COMP <GO>
SAMG vs MS // ENTERPRISE SCALE & MARKET CAP
Silvercrest Asset Management Group Inc. (Class A) (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SAMG 5
— MS 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $11.18 (+8.02%) • MKT CAP: $122.6M
market-cap
$122.6M
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAMG VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAMG | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 3.00% | +82.00 | SAMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 31.0x | -24.70 | SAMG | /valuation <GO> |
| Free Cash Flow Yield | 12.21% | -7.25% | +19.46 | SAMG | /fcf-yield <GO> |
| Operating Margin | 7.40% | 24.60% | -17.20 | MS | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 20.20% | -13.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 1.30% | 5.50% | -4.20 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.77% | 2.21% | +3.56 | SAMG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.8 | 51.0 | -1.20 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.1x | 16.5x | -2.40 | SAMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $122.6M | $298.41B | -$298.28B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAMG REV | MS REV | SAMG GROSS % | MS GROSS % | SAMG FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $125.3M | $0 | — | — | $15.0M | -$17.89B |
| FY 2024 | $123.7M | $0 | — | — | $19.9M | $1.36B |
| FY 2023 | $117.4M | $0 | — | — | $21.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAMG // BETA —
MS // BETA 1.04