Financial Analysis: Prestige Wealth (NASDAQ:PWM) vs. Silvercrest Asset Management Group (NASDAQ:SAMG)

Institutional & Insider Ownership

7.7% of Prestige Wealth shares are held by institutional investors. Comparatively, 47.6% of Silvercrest Asset Management Group shares are held by institutional investors. 20.4% of Silvercrest Asset Management Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Risk and Volatility

Prestige Wealth has a beta of 3.02, meaning that its share price is 202% more volatile than the S&P 500. Comparatively, Silvercrest Asset Management Group has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Prestige Wealth	N/A	N/A	N/A
Silvercrest Asset Management Group	6.63%	12.03%	7.99%

Earnings & Valuation

This table compares Prestige Wealth and Silvercrest Asset Management Group”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Prestige Wealth	$639,912.00	12.21	-$6.88 million	N/A	N/A
Silvercrest Asset Management Group	$123.65 million	1.64	$9.53 million	$0.88	18.36

Silvercrest Asset Management Group has higher revenue and earnings than Prestige Wealth.

Summary

Silvercrest Asset Management Group beats Prestige Wealth on 7 of the 9 factors compared between the two stocks.

About Prestige Wealth

Prestige Wealth Inc., through its subsidiaries, provides wealth management and asset management services. It assists its clients in identifying and purchasing wealth and asset management products. The company offers its services primarily for high net worth and ultra-high net worth individuals, including business owners, executives, heirs of rich families, and other affluent individuals in Asia primarily in the mainland China or Hong Kong. The company was incorporated in 2018 and is based in Central, Hong Kong. Prestige Wealth Inc. is a subsidiary of Prestige Financial Holdings Group Limited.

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.