AMK — AssetMark Financial Holdings Share Price
Last trade - 00:00- $2.63bn
- $2.42bn
- $708.50m
- 99
- 59
- 71
- 90
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 12.92 | ||
| PEG Ratio (f) | 1.17 | ||
| EPS Growth (f) | 12.41% | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 1.95 | ||
| Price to Tang. Book | 43.64 | ||
| Price to Free Cashflow | 21.76 | ||
| Price to Sales | 3.57 | ||
| EV to EBITDA | 10.02 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 13.23% | ||
| Return on Equity | 11.33% | ||
| Operating Margin | 27.51% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 417.94 | 432.08 | 530.3 | 618.31 | 708.5 | 600 | 624 | 14.27% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -69.03 | -64.84 | +668.85 | +212.39 | +28.32 | +33.61 | +4.55 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
AssetMark Financial Holdings, Inc. provides a wealth management platform that powers independent financial advisers and their clients. The Company’s platform provides advisers with an integrated suite of products and services that facilitates growth, streamlines workflows and provides scale to advisers’ businesses, so they can better serve their clients, who are investors of all sizes. Its platform includes Flexible technology platform, Personalized and scalable adviser service, Curated investment platform and Financial planning technology. Its integrated, open-architecture platform is built for advisers. Advisers have access to a range of automated tools and capabilities that help them differentiate the client experience, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking. It also provides a full spectrum of services for many aspects of the adviser’s firm.
Directors
- Xiaoning Jiao CHM (50)
- Michael Kim PRE (51)
- Natalie Wolfsen CEO (51)
- Gary Zyla CFO (49)
- Carrie Hansen COO (50)
- Jeremiah Chafkin EVP (61)
- Mukesh Mehta EVP (54)
- Ted Angus EVP (50)
- Esi Minta-Jacobs EVP (49)
- Bryan Lin DRC (51)
- Ying Sun DRC (45)
- Lei Wang DRC (49)
- Yi Zhou DRC (52)
- Rohit Bhagat IND (57)
- Patricia Guinn IND (66)
- Joseph Velli IND (63)
- Last Annual
- December 31st, 2023
- Last Interim
- June 30th, 2024
- Incorporated
- March 25th, 2013
- Public Since
- July 18th, 2019
- No. of Shareholders
- 43
- No. of Employees
- 990
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
- New York Stock Exchange
- Shares in Issue
- 74,831,983
- Address
- 1655 Grant Street, 10Th Floor, CONCORD, 94520
- Web
- https://www.assetmark.com/
- Phone
- +1 2126249500
- Contact
- Taylor Hamilton
- Auditors
- KPMG LLP
Latest News for AMK
Upcoming Events for AMK
Q3 2024 AssetMark Financial Holdings Inc Earnings Release
Q4 2024 AssetMark Financial Holdings Inc Earnings Release
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FAQ
As of Today at 19:23 UTC, shares in AssetMark Financial Holdings are trading at $35.15. This share price information is delayed by 15 minutes.
Shares in AssetMark Financial Holdings last closed at $35.15 and the price had moved by +21.67% over the past 365 days. In terms of relative price strength the AssetMark Financial Holdings share price has underperformed the S&P500 Index by -2.73% over the past year.
The overall consensus recommendation for AssetMark Financial Holdings is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreAssetMark Financial Holdings does not currently pay a dividend.
AssetMark Financial Holdings does not currently pay a dividend.
AssetMark Financial Holdings does not currently pay a dividend.
To buy shares in AssetMark Financial Holdings you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $35.15, shares in AssetMark Financial Holdings had a market capitalisation of $2.63bn.
Here are the trading details for AssetMark Financial Holdings:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: AMK
Based on an overall assessment of its quality, value and momentum AssetMark Financial Holdings is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in AssetMark Financial Holdings is $36.40. That is 3.56% above the last closing price of $35.15.
Analysts covering AssetMark Financial Holdings currently have a consensus Earnings Per Share (EPS) forecast of $2.64 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like AssetMark Financial Holdings. Over the past six months, its share price has underperformed the S&P500 Index by -8.98%.
As of the last closing price of $35.15, shares in AssetMark Financial Holdings were trading +7.26% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The AssetMark Financial Holdings PE ratio based on its reported earnings over the past 12 months is 12.92. The shares last closed at $35.15.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
AssetMark Financial Holdings' management team is headed by:
- Xiaoning Jiao - CHM
- Michael Kim - PRE
- Natalie Wolfsen - CEO
- Gary Zyla - CFO
- Carrie Hansen - COO
- Jeremiah Chafkin - EVP
- Mukesh Mehta - EVP
- Ted Angus - EVP
- Esi Minta-Jacobs - EVP
- Bryan Lin - DRC
- Ying Sun - DRC
- Lei Wang - DRC
- Yi Zhou - DRC
- Rohit Bhagat - IND
- Patricia Guinn - IND
- Joseph Velli - IND