SAMG vs. KR
SAMG (Silvercrest Asset Management Group Inc.) and KR (The Kroger Co.) are both stocks. SAMG operates in Asset Management (Financial Services), while KR operates in Grocery Stores (Consumer Defensive). Over the past 10 years, SAMG returned 2.85%/yr vs 6.90%/yr for KR. At a 0.09 correlation, their price movements are largely independent.
Performance
SAMG vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, SAMG achieves a -29.85% return, which is significantly lower than KR's -9.84% return. Over the past 10 years, SAMG has underperformed KR with an annualized return of 2.85%, while KR has yielded a comparatively higher 6.90% annualized return.
SAMG
- 1D
- -4.72%
- 1M
- -9.94%
- YTD
- -29.85%
- 6M
- -29.53%
- 1Y
- -26.36%
- 3Y*
- -15.79%
- 5Y*
- -3.84%
- 10Y*
- 2.85%
KR
- 1D
- -1.50%
- 1M
- -17.09%
- YTD
- -9.84%
- 6M
- -9.56%
- 1Y
- -20.91%
- 3Y*
- 8.89%
- 5Y*
- 9.62%
- 10Y*
- 6.90%
SAMG vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMG Silvercrest Asset Management Group Inc. | -29.85% | -13.00% | 13.34% | -5.65% | 13.58% | 28.82% | 16.48% | -0.55% | -14.49% | 26.39% |
KR The Kroger Co. | -9.84% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between SAMG and KR is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2013 | 0.09 |
The correlation between SAMG and KR shifts across timeframes, from -0.07 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SAMG:
$79.61M
KR:
$34.29B
SAMG:
$0.35
KR:
$1.64
SAMG:
29.05
KR:
33.97
SAMG:
0.68
KR:
0.24
SAMG:
1.70
KR:
5.29
SAMG:
$125.34M
KR:
$148.65B
SAMG:
$39.13M
KR:
$34.46B
SAMG:
$8.40M
KR:
$5.60B
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Return for Risk
SAMG vs. KR — Risk / Return Rank
SAMG
KR
SAMG vs. KR - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAMG | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 0.89 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | -0.81 | +0.07 |
| Martin ratioReturn relative to average drawdown | -1.78 | -1.99 | +0.21 |
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Drawdowns
SAMG vs. KR - Drawdown Comparison
The maximum SAMG drawdown since its inception was -54.78%, smaller than the maximum KR drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for SAMG and KR.
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Drawdown Indicators
| SAMG | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -66.81% | +12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -35.59% | -25.85% | -9.74% |
Max Drawdown (3Y)Largest decline over 3 years | -46.32% | -25.85% | -20.47% |
Max Drawdown (5Y)Largest decline over 5 years | -46.32% | -31.07% | -15.25% |
Max Drawdown (10Y)Largest decline over 10 years | -54.78% | -46.25% | -8.53% |
Current DrawdownCurrent decline from peak | -46.32% | -25.85% | -20.47% |
Average DrawdownAverage peak-to-trough decline | -18.41% | -22.44% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.80% | 10.52% | +4.28% |
Volatility
SAMG vs. KR - Volatility Comparison
The current volatility for Silvercrest Asset Management Group Inc. (SAMG) is 9.20%, while The Kroger Co. (KR) has a volatility of 11.24%. This indicates that SAMG experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAMG | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.20% | 11.24% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 20.60% | 21.95% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.05% | 27.36% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.07% | 27.10% | +5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.86% | 29.10% | +11.76% |
Dividends
SAMG vs. KR - Dividend Comparison
SAMG's dividend yield for the trailing twelve months is around 8.16%, more than KR's 2.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.51% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
SAMG Silvercrest Asset Management Group Inc. | 8.16% | 5.40% | 4.24% | 4.35% | 3.73% | 3.84% | 4.61% | 4.77% | 4.23% | 2.99% | 3.65% | 4.04% |
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
SAMG vs. KR - Profitability Comparison
SAMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Silvercrest Asset Management Group Inc. reported a gross profit of 10.26M and revenue of 31.41M. Therefore, the gross margin over that period was 32.7%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 10.63B and revenue of 46.12B. Therefore, the gross margin over that period was 23.0%.
SAMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Silvercrest Asset Management Group Inc. reported an operating income of 1.26M and revenue of 31.41M, resulting in an operating margin of 4.0%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of 1.41B and revenue of 46.12B, resulting in an operating margin of 3.1%.
SAMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Silvercrest Asset Management Group Inc. reported a net income of 533.00K and revenue of 31.41M, resulting in a net margin of 1.7%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of 903.00M and revenue of 46.12B, resulting in a net margin of 2.0%.
Frequently Asked Questions
SAMG and KR have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (11.24%) compared to SAMG (9.20%). In terms of maximum drawdown, SAMG dropped -54.78% vs KR's -66.81%.
KR currently has the higher Sharpe Ratio (-0.77 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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