NYSE - Delayed Quote USD

AssetMark Financial Holdings, Inc. (AMK)

33.89 -1.01 (-2.89%)
At close: April 25 at 4:00 PM EDT
33.81 -0.08 (-0.24%)
Pre-Market: 6:11 AM EDT
Loading Chart for AMK
DELL
  • Previous Close 34.90
  • Open 34.11
  • Bid --
  • Ask --
  • Day's Range 33.85 - 34.20
  • 52 Week Range 22.92 - 37.54
  • Volume 3,823,617
  • Avg. Volume 282,629
  • Market Cap (intraday) 2.521B
  • Beta (5Y Monthly) 1.11
  • PE Ratio (TTM) 20.54
  • EPS (TTM) 1.65
  • Earnings Date May 1, 2024 - May 6, 2024
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 36.80

AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

www.assetmark.com

990

Full Time Employees

December 31

Fiscal Year Ends

Recent News: AMK

Performance Overview: AMK

Trailing total returns as of 4/25/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

AMK
13.16%
S&P 500
5.84%

1-Year Return

AMK
5.25%
S&P 500
22.03%

3-Year Return

AMK
51.63%
S&P 500
20.77%

5-Year Return

AMK
--
S&P 500
68.56%

Compare To: AMK

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

Statistics: AMK

Valuation Measures

Annual
As of 4/26/2024
  • Market Cap

    2.52B

  • Enterprise Value

    2.41B

  • Trailing P/E

    20.54

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    3.56

  • Price/Book (mrq)

    1.99

  • Enterprise Value/Revenue

    3.40

  • Enterprise Value/EBITDA

    11.36

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    17.38%

  • Return on Assets (ttm)

    8.02%

  • Return on Equity (ttm)

    10.29%

  • Revenue (ttm)

    708.5M

  • Net Income Avi to Common (ttm)

    123.12M

  • Diluted EPS (ttm)

    1.65

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    235.68M

  • Total Debt/Equity (mrq)

    9.81%

  • Levered Free Cash Flow (ttm)

    130.13M

Research Analysis: AMK

Analyst Price Targets

33.00
36.80 Average
33.89 Current
41.00 High
 

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Earnings

Consensus EPS
 

Company Insights: AMK

Fair Value

33.89 Current
 

Dividend Score

0 Low
AMK
Sector Avg.
100 High
 

Hiring Score

0 Low
AMK
Sector Avg.
100 High
 

Insider Sentiment Score

0 Low
AMK
Sector Avg.
100 High
 

People Also Watch