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SAMG vs. NNN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SAMG vs. NNN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Silvercrest Asset Management Group Inc. (SAMG) and NNN REIT, Inc. (NNN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SAMG achieves a -29.85% return, which is significantly lower than NNN's 17.23% return. Over the past 10 years, SAMG has underperformed NNN with an annualized return of 2.85%, while NNN has yielded a comparatively higher 4.28% 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%

NNN

1D
0.36%
1M
0.36%
YTD
17.23%
6M
17.59%
1Y
12.55%
3Y*
9.02%
5Y*
4.32%
10Y*
4.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAMG vs. NNN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
NNN
NNN REIT, Inc.
17.23%2.81%-0.06%-0.60%-0.01%23.08%-19.29%14.78%17.82%2.00%

Correlation

The correlation between SAMG and NNN is 0.06, 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

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Jun 27, 2013

0.19

The correlation between SAMG and NNN shifts across timeframes, from 0.06 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SAMG:

$79.61M

NNN:

$8.56B

EPS

SAMG:

$0.35

NNN:

$2.05

PE Ratio

SAMG:

29.05

NNN:

21.98

PS Ratio

SAMG:

0.68

NNN:

9.10

PB Ratio

SAMG:

1.70

NNN:

1.95

Total Revenue (TTM)

SAMG:

$125.34M

NNN:

$935.78M

Gross Profit (TTM)

SAMG:

$39.13M

NNN:

$761.54M

EBITDA (TTM)

SAMG:

$8.40M

NNN:

$870.06M

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Return for Risk

SAMG vs. NNN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SAMG
SAMG Risk / Return Rank: 88
Overall Rank
SAMG Sharpe Ratio Rank: 66
Sharpe Ratio Rank
SAMG Sortino Ratio Rank: 88
Sortino Ratio Rank
SAMG Omega Ratio Rank: 1010
Omega Ratio Rank
SAMG Calmar Ratio Rank: 1414
Calmar Ratio Rank
SAMG Martin Ratio Rank: 22
Martin Ratio Rank

NNN
NNN Risk / Return Rank: 6464
Overall Rank
NNN Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
NNN Sortino Ratio Rank: 5959
Sortino Ratio Rank
NNN Omega Ratio Rank: 5656
Omega Ratio Rank
NNN Calmar Ratio Rank: 6969
Calmar Ratio Rank
NNN Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SAMG vs. NNN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Silvercrest Asset Management Group Inc. (SAMG) and NNN REIT, Inc. (NNN). 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.


SAMGNNNDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-2.40

Omega ratioGain probability vs. loss probability

0.85

1.14

-0.28

Calmar ratioReturn relative to maximum drawdown

-0.74

1.43

-2.17

Martin ratioReturn relative to average drawdown

-1.78

3.27

-5.05

SAMG vs. NNN - Sharpe Ratio Comparison

The current SAMG Sharpe Ratio is -0.95, which is lower than the NNN Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of SAMG and NNN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SAMG vs. NNN - Drawdown Comparison

The maximum SAMG drawdown since its inception was -54.78%, roughly equal to the maximum NNN drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for SAMG and NNN.


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Drawdown Indicators


SAMGNNNDifference

Max Drawdown

Largest peak-to-trough decline

-54.78%

-56.17%

+1.39%

Max Drawdown (1Y)

Largest decline over 1 year

-35.59%

-8.83%

-26.76%

Max Drawdown (3Y)

Largest decline over 3 years

-46.32%

-22.03%

-24.29%

Max Drawdown (5Y)

Largest decline over 5 years

-46.32%

-25.22%

-21.10%

Max Drawdown (10Y)

Largest decline over 10 years

-54.78%

-54.99%

+0.21%

Current Drawdown

Current decline from peak

-46.32%

-3.07%

-43.25%

Average Drawdown

Average peak-to-trough decline

-18.41%

-9.80%

-8.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.80%

3.84%

+10.96%

Volatility

SAMG vs. NNN - Volatility Comparison

Silvercrest Asset Management Group Inc. (SAMG) has a higher volatility of 9.20% compared to NNN REIT, Inc. (NNN) at 5.76%. This indicates that SAMG's price experiences larger fluctuations and is considered to be riskier than NNN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SAMGNNNDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.20%

5.76%

+3.44%

Volatility (6M)

Calculated over the trailing 6-month period

20.60%

11.64%

+8.96%

Volatility (1Y)

Calculated over the trailing 1-year period

28.05%

16.75%

+11.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.07%

19.66%

+13.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.86%

28.11%

+12.75%

Dividends

SAMG vs. NNN - Dividend Comparison

SAMG's dividend yield for the trailing twelve months is around 8.16%, more than NNN's 5.31% yield.


PositionTTM20252024202320222021202020192018201720162015
NNN
NNN REIT, Inc.
5.31%5.96%5.61%5.17%4.72%4.37%5.06%3.79%4.02%4.31%4.03%4.27%
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. NNN - Financials Comparison

This section allows you to compare key financial metrics between Silvercrest Asset Management Group Inc. and NNN REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M250.00M20222023202420252026
31.41M
240.42M
(SAMG) Total Revenue
(NNN) Total Revenue
Values in USD except per share items

SAMG vs. NNN - Profitability Comparison

The chart below illustrates the profitability comparison between Silvercrest Asset Management Group Inc. and NNN REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
32.7%
95.9%
Portfolio components
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%.

NNN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NNN REIT, Inc. reported a gross profit of 230.63M and revenue of 240.42M. Therefore, the gross margin over that period was 95.9%.

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%.

NNN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NNN REIT, Inc. reported an operating income of 146.65M and revenue of 240.42M, resulting in an operating margin of 61.0%.

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%.

NNN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NNN REIT, Inc. reported a net income of 93.95M and revenue of 240.42M, resulting in a net margin of 39.1%.


Frequently Asked Questions


SAMG and NNN have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAMG has higher volatility (9.20%) compared to NNN (5.76%). In terms of maximum drawdown, SAMG dropped -54.78% vs NNN's -56.17%.

NNN currently has the higher Sharpe Ratio (0.75 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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