0LA Stock Overview
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States.
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
AssetMark Financial Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$33.00 |
| 52 Week High | US$34.40 |
| 52 Week Low | US$21.60 |
| Beta | 1.11 |
| 1 Month Change | 0.61% |
| 3 Month Change | 17.02% |
| 1 Year Change | 13.79% |
| 3 Year Change | 79.35% |
| 5 Year Change | n/a |
| Change since IPO | 41.03% |
Recent News & Updates
Recent updates
Shareholder Returns
| 0LA | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | -0.6% | -0.8% | -2.0% |
| 1Y | 13.8% | 17.8% | -0.3% |
Return vs Industry: 0LA underperformed the German Capital Markets industry which returned 17.8% over the past year.
Return vs Market: 0LA exceeded the German Market which returned -0.3% over the past year.
Price Volatility
| 0LA volatility | |
|---|---|
| 0LA Average Weekly Movement | 3.4% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 10.0% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: 0LA has not had significant price volatility in the past 3 months.
Volatility Over Time: 0LA's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1996 | 990 | H. Kim | www.assetmark.com |
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.
AssetMark Financial Holdings, Inc. Fundamentals Summary
| 0LA fundamental statistics | |
|---|---|
| Market cap | €2.43b |
| Earnings (TTM) | €115.58m |
| Revenue (TTM) | €665.14m |
21.4x
P/E Ratio3.7x
P/S RatioIs 0LA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 0LA income statement (TTM) | |
|---|---|
| Revenue | US$708.50m |
| Cost of Revenue | US$347.44m |
| Gross Profit | US$361.06m |
| Other Expenses | US$237.94m |
| Earnings | US$123.12m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.65 |
| Gross Margin | 50.96% |
| Net Profit Margin | 17.38% |
| Debt/Equity Ratio | 7.4% |
How did 0LA perform over the long term?
See historical performance and comparison