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


AssetMark Financial Holdings, Inc. (AMK): $24.09

0.09 (+0.37%)

POWR Rating

Component Grades

Growth

S

Value

I

Momentum

G

Stability

N

Sentiment

U

Quality

P

AMK POWR Grades


  • AMK scores best on the Momentum dimension, with a Momentum rank ahead of 97.91% of US stocks.
  • AMK's strongest trending metric is Stability; it's been moving up over the last 206 days.
  • AMK's current lowest rank is in the Quality metric (where it is better than 20.52% of US stocks).

AMK Stock Summary

  • AssetMark Financial Holdings Inc's stock had its IPO on July 18, 2019, making it an older stock than only 2.93% of US equities in our set.
  • Over the past twelve months, AMK has reported earnings growth of -168.29%, putting it ahead of only 12.1% of US stocks in our set.
  • In terms of volatility of its share price, AMK is more volatile than just 1.89% of stocks we're observing.
  • Stocks with similar financial metrics, market capitalization, and price volatility to AssetMark Financial Holdings Inc are WIMI, NWBO, EQC, NNDM, and UCL.
  • AMK's SEC filings can be seen here. And to visit AssetMark Financial Holdings Inc's official web site, go to www.assetmark.com.

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 $29.67 Average Broker Recommendation 1.79 (Moderate Buy)

AMK Stock Price Chart Interactive Chart >

Price chart for AMK

AMK Price/Volume Stats

Current price $24.09 52-week high $29.45
Prev. close $24.00 52-week low $20.88
Day low $23.77 Volume 44,200
Day high $24.19 Avg. volume 93,210
50-day MA $23.00 Dividend yield N/A
200-day MA $23.76 Market Cap 1.75B

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.

AMK Price Forecast Based on DCF Valuation

Current PriceDCF Fair Value Target: Forecasted Gain:
$24.09$5.47 -76%

Below please find a table outlining a discounted cash flow forecast for AMK, in which we model out valuation assuming a variety of terminal growth rates. To summarize, we found that AssetMark Financial Holdings Inc ranked in the 24th percentile in terms of potential gain offered. Our DCF analysis suggests the stock is overvalued by about 75.67%. In terms of the factors that were most noteworthy in this DCF analysis for AMK, they are:

  • Interest coverage, a measure of earnings relative to interest payments, is 1.04; that's higher than only 16.58% of US stocks in the Financial Services sector that have positive free cash flow.
  • The business' balance sheet suggests that 7% of the company's capital is sourced from debt; this is greater than just 22.2% of the free cash flow producing stocks we're observing.
  • AssetMark Financial Holdings Inc's effective tax rate, as measured by taxes paid relative to net income, is at 58 -- greater than 95.52% of US stocks with positive free cash flow.


Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price
0%-76%
1%-76%
2%-76%
3%-76%
4%-75%
5%-75%

Want more companies with a valuation profile/forecast similar to that of AssetMark Financial Holdings Inc? See BX, VOYA, ICMB, PRAA, and V.


AMK Latest News Stream


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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.

AssetMark Institutional to Host RIA Summit Providing Deep Dive into RIA Business Models May 25-26

Two-day summit will feature guest speakers including Shark Tank’s Kevin O’Leary and Nerd's Eye View Publisher Michael KitcesCONCORD, Calif., May 03, 2021 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced the first AssetMark Institutional RIA Summit. The RIA Summit will bring together thought leaders from across the industry covering a range of topics that matter to RIAs at any stage, from launching an advisory firm to fine tuning an existing practice, to preparing for mergers and acquisitions. The Summit features insights from leaders in the investment space, including Shark Tank’s Kevin O’Leary, and Nerd's Eye View Publisher Michael Kitces. The free, virtual, two-day event will take place on Tuesday, May 25 and Wednesday, May 26. Insights from the RIA community will include: La...

Yahoo | May 3, 2021

AssetMark Launches Alternative Investments by iCapital Network®

Latest AssetMark Offering Builds on Company’s Commitment to Helping Financial Advisors Attract and Serve High-Net-Worth ClientsCONCORD, Calif. and NEW YORK, April 27, 2021 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), and iCapital Networki, today announced the launch of AssetMark Alternative Investments by iCapital, a customized alternative investments service on the AssetMark platform. The solution provides a curated selection of fully diligenced alternative investments with low minimums and a seamless end-to-end investing experience to support independent advisors in attracting and serving high-net-worth (HNW) clients. AssetMark Alternative Investments augments the investment solutions available to independent registered investment advisors (RIAs) on the AssetMark platform with alternati...

Yahoo | April 27, 2021

AssetMark to Announce First Quarter 2021 Results on May 4, 2021

CONCORD, Calif., April 15, 2021 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that it will release financial results for its quarter ended March 31, 2021 after the U.S. market close on Tuesday, May 4, 2021. AssetMark will host a conference call and webcast that day at 5:00 pm ET to discuss its results. AssetMark invites shareholders and other interested parties to listen to its financial results conference call live, either over the Internet or via dial in. Listeners can access the webcast at the AssetMark Investor Relations website at ir.assetmark.com. Alternatively, listeners can pre-register for the conference call here: http://www.directeventreg.com/registration/event/6587667. Upon registering, you will be provided with participant dial-in number...

Yahoo | April 15, 2021

What Makes AssetMark Financial (AMK) a New Buy Stock

AssetMark Financial (AMK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Yahoo | April 14, 2021

AssetMark Releases 2020 Charitable Giving Report and Honors Financial Advisors with Community Inspiration Award

Company Donates $464,333 in 2020 through Charitable Giving Programs, Including Contributions Made on Behalf of Advisors Who Give Back to Their CommunitiesCONCORD, Calif., April 13, 2021 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced it has released its 2020 Charitable Giving Report, which details the more than $464,000 it raised through corporate collaborations and through its annual Community Inspiration Award, Summer of Service employee volunteering program, and employee matching program to support giving and diversity in the financial services industry and extended communities. In 2020, AssetMark and its employees dedicated time and money to over 200 community organizations. The full report can be accessed here. Among its charitable giving for 2020, AssetMark specifically ...

Yahoo | April 13, 2021

Read More 'AMK' Stories Here

AMK Price Returns

1-mo 7.35%
3-mo -7.13%
6-mo 0.25%
1-year -3.33%
3-year N/A
5-year N/A
YTD -0.45%
2020 -16.61%
2019 N/A
2018 N/A
2017 N/A
2016 N/A

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