AssetMark Financial Holdings, Inc. (AMK): Price and Financial Metrics

AssetMark Financial Holdings, Inc. (AMK): $34.95

0.59 (+1.72%)

POWR Rating

Component Grades

Momentum

B

Stability

B

Sentiment

Quality

C

AMK Price/Volume Stats

Current price $34.95 52-week high $34.98
Prev. close $34.36 52-week low $22.92
Day low $34.20 Volume 211,600
Day high $34.98 Avg. volume 138,480
50-day MA $30.75 Dividend yield N/A
200-day MA $28.14 Market Cap 2.60B

AMK Stock Price Chart Interactive Chart >

AMK POWR Grades

  • AMK scores best on the Momentum dimension, with a Momentum rank ahead of 96.6% of US stocks.
  • The strongest trend for AMK is in Momentum, which has been heading up over the past 26 weeks.
  • AMK ranks lowest in Quality; there it ranks in the 43rd percentile.

AMK Stock Summary

  • AMK's went public 4.47 years ago, making it older than just 18.1% of listed US stocks we're tracking.
  • AMK's equity multiplier -- a measure of assets relative to shareholders'equity -- is greater than that of only 18.05% of US stocks.
  • With a year-over-year growth in debt of -14.96%, ASSETMARK FINANCIAL HOLDINGS INC's debt growth rate surpasses merely 21% of about US stocks.
  • If you're looking for stocks that are quantitatively similar to ASSETMARK FINANCIAL HOLDINGS INC, a group of peers worth examining would be PHX, EVTC, SVM, CHUY, and GURE.
  • Visit AMK's SEC page to see the company's official filings. To visit the company's web site, go to www.assetmark.com.

AMK Valuation Summary

  • AMK's price/sales ratio is 3; this is 150% higher than that of the median Financial Services stock.
  • AMK's EV/EBIT ratio has moved down 24.7 over the prior 54 months.

Below are key valuation metrics over time for AMK.

Stock Date P/S P/B P/E EV/EBIT
AMK 2023-12-22 3.0 1.8 19.0 12.3
AMK 2023-12-21 3.0 1.8 18.9 12.2
AMK 2023-12-20 3.0 1.7 18.8 12.2
AMK 2023-12-19 3.0 1.7 18.8 12.2
AMK 2023-12-18 2.9 1.7 18.4 11.9
AMK 2023-12-15 2.8 1.6 17.2 11.1

AMK's Quality Factors

The “Quality” component of the POWR Ratings focuses on 31 different factors of a companies fundamentals and operational strength. Here are some key insights as we drill into the specifics of these quality attributes.
  • AMK has a Quality Grade of D, ranking ahead of 14.39% of graded US stocks.
  • AMK's asset turnover comes in at 0.368 -- ranking 60th of 442 Trading stocks.
  • 500 - Internal server error

The table below shows AMK's key quality metrics over time.

Period Asset Turnover Gross Margin ROIC
2021-06-30 0.368 0.277 0.051
2021-03-31 0.352 0.229 -0.081
2020-12-31 0.349 0.278 0.032
2020-09-30 0.351 0.278 0.038
2020-06-30 0.361 0.282 0.051
2020-03-31 0.372 0.307 0.124

AMK Price Target

For more insight on analysts targets of AMK, see our AMK price target page. And for a list of of all stocks sorted by upside potential based on analyst target price, see our Top Price Target page.

Average Price Target $33.67 Average Broker Recommendation 1.71 (Moderate Buy)

AssetMark Financial Holdings, Inc. (AMK) Company Bio


AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. It also provides end-to-end experience, spanning nearly all elements of an adviser's engagement with client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.


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Latest AMK News From Around the Web

Below are the latest news stories about ASSETMARK FINANCIAL HOLDINGS INC that investors may wish to consider to help them evaluate AMK as an investment opportunity.

10 People to Watch in Wealth Management in 2024

Leadership changes at several wealth management companies mean a new cast of characters will shape the industry next year.

Yahoo | December 19, 2023

Earnings Tell The Story For AssetMark Financial Holdings, Inc. (NYSE:AMK)

There wouldn't be many who think AssetMark Financial Holdings, Inc.'s ( NYSE:AMK ) price-to-earnings (or "P/E") ratio...

Yahoo | December 18, 2023

November AMK Report

CONCORD, Calif., Dec. 11, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today. Company results for the month of November 2023 include: Platform assets of $104.1 billion at the end of November, up 19.5% year-over-year.Net flows were $303 million in the month of November, up 8.2% year-over-year.AssetMark Trust Company client cash was $2.68 billion, down 18.0% year-over-year.Number of households increased 12.5% year-over-ye

Yahoo | December 11, 2023

Insider Sell Alert: EVP, COO Carrie Hansen Sells 11,500 Shares of AssetMark Financial Holdings ...

AssetMark Financial Holdings Inc (NYSE:AMK) has recently witnessed a significant insider sell by one of its top executives.

Yahoo | December 8, 2023

AssetMark to Attend the Goldman Sachs Financial Services Conference

CONCORD, Calif., Nov. 29, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the Goldman Sachs Financial Services Conference on Tuesday, December 5th in New York, NY. The Company will be hosting one-on-one and group meetings. Analysts and portfolio managers who wish to attend this conference or would like to request a meeting should contact Goldman Sachs. About AssetMark Financial Holdings, Inc. AssetMark operates a wealth m

Yahoo | November 29, 2023

Read More 'AMK' Stories Here

AMK Price Returns

1-mo 12.85%
3-mo 36.31%
6-mo 19.28%
1-year 11.66%
3-year 47.91%
5-year N/A
YTD 16.69%
2023 30.22%
2022 -12.25%
2021 8.31%
2020 -16.61%
2019 N/A

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