 6 Warning Signs
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What is Silvercrest Asset Management Group 3-Year RORE %?

Silvercrest Asset Management Group SAMG -0.10% 61 3-Year RORE % is 150.00 as of Jun. 2026. GuruFocus rates SAMG with a GF Score™ of 61/100 and a GF Value™ of $19.59 (Significantly Undervalued). The stock has 6 warning signs investors should review. Among 1,526 Asset Management companies, Silvercrest Asset Management Group ranks better than 90.17% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Silvercrest Asset Management Group's 3-Year RORE % for the quarter that ended in Jun. 2026 was 150.00%.

The industry rank for Silvercrest Asset Management Group's 3-Year RORE % or its related term are showing as below:

SAMG's 3-Year RORE % is ranked better than
90.17% of 1526 companies
in the Asset Management industry
Industry Median: 12.5 vs SAMG: 150.00

Silvercrest Asset Management Group  (NAS:SAMG) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Silvercrest Asset Management Group 3-Year RORE % Related Terms


Silvercrest Asset Management Group 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Silvercrest Asset Management Group's 3-Year RORE % can be seen below:

* 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 RORE % Chart

Silvercrest Asset Management Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 32.53 34.40 -24.89 -54.82 -280.00

Silvercrest Asset Management Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -48.61 -124.39 -280.00 355.56 150.00

SAMG vs PNI, GDO, SWZ: 3-Year RORE % Comparison

For the Asset Management subindustry, Silvercrest Asset Management Group's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Silvercrest Asset Management Group's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Silvercrest Asset Management Group's 3-Year RORE % falls into.


SAMG
61GF Score
Silvercrest Asset Management Group Inc SAMG
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Silvercrest Asset Management Group 3-Year RORE % Calculation

Silvercrest Asset Management Group's 3-Year RORE % for the quarter that ended in Jun. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.11-0.89 )/( 1.88-2.4 )
=-0.78/-0.52
=150.00 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 150.00 mean?
Silvercrest Asset Management Group (SAMG) has a 3-Year RORE % of 150.00 as of Jun. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Silvercrest Asset Management Group and its competitors. According to the industry distribution chart, Silvercrest Asset Management Group ranks #150 out of 1526 companies in the Asset Management industry, placing it in the top 9.8%.
Is Silvercrest Asset Management Group's 3-Year RORE % too high?
Silvercrest Asset Management Group's current 3-Year RORE % is 150.00. The Asset Management industry median 3-Year RORE % is 12.50. Silvercrest Asset Management Group's value of 150.00 is 1100% above this industry median. Based on the distribution chart, Silvercrest Asset Management Group ranks #150 out of 1526 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 RORE % compare to PNI and GDO?
According to the Asset Management industry distribution chart, Silvercrest Asset Management Group ranks #150 out of 1526 companies for 3-Year RORE %. This places Silvercrest Asset Management Group in the top 10% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.50. Silvercrest Asset Management Group's value of 150.00 is 1100% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,526 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % 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 RORE % of 150.00 is 1100% 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 RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Silvercrest Asset Management Group and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — 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 RORE % is 150.00. 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 $10.18 — trading 48% below its estimated fair value. The current 3-Year RORE % is 150.00 and 1100% above the Asset Management industry median of 12.50. 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 RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Silvercrest Asset Management Group (SAMG), the current 3-Year RORE % is 150.00 as of Jun. 2026. 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 $10.18 is trading 48% 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 RORE %: 150.00
  • GF Value™: $19.59 vs. price of $10.18 (48% below fair value)
  • GF Score™: 61/100 with 6 warning signs
  • Industry Position: 1100% above the Asset Management median (#150 of 1526)

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 Business Description

Address 1330 Avenue of the Americas, 38th Floor, New York, NY, USA, 10019
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

Get the complete analysis for SAMG

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$10.18
Price
$19.59
GF Value