Silvercrest Asset Management (SAMG) Return on Invested Capital [ROIC] (2013 - 2026)
Silvercrest Asset Management's Return on Invested Capital [ROIC] came in at 1.56% for Q2 2026, down 9.14 percentage points from 10.70% a year earlier and down 2.71 percentage points from the prior quarter.
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Analysis
Silvercrest Asset Management (SAMG) Return on Invested Capital [ROIC] (2013 - 2026) Analysis & Trends
For FY2025, Silvercrest Asset Management's Return on Invested Capital [ROIC] was 6.52%, down 4.66 percentage points from FY2024.
- Return on Invested Capital [ROIC] has declined in each of the last three years, with a five-year change of -8.28 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 11.19% in FY2024 (-0.23 pp), 11.42% in FY2023 (-12.55 pp), 23.97% in FY2022 (+4.21 pp) and 19.76% in FY2021 (+4.95 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Invested Capital [ROIC] in data going back to Q3 2013.
- Year-over-year, Return on Invested Capital [ROIC] has declined for three consecutive quarters, with an average year-over-year change of -3.21 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q1 2022 (a gain of 14.65 percentage points), and the weakest in Q4 2023 (a drop of 11.58 percentage points).
- Business Quant data shows SAMG's Return on Invested Capital [ROIC] at 4.27% (Q1 2026), 7.46% (Q4 2025) and 9.44% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Silvercrest Asset Management | 124.88 Mn | 44.11 Mn | - | 1.56% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.56% |
| Mar 31, 2026 | 4.27% |
| Dec 31, 2025 | 7.46% |
| Sep 30, 2025 | 9.44% |
| Jun 30, 2025 | 10.70% |
| Mar 31, 2025 | 10.76% |
| Dec 31, 2024 | 11.26% |
| Sep 30, 2024 | 9.14% |
| Jun 30, 2024 | 10.50% |
| Mar 31, 2024 | 11.26% |
| Dec 31, 2023 | 11.63% |
| Sep 30, 2023 | 15.01% |
| Jun 30, 2023 | 15.31% |
| Mar 31, 2023 | 18.27% |
| Dec 31, 2022 | 23.21% |
| Sep 30, 2022 | 25.78% |
| Jun 30, 2022 | 26.42% |
| Mar 31, 2022 | 24.63% |
| Dec 31, 2021 | 19.46% |
| Sep 30, 2021 | 16.29% |
API Access
Silvercrest Asset Management Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SAMG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SAMG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SAMG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();