SAMG
Silvercrest Asset Management Group Inc.
SAMG trails on the overall score without a compensating advantage in the available component scores.
SOFI
SoFi Technologies, Inc.
SOFI has the edge over SAMG overall, supported by stronger valuation and stronger modeled upside.
SAMG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| N/A | |
| N/A |
SAMG's revenue and profitability are currently stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like SAMG.
SOFI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| N/A | |
| N/A |
SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.
SAMG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.3x | $1.11 | -90% |
| Fair | 14x | $1.71 | -85% |
| Expensive | 21x | $2.57 | -77% |
| Current | 93x | $11.17 | — |
Historical ranges are pointers, not guarantees.
SAMG's PE is in its expensive range at 93x.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI has the edge over SAMG in the historical PE scenario, which offers more potential upside but is not a forecast.
SAMG Forward outlook
There aren't enough analyst estimates for SAMG to show an outlook.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SOFI, with profitability improving.
SAMG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.12 | -83% |
| Q2 2026 | $0.11 | -88% |
| Q1 2026 | $0.30 | -68% |
| Q4 2025 | $0.53 | -48% |
| Q3 2025 | $0.71 | -11% |
| Q2 2025 | $0.88 | -2.2% |
| Q1 2025 | $0.95 | 0% |
| Q4 2024 | $1.01 | +5.2% |
SAMG's earnings per share have fallen from their peak: $0.12 over the past year, against $2.26 in mid-2022.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| Q3 2025 | $0.56 | +367% |
| Q2 2025 | $0.50 | +$0.72 |
| Q1 2025 | $0.43 | +$0.72 |
| Q4 2024 | $0.39 | +$0.75 |
SOFI has the edge over SAMG on earnings, with more consistent year-over-year improvement.
SAMG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $32.7M | +4.5% |
| Q2 2026 | $30.8M | +0.4% |
| Q1 2026 | $31.4M | 0% |
| Q4 2025 | $32M | 0% |
| Q3 2025 | $31.3M | +2.9% |
| Q2 2025 | $30.7M | -1% |
| Q1 2025 | $31.4M | +3.7% |
| Q4 2024 | $32M | +12% |
SAMG's revenue grew through 2023 and has held roughly level since: $33M last quarter, up 4.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +1.5 points |
| Q2 2026 | 3.1% | -10 points |
| Q1 2026 | 4% | -11 points |
| Q4 2025 | -2.8% | -8.9 points |
| Q3 2025 | 4.3% | -10 points |
| Q2 2025 | 13% | -4 points |
| Q1 2025 | 15% | -4.1 points |
| Q4 2024 | 6.1% | +9.5 points |
SAMG's operating margin was 5.8% last quarter, up 1.5 points from the same quarter a year ago.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.2B | +43% |
| Q1 2026 | $1.1B | +43% |
| Q4 2025 | $1B | +40% |
| Q3 2025 | $961.6M | +38% |
| Q2 2025 | $854.9M | +43% |
| Q1 2025 | $771.8M | +20% |
| Q4 2024 | $734.1M | +19% |
SOFI has the edge over SAMG on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI has the edge over SAMG on profitability, with a higher operating margin.
SAMG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $10.5M | -24% |
| Q2 2026 | $13.4M | +0.5% |
| Q1 2026 | -$31.3M | -$6.2M |
| Q4 2025 | $12.9M | -19% |
| Q2 2025 | $13.4M | -14% |
| Q1 2025 | -$25.1M | -$425K |
| Q4 2024 | $16M | +13% |
| Q2 2024 | $15.6M | +11% |
SAMG has the edge over SOFI on cash generation, producing positive trailing cash flow while its opponent burns cash.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.1B | -$1.7B |
| Q2 2026 | -$4B | -$2.5B |
| Q1 2026 | -$2.4B | -$2.4B |
| Q4 2025 | -$1.1B | -$815.2M |
| Q3 2025 | -$1.4B | -$149M |
| Q2 2025 | -$1.5B | -$1B |
| Q1 2025 | -$31.1M | -104% |
| Q4 2024 | -$242.4M | +$39.9M |
SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.
SAMG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.7% | +130K shares |
| 1 year | -6.2% | -521K shares |
| 3 years | -16% | -1.5M shares |
| 5 years | -19% | -1.8M shares |
| Available history | -15% | -1.3M shares |
SAMG has the edge over SOFI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $1.9M |
| Q4 2025 | $7M |
| Q3 2025 | $4.5M |
| Q2 2025 | $15.1M |
| Q1 2025 | $3.9M |
| Q4 2024 | $3.3M |
SAMG spent $9M buying back its own shares over the past year, down 67% from the year before.
SOFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +5.8M shares |
| 1 year | +5.2% | +66.8M shares |
| 3 years | +43% | +407M shares |
| 5 years | +272% | +993M shares |
SOFI has 1.4B diluted shares, up 5.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
SAMG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.2x | Net Cash |
| Q2 2026 | -2.2x | Net Cash |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -1.5x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q1 2024 | -1.7x | Net Cash |
SAMG has the edge over SOFI on leverage, with a lower net debt burden relative to earnings.
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SOFI.
SAMG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 82.3 | Overbought |
SAMG's weekly RSI is 51 (neutral) and its Stochastic is 82 (overbought).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
SAMG PE vs Financial Services Sector
| Metric | SAMG | Sector median | Relative |
|---|---|---|---|
| PE | 93x | 13x | 615% above |
| PE % | 99 | 63 | 36 pts above |
SAMG is trading at 93x earnings, a 615% premium to the Financial Services sector's median of 13x.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI has the edge over SAMG on valuation relative to its sector.
SAMG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $10.6 | 5.4% above |
| 20 week MA | $10.3 | 8.2% above |
| 50 week MA | $12.4 | 9.8% below |
| 100 week MA | $14.2 | 21% below |
| 200 week MA | $15.7 | 29% below |
SAMG has the edge over SOFI on trend strength, trading above more of its moving averages.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has fallen below most of its moving averages, though it's still 16% above its 200-week average.
SAMG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $12.4 | $14.1 | +14% |
| 2021 | $14.1 | $16.7 | +19% |
| 2022 | $16.7 | $18.2 | +8.9% |
| 2023 | $18.2 | $17.0 | -6.5% |
| 2024 | $17.0 | $18.4 | +8.1% |
| 2025 | $18.4 | $15.2 | -17% |
| 2026 YTD | $15.2 | $11.2 | -27% |
SAMG has the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $12.4 | +19% |
| 2021 | $12.4 | $15.1 | +22% |
| 2022 | $15.1 | $4.61 | -69% |
| 2023 | $4.61 | $9.95 | +116% |
| 2024 | $9.95 | $16.0 | +61% |
| 2025 | $16.0 | $27.1 | +69% |
| 2026 YTD | $27.1 | $15.6 | -42% |
SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.