AssetMark Financial Holdings Inc logo

AMK - AssetMark Financial Holdings Inc Share Price

$24.79 -0.0  -0.1%

Last Trade - 22/01/21

Sector
Financials
Size
Mid Cap
Market Cap £1.31bn
Enterprise Value £1.32bn
Revenue £315.8m
Position in Universe 2202nd / 6630
Bullish
Bearish
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Momentum
Relative Strength (%)
1m -0.77%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -27.1%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2014 2015 2016 2017 2018 2019 2020E 2021E CAGR / Avg
0.000 0.000 0.000 295.5 363.6 417.9 295.7 327.8 +18.9%
+239.5 -69.0 +429.2 +14.6
PEG
Profitability
ROA
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%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the nine months ended 30 September 2020,AssetMark Financial Holdings Inc revenues increased 5% to$321.2M. Net income decreased 12% to $2.1M. Revenuesreflect Asset-based revenue increase of 10% to $304.2M. Netincome was offset by Labor & Related Expenses in SGAincrease of 20% to $131.7M (expense), Selling/General/AdminExpense increase of 11% to $48.7M (expense), Depreciationand amortization increase of 17% to $25.8M (expense).
Health Trend(F-Score)
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Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
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Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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Consensus Estimate
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Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
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Profile Summary

AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions. The Company’s platform enables advisers to outsource services. It provides an end-to-end experience from initial conversations to ongoing financial planning discussions, including performance reporting and billing. It provides tools for advisers to manage their business activities. Its platform includes integrated technology platform, personalized adviser service and investment platform. Its integrated platform is built for advisers, providing advisers access to a range of automated processes, including new account opening, portfolio construction, investor reporting, progress to goal analysis and client activity tracking. It also provides a spectrum of services for many aspects of the adviser’s firm. These services include business support from field professionals, operations, service support teams and specialty teams, including business management consultants and retirement consultants.

Directors
Last Annual December 31st, 2019
Last Interim September 30th, 2020
Incorporated March 25, 2013
Public Since July 18, 2019
No. of Shareholders: 66
No. of Employees: 729
Sector Financials
Industry Investment Banking & Investment Services
Index
Exchange New York Stock Exchange
Shares in Issue 72,449,255
Free Float (0.0%)
Eligible for
ISAs
SIPPs
AMK Share Price Performance
Share Price
Bid - Ask
Low - High
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Latest News for AMK
Upcoming Events for AMK
Frequently Asked Questions for AssetMark Financial Holdings Inc
What is the AssetMark Financial Holdings Inc share price?

As of 22/01/21, shares in AssetMark Financial Holdings Inc are trading at $24.79, giving the company a market capitalisation of £1.31bn. This share price information is delayed by 15 minutes.

How has the AssetMark Financial Holdings Inc share price performed this year?

Shares in AssetMark Financial Holdings Inc are currently trading at $24.79 and the price has moved by -17.59% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the AssetMark Financial Holdings Inc price has moved by -29.51% over the past year.

What are the analyst and broker recommendations for AssetMark Financial Holdings Inc?

There are no analysts currently covering AssetMark Financial Holdings Inc.

When will AssetMark Financial Holdings Inc next release its financial results?

AssetMark Financial Holdings Inc is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-09-30
What is the AssetMark Financial Holdings Inc dividend yield?

AssetMark Financial Holdings Inc does not currently pay a dividend.

Does AssetMark Financial Holdings Inc pay a dividend?

AssetMark Financial Holdings Inc does not currently pay a dividend.

When does AssetMark Financial Holdings Inc next pay dividends?

AssetMark Financial Holdings Inc does not currently pay a dividend.

How do I buy AssetMark Financial Holdings Inc shares?

To buy shares in AssetMark Financial Holdings Inc 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.

What is the market cap of AssetMark Financial Holdings Inc?

Shares in AssetMark Financial Holdings Inc are currently trading at $24.79, giving the company a market capitalisation of £1.31bn.

Where are AssetMark Financial Holdings Inc shares listed? Where are AssetMark Financial Holdings Inc shares listed?

Here are the trading details for AssetMark Financial Holdings Inc:

Country of listing: United States
Exchange: NYQ
Ticker Symbol: AMK
What kind of share is AssetMark Financial Holdings Inc?

Based on an overall assessment of its quality, value and momentum, AssetMark Financial Holdings Inc is currently classified as a Falling Star. 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.

Is there a AssetMark Financial Holdings Inc share price forecast 2021?

Shares in AssetMark Financial Holdings Inc are currently priced at $24.79. At that level they are trading at 13.27% discount to the analyst consensus target price of 0.00.

Analysts covering AssetMark Financial Holdings Inc currently have a consensus Earnings Per Share (EPS) forecast of 0.965 for the next financial year.

How can I tell whether the AssetMark Financial Holdings Inc share price will go up?

An 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 Inc. Over the past six months, the relative strength of its shares against the market has been -24.27%. At the current price of $24.79, shares in AssetMark Financial Holdings Inc are trading at 0.92% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the AssetMark Financial Holdings Inc PE Ratio?

The AssetMark Financial Holdings Inc PE ratio based on its reported earnings over the past 12 months is 0.182k. The shares are currently trading at $24.79.

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.

Who are the key directors of AssetMark Financial Holdings Inc?

AssetMark Financial Holdings Inc's management team is headed by:

Charles Goldman - PRE
Gary Zyla - CFO
Ted Angus - EVP
Jeremiah Chafkin - EVP
Carrie Hansen - COO
Michael Kim - EVP
Mukesh Mehta - EVP
Esi Minta-Jacobs - EVP
Natalie Wolfsen - EVP
Rohit Bhagat - IND
Bryan Lin - DRC
Patricia Guinn - IND
Ying Sun - DRC
Xiaoning Jiao - CHM
Yi Zhou - DRC
Who are the major shareholders of AssetMark Financial Holdings Inc?

Here are the top five shareholders of AssetMark Financial Holdings Inc based on the size of their shareholding:

Huatai International Investment Holdings Ltd Corporation
Percentage owned: 70.22% (50.9m shares)
Goldman (Charles G) Individual Investor
Percentage owned: 3.22% (2.33m shares)
Capital Research Global Investors Investment Advisor
Percentage owned: 3.11% (2.25m shares)
American Funds SMALLCAP World Fund Mutual Fund
Percentage owned: 3.11% (2.25m shares)
Capital World Investors Investment Advisor
Percentage owned: 3.11% (2.25m shares)
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