SAMG vs WHG
SAMG: Silvercrest is a boutique wealth and asset management firm providing customized investment strategies and family office services to high-net-worth clients. WHG: Westwood Holdings Group is an investment management firm offering institutional-grade equity, fixed income, and multi-asset strategies to wealth and institutional clients.
Side-by-side fundamentals
| Metric | SAMG | WHG | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $10.44 | $19.63 | |
| Market cap as of 2026-07-31 | $118M | $186M | |
| P/E as of 2026-07-31 | 44.42 | 25.88 | WHG lower |
| PEG as of 2026-07-31 | n/a | 0.01 | |
| Net margin as of 2026-07-31 | +2.1% | +7.3% | WHG higher |
| Operating margin as of 2026-07-31 | +4.6% | +5.5% | WHG higher |
| ROE as of 2026-07-31 | +4.8% | +5.9% | WHG higher |
| ROA as of 2026-07-31 | +1.7% | +4.8% | WHG higher |
| Debt / equity as of 2026-07-31 | 0.22 | 0.00 | WHG lower |
| Revenue growth (YoY) as of 2026-07-31 | +0.5% | +6.6% | WHG higher |
| Revenue CAGR (3y) SEC XBRL | +0.6% | +12.5% | WHG higher |
| Dividend yield as of 2026-07-31 | +8.4% | +3.9% | SAMG higher |
| Dividend streak (yrs) SEC XBRL | n/a | 1 | |
| Beta as of 2026-07-31 | 0.67 | 0.58 | |
| 1-year return as of 2026-07-27 close | -36.4% | +8.9% | WHG higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.