COMP <GO>
SAMG vs BRK-B // DIVIDEND YIELD & FCF PAYOUT SAFETY
Silvercrest Asset Management Group Inc. (Class A) (NASDAQ) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: SAMG 5
— BRK-B 5
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: SAMG
LAST: $10.35 (-0.86%) • MKT CAP: $122.6M
dividend-safety
5.77%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAMG VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAMG | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 11.47% | +73.53 | SAMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 9.7x | -3.38 | SAMG | /valuation <GO> |
| Free Cash Flow Yield | 12.21% | 2.09% | +10.12 | SAMG | /fcf-yield <GO> |
| Operating Margin | 7.40% | 27.80% | -20.40 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 22.30% | -15.90 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 1.30% | 3.93% | -2.63 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 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 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.4 | 67.7 | -4.34 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.1x | 24.3x | -10.24 | SAMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $122.6M | $1.20T | -$1.20T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAMG REV | BRK-B REV | SAMG GROSS % | BRK-B GROSS % | SAMG FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $125.3M | $371.44B | — | — | $15.0M | $25.04B |
| FY 2024 | $123.7M | $371.43B | — | — | $19.9M | $11.62B |
| FY 2023 | $117.4M | $364.48B | — | — | $21.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAMG // BETA —
BRK-B // BETA 0.61