SAMG vs. KR
Compare and contrast key facts about Silvercrest Asset Management Group Inc. (SAMG) and The Kroger Co. (KR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMG or KR.
Key characteristics
| SAMG | KR | |
|---|---|---|
| YTD Return | 10.26% | 33.41% |
| 1Y Return | 15.02% | 39.86% |
| 3Y Return (Ann) | 7.16% | 22.20% |
| 5Y Return (Ann) | 12.05% | 24.19% |
| 10Y Return (Ann) | 6.02% | 11.52% |
| Sharpe Ratio | 0.40 | 1.83 |
| Sortino Ratio | 0.79 | 2.91 |
| Omega Ratio | 1.10 | 1.36 |
| Calmar Ratio | 0.39 | 2.73 |
| Martin Ratio | 1.44 | 7.47 |
| Ulcer Index | 9.27% | 5.34% |
| Daily Std Dev | 33.67% | 21.87% |
| Max Drawdown | -54.78% | -74.33% |
| Current Drawdown | -14.43% | 0.00% |
Fundamentals
| SAMG | KR | |
|---|---|---|
| Market Cap | $171.01M | $43.34B |
| EPS | $0.80 | $3.86 |
| PE Ratio | 22.60 | 15.52 |
| PEG Ratio | 0.98 | 1.40 |
| Total Revenue (TTM) | $120.34M | $116.25B |
| Gross Profit (TTM) | $42.69M | $24.51B |
| EBITDA (TTM) | $17.87M | $6.49B |
Correlation
The correlation between SAMG and KR is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SAMG vs. KR - Performance Comparison
In the year-to-date period, SAMG achieves a 10.26% return, which is significantly lower than KR's 33.41% return. Over the past 10 years, SAMG has underperformed KR with an annualized return of 6.02%, while KR has yielded a comparatively higher 11.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SAMG vs. KR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Silvercrest Asset Management Group Inc. (SAMG) and The Kroger Co. (KR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SAMG vs. KR - Dividend Comparison
SAMG's dividend yield for the trailing twelve months is around 4.26%, more than KR's 1.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMG Silvercrest Asset Management Group Inc. | 4.26% | 4.35% | 3.73% | 3.84% | 4.61% | 4.77% | 4.23% | 2.99% | 3.65% | 5.05% | 3.07% | 0.70% |
KR The Kroger Co. | 1.99% | 2.41% | 17.47% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% | 1.06% | 1.56% |
Drawdowns
SAMG vs. KR - Drawdown Comparison
The maximum SAMG drawdown since its inception was -54.78%, smaller than the maximum KR drawdown of -74.33%. Use the drawdown chart below to compare losses from any high point for SAMG and KR. For additional features, visit the drawdowns tool.
Volatility
SAMG vs. KR - Volatility Comparison
Silvercrest Asset Management Group Inc. (SAMG) has a higher volatility of 9.96% compared to The Kroger Co. (KR) at 6.31%. This indicates that SAMG's price experiences larger fluctuations and is considered to be riskier than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SAMG vs. KR - Financials Comparison
This section allows you to compare key financial metrics between Silvercrest Asset Management Group Inc. and The Kroger Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities