COMP <GO>
SAMG vs BAC // OPERATING MARGIN
Silvercrest Asset Management Group Inc. (Class A) (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: SAMG 5
— BAC 6
▲ OPERATING MARGIN LEADER: BAC
LAST: $10.35 (-0.86%) • MKT CAP: $122.6M
operating-margins
7.40%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
operating-margins
32.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAMG VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAMG | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 2.50% | +82.50 | SAMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 30.2x | -23.90 | SAMG | /valuation <GO> |
| Free Cash Flow Yield | 12.21% | 2.10% | +10.11 | SAMG | /fcf-yield <GO> |
| Operating Margin ACTIVE | 7.40% | 32.90% | -25.50 | BAC | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 27.00% | -20.60 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 1.30% | 6.80% | -5.50 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.77% | 0.00% | +5.77 | SAMG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.4 | 38.3 | +25.06 | SAMG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.1x | 10.9x | +3.20 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $122.6M | $357.61B | -$357.49B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAMG REV | BAC REV | SAMG GROSS % | BAC GROSS % | SAMG FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $125.3M | $113.10B | — | — | $15.0M | $7.52B |
| FY 2024 | $123.7M | $105.86B | — | — | $19.9M | -$13.57B |
| FY 2023 | $117.4M | $102.77B | — | — | $21.0M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAMG // BETA —
BAC // BETA 0.90