AssetMark Financial Holdings, Inc. (AMK)
- Previous Close
34.50 - Open
34.48 - Bid --
- Ask --
- Day's Range
34.29 - 34.96 - 52 Week Range
22.92 - 37.54 - Volume
189,867 - Avg. Volume
216,704 - Market Cap (intraday)
2.585B - Beta (5Y Monthly) 1.11
- PE Ratio (TTM)
21.05 - 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.com990
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
Recent News: AMK
Performance Overview: AMK
Trailing total returns as of 4/19/2024, which may include dividends or other distributions. Benchmark is .
YTD Return
1-Year Return
3-Year Return
5-Year Return
Compare To: AMK
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Statistics: AMK
Valuation Measures
Market Cap
2.57B
Enterprise Value
2.46B
Trailing P/E
20.91
Forward P/E
--
PEG Ratio (5yr expected)
--
Price/Sales (ttm)
3.62
Price/Book (mrq)
2.03
Enterprise Value/Revenue
3.47
Enterprise Value/EBITDA
11.58
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
Fair Value
Analyst Recommendations
- Strong Buy
- Buy
- Hold
- Underperform
- Sell