Critical Contrast: Pzena Investment Management (PZN) and Silvercrest Asset Management Group (SAMG)

Pzena Investment Management (NYSE: PZN) and Silvercrest Asset Management Group (NASDAQ:SAMG) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, risk, valuation, earnings, analyst recommendations, institutional ownership and profitability.

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Pzena Investment Management and Silvercrest Asset Management Group, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Pzena Investment Management 0 0 0 0 N/A
Silvercrest Asset Management Group 0 0 1 0 3.00

Silvercrest Asset Management Group has a consensus target price of $18.00, indicating a potential upside of 9.42%. Given Silvercrest Asset Management Group’s higher probable upside, analysts plainly believe Silvercrest Asset Management Group is more favorable than Pzena Investment Management.

Institutional and Insider Ownership

17.5% of Pzena Investment Management shares are held by institutional investors. Comparatively, 48.7% of Silvercrest Asset Management Group shares are held by institutional investors. 50.5% of Pzena Investment Management shares are held by company insiders. Comparatively, 10.2% of Silvercrest Asset Management Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Pzena Investment Management and Silvercrest Asset Management Group’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Pzena Investment Management $141.29 million 4.76 $6.90 million $0.63 15.32
Silvercrest Asset Management Group $91.36 million 2.38 $5.33 million N/A N/A

Pzena Investment Management has higher revenue and earnings than Silvercrest Asset Management Group.

Profitability

This table compares Pzena Investment Management and Silvercrest Asset Management Group’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Pzena Investment Management 5.45% 14.10% 7.55%
Silvercrest Asset Management Group 6.27% 19.87% 13.23%

Dividends

Pzena Investment Management pays an annual dividend of $0.12 per share and has a dividend yield of 1.2%. Silvercrest Asset Management Group pays an annual dividend of $0.56 per share and has a dividend yield of 3.4%. Pzena Investment Management pays out 19.0% of its earnings in the form of a dividend.

Volatility and Risk

Pzena Investment Management has a beta of 1.79, suggesting that its share price is 79% more volatile than the S&P 500. Comparatively, Silvercrest Asset Management Group has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500.

Summary

Silvercrest Asset Management Group beats Pzena Investment Management on 9 of the 14 factors compared between the two stocks.

About Pzena Investment Management

Pzena Investment Management, Inc. is a publicly owned investment manager. The firm manages equity mutual funds for its clients. It invests in the public equity markets. Pzena Investment Management, Inc. was founded in 2007 and is based in New York City with additional offices in Melbourne, Australia and London, United Kingdom.

About Silvercrest Asset Management Group

Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.

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